Outsourced Bookkeeping for US CPA Firms

The Reality of Busy Season

Every firm hits the same wall in Q1

What usually happens

✕Partners spend billable hours on cleanup and data entry
✕Hiring seasonal staff means weeks of training for three months of work
✕Client books arrive incomplete in February, and everything backs up
✕Turning away good clients because there's no bandwidth
✕Team burnout that costs you people by April

How we fit in

✓We handle the preparation layer — your CPAs review and sign
✓Scale up for busy season, scale down after — no fixed payroll
✓Catch-up and cleanup work done before it becomes a bottleneck
✓Overlapping work hours means same-day turnaround, not next-day
✓Your team stays on advisory work — the work clients actually pay for

What We Handle

Preparation work, done right the first time

Clean, documented, and organized so your review takes minutes instead of hours.

Monthly Bookkeeping

Transaction categorization, chart of accounts maintenance, and month-end close in QuickBooks Online.

Bank & Credit Card Reconciliations

Full reconciliation with documented exceptions — no unexplained variances handed back to you.

Catch-Up & Cleanup

Months or years of neglected books brought current and audit-ready before filing season.

Accounts Payable & Receivable

Vendor bills, invoicing, aging reports, and follow-up documentation kept current.

Financial Statement Preparation

P&L, Balance Sheet, and Cash Flow statements formatted to your firm's standards.

Tax-Ready Workpapers

Organized trial balance, supporting schedules, and documentation packaged for your preparer.

Payroll Support

Payroll entry, reconciliation, and coordination with your payroll provider.

Spanish-Language Client Support

Direct communication with your Spanish-speaking clients to gather documents and clarify records.

Clear scope, clear responsibility

We operate as a support function to your firm. All work product is prepared for review by your licensed professionals, who retain full authority over review, sign-off, and filing.

We do not represent clients before the IRS, do not sign returns, and do not hold out as a US-licensed CPA firm. Our role is to give your team clean, well-documented preparation work so your review cycle is fast and your compliance obligations stay exactly where they belong — with you.

How It Works

Straightforward onboarding, no long ramp-up

From first call to live files in about a week — no lengthy onboarding.

Initial Contact

Tell us your workflow, software stack and where the bottlenecks are. We reply within one business day with an initial assessment.

Pilot Engagement

We start with one or two client files so you can evaluate quality before committing to volume.

Process Alignment

We adopt your naming conventions, chart of accounts standards, and review checklist — not the other way around.

Scale as Needed

Add files or hours as your season ramps. Reduce when it slows. No fixed commitment.

Engagement Models

Structured around how your firm actually works

Per Project

Cleanup & Catch-Up

Fixed-scope engagements for backlogged books. Priced per project after reviewing the file condition.

Best for: one-off cleanup before filing

Monthly Retainer

Dedicated Capacity

A set number of hours or files per month at a fixed rate. Predictable cost, predictable throughput.

Best for: ongoing client books, year-round

Seasonal

Busy Season Support

Ramped-up capacity from January through April, scaled back afterward. No off-season overhead.

Best for: firms with Q1 volume spikes

Extra capacity for your firm,
without extra headcount.