Extra capacity for your firm, without hiring

Busy season is coming whether you are staffed for it or not. Senior accountants doing junior work, files piling up in March and April, good staff nearly impossible to hire. OptiVal gives your firm flexible back-office capacity: bookkeeping overflow, tax preparation support, payroll and admin, delivered to your standards and on your deadlines.

You stay in front of the client. We stay invisible behind the scenes.

The problem we solve

Canadian accounting firms face the same squeeze every year. Client demand peaks in tax season, experienced staff are scarce and expensive, and partners end up reviewing work at midnight instead of advising clients. Hiring takes months, training takes longer, and the workload does not wait.

Our offshore delivery team, supervised by our partners (PwC-trained qualified professionals with more than 75 years of combined experience), gives you trained capacity that plugs into your existing processes. You send the work, we return it prepared to your checklists, and your team reviews and signs off.

What we take off your plate

Bookkeeping overflow. Month-end files, bank reconciliations, adjusting entries and working papers, prepared the way your firm likes them. Year-round or seasonal.

T1 preparation support. Personal tax returns prepared from your checklists and templates, ready for your review and sign-off. Extra hands exactly when T1 season demands them.

T2 preparation support. Corporate returns with supporting schedules, prepared consistently and documented clearly for reviewer efficiency.

Payroll processing. Accurate, on-time payroll for your clients, with source deductions, ROEs and T4s handled.

Compilation file preparation. Working papers organized and draft financial statements prepared, so your review time goes further.

Administrative support. Engagement letters, client follow-ups, document collection and the back-office tasks that keep a practice running but do not need a senior professional’s time.

How it works

1. Tell us your standards. A short onboarding call where we learn your checklists, templates, file naming and review process. We adapt to you, not the other way around.

2. Send work securely. Files move through secure, encrypted channels. Confidentiality agreements are standard on every engagement.

3. We prepare, you review. Our team prepares the work to your specifications. A qualified professional supervises before it comes back to you, and your team does the final review and client sign-off.

4. Scale up or down. Add capacity for busy season, keep a steady baseline through the year, or both. No recruiting, no training lag, no bench cost in quiet months.

Built for firms

White-label delivery. We work within your firm’s systems, processes and branding, so OptiVal does not appear on client-facing work. Your firm remains responsible for any client notices, disclosures or consents required by its professional and privacy obligations.

Confidential, always. Signed confidentiality agreements, restricted file access and secure workflows on every engagement.

Professionally supervised. Every file is reviewed by a PwC-trained professional before it reaches your team, so reviewer time is spent on judgment, not corrections.

Your systems. We work in the software you already use, including the major tax preparation and cloud accounting platforms.

What we do not do

We do not offer audit or review engagements, and we do not sign reports. We prepare work for your review and sign-off, and we are happy to refer you to a licensed public accounting firm if your client needs an audit or review.

Engagement models

Busy-season block. Fixed capacity reserved for January through April (or your peak period), so tax season never catches you short-staffed.

Monthly capacity. A steady number of hours each month for year-round overflow, bookkeeping and payroll support.

Per-file pricing. For firms that prefer it, pricing per return or per file, quoted plainly before work begins.

Book a free consultation and we will scope the right model for your firm’s volume and timelines.

Frequently asked questions

Will OptiVal appear on client-facing work?
No. Our work can be delivered entirely under your firm’s templates and branding. Any disclosures required for outsourcing or cross-border data processing remain the responsibility of your firm.

How do you maintain quality?
Every file is prepared by trained staff and reviewed by a qualified supervisor before it reaches your team. We work to your checklists, and we refine the process with your feedback in the first few files.

Is client data secure?
Yes. Confidentiality agreements on every engagement, restricted access to files, and secure encrypted channels for all transfers.

Can you handle our volume in busy season?
That is exactly what the busy-season block is for. Tell us your expected file count and deadlines, and we reserve the capacity in advance.

What software do you work in?
The platforms your firm already uses for tax preparation, bookkeeping and document management. We adapt to your stack during onboarding.

What does it cost?
It depends on volume and the model you choose. Book a free consultation and we will quote it plainly, with no obligation.