For CPA firms

Capacity you can add without hiring

Your clients need accurate books.
Your team needs more time.

We work behind your brand on client bookkeeping and monthly close, in your workpaper format, so your partners stay on tax and advisory through the busiest months.

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Client files closed this week

Delivered to your review queue

ON TIME

WHERE PARTNER HOURS GO — AFTER

Advisory74%

Review52%

Data entry9%

“Our partners stopped doing data entry in March. We have not gone back.”

MANAGING PARTNER · 9-PERSON CPA FIRM

What we take on

The work you would rather not staff

Client bookkeeping

Full-cycle recording and reconciliation across your client base, to your naming and coding conventions.

Monthly close

Accruals, prepayments, fixed assets and intercompany, closed on your calendar with a review queue.

Year-end prep

Workpapers, schedules and tie-outs assembled so your tax team opens a file that is already clean.

Catch-up & clean-up

Inherited a mess with a new client? We rebuild the history to a fixed quote before the deadline.

How the engagement works

Invisible to your clients

STEP 01

Pilot client

One file, one month, at our standard rate. You judge the output before anything scales.

STEP 02

Your standards

We adopt your chart, workpaper index, review notes and file-naming — not the other way around.

STEP 03

Scheduled capacity

A monthly block of hours reserved for your firm, expandable through busy season with notice.

STEP 04

One point of contact

The same preparer every month, reachable directly, with no client-facing footprint unless you ask.

NDA as standardWhite-labelYour file storageFixed per-file pricingSeason-ready capacity

Start with one file

Send a single client file and a deadline. You will see the workpapers and the close before you commit any volume.

Book a partner call