Services
Querencia Global Solutions offers a wide range of outsourcing services designed to streamline operations and drive growth for CPA Firms, Small Businesses and Individuals.
Specializations: High Net Worth Individuals, International Taxation, and Real Estate Taxation.
Tax Services
Individual (1040) and business returns (1120, 1120S, 1065).
Virtual CFO Services:
Strategic guidance for small businesses and startups.
Accounting & Bookkeeping:
Comprehensive services for accurate financial management.
Tech Integration:
Use of advanced technology and GenAI for efficient operations.
Engagement Models
Dedicated professional for ongoing support.
Short term, specialized projects for peak seasons or unique needs.
Onshore (USA-based)and offshore (India-based) teams tailored to client preferences.
Personalized models to fit the unique needs of each CPA form or business.
Software Capabilities
Our team has extensive expertise in utilizing all the major software platforms used by CPAs in the U.S. We are proficient in leveraging these tools to streamline tax processes, improve accuracy, and enhance overall client service.
Data Security
Your trust is our foundation, and we are committed to maintaining the highest levels of security and confidentiality in all our engagements.
Secure Infrastructure
Advanced firewalls, encryption protocols, and access controls protect client data.
Confidentiality
Robust non-disclosure agreements and employee training ensure strict confidentiality.
Compliance
Our processes align with international data protection standards, including GDPR and CCPA.
Regular Audits
Periodic security assessments and updates keep our systems resilient to threats.
Data Security
Your trust is our foundation, and we are committed to maintaining the highest levels of security and confidentiality in all our engagements.
Secure Infrastructure
Advanced firewalls, encryption protocols, and access controls protect client data.
Compliance
Our processes align with international data protection standards, including GDPR and CCPA.
Confidentiality
Robust non-disclosure agreements and employee training ensure strict confidentiality.
Regular Audits
Periodic security assessments and updates keep our systems resilient to threats.
