Located in the Dallas/Fort Worth area, Chameleon Sourcing provides contracted CPA services so your firm can focus on what's most important. Our team of licensed CPAs and CPBs is equipped with the knowledge and experience to assist you in confidently and securely expanding your capacity and meeting your deadlines. Grow your business with outsourced services ready when you need them, giving you the flexibility to call on us when you're overwhelmed.
Outsourcing your tax preparation, bookkeeping, and payroll benefits your business by allowing you to focus your time and efforts where it really matters: your client relationships. Instead of spending additional time and funds to hire, onboard, and train a new hire, get access to experienced CPAs for a competitive rate. Our U.S. based staff are all licensed CPA or CPBs whose access to your client documents is securely shared in order to ensure confidentiality.
With more time to speak with your clients, you can elevate your client relationships to turn them into loyal customers and better your word of mouth advertising.
Outsourcing your tax preparation, bookkeeping, and payroll benefits your business by allowing you to focus your time and efforts where it really matters: your client relationships. Instead of spending additional time and funds to hire, onboard, and train a new hire, get access to experienced CPAs for a competitive rate. Our U.S. based staff are all licensed CPA or CPBs whose access to your client documents is securely shared in order to ensure confidentiality.
With more time to speak with your clients, you can elevate your client relationships to turn them into loyal customers and better your word of mouth advertising.
Services
Chameleon Sourcing works behind the scenes to be a viable resource for your firm.
Every firm is different and we work with our clients to implement a plan that works for each firm.
We can connect remotely on a computer owned by your firm to access client data and utilize your firm's software to prepare tax returns.
Client information does not leave your firms computers or your office.
The connection is secure and encrypted.
In instances where your firm does not have remote capabilities, we implement the use of ShareFile to allow the facilitation of data transfer and collaboration.
Every firm is different and we work with our clients to implement a plan that works for each firm.
We can connect remotely on a computer owned by your firm to access client data and utilize your firm's software to prepare tax returns.
Client information does not leave your firms computers or your office.
The connection is secure and encrypted.
In instances where your firm does not have remote capabilities, we implement the use of ShareFile to allow the facilitation of data transfer and collaboration.
Chameleon Sourcing consults with CPA firms to help identify opportunities to bolster potential services available to your clients and increase the capacity to prepare tax returns.
We confidentially and securely integrate with your firm to prepare tax returns to material completion allowing you to service more clients without increasing overhead traditionally associated with human capital.
Synergizing with our firm increases the access to resources available to your firm and client to include bookkeeping and payroll.
We confidentially and securely integrate with your firm to prepare tax returns to material completion allowing you to service more clients without increasing overhead traditionally associated with human capital.
Synergizing with our firm increases the access to resources available to your firm and client to include bookkeeping and payroll.
We help your team stand out by working on completing tasks behind the scenes.
Every firm has different needs, which is why we pride ourselves on our flexibility.
We're able to fit in where you need us, so you can focus on the bigger picture.
Just because the work is outsourced doesn't mean you lose control-your staff has the opportunity to review every deliverable completed to make sure it lives up to your standards.
Every firm has different needs, which is why we pride ourselves on our flexibility.
We're able to fit in where you need us, so you can focus on the bigger picture.
Just because the work is outsourced doesn't mean you lose control-your staff has the opportunity to review every deliverable completed to make sure it lives up to your standards.
New hires are risky, time-consuming and costly.
When the need arises for new staff you can either self-hire or go through a recruiter.
Either method will cost time and money with little guarantee of long term retention or cultural assimilation with the firm.
Once you hire a candidate, there are additional costs associated with retaining that employee.
This includes paid vacation time, equipment, office space, training, healthcare, licensing, wages, and other overhead costs.
Hiring a professional to work annually when the demand for their assistance is primarily required during Busy Season does not fit in with the seasonal nature of CPA firms.
When the need arises for new staff you can either self-hire or go through a recruiter.
Either method will cost time and money with little guarantee of long term retention or cultural assimilation with the firm.
Once you hire a candidate, there are additional costs associated with retaining that employee.
This includes paid vacation time, equipment, office space, training, healthcare, licensing, wages, and other overhead costs.
Hiring a professional to work annually when the demand for their assistance is primarily required during Busy Season does not fit in with the seasonal nature of CPA firms.
Security and trust are concerns for firms who consider hiring us for CPA Sourcing services.
At Chameleon Sourcing, we consider data security to be a top priority.
Data security starts with the physical security of the devices we use to access data.
It includes how we access your data and continues with maintaining its digital security.
Each of computer logs out after a short period and requires a Two Factor Authentication to prevent tampering or unauthorized access.
All of our hard-drives are protected using 256-bit AES encryption to prevent illicit access to sensitive data.
At Chameleon Sourcing, we consider data security to be a top priority.
Data security starts with the physical security of the devices we use to access data.
It includes how we access your data and continues with maintaining its digital security.
Each of computer logs out after a short period and requires a Two Factor Authentication to prevent tampering or unauthorized access.
All of our hard-drives are protected using 256-bit AES encryption to prevent illicit access to sensitive data.
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