Accounting Firms

People + automation technology to eliminate manual, time-consuming bookkeeping tasks so that you can grow your firm and increase your margins.

Take advantage of automated accounting to grow your firm.

Technology is changing accounting, and we're here to help. Using a combination of people and technology, we automate the time-consuming, redundant and repeatable data-entry tasks so your accountants can focus more strategically on your clients.  

In addition to spending more time on value-added services, there is a massive benefit to this new reality:

 

You can now empower your small business entrepreneur clients.

How It Works

Connect to accounts
Ceterus Edge connects to your client’s data sources including their bank accounts, point-of-sale systems, and payroll systems.
Process the data
This data is processed through our industry-specific automated coding engine, which is programmed by Ceterus accountants. Our team ensures all data is processed— whether manually or entered via direct integration.
Journal entries
The coded transactions are then automatically entered as journal entries into QuickBooks Online via direct integration.
Review & alert
Automated reconciliation and variance reviews run on the financial data on a continuous basis, generating alerts for accountants and the business owner. And with Multi-Factor Authentication, we protect your financials through multiple security layers.
Present findings
Take your pick: You can interpret and analyze the data to present to your clients, or offer our client-facing secure, cloud-based technology so they can access their financials where and when they need them.

Empower your franchise clients.

You can provide our secure, cloud-based technology to your clients so they can access their financials where and when they need them.

Give them:

Advanced Technology: Let them experience the best in accounting technology by leveraging mobile access to their P&L’s from anywhere, anytime.

• Reporting: Our standard reporting delivers deep insights into your clients' financial performance.

• Benchmarks & KPI's: Compare sales, margin, expenses and KPI’s against peers in their industry or brand.

• Timely & Consistent Financials: Automated bookkeeping provides accurate and consistent entries.

Offer your clients easy access to their financials via Edge Mobile and Edge Web.

Easy access to your critical financial information.

Dig deeper with all your
financials in one place.

Bottom line: Automating tedious bookkeeping tasks lets you grow your firm and increase your margins.

Expand your impact without hiring additional staff.
Our automation and team become an extension of your business, allowing your staff to focus on value added services to your clients.
Gain access to cutting edge automation.
Automation is what we do best. By leveraging the Edge platform, we can deliver your clients’ books while keeping up with the rapidly changing industry demands. Always up to date, and done for you.
Deliver the most value to your clients.
Leverage our expertise in delivering timely, consistent financials through advanced technology.
Driving growth is non-negotiable.
Focus on expanding your impact and growing your client base while we deliver your monthly bookkeeping tasks.

What Our Customers Are Saying

"I’ve always enjoyed technology. I recognize the industry is changing, and we’re not scared to change with it. In every industry, things will move towards automation in the near future. I want to be part of that by using Ceterus Edge for our firm."

– Debbie Corrington, CPA

Southard, Beckham, Atwater & Berry CPA, LLC

“We needed a way to scale-up our services in the dental sector as we have grown. We want to continue allowing our team to spend time with clients, specifically in the advisory capacity and this helps us accomplish that goal. By leveraging Ceterus, we’re able to grow more efficiently while providing added value to our dental clients, which in turn helps them grow, too.” 

Brad McKeiver, Principal

LBA Haynes Strand, PLLC

Ready to get started?

800.571.6119

Solutions

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804 Meeting Street Charleston, SC 29403 | 800.571.6119

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