- Sector Expertise
Law Firms
We support CPA firms with trust/IOLTA reconciliations, time-based billing reviews, payroll, and partner draw tracking. Our team is trained to manage sensitive legal accounting with attention to ethics and compliance.
Consulting & Advisory Firms
From expense reimbursements to project-level reporting, we help firms serving consultants streamline close processes and deliver reports that match real business activity.
Marketing & Creative Agencies
For agency clients with variable billing models, we handle retainer tracking, contract-level financials, and AP/AR cycles–keeping books clean and ready for strategic reviews.
Engineering, Architecture & Other Professionals
We support CPA firms in handling WIP reporting, timesheet-based accounting, and multi-entity setups for project-based service businesses.
How We Help
Your firm gets white-labeled, detail-oriented accounting support that works inside your processes–without compromising on quality, confidentiality, or control.
200+
1,800+
Client results
See how we help CPA firms simplify accounting for service-based clients–while freeing up in-house capacity.
- Our expertise
Craft effective strategies to drive competitiveness and achieve business objectives.
Streamline operations and improve efficiency to maximize productivity and reduce costs.
Gain valuable insights into your target market, competitors, and customer needs.
Navigate organizational change smoothly and ensure successful implementation.
Our partners with leading technology providers to guide our clients through the implementation process.