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For CPA Firms

Extend Your Team Without Building a Bigger Team

Hiring full-time staff for every busy period, cleanup project, or unexpected backlog is not always practical. BooksCaughtUp gives your firm accounting capacity on demand, behind your brand, without the overhead of another permanent seat.

Engagement Models

Outsource the Way Your Firm Works

Use us in whichever structure fits the work in front of you. Move between structures as your workload changes.

Ad Hoc Support

Send individual tasks whenever your team needs help.

Project-Based

Cleanups, catch-up projects, conversions, reconciliations, or other defined projects.

Per Client

Assign complete bookkeeping or accounting responsibility for selected clients.

Hourly Support

Additional accounting capacity when workload fluctuates.

Ongoing Back-Office

Build BooksCaughtUp into your firm's regular accounting workflow.

White-Label Support

Your Back Office. Your Brand. Your Client Relationship.

Your firm remains the firm. We are there to support your accounting operation, not compete with it.

For firms that prefer a white-label structure, BooksCaughtUp operates behind the scenes as part of your extended accounting team. Your clients continue working with your firm. Your firm controls the relationship. We provide the accounting capacity behind it.

How white-label works in practice

  • Work is done under your firm's accountant login, so the audit trail shows your firm
  • Notes and workpapers follow your templates and naming conventions
  • Client questions are written for your team to forward, in your voice
  • We never contact the end client directly unless you set that up
  • No BooksCaughtUp branding appears anywhere in the client's file or deliverables
  • If a client asks who did the work, the answer is your firm
Who This Is For

Built for Firms That Have More Work Than Capacity

BooksCaughtUp is especially useful when:

Your bookkeeping team is overloaded.
A new client arrives with years of cleanup work.
Tax preparers are spending too much time fixing books.
A staff member leaves unexpectedly.
Your firm is growing faster than your accounting department.
You need temporary support during peak workload periods.
You have difficult files your regular bookkeeping team cannot resolve.
You want additional capacity without another permanent position.
Compared to the Alternatives

Why Firms Choose a Back-Office Partner

OptionUpsideWhere it breaks down
Hire another full-time bookkeeperFull control, in-house knowledgeFixed cost in slow months, recruiting time, training, turnover risk, still no cleanup specialist
Freelancer marketplacesCheap, fast to startInconsistent quality, no review standard, frequent re-work, weak confidentiality controls
Large offshore BPOScaleMinimum seat counts, rigid processes, junior staff, long onboarding, your workflow bends to theirs
BooksCaughtUpExperienced firm-side accountants, flexible structure, reviewer-ready handback, firm-only focusNot a fit if you want us to talk to your end clients or sell them services. We do not do that.
Onboarding

Getting Started Takes One Email

Day 1: Tell us about the work

One file or ten. We sign the NDA and you grant accountant access to what you want us to look at.

Day 2: Scope and quote

You receive a written scope, open questions, and a clear quote. Approve, adjust, or walk away.

Day 3 onward: Work begins

We start inside your file with the cadence and tools you have chosen. Your team stays on review and client work.

Let's Talk About Your Workload

One Client, One Cleanup, or Ongoing Support.

Tell us what you need help with. No sales pitch to your clients. No end-client marketing. Just accounting support for accounting firms.