Our services
Accounting, tax, advisory and audit support for US businesses, accounting firms and families, with a partner reviewing every deliverable.
Accounting
The day-to-day finance function, kept exact: books, ledgers, payroll and reconciliations, closed on a timetable and reported clearly.
Accounting outsourcing
The whole day-to-day finance function run for you, from the ledger and payables to the month-end close, management accounts and year end.
Bookkeeping
Transactions posted, bank and card accounts reconciled and books closed every month, reviewed by a partner.
Virtual accounting
A named accountant working in your cloud accounting software, with digital records, live access to the ledger and reviews by video.
AR & AP management
Invoicing, cash application and collections; supplier bills, approvals and payment runs prepared for you to approve and release.
Payroll accounting
Payroll processed, posted and reconciled each period, with payslips, statutory filings, starters and leavers, and restricted access to pay data.
Account reconciliations
Bank, control, customer, supplier, payroll and intercompany reconciliations, with supporting evidence, sign-off and an exceptions list.
Inventory management
Inventory costing, count reconciliations, valuation and provisions, landed costs, system integrations and stock reporting.
Year-end finalisation
Accruals, fixed assets, provisions, inventory and intercompany balances closed, with lead schedules ready for the auditor and tax preparer.
Financial statements
Annual and interim financial statements under IFRS, IFRS for SMEs or US GAAP, with consolidation, full notes and partner review.
Management reporting
Monthly management accounts, KPIs and board packs with written commentary, delivered on a fixed reporting calendar.
Tax
Returns prepared, reviewed and filed on time, from US individual and business returns to sales tax, international reporting and cross-border planning.
Outsourced tax preparation
White-label preparation of individual, corporate and partnership returns in your firm's software, ready for your review and signature.
US tax returns
Forms 1040, 1040-NR, 1120, 1120-S and 1065 and related state returns, for individuals and businesses in the US and abroad.
Sales & use tax
Nexus reviews, state registrations, multistate sales and use tax returns, exemption certificates and voluntary disclosures.
FBAR & FATCA reporting
FinCEN Form 114, Form 8938 and other international information returns, with streamlined filings for Americans abroad.
IRS representation
Responses to IRS notices, examination support, penalty abatement, instalment agreements and catch-up filings.
US entity formation
Choosing an LLC, C corporation or S corporation, EIN and ITIN applications, and a first-year US compliance calendar.
Corporate tax
Group structuring, transfer pricing, tax provisions and corporate returns, planned around your commercial goals and reviewed by a partner.
Personal tax planning
Year-round planning for income, gains, portfolios and property, with returns reviewed by a partner and filed in each country where they are due.
Cross-border tax
Residence, treaty relief and multi-country returns for Americans abroad, people moving to the US and families with assets in several countries.
CFO & advisory
Senior finance judgement when you need it: forecasting, cost and operational analysis, controls, and support through transactions.
Virtual CFO & controller
A partner as your part-time CFO or controller: board packs, cash forecasts, budgets, lender reporting and a close you can rely on.
Budgeting & forecasting
Driver-based budgets, rolling forecasts, 13-week cash flow forecasts, investment appraisal and working capital management.
Transaction advisory
Buy-side and sell-side due diligence: quality of earnings, net debt, working capital, tax exposures and support through closing.
Operational analysis
Process mapping, bottlenecks and control gaps, KPI frameworks, capacity analysis and practical tools your team keeps using.
Cost analysis
Product and customer costing, activity-based costing, margin and variance analysis, and cost reduction options backed by evidence.
Internal controls
Risk and control matrices, segregation of duties, approval matrices, control testing, fraud risk reviews and a practical remediation plan.
Accounting health check
A diagnostic review of your books with a ranked fix list, plus accounting policy manuals and monthly supervision of your in-house team.
Audit & assurance
Records and schedules prepared to a standard auditors accept, and support from planning through to signing.
Audit support
PBC lists, lead schedules, reconciliations and auditor queries handled for you, with a readiness review before fieldwork begins.
Audit & assurance
Which engagement your readers need, preparation for your independent auditor, group reporting packages and first-audit readiness.
Compilation & review
Compilations, reviews and agreed-upon procedures for lenders, investors and business partners, matched to the assurance they require.
Outsourcing
Dedicated team members who work in your systems, white-label support for accounting firms, and medical billing for US practices.
Dedicated teams
Dedicated accountants, tax and payroll staff and assistants who work in your systems on agreed hours, supervised by a Pi partner.
For accounting & CPA firms
Client bookkeeping, tax returns, audit working papers and payroll prepared for accounting firms, in their software and under their name.
Medical billing & RCM
Eligibility checks, claim submission, payment posting, denials and AR follow-up for US practices, with coding left to your coders.
Technology
Cloud accounting set up properly, connected to the rest of your systems, and automated where it saves real time.
QuickBooks accounting
QuickBooks Online setup, clean-up and migration from Desktop, with bank rules, sales tax and a reconciled monthly close.
Xero accounting
Xero setup and migration, tracking categories, multi-currency and payroll, with a monthly close and lock dates in place.
Software consulting & setup
Software selection, setup, data migration and integrations for QuickBooks Online, Xero, Zoho Books, Odoo and SAP Business One.
Digital transformation
Process mapping, automated capture, approvals and reconciliations, Power BI dashboards and supervised AI for finance teams.
Private clients
Accounting and tax for individuals and families whose wealth spans entities, generations and countries.
Wealth structuring
Holding companies, trusts and investment vehicles designed with your legal counsel, with clear accounts and consolidated reporting for each one.
Estate & succession
Tax modelling for passing on wealth and family businesses, coordinated with your legal counsel and supported by the records each structure needs.
Family office accounting
Consolidated reporting, controlled payments, household payroll and investment reporting for single-family and multi-family offices.
Philanthropy & giving
Foundations, charitable trusts and donor-advised funds administered with grant tracking, restricted funds accounting and annual accounts.
Global solutions
Accounting, tax and compliance for businesses in Pakistan, Saudi Arabia, the United Arab Emirates and Bahrain, including subsidiaries of US companies.
Pakistan
Bookkeeping packages, FBR, provincial and SECP compliance, financial statements and CFO support for businesses in Pakistan.
KSA
Bookkeeping, VAT, zakat and income tax, e-invoicing and IFRS financial statements for businesses in Saudi Arabia.
UAE
Bookkeeping, VAT and corporate tax, payroll accounting and IFRS financial statements for mainland and free zone companies in the UAE.
Bahrain
Bookkeeping, VAT returns, payroll accounting and IFRS financial statements for businesses in Bahrain.
Not sure where to start?
Many clients come to us with a problem rather than a service in mind: books that never quite reconcile, a tax deadline approaching, or a finance team stretched too thin. Tell us what is happening and a partner will recommend the right place to begin.
An accounting health check is often the quickest way to see where you stand. For work that reaches beyond your own office, see our global solutions.
Speak with a partner
Every enquiry is read by a partner and answered within one business day. Meetings are held at our offices, at yours, or by video.