Trusted Accounting and Bookkeeping Partner
for CPA firms

CPA firms trust CedarRock Advisory Group for accurate and reliable bookkeeping, financial reporting, and controller services for their clients.

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Partnering with CPA firms for bookkeeping and financial reporting. 

CedarRock Advisory Group partners with CPA firms to deliver outsourced bookkeeping, financial reporting, and controller services directly to your clients.  

Our experienced team provides structured, cost-effective support tailored to each client’s needs. We handle a range of engagements, from historical cleanups and monthly reporting to fully managing the client’s accounting function.  

Operating under your guidance, we preserve your role as the trusted advisor while strengthening your client’s financial operations. Our work reflects the quality and professionalism of your firm, helping clients reduce overhead, gain clarity, and stay well-positioned for growth. 

Refer with Confidence

Scalable Support​

Easily expand your capacity during tax season or high-volume months, without increasing overhead.​

Specialized Expertise Across Key Industries​

Our team understands the nuances of industry-specific accounting requirements, reducing rework & costly errors.​

Consistent Communication and Full Visibility​

Stay informed at every stage with structured updates and transparent workflows.​

Audit-Ready Books

Our work holds up to scrutiny, ideal for firms preparing for audits or reviews.​

Cleanup Services for Complex Clients​

We handle the heavy lifting on messy books, so your team can stay focused on tax prep and strategic work.​

Referral-Friendly, Not Client-Poaching​

We don’t offer tax services or compete, we complement your work and keep the client relationship intact.​

We Treat Your Client Like You Would​

Our team delivers high-quality work with professionalism and care, reflecting positively on your firm from day one.​

Trusted Accounting Services for CPA Firms

We support CPAs and accounting professionals with reliable accounting services that enhance client outcomes and improve workflow efficiency.

We help you serve your clients with confidence. CedarRock delivers responsive, high-quality accounting support that extends your firm’s capacity without compromising service. Our team is experienced across a range of industries, including real estate, nonprofits, and e-commerce. Your clients get tailored, accurate financials on time.

Whether it's monthly bookkeeping, audit preparation, or project-based cleanup, we make it easier for you to retain clients, improve turnaround times, and focus on higher-value advisory work.

client
bookkeeping
payroll
processing
monthly financial
reporting
intercompany
consolidations
accounts payable
and bill pay
accounts receivable
and collections
audit preparation
assistance
cleanup and catch-up
projects
accounting software
implementation & migration

Who We Work Best With 

We’re a strong partner for CPA firms looking to refer clients who need reliable, high-quality accounting support. Common referral scenarios include: 

Clients with backlogged or messy books

 Ideal for businesses needing cleanup ahead of audits, tax filings, or financing, often helping them avoid costly delays

Companies outgrowing a solo bookkeeper

 Clients who now require more structure, consistency, and reliable reporting.

Businesses preparing for audits or lender reviews

Those needing GAAP-compliant records, reconciliations, and proper documentation.

Nonprofits and real estate portfolios

Clients with industry-specific reporting and compliance needs.

Multi-entity or intercompany structures

Businesses requiring consolidations, cross-entity visibility, and advanced tracking.

How Our Referral Process Works

Seamless Support That Protects Your Client Relationships

You refer your client

Introduce us by email or call. We’ll take it from there while you remain the client’s trusted tax or advisory partner.

We assess the client’s needs

Our team conducts a discovery call to evaluate scope, identify pain points, and propose the right accounting solution.

We handle onboarding and implementation

From cleanup to system setup, we ensure a smooth transition into ongoing bookkeeping, reporting, or controller-level support.

You stay informed
and involved

We provide regular updates and coordinate with your team as needed, keeping you in the loop without adding to your workload.

You gain capacity and deliver more value 

With reliable accounting support in place, your firm can take on more clients, focus on high-value services, and strengthen long-term client relationships.

FAQ

Yes,  once you make the referral, we take over the day-to-day communication and onboarding. You're looped in as much or as little as you'd like, and we always represent your firm professionally. 

We do not prepare tax returns or perform audits, and we never compete for your core services. Our role is to support, not replace. 

 

We’re a great fit for clients who need cleanup work, ongoing bookkeeping, controller oversight, or financial reporting support, especially those who need more than a solo bookkeeper can offer. 

We offer flat monthly pricing tailored to each client’s scope and complexity, providing predictability, cost-effective support, and helping your clients control their financial operations costs. 

We specialize in QuickBooks and Netsuite, and we also support Xero, Zoho Books, Yardi, Appfolio among many others.  

Most clients are onboarded within 5–10 business days. We use a structured process to ensure a smooth, professional handoff that reflects well on your firm. 

Why Partner With Us?

Proven expertise

Trusted by CPAs, accounting firms, & fractional CFOs across the U.S., our team delivers high-quality financial support with a strong track record in client satisfaction and retention.

Flexible solutions

Whether you need one-time project support or a long-term partner, our services adapt to your firm’s workflow, tools, and level of involvement, so you stay in control.

Non-Compete Commitment

We don’t offer tax, audit, or advisory services, ensuring your client relationship stays protected and your core services remain front and center.

Smooth Client Experience 

Our structured onboarding and responsive support create a positive experience for your client, reinforcing the confidence they have in your firm’s recommendation.
We’ve referred multiple clients to CedarRock, and each engagement has been handled with professionalism and care. One client needed a fast cleanup ahead of an audit. CedarRock quickly stepped in, cleaned up several years of records, and brought everything up to standard. They then transitioned into managing monthly maintenance. The client is now in excellent shape year-round. It’s been a win for both the client and our firm, and we continue to refer with confidence.They are willing to help in many ways and customize programs and processes according to our company’s needs.

Yussie Steier, Partner

Billet, Freis & Preis CPA PC

Discover how CedarRock Advisory Group can support your clients and strengthen your firm.

Schedule a call
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