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Comprehensive Accounting & Bookkeeping Services

From daily transaction entry and payroll processing to white-label CPA back-office support.

Full-Charge Bookkeeping

Full-charge bookkeeper to handle all your daily, weekly, or monthly accounting needs with fast turnaround.

  • Daily transaction recording & categorization
  • Bank & credit card reconciliation
  • Accounts Payable (AP) & Receivable (AR)

Payroll Processing

Paying employees, direct deposits, IRS, state, and city compliance handling to make payroll completely stress-free.

  • Direct deposit & employee paystubs
  • Federal, state & local tax filings
  • Year-end W-2 & 1099 issuance

Financial Statements

Preparation of Profit & Loss statements, Balance Sheets, Cash Flow forecasts, and general management consulting.

  • Monthly P&L & Balance Sheet generation
  • Cash flow forecasting & budgeting
  • Management reporting & analysis

CPA Back-Office Support

White-label back-office support services to CPA practices and Enrolled Agents who outsource bookkeeping to us.

  • 100% white-label client support
  • Tax season workload overflow assistance
  • Dedicated account manager assignment

Virtual Assistant Services

Dedicated administrative, invoicing, and back-office financial virtual assistant support for busy founders.

  • Client billing & invoice dispatch
  • Receipt scanning & data entry
  • Vendor payment coordination

Catch-Up & Clean-Up

Reconstructing past unrecorded months and organizing backlogs so your ledgers become 100% audit-ready.

  • Prior months backlog reconstruction
  • Discrepancy audit & ledger correction
  • Tax readiness compilation

Accounting Software Platforms Supported

We work with all leading accounting and ERP systems seamlessly.

QuickBooks Online
QuickBooks Desktop
Xero Accounting
Sage Accounting
FreshBooks
NetSuite / Studio

Our Simple 4-Step Onboarding Process

Getting started with CPA Cloud Keeper is fast, secure, and hassle-free.

1

Free Discovery Call

We review your existing ledgers, software, and monthly transaction volume.

2

Secure Integration

Grant read-only access to QuickBooks/Xero and bank feeds under strict NDA.

3

Dedicated Specialist Assigned

A Senior Accounting Specialist is assigned to handle your daily transactions, payroll, and ledgers under NDA.

4

Monthly Reporting

Receive clean, audit-ready P&L statements and balance sheets by the 5th of each month.

Need Custom Accounting Support For Your Firm?

Speak with a CPA Cloud Keeper partner to design a custom service plan.