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For CPA Firms

Dedicated bookkeeping capacity for your firm

QuickBooks® Online Certified ProAdvisor support that works inside your client files, follows your review standards, and delivers clean, GAAP-basis books. Flat $3,000/month per dedicated bookkeeper.

Full-time bookkeeping capacity, without the full-time cost.

Bookkeeping capacity options for CPA firms
OptionMonthly cost¹CertificationOverhead
In-house W-2 bookkeeper$6,900-$13,000Typically yesFull (benefits, PTO, management)
Offshore FTE$1,200-$2,000Varies by providerReview, time-zone, and turnover risk
Daxable$3,000 flatQuickBooks® Online Certified ProAdvisorNone - month-to-month, no setup fee

¹ In-house ranges based on U.S. Bureau of Labor Statistics occupational data and the Robert Half 2025 Salary Guide, including benefits and overhead. Offshore ranges based on common FTE staffing-firm rates; certification and review practices vary by provider.

Defined capacity without another W-2 hire.

Month-to-month terms

No setup fees, no annual contract.

Dedicated assignment

One named bookkeeper per firm, not a rotating pool.

Fully white-labeled

Bill your clients under your firm's brand.

Industry specialization

Bookkeepers matched by your client mix (e-com, professional services, real estate, etc.).

Review-flag guarantee

Any reconciliation or report your reviewer flags within 30 days, we re-perform at no charge.

Live in two weeks.

01

Week 1

Discovery call and firm-fit confirmation.

02

Week 2

Matching, onboarding, and first client file handoff.

03

Ongoing

Monthly delivery on your review cadence.

CPA-firm FAQ.

Is this one dedicated person or a shared team?

Your firm gets dedicated bookkeeping capacity with consistent standards, file knowledge, and workflow documentation, not a generic rotating queue.

Is there a setup or onboarding fee?

No. No setup fee, no onboarding fee, and no minimum contract. The flat $3,000/month fee is all-in.

Can we resell your bookkeeping under our firm's name?

Yes. Many partner firms resell bookkeeping as a firm-branded service at their own price point. We operate entirely in the background.

What happens if our bookkeeping volume grows?

For portfolios beyond a single dedicated bookkeeper, we can scope additional capacity under the same flat-fee model.

What software do you use?

QuickBooks® Online native. If your clients use Xero, we can discuss fit on the discovery call.

What if we're not satisfied with the quality?

We use a review-flag guarantee: any reconciliation or report your reviewer flags within 30 days, we re-perform at no charge. You're month-to-month, so the relationship is performance-based.

How quickly can you start?

For most firms, a dedicated bookkeeper is assigned and onboarded within two weeks of the discovery call.

Do you sign a confidentiality agreement?

Yes. We execute a confidentiality agreement as part of every engagement and work within your firm's security protocols.

Add dedicated bookkeeping capacity for a flat $3,000/month.

Book a Discovery Call