SoClo Accountant Partners
Deliver Value on
Core Services
From tax planning, advisory and financial consulting, transition your firm’s resources from low-value to more high-value services.
- Tax Prep
- Advisory
- Audit
- CFO Services
Leave Bookkeeping and Payroll to us!
Why become a SoClo Partner?
Introduce clients to bookkeeping and payroll they’ll love
Save time from managing and hiring staff
Earn rewards as you add new clients
Redesign your practice around higher billables
There’s Finally A Firm
For All Your Headaches
Our service include core capabilities and technologies that work in conjunction with your clients’ business needs. Add-On services are available to customize solutions.
Focus on Core Services
Cost-
Effective
Access to Expertise and Technology
Improved Client Service
Flexibility and Customization
Accountants who specialize in high-value services see
significant revenue increases and improved client satisfaction.
Building A Better Accounting Practice
Starter Pack
Off-loading unravels the true value of an Accountant
Tax Planning and Prep
Minimize tax liabilities and ensure compliance.
- $
- $
- $
- $
- $
- Personal Tax Prep
- Corporate Tax Prep
- GST/HST Compliance
- Tax Dispute
- Estate and Trust Tax
- Cross Border Taxation
- Capital Gains Tax Planning
- and more…
Audit and Assurance
Build trust with transparent financial reporting.
- $
- $
- $
- $
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- Financial Statement Audits
- Internal Audits
- Compliance Audit
- Review Engagements
- Performance Audits
- Statuary Audits
- and more…
Financial Advisory
Enhance business performance with insights.
- $
- $
- $
- $
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- Investment Advisory
- Retirement Planning
- Estate Planning
- Business Valuation
- Tax Efficient Investment Advisory
- and more…
CFO Services
Achieve strategic goals with expert advice.
- $
- $
- $
- $
- $
- Strategic Planning
- FP&A
- Risk Management
- M&A Advisory
- Technology Consulting
- and more…
SoClo Experience
See how your business can save time and money by leveraging our expertise.
How Organizations Like Yours Do More With SoClo
You choose how you focus your resources and which problems to tackle. Leave Bookkeeping & Payroll with us.
Staff Shortage
Hiring challenges may lead to efficiency and accuracy concerns
Regulatory Complexity
New tax legislation and significant reporting changes require more attention.
Cybersecurity Threats
Increased web threats and ransom attacks require security protocols.
Technological Changes
Accounting technology and software is changing rapidly. Adoption is slow.
Introducing SoClo
Bookkeeping & Payroll
Building trust with transparent financial administration.
A New World of
Intelligent Practice
Embrace the opportunities in front of you.
