Frictionless Finance.
From chaotic receipts to audit-ready ledgers in 4 simple steps.
We believe accounting shouldn't be a chore you dread. We have engineered a workflow that minimizes your effort and maximizes speed. By combining cloud technology with our global team, we turn your financial data into actionable intelligence overnight.
Seamless Onboarding
We plug into your ecosystem.We don't ask you to change how you do business; we integrate with it.
- Kickoff: A 30-minute strategy call to understand your tax structure and business goals.
- Integration: We set up secure, read-only access to your platforms (QuickBooks, Xero, Odoo).
- The Portal: Access to our secure client portal for document sharing—no lost emails.
"Follow the Sun" Workflow
We work while you rest.This is the Proximal advantage. We utilize time zone differences to slash turnaround times.
- Upload (You): Snap photos of receipts or upload invoices before you sign off.
- Process (Us): While the US sleeps, our team logs in to categorize and reconcile.
- Resolve (Together): Wake up to clean books and answered queries.
Quality Assurance
Data entry is just the beginning.Most firms stop at categorization. We go further with deep analysis.
- The CPA Review: Every ledger is reviewed by a Senior Accountant for compliance.
- The Analyst View: We run numbers through BI models to spot cash flow trends and leakage.
- Optimization: Identifying tax-saving opportunities in real-time.
Delivery & Strategy
Clarity, delivered.You receive clear, jargon-free reports to drive your decisions.
- Monthly: P&L, Balance Sheet, and a "CEO Summary" of financial health.
- Annually: Tax Returns (1040/1120) prepared and e-filed well before deadlines.
- Ongoing: Virtual CFO strategy calls to help you plan expansion.
Frictionless Finance.
From chaotic receipts to audit-ready ledgers in 4 simple steps.
We believe accounting shouldn't be a chore you dread. We have engineered a workflow that minimizes your effort and maximizes speed. By combining cloud technology with our global team, we turn your financial data into actionable intelligence overnight.
Seamless Onboarding
We plug into your ecosystem.We don't ask you to change how you do business; we integrate with it.
- Kickoff: A 30-minute strategy call to understand your tax structure and business goals.
- Integration: We set up secure, read-only access to your platforms (QuickBooks, Xero, Odoo).
- The Portal: Access to our secure client portal for document sharing—no lost emails.
"Follow the Sun" Workflow
We work while you rest.This is the Proximal advantage. We utilize time zone differences to slash turnaround times.
- Upload (You): Snap photos of receipts or upload invoices before you sign off.
- Process (Us): While the US sleeps, our team logs in to categorize and reconcile.
- Resolve (Together): Wake up to clean books and answered queries.
Quality Assurance
Data entry is just the beginning.Most firms stop at categorization. We go further with deep analysis.
- The CPA Review: Every ledger is reviewed by a Senior Accountant for compliance.
- The Analyst View: We run numbers through BI models to spot cash flow trends and leakage.
- Optimization: Identifying tax-saving opportunities in real-time.
Delivery & Strategy
Clarity, delivered.You receive clear, jargon-free reports to drive your decisions.
- Monthly: P&L, Balance Sheet, and a "CEO Summary" of financial health.
- Annually: Tax Returns (1040/1120) prepared and e-filed well before deadlines.
- Ongoing: Virtual CFO strategy calls to help you plan expansion.