Industry Focus · CPA & Accounting Firms
Your back office for client bookkeeping, tax prep & busy season
White-labeled bookkeeping, tax prep support, payroll and audit workpapers delivered under your firm’s name — so your team reclaims capacity year-round, not just after April.
10+ Firms
CPA & accounting firms partnered with
100% White-Label
every deliverable under your firm's name
7+ Yrs
supporting CPA firms through every busy season
Platforms We Manage
Your systems, reconciled — not replaced
We work directly inside the tax and practice management stack your firm already runs, so client files never leave your systems of record.
6+
Platforms supported
0
Systems you need to switch
QuickBooks Online & Desktop
Client bookkeeping, catch-up and monthly close, delivered under your firm.
Xero
Client books reconciled and reported, ready for your review.
NetSuite
Project costing and GL sync for larger client accounts.
Bill.com
AP automation and vendor payment routing for client accounts.
Gusto & ADP
Payroll processing and tax deposits for your clients' employees.
Expensify & Ramp
Expense capture and corporate card reconciliation for client accounts.
Dext
Receipt & bill capture with automated coding into client books.
Karbon & Canopy
Practice management workflow tracking, so your team keeps visibility.
CCH Axcess, UltraTax & Drake
Tax prep, workpapers and e-file support inside your existing suite.
Services by Client Type
Built for How Each Type of Firm Actually Staffs Up
Solo & Small CPA Firms
- Full-service monthly bookkeeping for client books
- Catch-up & clean-up projects
- AP/AR & bank reconciliation
- Vendor & expense categorization
- Monthly financial statement preparation
- 1040 & Schedule C prep support
Mid-Size Regional Firms
- Multi-client bookkeeping teams by industry
- Payroll processing for client staff
- Month-end close & reporting packages
- Vendor bill entry & AP management
- Multi-entity financial statement consolidation
- 1120/1065 business return prep support
Multi-Location & Enterprise Firms
- Dedicated offshore teams by office or partner
- Standardized workflows across locations
- Client portfolio reporting & QA review
- Cross-office capacity balancing
- Multi-entity consolidated reporting across offices
- High-volume return prep & workpaper support
Workflow & Cadence
Client work delivered on your firm's calendar
| WORKFLOW | CADENCE | WHAT'S COVERED |
|---|---|---|
|
Client Bookkeeping
|
WEEKLY |
•
Transaction categorization by client entity
•
Bank & credit card reconciliation
•
AP bill entry & AR invoicing
•
Client-ready monthly reports
|
|
Payroll Processing
|
BI-WEEKLY |
•
Payroll runs & tax deposits for client staff
•
New hire & termination processing
•
W-2/1099 preparation
•
Benefits & garnishment tracking
|
|
Tax Prep Support
|
SEASONAL |
•
1040, 1120 & 1065 return preparation
•
Supporting schedules & workpapers
•
Extension filing support
•
Return review-ready queueing
|
|
Audit & Review Support
|
AS NEEDED |
•
Workpaper assembly & tie-outs
•
PBC list tracking
•
Confirmation & sampling support
•
Financial statement drafting
|
|
Financial Reporting
|
MONTHLY |
•
P&L, balance sheet & cash flow statements
•
Client-facing report packages
•
Budget vs. actual variance reporting
•
Multi-entity consolidations
|
|
Staff Augmentation
|
ON DEMAND |
•
Dedicated preparers & bookkeepers
•
Scales up for busy season, down after
•
Trained to your firm's checklists
•
No recruiting or onboarding lift
|
Onboarding
Live on your books in under two weeks
Discovery & workflow audit
We map your client mix, software stack and review standards.
Pilot client selection
Start with a small batch of client files to prove the workflow.
Team assignment & training
Dedicated staff trained on your templates, checklists & tone.
Full portfolio rollout
Remaining client files transitioned on your schedule.
Ongoing quality review
Maker-checker review and monthly standing check-ins.
How We Compare
The real problems a generic firm won't solve
These are the exact pain points CPA and accounting firms bring us after leaving a generic outsourcing vendor.
| FIRM PROBLEM | GENERIC OUTSOURCING VENDOR | SMARTLEDGER |
|---|---|---|
|
Client books delivered on time, every close
|
Turnaround slips during busy periods
|
Committed turnaround times, held year-round
|
|
Work that looks like it came from your firm
|
Generic templates, inconsistent formatting
|
Fully white-labeled to your firm's templates & branding
|
|
Busy season capacity without the hiring cycle
|
Rigid staffing, long ramp-up
|
Trained staff ready in weeks, scaled to your volume
|
|
Review-ready workpapers, not just raw data
|
Workpapers need significant rework
|
Workpapers arrive review-ready, tie-out complete
|
|
Client data handled with real security controls
|
Loose file-sharing, minimal access controls
|
Bank-grade encryption & role-based access on every file
|
|
One point of contact who knows your firm
|
Rotating offshore contacts
|
A dedicated account lead who knows your firm's standards
|
|
Clear visibility into where every client file stands
|
Status updates on request only
|
Live status tracking across your full client portfolio
|
|
Senior review on complex or high-stakes files
|
Junior staff, minimal senior oversight
|
CPA-credentialed reviewers on every complex file
|
Trusted Partner
Why CPA & Accounting Firms Choose Smartledger
Growth changes what your books need. We’re built to keep pace with every deal, entity and milestone.
Fully White-Labeled
Every deliverable carries your firm's branding — clients never see our name
CPA Firm Specialists
We work exclusively inside CPA and accounting firm workflows, not general SMB bookkeeping
Maker-Checker Review
A second reviewer verifies every file before it reaches your team.
Secure Cloud Systems
Bank-grade encryption and access controls protect every client record.
Busy-Season Flexible
Capacity scales up for tax season and back down after, with no lock-in.
Testimonials
A full-stack finance function,
built around your business.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.
Will our clients know the work is outsourced?
No. Every deliverable — reports, workpapers, client communications — is formatted and branded under your firm’s identity. We work as an extension of your team, invisible to your clients.
Can you handle a busy-season surge without a long-term contract?
Yes. We staff up ahead of tax season and scale back down after, so you get the capacity you need without carrying it year-round.
What tax and practice management software do you support?
We work directly inside Karbon & Canopy, Drake, QuickBooks, Xero, NetSuite and most major practice management platforms — no need to change your stack.
How do you keep client data secure?
All client files are handled through encrypted, access-controlled systems with a documented maker-checker review on every deliverable before it reaches your firm.
How quickly can a new client portfolio be transitioned to your team?
Most firms pilot with a small client batch first, then roll out their full portfolio within two to four weeks once the workflow is proven.