“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
ACCOUNTING SERVICES
Simplify investment management with Agora's accounting services
Trusted by 700+
customers worldwide
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Kieran Browner
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
Case study
“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Matt Stein
Chief Development OfficerThe benefits of Agora’s accounting services
Faster filling and exceptional support
Our expert CPAs will file your tax returns and deliver the K-1s to your investors within 14 days upon receipt of all required documents.
Cut costs by at least 50%
Our tech-driven process automation enables us to offer significantly lower rates, making our services more cost-effective than traditional CPA and bookkeeping options.
Guaranteed accuracy and excellence
Our top-tier CPAs and bookkeepers work in close collaboration to guarantee the highest standards of accuracy and quality assurance in all your financial matters.
Seamless integration and collaboration
With QBO Integration and the Agora Accounting Center, enjoy effortless document sharing and communication with your CPA and bookkeeper, all within our tech-enabled platform.
We couldn’t be more satisfied with Agora’s tax and bookkeeping services. We have managed to save a total of $90,000 this year on fees, while also improving efficiency, overall delivery and performance.”
Yonatan Gelfand, Founder and CEO
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