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White-Label Month-End Close for CPA Firms

White-label month-end close and management reporting for US CPA firms — under your brand, by the 5th business day.

Most firms cap their CAS practice on capacity, not demand. We’re the white-label production team that runs the monthly close and builds the management pack in your software — senior-reviewed and delivered by the 5th business day, under your brand. You review, brand it, present; your client never sees us.

Every file checked by a senior accountant before it reaches you.

What you get, every month

A named, dated deliverable — not a vague promise of “insights.”

The monthly management pack

A review-ready management pack — P&L, balance sheet, cash flow, a KPI summary, and short variance notes — delivered by the 5th business day, every month, formatted in your firm’s template and branding. Plus the underlying monthly close, bookkeeping, payroll, sales tax, and tax-filing prep behind it.

Month-End Close

A disciplined close with workpapers and tie-outs your reviewer can trust — the foundation under the pack.

Monthly Bookkeeping

Categorized books and bank reconciliations every month, kept current in your software.

Payroll

End-to-end payroll processing, withholdings, and year-end forms.

Multi-State Sales Tax

Registration, calculation, and filing across the states your clients sell in.

Tax-Filing Prep

Federal and state return prep — Forms 1120, 1120-S, 1065, and 1040 — ready for your firm’s review and signature.

Three steps, fully white-label

1

You hand off

You give us the client books in your software — QuickBooks, Xero, or whatever you run. No flat-file handoffs.

2

We produce & QC

We run the close and build the pack; a senior reviewer QCs every deliverable before it ships to you.

3

You present

You review, apply your brand, and present to your client. They never see us — the relationship stays entirely yours.

Proof, not adjectives

A named SLA

Your management pack by the 5th business day, every month — on a schedule you can promise your client — a date, not a vague promise.

Your brand + senior review

Every file passes a senior accountant’s QC before it ships to you — nothing partner-level slips through, and your client only ever sees your name.

In your stack

We work inside QuickBooks, Xero, and your existing tools — no flat-file handoffs, no rip-and-replace.

Capacity that flexes

Scale up for season and down after — variable capacity at meaningfully less than a US hire.

Named accountability

Led by Shamik Ukil, CA — you always know who’s behind the work, with encrypted file exchange and strict access controls on every engagement.

Test fit on a few clients. Scale when you’re ready.

Most firms start with a small pilot block of clients to test fit, then scale into full monthly CAS. No volume commitment — you add clients as the relationship earns it.

Book a 20-minute fit call →

From the firms we produce for

From the partners whose firms we produce behind.

Six new CAS clients, no new hires

“The pack lands by the 5th every month and our reviewers sign off in minutes instead of building it from scratch. We’ve added six CAS clients this year without adding headcount.”
— Marcus Hale, Managing Partner, Hale & Brandt CPAs (Ohio)

Nothing partner-level slips through

“The senior review is what sold me. In eight months of monthly packs I haven’t caught a partner-level error — what reaches my desk is ready to brand and send.”
— Priya Raman, CPA, Partner, Raman Advisory Group (New Jersey)

We own the relationship; they run production

“Our clients think our advisory got sharper. Really, we finally have the month-end capacity to have the conversation — Advisory Monks runs the production, and ours is the only name the client ever sees.”
— Daniel Whitfield, Partner, Whitfield & Co. (Texas)

How a 9-partner firm added 14 CAS clients in a year without hiring

A regional firm was capping its CAS practice because each new client meant 20+ hours of partner and staff production a month. We took over month-end close and the management pack for an initial pilot of four clients — delivered by the 5th business day, in the firm’s template, senior-reviewed before each handoff. Within a year the firm scaled to 14 CAS clients on the same internal headcount, with partners moving from preparing packs to presenting them.

Not a CPA firm?

We also work directly with foreign-owned US subsidiaries and growing US businesses that need the books, the monthly close, and tax handled — the same production quality, working directly with you.

Explore services for businesses →
Foreign-owned US C-Corps
FBAR · 5472 · DE/CA compliance
Startups & SMBs
Books · close · reporting
Founders abroad
US entity setup & filings

Book a fit call, or send a note

Tell us your firm and what you’re scaling. We reply within one business day.

Prefer to talk? Book a 20-minute fit call.

Let’s run your CAS production.

Book a 20-minute fit call. We’ll map your client books, software, and turnaround — and start with a small pilot block, no volume commitment.

Book a 20-minute fit call → 20 minutes · No commitment · NDA on request
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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
Client payment — Apex Design +$22,000
Bi-weekly payroll run -$11,400
AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New
Q4 2025 Board Pack
CFO Narrative · KPI Summary · 13-Week Forecast
Ready
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready
January 2026 Financial Pack
Delivered February 10, 2026
Ready
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready
November 2025 Financial Pack
Delivered December 10, 2025
Ready
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · Encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
2024 W-2 Pack — All Employees
Issued January 31, 2025
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior accountant
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated accountant
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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