Bookkeeping Support That Keeps

Your Firm Focused on Client Work

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.

Talk to a Bookkeeping Specialist for CPA Firms

Built for the Realities

of Public Accounting

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

Common CPA Firm Pain Points We Solve

Problem

"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.”

Our Fix

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.

What CPA Firms Are Saying

"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

Service Cards Tailored

to CPA Firms

Client Bookkeeping Overflow Support

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.

Clean Up + Catch Up for Client Backlogs

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.

Firm-Level Bookkeeping & Advisory Support

Need help pricing services,

understanding margins, or

preparing for growth? We'll help

you build clarity and confidence

into your studio's financial

Learn More

We Work With the Tools

You Already Use

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.

QuickBooks Online & QuickBooks Desktop

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.

Tax Prep & Practice Management Software

(Lacerte, ProSeries, Drake, CCH, XCM, Canopy)

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.

Client Portals (ShareFile, Suralink, Karbon, SmartVault, etc.)

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.

Let Your Team Focus on Tax,

Advisory & Client Service

We'll Handle the Books

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

[email protected]m

Hours

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

COMPANY