ACCOUNTING FIRM STAFFING
Tax-season help for CPA firms, without the overtime.
From bookkeeping to client intake, CoreEdge delivers offshore professionals who work as part of your firm.
Every January it's the same story: returns pile up, client emails go unanswered and your best people burn out. CoreEdge gives your firm trained offshore support that scales up for busy season and stays steady the rest of the year.
We don't just place staff in accounting firms.
We understand how they work.
Your CoreEdge professional comes ready for the rhythm of a firm: busy-season deadlines, extension season, month-end close and the steady flow of client documents in between.
They're comfortable in accounting software, spreadsheets and client portals, so you're not starting from zero. You spend less time explaining and more time reviewing.
Every role. Built for firm work.
Roles CoreEdge can fill for CPA, bookkeeping and tax practices, with staff who understand the work.
Role 01
Bookkeepers
Transaction coding, bank and credit card reconciliations, and month-end close support across your client files.
Role 04
Executive Assistants
Calendar, inbox and travel support for partners, so they can stay focused on clients during busy season.
Role 02
Tax Prep Assistants
Organizing client documents, data entry into tax software, and preparing workpapers for your reviewers.
Role 05
AR & Billing Specialists
Client invoicing, payment follow-up and collections tracking, so your firm gets paid on time.
Role 03
Client Intake Coordinators
Collecting client documents, sending organizers and reminders, and keeping your engagement pipeline moving.
Role 06
Receptionists & Client Services
Answering calls, booking appointments and handling client questions, so nothing slips when the phones get busy.