For CPA & accounting firms
Add bookkeeping capacity without adding headcount.
Experienced bookkeepers who work in your systems, follow your procedures and deliver overnight. Your clients see your firm's name. You get your evenings back.
How we plug in
An extension of your team, not a separate vendor.
We fit into how your firm already works, instead of asking you to change it.
Your brand
White-label by default
We work under your firm's name. Your clients deal with you, and they don't need to know we exist unless you tell them.
Your systems
Your file, your chart of accounts
You invite us as a user in QuickBooks Online, Xero or QuickBooks Desktop, and we follow your checklists and close procedures.
Your review
We prepare, you sign off
Every period comes with an open-items list and notes on anything that needs a judgment call, so your review is faster.
Your pace
Capacity that flexes
Add hours for tax season and year-end, then scale back. Tell us your peak months early and we'll plan for them.
What you can hand off
The recurring work that eats your staff's week.
Send us the full cycle for a client, or only the parts your team doesn't have time for.
| Work | What's included | Typical cadence |
|---|---|---|
| Bank & card reconciliations | Every account reconciled to statement, with unreconciled items explained | Monthly |
| Transaction categorization | Coding to your chart of accounts, receipt matching, bank rules kept tidy | Weekly or monthly |
| Month-end adjustments | Accruals, prepaids, depreciation and other recurring journal entries | Monthly |
| Payables & receivables | Bill entry, invoicing, aging reports, vendor and customer records | Weekly |
| Catch-up & cleanup | Rebuilding files that are months or years behind to a supportable balance | Project |
| Year-end support | Trial balance, supporting schedules and 1099 preparation for your tax team | Annual |
Turnaround
Work you send at 6 PM is done by morning.
Our working day overlaps your night. Routine work sent before the end of your day is completed before the start of your next one.
Overnight turnaround on routine work
Categorization, reconciliations and entries sent by 6 PM ET are done by your morning.
A reply within one business day
Every email or message answered within one US business day, usually much sooner.
A daily call window
We're available for live calls in your morning hours, every business day.
One point of contact
You always know who to reach. Our founder is your direct contact for every engagement.
Pricing
Priced by the hour, quoted after a free trial.
We quote each engagement after the free sample week, based on the volume, complexity and turnaround you need. Billed monthly in US dollars on hours logged.
Get a quoteQuestions from firms
What partners ask before they start.
Will our clients know we're working with you?
Only if you tell them. We work under your firm's name and inside your systems, and we don't contact your clients unless you ask us to.
Who actually does the work?
Experienced bookkeepers who work in QuickBooks Online, Xero and QuickBooks Desktop. Our founder is your point of contact and stays involved in every engagement.
How do you keep our client data confidential?
Everyone on our side signs a confidentiality agreement, and we're happy to review and sign your firm's NDA too. We work only inside your systems, with multi-factor authentication on every login. See our security practices.
Can you follow our procedures?
Yes. Send us your close checklist, chart of accounts conventions and review notes format. We'll follow them from the first week.
How does the free sample week work for a firm?
Pick one client file. We do one week of bookkeeping on it at no cost, and you review it as you would any staff member's work. If you want to continue, we quote from there.
Try us on one client file. Free.
One week of real work, reviewed by you, with no obligation.