— For CPA Firms

Your client backlog needs a second set of hands.

Confidential. Deadline-aware. Built around your client load — not the other way around.

Sarah steps into your firm's workflow as overflow bookkeeping support — handling catch-up entry, reconciliation backlogs, and month-end closes without slowing your team down.

Close overhead view of an organized desk — open ledger with neat columns, a stack of sorted client files beside a laptop showing a QuickBooks reconciliation screen, soft north-facing window light, no clutter
Close overhead view of an organized desk — open ledger with neat columns, a stack of sorted client files beside a laptop showing a QuickBooks reconciliation screen, soft north-facing window light, no clutter

 What Sarah handles

Firm-ready support, no ramp-up required.

Catch-up entry and transaction backlog clearing — Sarah restores order to client books that have fallen months behind, so your team can close and move on.

Bank and credit card reconciliations done to your standards. She works inside QuickBooks to reconcile from behind and deliver clean, reviewable records.

Month-end closes and chart of accounts cleanup handled when your team is at capacity. Overflow support that fits your timeline, not a fixed retainer.

A working relationship, not a vendor.

Confidential by default
No hand-holding needed
Flexible, not fixed

She understands firm workflows and accounting standards. You assign the work; she delivers clean records without lengthy onboarding.

Engage by project or on an ongoing basis. Sarah scales with your client load — available when the work arrives, not locked to a monthly retainer.

Client data stays protected. Sarah operates under the same confidentiality expectations your firm upholds — no exceptions.

Ready to close the gap on client backlogs?

Start with a free consultation. Describe what your firm needs — Sarah will tell you directly whether she's the right fit.