Your Invisible Back-Office Team
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
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Build Your Dedicated Team
CPA-Supervised Talent, On Demand
Every hire is CPA-supervised with a 5-day onboarding guarantee.
Need a custom role? Talk to us, we'll find the right fit →
Industries We Serve
Specialized Teams for Your Industry
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
Don't see your industry? Talk to a CPA, we'll customize →
Accounting Setup for U.S. CPA Firms
Chart of accounts design, software implementation, an SOP build, and a clean historical migration, set up properly so you're not unwinding it later.
"Get the setup right once, and every close that follows is easier for it."
You will speak with our CPA, not a salesperson. Response within one business day.
From Blank Slate to Production-Ready Books
Whether you're onboarding a new client or replatforming an existing one, we handle every step of the implementation.
Custom chart of accounts built around your client's industry, reporting needs and tax filings.
- Industry-specific COA templates with sub-account hierarchies.
- Class, location and department dimensions configured for reporting.
- Mapped to Form 1120/1120-S/1065 lines so year-end is straightforward.
Chart of Accounts Design
Custom chart of accounts built around your client's industry, reporting needs and tax filings.
Industry-specific COA templates with sub-account hierarchies.
Class, location and department dimensions configured for reporting.
Mapped to Form 1120/1120-S/1065 lines so year-end is straightforward.
Why Clients Trust Us
Implementation Done By People Who Live in It
We've set up well over a hundred client books across QBO, Xero, NetSuite, and Sage Intacct, so we know which decisions matter and which ones come back to bite you later. Once you're set up, our bookkeeping and accounting services keep it running.
CPA-Led Design
Chart of accounts and structure designed by CPAs who understand reporting needs.
GAAP-Aligned
Every setup built to U.S. GAAP and your firm's reporting standards.
2-Week Go-Live
Standard QBO/Xero setups go live in two weeks. NetSuite & Intacct in 4–6.
Fixed-Fee Pricing
Transparent fixed-fee setup quotes with no scope-creep billing.
Migration Tested
Historical data migrated, reconciled, and tied out before handoff.
SOP Documentation
Every setup ships with written SOPs your team can follow on day one.
Team Training
Live walkthroughs and recorded training for your firm's staff.
30-Day Hypercare
Post-go-live support included. We don't disappear after handoff.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
Tell Us Your NeedsGetting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Getting Started Is Simple
From discovery to delivery in a few straightforward steps, with zero risk to your firm.
- 01Process · 01
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
- 02Process · 02
Resource Selection
We hand-pick 2 to 3 candidates who already fit your stack and send you their profiles. You interview them and choose. Nothing is locked in until you approve the person.
- 03Process · 03
NDA & Secure Access
We sign your NDA before anyone sees a file. Then we set up secure VPN or VDI access, scope permissions to the role, and follow your existing SOPs and tools.
- 04Process · 04
Guided Onboarding (Days 3–7)
In the first week your specialist shadows your process, learns your standards, and runs a trial batch under CPA supervision. They are doing real work by day seven.
- 05Process · 05
Steady-State Delivery
From week two on, your resource handles the day-to-day. Every deliverable passes a 5-stage quality review with a CPA signing off, so the output stays consistent.
- 06Process · 06
Peak-Season Scaling
When busy season hits, we add hours and backup people to your account, then scale back down once it passes. You cover the crunch without hiring or layoffs.
Working Inside Your Tech Stack, Not Around It.
Your firm has built its reputation on specific tools and workflows. Our team is experienced in all major U.S. tax, accounting, and practice management platforms, ensuring a zero-learning-curve integration from day one.
Don't see your software? We adapt to your stack.
Let's TalkQuestions About Accounting Setup
Everything you need to know about how we implement and migrate accounting systems.
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