One stop-shop infrastructure & accounting

Support for CPA and
Bookkeeping Firms

Your comprehensive solution hub, offering a one-stop-shop for infrastructure and accounting support tailored specifically for CPA and Bookkeeping Firms

Service Tiers Provided

Business Process Outsourcing

We specialize in financial tasks, ensuring streamlined
operations, cost efficiency, and access to expert
professionals for optimal business
performance

Full-Service/White-Label

From end-to-end support to discreet white-label services, we tailor solutions to meet diverse needs and enhance operational excellence

Empowering Bookkeeping & CPA Firms

Beansquad's Tailored Solution for Effective Operations Management

At Beansquad, we understand the unique challenges faced by bookkeeping & CPA Firms in managing their operations effectively. We have developed a comprehensive solution that directly addresses these pain points, providing bookkeeping brands with the support they need to thrive.

Our Services

Bookkeeping

Our team ensures that your clients books are updated timely, accurately, & reviewed thoroughly to give you peace of mind to grow your practice.

Our Services

Bookkeeping

Our team ensures that your clients books are updated timely, accurately, & reviewed thoroughly to give you peace of mind to grow your practice.
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Our Services

Onboarding Support

From setting up view-only credentials, to statement fetching, our Onboarding Team goes above and beyond to ensure new clients are set up quickly with little stress

Our Services

Onboarding Support

From setting up view-only credentials, to statement fetching, our Onboarding Team goes above and beyond to ensure new clients are set up quickly with little stress
Read More

Our Services

Business Consulting

Need help setting up services? New technology? Training staff? Our team of experts have supported Boutique Bookkeeping firms to top 10 CPA firms with the most complex challenges

Our Services

Business Consulting

Need help setting up services? New technology? Training staff? Our team of experts have supported Boutique Bookkeeping firms to top 10 CPA firms with the most complex challenges
Read More

Our Services

White-Label Services

From utilizing your phone system to email addresses to day-to-day support. Our white-label service ensures we uphold your company’s image and standard to the highest degree

Our Services

White-Label Services

From utilizing your phone system to email addresses to day-to-day support. Our white-label service ensures we uphold your company’s image and standard to the highest degree
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Simple, straightforward pricing for
everything your business needs.

Find out how BeanSquad has helped firms streamline their services and have helped firms grow and scale their business.

Monthly Pricing for our Bookkeeping services for CPA/ Bookkeeping Firm

Back Office

$125 /client/mon

$175 /client/mon

Prices will decrease with the number of clients on our service.

Read what our client say

“I feel like I can sleep well at night because BeanSquad is looking around the corner and protecting me from area’s I didn’t know to worry about”

Don Yurick Hammer & Nails NorthEast AR

“I feel so comfortable with the process and your company that I am going to go play a round of golf. Lol.”

James Hernden UPS Store Franchisee

“BeanSquad facilitated the implementation of essential labor, technology, and support, significantly transforming our firm's operations and enabling growth. By partnering with BeanSquad, we scaled our firm and stabilized our workforce, ultimately positioning us for acquisition to a Top 50 National CPA Firm, an opportunity previously unforeseen. ”

Ed Becker OSYB
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Core Bookkeeping

  • Bookkeeping:
    • Weekly Bank & Credit Card Updates
    • AP Support 
    • AR Support
    • Payroll Reconciliation & Reporting
    • Inventory Management
    • GL Management
    • Reporting
  • Prior month clean up
    • Clean up client books as one time projects 
    • Chart of Account Review & Clean up
    • Balance Sheet Review & Clean Up

Onboarding Support

  • 3rd Party Credential Creation for Clients
  • Accounting System Onboard with Clients –  Set up QBO, Xero, Etc…
  • Statement Fetching & Follow Ups
  • Password Sharing Infrastructure set up- If wanted

Business Consulting

  • Firm Ecosystem Evaluation & Support
    • TechStack
    • Pricing
    • Service Offerings
  • Staff Evaluation & Review
  • Training 

White-Label Services

  • Direct Client Service
  • Phone Support
  • Teams/Slack Support
  • Video Meetings
  • Monthly Client Meetings
  • High Level Account Reviews with Client