Paro

Find vetted finance and accounting experts or firms matched to your needs, with less recruiting effort and faster access to expertise.

Helps CPA firms streamline practice operations, manage client work, gain real-time insights, and serve more clients through intelligent automation.

Get accurate, organized financial records and expert support to improve visibility, maintain compliance, and make more informed business decisions.

Gain clearer financial insight, improve planning agility, and make better-informed decisions about growth, spending, and business performance.

Gain experienced financial leadership to improve profitability, plan growth, secure financing and navigate business transitions with flexible, matched fractional CFO expertise.

Get expert help filing accurately, managing compliance, uncovering tax savings, and strengthening financial controls.

Add vetted finance talent quickly, flex capacity for seasonal demand, and expand services while reducing overhead and team burnout.

Fill positions faster and strengthen workforce planning, HR compliance, employee engagement and retention with tailored recruiting and advisory support.

Improve technology ROI, strengthen data and analytics, and adopt AI through tailored guidance and implementation support.

Partners can expand branded financial services, connect customers with vetted experts, and grow their reach while Paro handles talent sourcing and operational support.

Paro matching platform

Paro’s AI-powered platform connects businesses with vetted finance and accounting professionals and firms. It assesses skills, software expertise, industry experience, systems and goals, then presents recommendations with profiles and client reviews. The process includes project setup, contract alignment, onboarding assistance and ongoing account support.

Category: Talent Marketplaces

• Find Best-Fit Finance Talent Faster
  Identify experts or firms suited to specific challenges without conducting a traditional search. Paro reports matching expertise up to 20 times faster than traditional hiring.
• Access Thoroughly Vetted Finance Professionals
  Paro says it accepts only the top 2% of applicants. Screening and verification help clients review professionals with established qualifications and relevant experience.
• Compare Qualified Matches With Confidence
  Review selected candidates and firms using profile details and client feedback to assess fit.
• Launch Engagements With Ongoing Support
  Get help establishing the working relationship and kickoff, with continued support during the engagement.
• Define Project Needs Before Matching
  Establish project requirements early so candidate recommendations reflect the engagement’s needs.
• Align Scope And Terms With Your Expert
  Set expectations for the engagement and receive a statement of work outlining the agreed project scope.
• Use Insights To Guide Next Steps
  Receive data-informed guidance intended to help address current challenges and plan for future needs.

AI Growth Platform

The AI Growth Platform is an AI-powered practice management solution built for CPA firms. It brings together client and team management, project intelligence, AI workflows and agents, proposal and pricing tools, reporting, and practice insights. Firms can import their book of business, connect existing tools such as QuickBooks and Xero, manage engagement work, and automate client follow-ups, document collection and deadline management.

• Generate Checklists And Spot Project Bottlenecks
  Turn engagement information into tailored task checklists and monitor project status to identify potential bottlenecks.
• Build And Customize Workflows Without Coding
  Create workflows using plain-English instructions and adapt pre-built workflows for common accounting tasks.
• Automate Follow-Ups And Routine Project Tasks
  Delegate routine coordination tasks to AI agents, reducing manual effort.
• Move Client Data Without Losing History
  Bring existing client and business information into the platform while preserving historical data and relationships.
• Sync Existing Tools And Reduce Duplicate Entry
  Connect existing systems, including QuickBooks and Xero, to avoid repeated data entry and save manual effort.
• Create Tailored Proposals In Minutes
  Turn discovery information and client requirements into a proposal with defined scope and deliverables.
• Monitor Firm Performance And Deliver Reports
  Review live operational and client insights, create reports and analytics, and automate report distribution.
• Plan Growth With AI Recommendations
  Use AI-based guidance on pricing, capacity and service expansion to inform growth planning.
• Track Client Relationships In One Place
  Keep client contacts and interaction details organized in a built-in CRM.
• Organize Teams And Set Role-Based Access
  Create a team structure with defined roles and permissions.
• Track Utilization And Firm Profitability
  Use insights into utilization, billing rates and individual contributions to inform staffing decisions and understand profitability.
• Price Engagements With AI Guidance
  Use recommendations informed by project complexity, scope and market rates when determining engagement pricing.
• Manage Billing In One Platform
  Handle billing alongside client, team and practice management.
• Add Enterprise Security And API Access
  Enterprise features include SSO, advanced security and API access.

Accounting and bookkeeping services

Paro provides on-demand, outsourced accounting and bookkeeping support for businesses at different stages of growth. Experts can handle bookkeeping, reconciliations, financial reporting, accounts payable and receivable, payroll, tax planning and filing, accounting oversight, and fractional controller leadership. Services include controller support for accounting processes, reporting, controls, compliance, planning and forecasting, as well as accounting software and ERP assessment, selection, implementation, cloud migration, data integration, workflow automation and training. Engagements can range from one-time cleanup to recurring, interim or project-based support.

Category: Accounting Services

• See Financial Performance More Clearly
  Timely financial statements and analysis help businesses review financial health, identify trends and provide consistent information to stakeholders.
• Strengthen Processes And Controls
  Build disciplined accounting workflows and safeguards that support accurate records, compliance, audit readiness and efficient operations.
• Guide ERP Implementation From Start To Finish
  Get guidance across implementation and deployment, from defining needs and evaluating vendors through data migration, testing, rollout and training.
• Access Vetted Experts On Demand
  Access qualified professionals when needed, with expertise and software proficiency matched to business requirements.
• Catch Discrepancies And Improve Accuracy
  Regular reconciliations help businesses address discrepancies, improve record accuracy and gain clearer visibility into cash flow and transactions.
• Manage Day-To-Day Books End To End
  Maintain financial records, monitor cash flow and manage a broad set of bookkeeping activities according to operational needs.
• Maintain Compliant, Audit-Ready Records
  Accurate records, reporting and accounting safeguards help businesses meet requirements and prepare financial information for audits.
• Strengthen Accounting Oversight
  Gain leadership for accounting operations, controls, reporting and planning without requiring a full-time controller role.
• Automate Repetitive Accounting Workflows
  Reduce manual tasks across payables, receivables, expense reporting and payroll, helping teams save time and reduce errors.
• Get Accounting And Tax Guidance
  Draw on accounting and CPA expertise for tax work, financial statement assurance, budgeting and managerial accounting.
• Streamline Month-End Close
  Improve close cycles through process improvements and automation to support timely reporting.
• Strengthen Planning And Forecasting
  Use financial leadership to support budget planning, forecasting and cost-efficiency efforts.
• Choose Flexible Controller Support
  Match engagement structure to needs and budget, including interim coverage, recurring support or project assistance.
• Choose Suitable Accounting Platforms
  Use expert recommendations to select accounting software, ERP platforms and partners aligned with business requirements.
• Connect Data And Move Systems To The Cloud
  Bring data together across finance and other departments and migrate accounting systems to the cloud to support access and collaboration.
• Prepare Teams For New Systems
  Help employees learn new systems and best practices while supporting organizational changes involved in implementation.
• Scale Support To Fit Your Needs
  Adjust the scope and cadence of accounting support as bookkeeping needs and business requirements change.
• Improve Revenue And Inventory Accounting
  Apply controller oversight and accounting controls to revenue recognition, reporting and inventory accounting.

Financial Planning & Analysis (FP&A) Consulting

Paro provides outsourced and fractional financial planning and analysis expertise to help businesses plan ahead, understand performance and make data-based decisions. FP&A consultants support budgeting, forecasting, financial modeling, scenario planning, business performance analysis and data visualization. They help align operational plans with business strategy, develop targets, monitor results, and identify growth opportunities, risks and areas for improved profitability. Services can augment a team or provide outsourced support.

• Test Plans Against Possible Outcomes
  Explore how changing assumptions and conditions may affect performance, helping leaders assess decisions and plan for risks and opportunities.
• Build More Responsive Budgets
  Create budgets with realistic targets, compare results with expectations, and identify where assumptions or priorities may need adjustment.
• Align Operations With Financial Goals
  Connect operational plans, KPIs and budgets with business strategy so teams can track performance and understand its financial impact.
• Focus Decisions On Key Drivers
  Identify important performance factors, track their impact and use data-based insights to guide priorities and growth decisions.
• Find Levers For Stronger Profitability
  Understand which activities generate returns, where margins may be at risk and how pricing choices align with customer behavior and business goals.
• Track Performance In Real Time
  Monitor business metrics through dashboards and visual reports that surface insights for decisions and day-to-day tracking.
• Access Expertise On Your Terms
  Add or outsource financial planning capacity according to business needs without requiring a full-time hire.
• Turn Financial Data Into Action
  Use clear, relevant reports and analysis to understand performance and support informed decisions.

Fractional CFO & Strategic Advisory Services

Paro connects businesses with fractional CFOs who provide part-time financial leadership and strategic advisory. Services support profitability, financing, business transitions and growth planning through financial analysis, operational consulting, process improvement, forecasting, fundraising and transaction guidance. CFOs can refine business processes, develop KPIs and compensation strategies, assess growth opportunities, prepare investor materials, conduct due diligence and plan exits. Businesses can access vetted expertise through flexible engagements, with matching, onboarding and ongoing support.

• Guide Financial Decisions
  Bring experienced finance leadership into the business on a fractional basis to support strategic decisions, profitability and continuity through transitions.
• Streamline Business Processes
  Identify operational bottlenecks and reduce waste through process, workflow and system improvements.
• Build A Growth Roadmap
  Set priorities, milestones and financial projections to evaluate opportunities and pursue business goals.
• Model Financial Outcomes
  Use forecasts and models to evaluate outcomes, inform resource allocation and support data-based decisions.
• Strengthen Fundraising Efforts
  Prepare financial information and investor materials, support outreach and communicate financial position and plans to investors.
• Improve Cash Flow And Margins
  Identify opportunities to reduce costs, improve cash flow and increase profitability through financial and operational analysis.
• Align Teams Around Performance
  Connect measures and compensation strategies to business objectives so teams can track performance and focus on priorities.
• Prepare Startups For Growth
  Build financial visibility and operational support for startup milestones, fundraising and changing growth needs.
• Assess And Advance Deals
  Analyze deal risks, opportunities and value drivers to inform acquisition decisions and transaction planning.
• Match With Vetted CFO Expertise
  Find finance leaders matched to business needs through a vetted network and use flexible fractional support.
• Prepare For A Business Exit
  Develop financial and strategic plans to support an exit and assess ways to enhance business value.

Tax & Compliance Services

Paro connects businesses with vetted tax and finance professionals for business tax preparation, tax planning and advisory, internal audit and assurance, and tax staff augmentation. Experts support filings across business types and jurisdictions, help identify deductions and credits, address tax code changes, and review financial processes and controls. Services can be engaged on demand, year-round or during busy periods.

• File Returns Accurately And On Time
  Get help preparing business filings and managing applicable tax requirements and deadlines.
• Reduce Tax Liability And Find Savings
  Use tax planning to identify potential deductions, credits and savings, anticipate payments, and reduce surprises and penalties.
• Make Informed Tax-Sensitive Decisions
  Get expert input on tax consequences involving entity structure, compensation, investments and transactions.
• Meet Tax Obligations And Deadlines
  Stay informed about changing requirements and manage filing deadlines and other obligations across relevant jurisdictions.
• Strengthen Controls And Reporting Integrity
  Gain an objective review of financial processes and controls to identify issues, support compliance and improve the reliability of financial information.
• Prepare For Audits And Verify Reports
  Organize audit materials and test financial information to prepare for external audits and assess reporting accuracy.
• Detect Fraud And Safeguard Assets
  Use expert review and forensic analysis to identify potential misconduct and protect assets from waste, fraud or abuse.
• Scale Tax Expertise To Fit Your Needs
  Access vetted tax professionals for ongoing support or busy-season capacity without committing to a full-time hire.
• Resolve Tax Issues With Expert Support
  Get help reviewing tax documentation and addressing IRS disputes, with access to professionals qualified to provide representation.

Staff augmentation

Paro’s staff augmentation service connects CPA firms and businesses with pre-vetted, fractional finance and accounting professionals. Firms can add capacity for seasonal demand, access specialized expertise and expand service capabilities. Paro uses AI-driven matching and supports project setup, contract alignment, onboarding and ongoing talent needs.

• Scale Capacity For Seasonal Demand
  Expand the team for busy seasons and changing workloads, then reduce support as needed without adding permanent headcount.
• Access Specialized Finance And Accounting Talent
  Find professionals with specific skills in tax, audit, accounting, bookkeeping and advisory work.
• Match With Talent Up To 20 Times Faster
  Get candidate matches aligned to requirements without spending weeks reviewing resumes and arranging talent.
• Reduce Hiring Risk With Pre-Vetted Experts
  Review professionals who have passed Paro’s vetting process, reducing time spent considering unsuitable candidates.
• Expand Services Without Full-Time Overhead
  Add an outsourced team or targeted expertise to develop offerings without the overhead of full-time staffing.
• Get Onboarding And Ongoing Talent Support
  Receive help aligning scope, preparing a statement of work, onboarding the expert and addressing future talent needs.
• Align Experts With Your Systems And Practices
  Connect with talent whose software experience and working practices support integration with existing systems and security requirements.

Recruiting & HR Advisory Services

Paro provides full-time recruiting and HR advisory services to help businesses fill roles, build teams and establish HR foundations. Recruiters support hiring from job description creation and candidate sourcing through screening, interviews, selection and offers. HR consultants advise on talent strategy, compliance, workforce planning, compensation, employee engagement and HR technology. Services can be tailored to organizational needs, with flexible engagement and pricing options.

• Manage Hiring From Search To Offer
  Get support across recruitment, from defining a role to selecting a candidate and extending an offer.
• Find Talent Across Roles
  Access recruiting support for specialized finance and accounting positions and other organizational roles.
• Strengthen Hiring And Retention
  Develop talent acquisition and retention approaches, including hiring plans and interview processes.
• Build Compliant HR Foundations
  Get support with compliance reviews, employee handbooks, policies and technology to maintain workplace systems.
• Move Hiring Forward Faster
  Defined interview and hiring targets help businesses address openings without a prolonged recruiting process.
• Replace Eligible Hires At No Cost
  Receive one free replacement candidate when a hire leaves within 90 days for reasons unrelated to performance.
• Plan For Future Talent Needs
  Prepare for future hiring needs and support career progression and leadership succession.
• Improve Workplace Engagement
  Strengthen the employee experience through culture initiatives, engagement programs, branding and feedback systems.
• Shape Competitive Pay And Benefits
  Develop compensation and benefits plans informed by benchmarking to support talent attraction.
• Choose A Flexible Advisory Model
  Access HR strategy and compliance support through an engagement and pricing model suited to organizational needs.
• Evaluate Candidates Before Hiring
  For qualifying placements, work with a candidate temporarily before deciding whether to make a full-time hire.
• Develop Leadership And Talent Skills
  Support partners and senior leaders with coaching focused on talent management and organizational development.

Technology & AI Consulting Services

Paro provides technology and AI strategy consulting to accounting firms, helping them assess technology, evaluate AI readiness, strengthen data foundations and develop analytics capabilities. Consultants create tailored roadmaps, recommend tools and phased implementation, and can oversee implementation. Engagements may include discovery, current-state analysis, future-state planning, vendor evaluation and end-to-end implementation.

• Identify Technology Gaps
  Understand which technologies and processes create bottlenecks or fail to support firm goals.
• Assess AI Readiness
  Clarify where the firm is prepared to adopt AI, which use cases fit its goals and what updates and mitigations are needed.
• Turn Data Into Insights
  Use forecasts and dashboards to improve visibility, support firm strategy and reduce time spent on reporting and decisions.
• Plan Phased Improvements
  Give the firm a tailored sequence of technology changes planned around its goals and capabilities.
• Implement Technology Plans
  Move from recommendations to execution with expert support overseeing implementation.
• Strengthen Data Foundations
  Improve data quality, accessibility and infrastructure to support reliable analytics and AI integration.
• Apply Workflow Expertise
  Receive guidance informed by finance and accounting workflows so recommendations fit firm operations.
• Evaluate Suitable Tools
  Compare potential tools through vendor demonstrations and select options aligned with firm goals.

Partnership Solutions

Paro’s partnership solutions help organizations build and scale financial services offerings with customized talent solutions. Partners can create dedicated expert teams, connect customers with finance and accounting professionals, add back-office support, offer customer discounts, or list products and services in Paro’s app and resource hub. Paro supports talent sourcing, vetting and management, with partnership models tailored to each organization’s needs.

Category: Accounting Services

• Build Dedicated Teams Under Your Brand
  Create a full-service team matched to your needs and operating under your brand, with Paro’s operations team managing the process.
• Expand Services Without Hiring Hurdles
  Grow service offerings and market reach while Paro manages recruitment, vetting and talent management.
• Work With Vetted Finance Experts
  Access finance and accounting professionals who have passed Paro’s vetting process.
• Deliver Services Under Your Brand
  Present services through your own brand for a cohesive client experience.
• Connect Customers With Curated Experts
  Introduce customers to finance and accounting experts tailored to their business needs.
• Accelerate Onboarding And Product Adoption
  Use back-office support to accelerate customer onboarding and promote product adoption.
• Reach New Customers Through Paro
  List products or services in Paro’s app and resource hub to gain exposure to potential customers.
• Offer Customers Exclusive Discounts
  Provide special offers and discounts on Paro services to make it easier for customers to get started.