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 →
Accounts Payable & Receivable Services for CPA Firms
Full AP and AR management, from vendor coordination and bill approvals to customer invoicing, collections, and aging analysis, handled by a CPA-supervised team inside your existing software.
"Keep the client relationship close. Let us run the day-to-day AP and AR."
You will speak with our CPA, not a salesperson. Response within one business day.
A Complete AP/AR Back-Office
From bill capture through collections and reconciliation, we own the operational layer of payables and receivables for your client base.
Capturing, coding and routing every vendor bill through Bill.com or QuickBooks so nothing is missed and every entry hits the right GL account.
- Capturing bills from email, mail and vendor portals into a single queue.
- Coding each bill to the correct GL account, class and location.
- Routing bills through your firm's approval workflow without manual nudging.
Vendor Bill Processing
Capturing, coding and routing every vendor bill through Bill.com or QuickBooks so nothing is missed and every entry hits the right GL account.
Capturing bills from email, mail and vendor portals into a single queue.
Coding each bill to the correct GL account, class and location.
Routing bills through your firm's approval workflow without manual nudging.
Why Clients Trust Us
AP & AR Operations, Done Inside Your Stack
The work happens inside whatever your firm already uses, whether that's Bill.com, QuickBooks, Xero, or NetSuite, so the handoff stays clean and your clients never see a third party. It pairs with our bookkeeping and payroll work.
Works in Your Software
Bill.com, QBO, Xero, NetSuite, Ramp: we log in to your existing stack.
CPA Internal Review
Every batch reviewed by an internal CPA before it reaches your desk.
48-Hour Turnaround
Vendor bills coded and invoices issued within two business days.
We Follow Your Approvals
Your approval matrix gets followed to the letter, with nothing skipped to save time.
Weekly Aging & Cash-Flow
Friday AP/AR aging and a 13-week cash-flow snapshot in your inbox.
Named Specialist + Reviewer
One named AP/AR specialist and one CPA reviewer per client, not a call center.
Per-Client Flat Pricing
Predictable monthly cost so you can scale clients without guessing margins.
Secure & White-Label
All work delivered under your firm's brand through encrypted portals.
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 Outsourced AP & AR
Everything firms ask before partnering with us on payables and receivables.
Still have questions? Contact usRelated Services
Build a complete back-office stack, pair this service with the rest of our CPA-led offerings.
Offload the Operational Layer of AP & AR
Tell us your client count, your AP/AR software, and your monthly transaction volume. We'll get back to you within one business day with a plan and a pilot proposal.
Schedule a Meeting
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