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Scale your CPA firm, accounting practice, or agency without the bottleneck of hiring, training, and managing full-time staff. We deliver back-office bookkeeping directly under your brand name—impeccably accurate, fully compliant, and completely invisible to your end clients.
Why Partner With Us?
Your Brand, Our Workforce: Every report, portal update, and email communication is 100% white-labeled with your logo and domain.
Higher Profit Margins: Stop turning away new business due to capacity limits. Offer full-suite bookkeeping at wholesale rates and set your own retail pricing.
CPA-Reviewed Quality Control: Every file undergoes a multi-tier review process by senior bookkeepers to ensure 99.9% accuracy before reaching your clients.
Flexible Platform Integration: We work directly inside your tech stack—QuickBooks Online, Xero, NetSuite, Gusto, Bill.com, and more.
What We Handle For Your Clients
| Core Service | What’s Included |
|---|---|
| Daily & Monthly Reconciliation | Bank, credit card, and merchant account (Stripe, PayPal, Shopify) balance matching. |
| Accounts Payable & Receivable | Invoice creation, bill payments, aging report management, and vendor tracking. |
| Financial Reporting Packages | Monthly P&L, Balance Sheets, and Cash Flow statements customized with your firm's branding. |
| Clean-Up & Backlog Catch-Up | Multi-year messy ledger cleanups delivered fast to onboard new clients seamlessly. |
| Payroll Processing | Execution and ledger entry across all major payroll software platforms. |
How It Works
1. Discovery & SLA Agreement:
We align on software preferences, communication protocols, reporting formats, and custom workflows tailored to your firm’s standards.
2. Seamless Onboarding & Sandbox Setup:
Set up branded email aliases and grant us secure access through your preferred client management tools.
3. Full Execution:
Our team handles all day-to-day categorization, reconciliation, and month-end closes according to strict turnaround schedules.
4. Branded Delivery:
We prepare client-ready financial statements for your review or send them directly to clients under your brand banner.
Strict Non-Disclosure Guarantee: Your clients remain your clients. We sign comprehensive Non-Disclosure Agreements (NDAs) and non-compete contracts before taking on a single file.
Software We Use
