For US CPA & EA Firms
Per-client bookkeeping for CPA & EA firms. Pay for the clients you assign — not for an idle full-time seat.
The Real Cost
Partner-level time disappears into categorization and reconciliations that never needed a CPA in the first place.
The high-value work clients gladly pay a premium for keeps getting pushed to "next month" — and quietly never happens.
Backlogs slip month-end deadlines, strain you & your team, and slowly raise the risk that a good client walks.
Not a Payroll Line
The big outsourcing players make you commit to a dedicated offshore headcount whether you keep them busy or not. We charge for the clients you actually assign — so your cost rises and falls with your own book.
What We Handle
Bank & card reconciliation, expense categorization, and month-end close — every month, same person.
Learn more →Three-to-twelve months of pending books, scoped as a one-time project. We tell you how much and how long.
Learn more →P&L, balance sheet and basic MIS with your close, on time — the reconciliations you actually need to trust each month.
Learn more →What we don't handle: audit & assurance, tax filing & advisory, and industries that need specialist regulatory expertise (crypto, cannabis, healthcare). We'll always tell you when something's outside our lane.
A 20-minute call and an NDA. We agree the 3 pilot clients and set up §7216 consent.
We deliver a first batch, you review and flag, we adjust — then settle into your monthly rhythm.
A clean checkpoint. Continue and add clients, or walk away with a full handoff. Your call.
Transparent Pricing
Priced per client, per month, by complexity. No setup fees, no annual commitment. Each tier states exactly what puts a client in it — so you can place your own book before we ever talk.
Indicative ranges. Final quotes follow a quick scope of your last 3 months of statements, current trial balance and most recent P&L — we never quote from conversation alone.
Why You Can Trust Us
We'd rather tell you exactly where we stand — including what we're still building — than oversell it.
A ready consent template your firm can use with end clients before any offshore disclosure.
Every engagement starts with an NDA and written data-handling and access rules.
Not certified yet — Type I is our near-term milestone. We'll tell you honestly where it stands.
Engagements are scoped as deliverables with SLAs — structured properly, not staff placement.
A Lower-Risk Start
You don't have to start with a retainer. Give us a single cleanup or backlog project — fixed one-time scope, $500–$2,000 — and see exactly how we work before anything ongoing. It's the lowest-risk way to find out if we're a fit.
One project. No commitment
to anything monthly.
Early Results
Placeholder content — real case studies will replace these as our first pilots complete.
"They cleared an 8-month backlog before I'd even finished interviewing for a hire."
"Same bookkeeper every month, and I always know who to email. That's the whole sell."
"The per-client pricing finally matched how my own revenue actually moves."