ERP Software Development Services
- ERP Discovery: Support clients select the best ERP suited for them considering the their business model, scalability plans, operational flexibility and cost optimization.
- Design for Optimization: Analyse the existing workflows, data migration, customization. Shape business processes to leverage the new system and drive efficiency.
- Development & Deployment : Configure Deploy the selected system with a clear roadmap, focusing on process optimization, governance, and driving measurable outcomes.
- Governance & Risk Management: Provide structured oversight and resolve issues promptly to align stakeholders
- Customisation, Training & Support: Customisation including AI models, API integrations, user empowerment, Customised dashboards and after implementation support.
Functional Consultants support
Lead the end-to-end implementation of the ERP system. Our role include:
- Conduct detailed business process mapping.
- Configure ERP modules.
- Set up user roles & permissions, automate workflows.
- Ensure the system supports specific business operations efficiently
- Facilitate the integration with external systems like CRMs, financial tools, e-commerce platforms, and other enterprise applications via APIs or custom connectors, ensuring smooth data flow and enhancing operational efficiency.
- Deploy dedicated team members for after implementation support.
Accounting & Bookkeeping
Score big with our bookkeeping services. Let us help you keep track of every point. Outsourcing to CROSSPOINTE provides a reliable, cost-effective solution for managing financial records. Our experienced professionals maintain ledgers, prepare GAAP-compliant statements, reconcile accounts, and ensure your finances are accurate and current. We offer tailored offshore services that save time and money compared to an in-house team, giving you access to expert guidance and peace of mind.
- Day-to-day transactional work & general ledger maintenance
- Month-end/periodic closing & financial statement preparation
- Bank reconciliation with treasury management support
- Sales tax management & compliance
- Maintenance of prepaid, accruals, depreciation, and amortization schedules
- Management reporting
Outsourced Accounts Payable
Streamline your payable process. Our AP outsourcing optimizes your procure-to-pay cycle and cash flow. Using advanced technology and best practices, we manage invoice processing, payment management, and vendor relations. Our tailored solutions deliver time savings, reduced errors, and improved financial control.
- Vendor master data management
- Purchase order (PO) management
- Bill processing & three-way matching
- Vendor helpdesk support
- Vendor payment & reconciliation
- AP aging reporting & analysis
- Expense management
- Customized process design
Optimized Accounts Receivable
Accelerate cash flow and streamline financial operations. Our comprehensive AR services handle invoicing, order processing, and collections to improve financial stability. We use dedicated offshore teams and technology to ensure compliant, efficient processes and timely payments.
- Customer master data management
- Billing, credit, & adjustments
- Credit control & debt collections
- Factoring management
- Customer deposit applications & reconciliations
- AR aging analysis & DSO optimization
Outsourced Payroll Management
Ensure compliance and reduce risk. We manage the entire payroll process—processing, tax reporting, and regulatory compliance—freeing you to focus on business growth. Our services ensure accuracy, timeliness, and employee satisfaction.
- Payroll processing
- Payroll tax management & filing
- Employee benefits & time/attendance management
- Payroll reporting & compliance
- New hire onboarding & paperwork
- Payroll cost analysis
- System implementation & integration
- Payroll audit & review
Financial Planning & Analysis (FP&A)
Plan Smarter. Grow Faster. Stay Ahead. Our forward-looking FP&A solutions use AI-powered forecasting and industry expertise to develop data-backed strategies for proactive financial management.
- Budgeting & Forecasting: Develop accurate financial plans.
- Financial Modeling: Build dynamic models for investment planning.
- Performance Management: Analyze key metrics for strategic decisions.
- Cost & Investment Analysis: Optimize spending and investment.
- Strategic Financial Planning: Align financial goals with business objectives.
- Cash Flow Management: Ensure liquidity and financial stability.
- Financial Reporting: Generate insightful decision-making reports.
- Business Valuation: Expert assessment of business worth.
Sales & Use Tax Compliance
Navigate complex sales tax regulations with our outsourced compliance services. Our experts assist with nexus calculations, exemption certificate management, tax filing, and audit defense to minimize risk and penalties.
- Sales and use tax calculation & reporting
- Nexus determination
- Exemption certificate management
- Filing and remitting
- Audit defense
- Technology solutions & consulting
Reporting
Gain clarity and insight with tailored financial reporting.
- Financial Statement Preparation: Accurate balance sheets, income statements, and cash flow statements.
- KPI Tracking: Monitor revenue growth, profit margins, customer acquisition costs, and other key metrics.
- Budgeting & Forecasting: Create realistic plans based on historical data and market trends.
- Customized Reporting: Track departmental spending, inventory levels, or other specific business needs.
Platform-Specific Expertise
Xero Accounting Services
- Xero Accounting & Bookkeeping
- Xero Accounts Receivable & Payable
- Xero Bank Reconciliation
- Xero Financial Reporting
- Xero Payroll Services
QuickBooks Accounting Services
- QuickBooks Bookkeeping
- Accounts Receivable & Payable
- Cost Accounting & Payroll Accounting
- Purchase Report Preparation
- Fixed Asset Reconciliation
- Account Maintenance for Write-Offs
Tax Services
Offshore Tax Preparation
- Individual Tax Returns
- LLC/LLP/Partnership Tax Returns
- C Corporation Tax Returns
- S Corporation Tax Returns
- Trust Tax Returns
- Tax Planning & Advisory
Individual Tax Returns
- Personalized guidance through the entire process
- Comprehensive preparation for all income types
- Proactive tax planning to reduce liability
- Up-to-date knowledge of tax laws for a stress-free experience
LLC / LLP / Partnership Tax Returns
- Federal (Form 1065) and multi-state return preparation
- Expert guidance on partnership tax laws
- Electronic filing & tax planning strategies
- Year-round support, audit assistance, and use of cutting-edge technology
C-Corporation Tax Returns
- Detailed financial statement and tax record analysis
- Federal and state tax filing assistance
- Strategic tax planning and electronic filing
- Ongoing advisory support and audit defense
S-Corporation Tax Returns
- Personalized support throughout the filing process
- Expert guidance on S-Corp tax regulations
- Tax strategy development and electronic filing
- Year-round advice and audit assistance
Trust Tax Returns
- Preparation of Form 1041 (U.S. Income Tax Return for Estates and Trusts)
- Compliance with state tax laws and filings
- Calculation of trust distributions and related tax reporting
- Tax planning strategies to minimize liability
- Coordination with attorneys and financial advisors
- Electronic filing and ongoing annual support
Tax Planning & Advisory
- Business Structure Optimization: Choose the right structure to minimize taxes and protect assets.
- Tax Liability Reduction: Identify deductions, credits, and incentives to maximize savings.
- Retirement Planning: Develop customized plans using 401(k)s, IRAs, and other vehicles.
- Succession Planning: Create smooth ownership transition plans while minimizing tax impact.
International Tax Planning: Navigate transfer pricing, foreign tax credits, and global compliance.
Audit Support Services
Audit Support Services
- Comprehensive audit preparation and planning
- Compliance and regulatory requirement assistance
- Internal control and risk management analysis
- Accounting policy and procedure review
- Audit schedule and documentation preparation
- Liaison with auditors and stakeholders
- Post-audit review and follow-up action support
- Process improvement identification
Advisory Services
Virtual CFO Services Gain the financial expertise to drive growth, reduce costs, and improve performance. Our virtual CFOs provide strategic insights and hands-on support.
- Financial planning and analysis
- Budgeting and forecasting
- Cash flow management
- Risk management
- Financial reporting and M&A support
- Accounting and bookkeeping oversight
Business Formation & Valuation
- Comprehensive analysis of financial and non-financial business value
- Objective assessment of assets, operations, and performance
- Accurate valuation for M&A, capital raising, or legal purposes
- Identification of risks and opportunities impacting
- Guidance on strategies to enhance business value and achieve goals
- Data-driven insights to facilitate informed decision-making
Virtual CFO Services
- Strategic financial planning
- Budgeting & forecasting
- Cash flow & risk management
- M&A advisory