AI Bookkeeping services for CPA Firms
We help CPA firms handle more client work with AI-assisted bookkeeping and human review.
What can we take off your plate?
01
Monthly bookkeeping
Keep client books current
- Categorize transactions
- Reconcile bank and card accounts
- Prepare monthly reports
02
Catch-up bookkeeping
Get overdue months completed
- Record overdue transactions
- Reconcile missing months
- Bring the books up to date
03
Bookkeeping cleanup
Put existing records in order
- Investigate duplicates and unmatched entries
- Review old balances
- Check records and make corrections
04
Accounting software migration
Move to your preferred software
- Move accounts and contacts
- Transfer agreed transaction history
- Check balances in the new software
05
AP/AR management
Keep bills and invoices moving
- Enter bills and prepare invoices
- Track unpaid balances
- Follow up with your approval
06
Client onboarding & documents
Keep client records organized
- Request client documents
- Follow up on missing information
- Keep client files organized
07
Management reporting
Understand the numbers
- Compare results with budgets
- Explain the main changes
- Prepare clear client reports