Is your QuickBooks tax-ready?
We work under your firm's name on your clients' books, so your team can focus on tax and advisory. We use cloud tools, automation and AI to work faster, and people check every file: a senior accountant reviews it, under the oversight of our founder, a Philippine-licensed CPA.
Monthly bookkeeping, bank and credit card reconciliations, and month-end close
Historical cleanups and catch-up work, with every adjustment documented for your reviewer
AP in Bill.com, Ramp or Brex, and payroll in Gusto
Financial statements and management reports ready for your review
Cash flow forecasting
On a short call, we agree on the work, your deadlines, your review process and the hours you need.
You grant access the way your firm prefers, and we assign a named team member who learns your checklists.
Our team does the work and a senior accountant reviews it, under the oversight of Romnick Bercasio, our founder. Your managers then review and deliver it to your clients.
Romnick Bercasio, Founder and Philippine-licensed CPA
Your assigned team member works with your managers day to day, and Romnick oversees quality across every account and is your escalation point.
Our team works 8am to midnight Philippine time, so what you send at the end of your day is done when you start the next.
We use cloud systems, automation and AI for routine checks, and a person reviews every entry before it reaches you.
$199, one time
One client, one month, up to 150 transactions
Reconciled QuickBooks file, adjustment log and review note
Back within 5 business days of access
Credited to your first invoice if you continue within 30 days
From $20/hour
Monthly close, reconciliations and cleanups
Ideal for overflow and tax season
Billed twice a month on hours used
A weekly hour cap you set
From $1,200/month
Part-time (80 hours) or full-time (160 hours), assigned to your firm
Works your checklists, in your systems
Supervised by our team, so you never manage staff
Month-to-month, with 30 days' notice
Everyone on our team has signed a confidentiality agreement.
Access is granted per client, only to the people assigned to your work.
Logins live in a password manager, never in email or chat.
Files stay in our Google Workspace with 2-step verification, shared by link, never saved to USB drives or personal accounts.
We use AI tools only on business plans that don't use your data for training, and we keep them out of any client's file if you ask.
If anything goes wrong, we notify your firm within 24 hours.
When an engagement ends, access is removed that day and files are returned and deleted within 30 days, with written confirmation.
SaaS, law firms, nonprofits, e-commerce and agriculture.
QuickBooks Online, Bill.com, Gusto, Ramp, Brex, SaaSant and LiveFlow.
No. We don't sign returns or perform audit, review or compilation work. Your firm keeps professional responsibility and reviews everything before it reaches your clients.
Through the access method your firm chooses, granted per client to the people assigned to your work.
We invoice twice a month, with payment due on the 15th and the last day of the month. Part-time support is billed on hours used. Dedicated staff is billed in advance for the next half-month.
Yes. Start with a $199 test file. If you continue within 30 days, we credit it to your first invoice.
Tell us what's piling up. We'll show you how we'd take it off your plate, starting with one test file.
