Our team of highly trained and experienced accountants are ready to meet the needs of your accounting firm. We provide secure and high quality professional accounting services for all the various types of clients you have.
With our platform specifically designed for CPAs and accounting firms, you will be able to review and approve all work performed for your clients, communicate directly with your dedicated bookkeeping team, provide your clients a user-friendly and secure platform to exchange documents, and much more!
Peace of Mind
Have comfort knowing that your bookkeeping services are being performed by trained accountants and also reviewed by an accounting manager. You will maintain control of your client's jobs with full transparency of the work being performed.
No matter how many clients you have, we can help! We will reconcile their bank accounts, prepare their income statements, balance sheet and all financial reports.
Invoicing and Billing
Accounts Receivable, Accounts Payable invoice approval system, bill payment services, collections, customer and vendor reports.
Your customers will have access to their completed financial statements and view company performance in their own dashboard! We can customize reports tailored to the needs of each business.
CPAFlow was created by a team of CPAs so we understand the needs of CPAs and professional accountants. Founder and CEO Marcos Garrido, CPA saw many of his colleagues unable to meet the needs of their clients due to the challenges inherent in providing bookkeeping services such as high cost of labor, lack of scalability, varying client demands, and frequent changes in technology.
Sign up for a free trial and get full access to CPAFlow. We will do a month of bookkeeping for one of your clients and provide you with their set of financial statements for free!