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Managed Operations

Elevate your firm's operations and client relationships through HWA Alliance's comprehensive Business Process Outsourcing (BPO) services — powered by Evolve Practice Management, a cloud-based system and offshore team that handles the technical work so your staff can focus on growth.

See It in Action

Evolve Practice Management

Watch how HWA Alliance's Managed Operations model transforms how CPA firms deliver services — freeing your team to focus on what matters most.

BPO Model

The Evolve Framework

Engage — Managed Services Agreement

HWA Alliance assumes full responsibility for performing all technical aspects of delivering high-quality accounting, auditing, tax, and advisory services to your existing client base through a structured Managed Services Agreement.

Enhance — Client Satisfaction

With the technical workload managed by HWA Alliance, partners and staff of your firm can redirect their focus toward enhancing existing client relationships and building new ones — driving deeper satisfaction and loyalty.

Elevate — Diversity & Global Reach

Leverage HWAA's multi-cultural, international footprint to elevate the diversity of your practice and bring a global perspective to your clients and service delivery model.

Expand — Market Share Growth

Participate in HWAA's Big Hairy Audacious Goal (BHAG) to expand your market share and grow your practice through a shared network of resources, referrals, and strategic alliance opportunities.

Cloud-Based Practice Management

HWA Alliance utilizes a fully cloud-based practice management platform that provides real-time visibility, workflow automation, and seamless collaboration between your team and ours.

Offshore Technical Team

Our dedicated offshore team of credentialed accounting and audit professionals handles the technical execution of engagements, freeing your local staff from time-intensive back-office tasks.

Operations

Operational & Technical Services

Accounting & Bookkeeping

Full-cycle bookkeeping, general ledger maintenance, account reconciliations, and period-end close support managed entirely by our offshore accounting team on your behalf.

Tax Preparation & Review

Preparation of individual, corporate, partnership, nonprofit, and trust tax returns — fully reviewed and quality-checked before delivery to your clients under your firm's brand.

Audit Support Services

Detailed audit workpaper preparation, sampling, and documentation support that reduces engagement hours for your in-charge staff while maintaining full audit trail compliance.

Advisory & Consulting Support

Research, financial modeling, benchmarking, and advisory deliverable preparation handled by our team — empowering your partners to focus on the client conversation rather than the analysis.

Client Onboarding & Setup

Structured onboarding workflows to smoothly transition new clients into your service model, including data migration, system configuration, and initial engagement planning.

Staff Augmentation

Ready-to-deploy accounting and audit professionals who integrate directly with your team on a project or ongoing basis — scaling up your capacity without the overhead of full-time hires.

Quality Control & Review

Multi-level technical review processes built into every engagement to ensure accuracy, completeness, and compliance with professional standards before work product is delivered.

Reporting & Financial Statements

Preparation of GAAP-compliant financial statements, management reports, and funder-ready packages tailored to the specific requirements of your client engagements.

Data Security & Confidentiality

All client data handled under strict confidentiality protocols with secure cloud infrastructure, access controls, and compliance with applicable data privacy standards.

Ready to Evolve Your Practice?

Let HWA Alliance handle the technical work so your team can focus on growing client relationships and expanding your market share.