CPA firms are buried in client files, extensions, and deadlines. We handle your internal books and
overflow bookkeeping needs so your team can stay billable, compliant, and profitable.
CPA firms are buried in client files, extensions, and deadlines. We handle your internal books and overflow bookkeeping needs so your team can stay billable, compliant, and profitable.
Your firm's value is in serving clients not chasing your
own bank feeds or fixing bookkeeping mistakes. EB Squad
helps CPA and advisory firms clean up client books, manage
internal firm financials, and eliminate the bottlenecks that
cost your team time.
Your firm's value is in serving clients not chasing your own bank feeds or fixing bookkeeping mistakes. EB Squad helps CPA and advisory firms clean up client books, manage internal firm financials, and eliminate the bottlenecks that cost your team time.
Catch up messy client books before tax prep begins
Provide clean files for review-ready tax returns
Manage your own firm's books, separate from client work
Support advisory or outsourced CFO services with clean
monthly data
Free up staff capacity during seasonal volume surges
Catch up messy client books before tax prep begins
Provide clean files for review-ready tax returns
Manage your own firm's books, separate from client work
Support advisory or outsourced CFO services with clean monthly data
Free up staff capacity during seasonal volume surges
"We spend too much time cleaning
up client books before tax season.
"We can't keep up with both client
work and our own internal books."
"We need more capacity but can't
justify adding full-time staff."
"We want to expand advisory
services but don't have clean.”
We set up automation and categorization tools to track
client payments, retainers, and expenses - by project.
We set up automation and categorization tools to trackclient payments, retainers, and expenses - by project.
We handle your firm's internal bookkeeping, payroll
categorization, and monthly close.
We handle your firm's internal bookkeeping, payroll categorization, and monthly close.
We serve as your behind-the-scenes bookkeeping team
- flexible and scalable.
We serve as your behind-the-scenes bookkeeping team - flexible and scalable.
We create accurate monthly reporting that supports advisory, forecasting, and client strategy.
We create accurate monthly reporting that supports advisory, forecasting, and client strategy.
"We've been able to eliminate client cleanup
projects before tax season. Our team focuses
on returns EB Squad handles the mess before
it hits our desk."
"We've been able to eliminate client cleanup projects before tax season. Our team focuses on returns EB Squad handles the mess before it hits our desk."
— Jason P., CPA Partner, Dallas TX
"They help us maintain our own firm's financials
while we stay focused on serving clients. I
haven't touched our internal books in two
years."
"They help us maintain our own firm's financials while we stay focused on serving clients. I haven't touched our internal books in two years."
— Michelle T., Advisory Firm Owner, Chicago IL
We take over messy client books
before they reach your tax team
clean, categorized, and ready for
review.
We take over messy client books
before they reach your tax team
clean, categorized, and ready for
review.
We handle prior-year catch-up,
late books, and historical cleanups
so your firm never starts returns
with disorganized files again.
We handle prior-year catch-up,
late books, and historical cleanups
so your firm never starts returns
with disorganized files again.
Need help pricing services,
understanding margins, or
preparing for growth? We'll help
you build clarity and confidence
into your studio's financial
Your firm's tech stack matters - we integrate cleanly into your existing systems to
eliminate friction between your team, your clients, and your financial data.
Your firm's tech stack matters - we integrate cleanly into your existing systems to eliminate friction between your team, your clients, and your financial data.
We work within your clients' QBO or QBD files, cleaning, categorizing, and maintaining accuracy
for prep-ready financials.
We work within your clients' QBO or QBD files, cleaning, categorizing, and maintaining accuracy for prep-ready financials.
We provide organized financials that translate cleanly into your tax prep
software no last-minute reconciliations.
We provide organized financials that translate cleanly into your tax prep software no last-minute reconciliations.
We coordinate securely through your portals, ensuring smooth document delivery and file transfers.
· Already using these tools?
· Need help aligning client files for tax prep?
We make your tech stack work more efficiently - with less staff time wasted on cleanup.
We coordinate securely through your portals, ensuring smooth document delivery and file transfers.
· Already using these tools?
· Need help aligning client files for tax prep?
We make your tech stack work more efficiently - with less staff time wasted on cleanup.
You don't need another full-time hire to scale. With EB
Squad, you gain a specialized bookkeeping partner who
keeps both your firm's books and your clients' books
organized - without adding overhead.
You don't need another full-time hire to scale. With EB Squad, you gain a specialized bookkeeping partner who keeps both your firm's books and your clients' books organized - without adding overhead.
Exact Bookkeeping Services, LLC
Mon 09:00 am - 08:00 pm
Tue 09:00 am- 08:00 pm
Wed 09:00 am - 08:00 pm
Thu 09:00 am - 08:00 pm
Fri 09:00 am - 08:00 pm
Sat 09:00 am - 08:00 pm
Sun 09:00 am - 08:00 pm
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