We automate bookkeeping so you can focus on helping your clients meet their objectives.
Collecting data, coding transactions, identifying exceptions, addressing broken data links, and reconciling statements. It all takes time and stands in the way of analyzing results and advising your clients.
We automate these tedious and time-consuming tasks to reduce the time and level of effort required of your staff. Accuracy increases, time to month-end close decreases, and team morale goes up. Best of all, everything can be achieved without any disruption for your clients.
Built by CPAs for CPAs
We've been in the business of helping small business entrepreneurs with their accounting for over 12 years, and the lessons learned have driven the development of the Ceterus for CPAs solution. Accuracy and timeliness are critical components to delivering value and maintaining high standards—and achieving this without negatively impacting your team's morale is important.
By automating the bookkeeping process we were able to dramatically increase quality while increasing accountant-client coverage by nearly 200% and increasing staff retention by over 50%.
Ceterus for CPAs opens the door to these same benefits without disrupting the way you work with your clients today—you provide your client's data to us however you are currently receiving it.
Innovate Your Monthly Financial Reporting Services
Technology is changing accounting, and the impact on costs and levels of effort is huge. Ceterus for CPAs immediately leverages automation to take the delivery of your monthly financial reporting into the cloud.
Combined with QBO, Gusto, bill.com, and other cloud applications you and your clients use today, Ceterus for CPAs turbocharges your bookkeeping services and jump-starts your firm's adoption of cloud computing and AI.
With the process work off your plate you can better support the consultation needs of your clients—and without making any changes to the way your clients interact with you today.
How it Works:
Ceterus + Your Team = Accurate and Timely
Monthly Financials for Your Clients
Grant us access
Grant us QBO file access and direct bank and credit card access, if available. If not, we'll take what you have—PDF or CSV files.
Chart of accounts
We provide a starting point and work with you to make it right for you.
We process the transactions
We take care of coding, initial statement reconciliation, and reporting—accelerating the time to close while increasing the level of accuracy.
You get back to business
Add insights based on your experience with your clients and their industries. That’s it! We want your transition to automated bookkeeping to be disruption-free for your clients and as friction-free as possible for you.
There's More if You Choose
You choose how far you want to take the value your clients realize with Ceterus for CPAs. You can provide clients with a mobile reporting and interaction application branded with your firm’s logo that allows you to communicate directly with clients to ask questions about transactions that are new to the client, bring automation to the process of preparing 1099s at the end of the year, and manage access to the data coming directly from banks and credit card companies.
You can use the mobile app as the vehicle for providing alerts and suggestions to your clients, share benchmarking information that can help guide business decisions, and even deliver monthly financial information via mobile reporting.