SZ Accounting, led by Sara Zidal, CPA, provides confidential, professional contract support to CPA firms that need reliable capacity without expanding headcount.

Discuss Your Firm’s Needs

Who this is for

Firm owners and partners who need a trusted second set of CPA-level hands for a season, a project, or a specific engagement, from someone who understands what “firm quality” actually means, because it’s the same standard applied to every client relationship.

What I bring

  • Licensed Indiana CPA, MS in Accounting, 20+ years of accounting and finance experience
  • Comfortable working inside your firm’s existing systems, workpapers, and review standards
  • Full confidentiality. Client data is handled with the same rigor as my own practice; NDA available on request.
  • Direct communication, no account-manager layer between us

Types of support

  • Seasonal tax preparation, workpaper support, and other agreed-upon project work
  • Project-based engagements: bookkeeping cleanups, catch-up work, specialized reviews
  • Temporary capacity during staff transitions or unexpected gaps
  • Ongoing contract relationships for firms with recurring overflow needs

Availability varies by season and current engagements. Capacity is confirmed during the initial conversation, not promised in advance.

How engagements work

  1. Initial fit conversation or information review
  2. Needs assessment and scope
  3. Tailored proposal
  4. Engagement kickoff and ongoing communication

Frequently Asked Questions

Do you sign NDAs?

Yes, available on request before any client information is shared.

Can you work within our existing software and review process?

Yes. Engagements are scoped to fit your firm's existing systems and standards, not the other way around.

Do you take one-time projects, or only ongoing work?

Both. Seasonal, project-based, and ongoing contract arrangements are all considered depending on fit and current capacity.

Type of Support Needed *
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