Countsure

Keep financial records organized and tax-ready, gain clearer insight into business finances, and free up time to run and grow your business.

Improve cash-flow visibility, speed up collections, keep vendor payments on schedule, and reduce administrative work.

Manage business tax obligations, support compliance, pursue tax-efficient decisions, and receive year-round professional support.

Simplify personal tax filing, identify eligible tax savings, and receive support with compliance and future tax planning.

Pay employees accurately and on time, manage payroll compliance, protect sensitive data, and reduce administrative effort.

Strengthen reporting confidence, improve controls, and address compliance needs with structured audit support and actionable findings.

Help establish a U.S. business remotely with formation, EIN, banking, and compliance support.

Gain documented valuations to support business decisions, transactions, fundraising, tax compliance, and financial reporting.

Keep digital-asset books accurate and audit-ready, simplify crypto tax reporting, and unify activity across wallets and blockchains.

Gain clear, compliant financial reports that support informed decisions, tax filing, audits, and financing.

Streamline operations, gain clearer performance insights, and free time to focus on leadership and sustainable growth.

Access dedicated accounting expertise, scale support as needs change, and reduce hiring costs while maintaining secure financial operations.

Accounting and bookkeeping

Countsure provides outsourced bookkeeping for small businesses, freelancers, and growing enterprises. Services include transaction recording and categorization, account reconciliations, financial reporting, catch-up bookkeeping, and tax-ready record organization. Work can be performed monthly or quarterly using platforms such as QuickBooks and Xero. The service also provides dedicated QuickBooks and Xero setup, migration, integrations, workflow automation, system reviews, and platform-specific reporting. Professionals are trained in U.S. GAAP and IRS requirements, and financial data is handled using encrypted platforms and confidentiality protocols.

Category: Accounting Services

• Keep Transactions Organized And Accurate
  Maintain organized financial records and a clearer view of income and expenses.
• Reconcile Accounts With Confidence
  Maintain accurate books and identify discrepancies in account records.
• Understand Your Business Finances
  Gain clearer insight into business health, profitability, and financial performance.
• Set Up Or Migrate Accounting Software
  Start with a business-specific configuration or transition from another accounting platform with support for transferring data and setting up accounts.
• Support Compliant And Accurate Bookkeeping
  Maintain accurate books with support informed by U.S. accounting and tax requirements.
• Prepare Organized Books For Tax Season
  Accurate, organized records help clients and tax preparers approach tax season with books prepared for review and filing.
• Automate Connected Financial Workflows
  Connect relevant financial tools and automate routine work to support more efficient, current accounting records.
• Work With Certified Platform Experts
  Receive support from platform-trained professionals and guidance on using QuickBooks or Xero.
• Bring Overdue Books Up To Date
  Catch-up and system review support helps address backlogs, restore order to records, and improve ongoing accounting processes.
• Protect Sensitive Financial Information
  Encrypted platforms and confidentiality protocols help keep clients' financial data secure.
• Match Bookkeeping To Your Business Activity
  Choose a monthly or quarterly service cadence suited to business activity.

AR and AP management

Countsure’s AR and AP management service handles customer invoicing and collections alongside vendor bills and payments for small businesses and growing enterprises. The team sets up customized workflows for invoicing, collections, bill-pay approvals, and payment schedules; manages daily invoice and bill processing; and provides aging reports and cash-flow summaries. The service also supports payment disputes, online payment options, and receivable and payable reconciliation. Workflows can integrate with QuickBooks, Xero, and other major accounting systems, while secure approval processes keep clients in control of outgoing payments.

• Invoice Customers And Follow Up
  Timely invoicing and proactive follow-up help businesses manage receivables and move payment disputes toward resolution.
• Schedule And Approve Vendor Payments
  Organized bill processing helps manage vendor obligations while secure approvals keep clients in control of payments.
• Monitor Cash Flow And Aging
  Gain clearer visibility into cash position and the status of receivables and payables.
• Reconcile Receivables And Payables
  Improve accuracy across incoming and outgoing accounts through AR and AP reconciliation.
• Customize AR And AP Workflows
  Support organized handling of invoices, collections, bills, and approvals using workflows suited to business processes and systems.
• Coordinate Customer And Vendor Communication
  Support timely, professional communication with customers and vendors in line with client guidelines.
• Organize Disorganized AR And AP
  Address backlogs and restore order to receivables and payables with support for an ongoing process.

Business tax services

Countsure provides outsourced business tax services for U.S. companies, CPA firms, and other businesses. Services include business tax planning, federal and state return preparation and filing, quarterly estimated tax payments, and year-round IRS and state compliance support. Countsure also assists with multi-state filings, Form 5472, IRS correspondence, audit documentation, and representation when needed. Its process includes an initial business and tax structure consultation, year-round financial data review, return preparation, timely e-filing, and post-filing support.

• Prepare And File Business Returns
  Receive preparation and filing support for federal and state returns, with applicable deductions and credits considered.
• Maintain Tax Compliance
  Address IRS and state requirements beyond annual return filing.
• Plan Tax-Efficient Business Decisions
  Use business and tax structure analysis and ongoing planning to understand tax implications and pursue tax-efficient strategies.
• Manage Quarterly Tax Payments
  Stay on schedule with calculated and managed quarterly estimated payments.
• Manage Multi-State Tax Obligations
  Manage tax and sales tax requirements across relevant jurisdictions.
• Respond To IRS Notices And Audits
  Address IRS correspondence and tax audits with notice review, documentation, response drafting, and representation when needed.
• Complete Form 5472 Filings
  Receive support managing applicable Form 5472 preparation and filing.
• Review Tax Data Year-Round
  Ongoing review of financial data and tax liabilities supports tax preparation and compliance.

Personal tax services

Countsure provides U.S. personal tax preparation for individuals, salaried professionals, freelancers, consultants, investors, and other taxpayers. IRS-trained professionals review tax documents, calculate taxes, identify eligible deductions and credits, and prepare and e-file federal and state returns after client approval. The service also includes secure document submission, guidance through final verification, assistance with IRS correspondence, and ongoing tax planning support for future filings.

• Prepare And E-File Federal And State Returns
  Receive personal tax returns prepared and e-filed for federal and state requirements after approval.
• Identify Eligible Deductions And Credits
  Identify eligible deductions and credits that may help minimize tax liability.
• Review Key Income And Expense Documents
  Have income, investment, and expense records reviewed to support personal tax return preparation.
• Plan For Future Tax Obligations
  Receive tax planning support beyond annual filing, informed by analysis of income, deductions, and credits.
• Submit Tax Documents Securely
  Upload sensitive documents through an encrypted portal and use a checklist tailored to income sources.
• Get Help With IRS Notices
  Receive assistance with final verification and IRS communications after filing.
• Address Diverse Personal Tax Situations
  Access preparation support for self-employment, investments, multiple income sources, and late or revised filings.
• Know Fees With No Hidden Charges
  Understand service fees through a stated commitment to transparent pricing without hidden charges.

Payroll Services

Countsure provides outsourced payroll processing for U.S. businesses, managing salary calculations and disbursement, federal, state, and local tax withholdings, secure employee payslips, and year-end payroll reporting and tax documentation. The service also supports employee onboarding, benefits and deductions administration, final pay calculations, and compliance with payroll and labor regulations. Payroll is processed through a verification and approval workflow, with dedicated support and capacity to scale as a workforce grows.

• Pay Employees Accurately And On Time
  Verified payroll calculations and approved disbursements help employees receive correct payments on schedule.
• Manage Payroll Taxes And Compliance
  Support compliant payroll through tax calculations, withholdings, and attention to applicable regulations and filings.
• Deliver Payslips And Prepare Tax Forms
  Provide employees with secure payslips and keep payroll reporting and year-end documentation organized.
• Verify Payroll And Protect Sensitive Data
  Verification helps reduce calculation errors, while encrypted systems and confidentiality practices safeguard employee and salary information.
• Set Up Employee Payroll Records
  Establish company and employee payroll information, including salary structures, for payroll processing.
• Calculate Benefits And Employee Payments
  Account for employee benefits and deductions and support final pay calculations for departing employees.
• Scale Payroll As Your Workforce Grows
  Accommodate changing workforce needs and employee counts.
• Get Dedicated Payroll Assistance
  Work with a dedicated contact for questions about employee salaries and deductions.

Audit and Assurance Services

Countsure provides outsourced audit and assurance services for U.S. businesses and CPA firms. Support includes financial statement, internal, compliance, operational, IT, and SOC 1 and SOC 2 audit-related services; audit planning and risk assessment; internal control evaluation; fieldwork and evidence analysis; documentation, testing, reconciliations, and reporting. SOC readiness support includes report scoping, gap assessment, control documentation, evidence preparation, remediation guidance, renewal support, and coordination with independent auditors. Countsure is not the final SOC auditor; clients engage an independent CPA firm for formal attestation. Services also include SOX compliance, IRS and state-level audit preparation, due diligence, and agreed-upon procedures. Work is delivered through structured processes and secure remote collaboration, with reporting aligned with applicable U.S. GAAP, IFRS, GAAS, and PCAOB requirements.

• Prepare Audit-Ready Financial Records
  Organize financial information and supporting materials to support a more orderly audit process.
• Address Diverse Audit Requirements
  Access support across financial, internal, compliance, operational, IT, and SOC reporting needs.
• Focus Audit Efforts On Key Risks
  Use business-specific planning and SOC scoping to clarify audit priorities, report type, criteria, and period.
• Identify And Strengthen Control Gaps
  Reveal control weaknesses and process inefficiencies and support recommendations to strengthen controls and processes.
• Support Regulatory Audit Responses
  Prepare documentation and responses to help address IRS business tax audits and state-level compliance reviews.
• Turn Findings Into Practical Improvements
  Use audit conclusions and recommendations to strengthen controls and processes.
• Identify And Address SOC Readiness Gaps
  Understand readiness gaps and turn findings into control implementation and remediation activities before formal attestation.
• Document Controls And Organize Evidence
  Prepare control documentation and evidence to support a smoother independent audit.
• Align Reporting With Applicable Standards
  Support applicable U.S. GAAP, IFRS, GAAS, and PCAOB documentation requirements.
• Analyze Audit Evidence Thoroughly
  Support well-informed conclusions through fieldwork and evidence analysis, with findings discussed during the process.
• Coordinate Audits And Prepare For Renewals
  Organize audit communication and ongoing control reviews while leaving formal attestation to an independent CPA firm.
• Extend Your Team’s Audit Capacity
  Integrate remote support with CPA firms and internal teams to address audit workload.
• Protect Sensitive Audit Information
  Safeguard financial information through confidentiality practices, encrypted transfers, and secure systems.
• Support Transaction And Investor Reviews
  Address audit-related needs for transactions and investors.
• Coordinate Audits Across Multiple States
  Support consistent audit processes while addressing local requirements across multiple states.

USA Company Registration

Countsure provides remote U.S. company registration support, particularly for Indian entrepreneurs, startups, and established businesses entering the U.S. market. Services include guidance on entity and state selection, state filings, EIN applications, and assistance opening a U.S. business bank account. Packages include formation documents, a registered agent and U.S. business address for the first year, and varying levels of FEMA/RBI ODI guidance and CPA advisory. Countsure also provides guidance on ongoing compliance and tax obligations. The service is managed remotely from India, and Countsure will correct and re-prepare documentation at no additional cost if it makes an error in documents it prepares.

• Choose A Suitable Entity And State
  Get guidance on selecting an entity and state based on business goals.
• Complete Company Formation Filings
  Have the formation process and official state application filings managed as part of the service.
• Obtain Your Company EIN
  Receive assistance with the IRS EIN application after the company is approved.
• Complete Setup Remotely From India
  Move through registration remotely, from consultation and filing to EIN registration and document handover.
• Get Support With Bank Account Setup
  Receive assistance with onboarding for a U.S. business bank account.
• Prepare Key Company Documents
  Receive key company documents and documentation guidance as part of the registration package.
• Secure First-Year Agent And Address
  Get a registered agent and U.S. business address included for the first year.
• Navigate Ongoing And Cross-Border Requirements
  Receive guidance on annual compliance and tax responsibilities and listed cross-border matters.
• Compare State Formation Requirements
  Review state-specific formation requirements and ongoing compliance considerations.
• Correct Preparation Errors At No Cost
  Countsure will correct and re-prepare its documentation without an additional charge if it makes an error.
• Review Your Setup And Investor Readiness
  Discuss company setup with a CPA and receive the listed cap table and investor-readiness review.

Valuation Services

Countsure provides business and asset valuation services for startups, established companies, investors, and CPA firms across the United States. Services include 409A, startup and fundraising, M&A, ESOP, gift and estate tax, portfolio, intangible asset, and financial reporting valuations, including purchase price allocations. Valuations are tailored to the business, industry, and purpose, using relevant financial analysis, industry insights, and valuation methods. Reports are documented and prepared to align with applicable IRS, GAAP, ASC, and USPAP requirements, supporting transactions, compliance, tax planning, and financial reporting.

• Support Informed Business Transactions
  Use documented business valuations to support transaction planning, negotiation, due diligence, and strategic decisions.
• Set Defensible Equity Values
  Support stock-option pricing, equity compensation reporting, and related compliance requirements.
• Prepare Supportable Financial Allocations
  Allocate acquisition value across assets and liabilities and support financial statements and tax reporting.
• Support Valuations With Clear Documentation
  Provide stakeholders with transparent reports explaining how valuations were developed and addressing applicable requirements.
• Support Fundraising And Equity Decisions
  Assess business value for fundraising, equity decisions, and investment diligence.
• Support IRS-Compliant Wealth Transfers
  Use documented appraisals to support gift and estate tax reporting and transfers of private assets.
• Measure Portfolio Holdings Independently
  Support investor, audit, and regulatory reporting with recurring fair value assessments and documented methods.
• Value Intangible Business Assets
  Assess intangible assets for financial reporting, tax, transactions, and financing.
• Match Methods To Valuation Needs
  Receive analysis using approaches suited to the asset, available information, and reporting or transaction purpose.
• Work With Credentialed Valuation Professionals
  Engage professionals with stated accounting and valuation credentials.

Crypto accounting

Countsure provides end-to-end crypto accounting for blockchain businesses, including bookkeeping, ledger management, wallet and exchange reconciliation, cost-basis and gain/loss tracking, DeFi and staking accounting, and tax reporting. The service covers cryptocurrency deposits, withdrawals, trades, staking, mining, yield farming, liquidity pools, and token activity across multiple wallets and blockchains. It also provides tax-ready financial statements, blockchain-verified reporting, and audit-ready records to support regulatory compliance and financial clarity.

Category: Accounting Services

• Maintain Accurate Crypto Ledgers
  Record and categorize crypto transactions in ledgers designed to support clear financial reporting.
• Reconcile Digital Asset Activity
  Bring wallet, exchange, and blockchain activity into a unified view and accurately record movements.
• Track Cost Basis And Gains
  Calculate gains and losses and track cost basis using the stated accounting methods.
• Account For DeFi And Staking
  Record activity and recognize income and expenses for DeFi and staking transactions.
• Prepare Tax And Audit-Ready Reports
  Support tax reporting and stakeholder review with transparent reporting, transaction verification, and audit-ready financial statements.
• Protect Sensitive Transaction Data
  Encryption, secure storage, and restricted access help protect sensitive crypto transaction information.

Financial Statements & Reporting

Countsure provides outsourced financial statement and reporting services for U.S. businesses and CPA firms. The service includes ledger validation and cleanup, preparation of balance sheets, income statements, cash flow statements, statements of equity and supporting notes, customized management reports, and audit-ready workpapers. Reports are prepared to align with U.S. GAAP and IRS reporting requirements and can support business tax filings, audits, and lender or investor reporting. Clients can receive reports monthly, quarterly, or annually, with customized KPIs, budget comparisons, forecasts, and dashboards available based on business needs.

• Prepare Complete Financial Statements
  Receive core financial statements and supporting notes prepared for reporting and tax filing.
• Meet U.S. GAAP And IRS Requirements
  Have reports prepared in alignment with U.S. GAAP and IRS business tax reporting requirements.
• Validate Ledgers Before Reporting
  Improve source record accuracy and completeness through validation, cleanup, and reconciliation.
• Track KPIs In Custom Reports
  Monitor relevant KPIs, compare actual results with budgets, and review forecasts through tailored reports.
• Prepare Reports For Audit Review
  Provide organized supporting materials for audit preparation and review.
• Present Clear Financials To Stakeholders
  Present financial information to support lender and investor requirements, loan applications, or investment discussions.
• Choose A Reporting Schedule
  Select a reporting cadence suited to business and stakeholder requirements.
• Align Financial Reports With Tax Filings
  Connect financial reporting with tax preparation to support consistent accounting data and filings.
• Consolidate Reporting Across Entities
  Maintain consistent financial reporting across entities and complex organizations.
• Use Financial Insights For Planning
  Review performance, cash flows, and projections to support business and liquidity planning.
• Share Data Through Secure Workflows
  Enable remote report preparation through accounting system access and secure collaboration.

Business Management Services

Countsure provides personalized outsourced business management services for small business owners, founders, and growing enterprises. The team develops and implements tailored action plans, optimizes operational processes and workflows, tracks performance, and provides strategic reviews to help businesses improve efficiency and prepare for sustainable growth. Support can include strategic planning, financial oversight, project management, resource allocation, and compliance support, customized to business goals and operational needs.

• Turn Business Goals Into Action
  Translate business goals into practical operational steps with a custom roadmap and implementation support.
• Improve Operational Efficiency
  Identify opportunities to improve core processes and reduce operational friction.
• Track Performance With Clear Insights
  Understand results, monitor productivity, and identify gaps through performance information and dashboards.
• Plan And Prepare For Growth
  Refine goals, prioritize resources, and prepare operations for sustainable growth.
• Organize Workflows And Team Tasks
  Bring greater organization to daily work while using existing project management platforms where appropriate.
• Coordinate Financial Management
  Coordinate financial activity with business objectives and finance or accounting teams.
• Align Support With Your Business
  Receive collaborative support tailored to business goals and operational needs.
• Continuously Improve Business Operations
  Use ongoing tracking and regular reviews to guide continued operational improvement.
• Coordinate Projects And Resources
  Plan and execute projects, allocate resources, and oversee deadlines.
• Identify Risks And Support Compliance
  Identify risks and support controls and contingency planning.

Dedicated offshore accounting staff

Countsure assigns dedicated offshore accounting professionals to support U.S. businesses and accounting firms. Staff can manage bookkeeping, payroll, taxation, and compliance and are trained in U.S. GAAP and IRS requirements. Clients can choose full-time, part-time, or project-based support, with secure onboarding and ongoing reporting. Countsure states that businesses can save 50–70% compared with in-house hiring.

• Get Dedicated One-On-One Accounting Support
  Work with an assigned accounting professional who understands the business and supports the team directly.
• Manage Essential Financial Tasks
  Receive support across key accounting operations and financial reporting.
• Support U.S. Compliance Requirements
  Work with professionals trained in U.S. accounting and tax requirements.
• Reduce Hiring Costs By 50–70%
  Reduce staffing costs compared with in-house hiring, with stated potential savings of 50–70%.
• Scale Accounting Support As Needed
  Choose a staffing arrangement suited to workload and adjust support as needs change.
• Protect Data And Integrate Existing Systems
  Set up secure access and connect accounting support with existing systems and workflows.
• Coordinate Work In Your Time Zone
  Coordinate during the client's time zone and receive regular work updates.
• Receive Ongoing Reports And Insights
  Maintain visibility into financial work through ongoing reporting and insights.