BorderlessWealth CPA

Outsourced Accounting Services

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Our process includes a free consultation call

Outsourced Accounting & Tax Services

We offer customized monthly fixed fee packages for the following services at a cost less than a part-time employee, but with us as your outsourced accounting and finance department so you can focus your time on the growth of your business.


Starting at $500/month

(Revenue below $500,000)


Starting at $1000/month

(Revenue below $1m)


Starting at $2000/month

(Revenue above $1m)

Tax planning

  • Regular touch points to discuss upcoming major business decisions (i.e., new investments, buy or lease, financing, refinancing, equity raise, salary/dividends, repatriation, etc.)
  • Proactive tax planning (US, Canada, and cross-border) to accommodate business objectives for the year

Virtual CFO

  • Cashflow forecasting
  • Budgeting and variance analysis
  • Technology and app optimization, integration, and automation
  • Cap table management

Tax compliance

  • Canadian tax return preparation
  • US federal and state tax return preparation
  • Canadian sales tax return preparation (GST/HST/PST)
  • US state sales tax return preparation
  • Canadian and US foreign reporting


  • US entity bookkeeping
  • Canadian entity bookkeeping
  • Intercompany accounting
  • Multi-currency accounting


  • Payroll for US entities employing US-based employees and contractors
  • W-2 and 1099 reporting
  • Payroll for Canadian entities employing Canadian-based employees.
  • T4 and T4A reporting
  • Cross-order equity-based compensation consulting (stock options, restricted stocks, RSU’s)

Frequently Asked Questions​

To get started please visit our Get Started webpage  If you fit the our client profile and is contemplating (or already have) cross-border activities, please fill out the webform and include as much detail about your tax and financial situation as possible.  Once the webform is submitted, you will be able to book a call directly in my calendar.  The more details you can provide, the more informative our call will be.