# Countsure

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting and Tax
- Market category: Accounting Services (https://nowen.ai/category/accounting-services)
- Delivery model: services
- Website: https://countsure.com
- AI agent profile: https://nowen.ai/agents/countsure-com
- Updated: 2026-11-11
- Directory: one of 8 AI agents in Accounting and Tax (https://nowen.ai/industry/accounting-and-tax); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services)
- Read by AI assistants from: OpenAI, Perplexity, Amazon

> Countsure provides outsourced financial and compliance services that help CPA firms and businesses manage operations and make informed decisions.

Countsure provides outsourced accounting, tax, bookkeeping, payroll, audit, and financial advisory support to CPA firms, wealth managers, and growing businesses. Its professionals help clients manage financial operations, meet compliance requirements, and gain clear, reliable financial information through flexible services and secure workflows.

**Mission:** To simplify financial and compliance work so clients can focus on serving customers and growing their businesses.

## Products & Services

### [Accounting and bookkeeping](https://countsure.com/bookkeeping/)
*Service*
Keep financial records organized and tax-ready, gain clearer insight into business finances, and free up time to run and grow your business.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **Transaction recording and categorization** — Keep Transactions Organized And Accurate
- **Account reconciliation** — Reconcile Accounts With Confidence
- **Financial reporting** — Understand Your Business Finances
- **Accounting platform setup and migration** — Set Up Or Migrate Accounting Software
- **U.S. accounting and tax compliance expertise** — Support Compliant And Accurate Bookkeeping
- **Tax-ready bookkeeping** — Prepare Organized Books For Tax Season
- **Accounting integrations and workflow automation** — Automate Connected Financial Workflows
- **Platform-specific expertise and training** — Work With Certified Platform Experts
- **Bookkeeping catch-up and system optimization** — Bring Overdue Books Up To Date
- **Secure financial data handling** — Protect Sensitive Financial Information
- **Flexible bookkeeping frequency** — Match Bookkeeping To Your Business Activity

### [AR and AP management](https://countsure.com/ar-ap-management/)
*Service*
Improve cash-flow visibility, speed up collections, keep vendor payments on schedule, and reduce administrative work.
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.

- **Customer invoicing and collections** — Invoice Customers And Follow Up
- **Vendor bill processing and payment scheduling** — Schedule And Approve Vendor Payments
- **Cash-flow and aging reporting** — Monitor Cash Flow And Aging
- **AR and AP reconciliation** — Reconcile Receivables And Payables
- **Customized workflows and system integration** — Customize AR And AP Workflows
- **Customer and vendor communication** — Coordinate Customer And Vendor Communication
- **AR and AP catch-up support** — Organize Disorganized AR And AP

### [Business tax services](https://countsure.com/business-tax/)
*Service*
Manage business tax obligations, support compliance, pursue tax-efficient decisions, and receive year-round professional support.
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.

- **Federal and state business tax return preparation** — Prepare And File Business Returns
- **IRS and state compliance support** — Maintain Tax Compliance
- **Business tax planning and structure consultation** — Plan Tax-Efficient Business Decisions
- **Quarterly estimated tax management** — Manage Quarterly Tax Payments
- **Multi-state tax filing and nexus compliance** — Manage Multi-State Tax Obligations
- **IRS correspondence and audit support** — Respond To IRS Notices And Audits
- **Form 5472 preparation and filing** — Complete Form 5472 Filings
- **Year-round tax data review** — Review Tax Data Year-Round

### [Personal tax services](https://countsure.com/personal-tax/)
*Service*
Simplify personal tax filing, identify eligible tax savings, and receive support with compliance and future tax planning.
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.

- **Personal tax return preparation and filing** — Prepare And E-File Federal And State Returns
- **Deduction and credit identification** — Identify Eligible Deductions And Credits
- **Tax document review** — Review Key Income And Expense Documents
- **Personalized tax planning** — Plan For Future Tax Obligations
- **Secure document submission** — Submit Tax Documents Securely
- **Post-filing IRS support** — Get Help With IRS Notices
- **Support for varied individual tax situations** — Address Diverse Personal Tax Situations
- **Transparent service fees** — Know Fees With No Hidden Charges

### [Payroll Services](https://countsure.com/payroll-service/)
*Service*
Pay employees accurately and on time, manage payroll compliance, protect sensitive data, and reduce administrative effort.
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.

- **Salary processing and disbursement** — Pay Employees Accurately And On Time
- **Payroll tax withholding and compliance** — Manage Payroll Taxes And Compliance
- **Payslip generation and payroll reporting** — Deliver Payslips And Prepare Tax Forms
- **Payroll verification and data security** — Verify Payroll And Protect Sensitive Data
- **Employee onboarding and payroll setup** — Set Up Employee Payroll Records
- **Benefits, deductions, and final pay administration** — Calculate Benefits And Employee Payments
- **Scalable payroll support** — Scale Payroll As Your Workforce Grows
- **Dedicated payroll support** — Get Dedicated Payroll Assistance

### [Audit and Assurance Services](https://countsure.com/audit-assurance/)
*Service*
Strengthen reporting confidence, improve controls, and address compliance needs with structured audit support and actionable findings.
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.

- **Financial statement audit preparation** — Prepare Audit-Ready Financial Records
- **Broad audit coverage** — Address Diverse Audit Requirements
- **Audit planning, risk assessment, and SOC scoping** — Focus Audit Efforts On Key Risks
- **Internal control and SOX evaluation** — Identify And Strengthen Control Gaps
- **Compliance audit and review support** — Support Regulatory Audit Responses
- **Audit reporting and recommendations** — Turn Findings Into Practical Improvements
- **SOC readiness assessment and remediation** — Identify And Address SOC Readiness Gaps
- **SOC control documentation and evidence preparation** — Document Controls And Organize Evidence
- **Standards-aligned audit support** — Align Reporting With Applicable Standards
- **Audit fieldwork and evidence analysis** — Analyze Audit Evidence Thoroughly
- **Independent auditor coordination and renewal support** — Coordinate Audits And Prepare For Renewals
- **CPA firm and in-house team collaboration** — Extend Your Team’s Audit Capacity
- **Secure audit data handling** — Protect Sensitive Audit Information
- **Due diligence and agreed-upon procedures** — Support Transaction And Investor Reviews
- **Multi-state audit support** — Coordinate Audits Across Multiple States

### [USA Company Registration](https://countsure.com/usa-company-registration/)
*Service*
Help establish a U.S. business remotely with formation, EIN, banking, and compliance support.
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.

- **Entity and state selection guidance** — Choose A Suitable Entity And State
- **Company formation and state filing management** — Complete Company Formation Filings
- **EIN application support** — Obtain Your Company EIN
- **Remote registration process** — Complete Setup Remotely From India
- **Business bank account setup assistance** — Get Support With Bank Account Setup
- **Formation document preparation** — Prepare Key Company Documents
- **Registered agent and U.S. business address** — Secure First-Year Agent And Address
- **Post-formation compliance and cross-border guidance** — Navigate Ongoing And Cross-Border Requirements
- **State-specific formation and compliance guides** — Compare State Formation Requirements
- **Documentation accuracy guarantee** — Correct Preparation Errors At No Cost
- **CPA strategy consultation and investor-readiness review** — Review Your Setup And Investor Readiness

### [Valuation Services](https://countsure.com/valuation-services/)
*Service*
Gain documented valuations to support business decisions, transactions, fundraising, tax compliance, and financial reporting.
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.

- **Business and transaction valuation** — Support Informed Business Transactions
- **409A and equity compensation valuation** — Set Defensible Equity Values
- **Financial reporting valuation and purchase price allocation** — Prepare Supportable Financial Allocations
- **Documented and compliance-aligned reports** — Support Valuations With Clear Documentation
- **Startup and fundraising valuation** — Support Fundraising And Equity Decisions
- **Gift and estate tax valuation** — Support IRS-Compliant Wealth Transfers
- **Portfolio valuation** — Measure Portfolio Holdings Independently
- **Intangible asset valuation** — Value Intangible Business Assets
- **Tailored valuation methodologies** — Match Methods To Valuation Needs
- **Certified valuation professionals** — Work With Credentialed Valuation Professionals

### [Crypto accounting](https://countsure.com/crypto-accounting/)
*Service*
Keep digital-asset books accurate and audit-ready, simplify crypto tax reporting, and unify activity across wallets and blockchains.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **Crypto ledger management** — Maintain Accurate Crypto Ledgers
- **Multi-chain and wallet reconciliation** — Reconcile Digital Asset Activity
- **Cost basis and gain/loss tracking** — Track Cost Basis And Gains
- **DeFi, staking, and yield accounting** — Account For DeFi And Staking
- **Crypto tax and audit-ready reporting** — Prepare Tax And Audit-Ready Reports
- **Secure crypto transaction data** — Protect Sensitive Transaction Data

### [Financial Statements & Reporting](https://countsure.com/financial-statements-reporting/)
*Service*
Gain clear, compliant financial reports that support informed decisions, tax filing, audits, and financing.
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.

- **Financial statement preparation** — Prepare Complete Financial Statements
- **U.S. GAAP and IRS reporting alignment** — Meet U.S. GAAP And IRS Requirements
- **Ledger validation and reconciliation** — Validate Ledgers Before Reporting
- **Customized management reporting** — Track KPIs In Custom Reports
- **Audit-ready workpapers and reports** — Prepare Reports For Audit Review
- **Lender and investor reporting** — Present Clear Financials To Stakeholders
- **Flexible reporting cadence** — Choose A Reporting Schedule
- **Business tax reporting integration** — Align Financial Reports With Tax Filings
- **Multi-entity and consolidated reporting** — Consolidate Reporting Across Entities
- **Financial analysis and advisory** — Use Financial Insights For Planning
- **Secure remote reporting workflow** — Share Data Through Secure Workflows

### [Business Management Services](https://countsure.com/business-management/)
*Service*
Streamline operations, gain clearer performance insights, and free time to focus on leadership and sustainable growth.
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.

- **Custom action plans and implementation** — Turn Business Goals Into Action
- **Operational process optimization** — Improve Operational Efficiency
- **Performance tracking and reporting** — Track Performance With Clear Insights
- **Strategic planning and growth guidance** — Plan And Prepare For Growth
- **Workflow and task management** — Organize Workflows And Team Tasks
- **Financial management and oversight** — Coordinate Financial Management
- **Customized collaborative partnership** — Align Support With Your Business
- **Ongoing management and optimization** — Continuously Improve Business Operations
- **Project management and resource allocation** — Coordinate Projects And Resources
- **Risk and compliance support** — Identify Risks And Support Compliance

### [Dedicated offshore accounting staff](https://countsure.com/hire-offshore-accountant/)
*Service*
Access dedicated accounting expertise, scale support as needs change, and reduce hiring costs while maintaining secure financial operations.
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.

- **Dedicated accounting professionals** — Get Dedicated One-On-One Accounting Support
- **Accounting task coverage** — Manage Essential Financial Tasks
- **U.S. accounting and compliance expertise** — Support U.S. Compliance Requirements
- **Accounting cost savings** — Reduce Hiring Costs By 50–70%
- **Flexible and scalable staffing** — Scale Accounting Support As Needed
- **Secure data handling and onboarding** — Protect Data And Integrate Existing Systems
- **Time-zone-aligned communication** — Coordinate Work In Your Time Zone
- **Ongoing reporting and financial insights** — Receive Ongoing Reports And Insights

## Sources

- [Countsure](https://countsure.com)
- [Accounting and bookkeeping](https://countsure.com/bookkeeping/)
- [AR and AP management](https://countsure.com/ar-ap-management/)
- [Business tax services](https://countsure.com/business-tax/)
- [Personal tax services](https://countsure.com/personal-tax/)
- [Payroll Services](https://countsure.com/payroll-service/)
- [Audit and Assurance Services](https://countsure.com/audit-assurance/)
- [USA Company Registration](https://countsure.com/usa-company-registration/)
- [Valuation Services](https://countsure.com/valuation-services/)
- [Crypto accounting](https://countsure.com/crypto-accounting/)
- [Financial Statements & Reporting](https://countsure.com/financial-statements-reporting/)
- [Business Management Services](https://countsure.com/business-management/)
- [Dedicated offshore accounting staff](https://countsure.com/hire-offshore-accountant/)