We automate bookkeeping so you can focus on helping your healthcare 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 CPA's for CPA's

We've been in the business of helping small business entrepreneurs with their accounting for over 12 years, and the lessons learned from that experience have driven development of the Ceterus for CPAs solution.  Accuracy and timeliness are critical components to delivering value and maintaining high standards without negatively impacting your team's morale is important.

By leveraging cloud computing and artificial intelligence (AI) and machine learning (ML), 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 clients today.  You provide your clients’ data to us however you are receiving it today.

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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 takes your delivery of monthly financial reporting into the cloud to leverage artificial intelligence (AI) and machine learning (ML).

Combined with QBO, Gusto, bill.com, and other cloud applications you and your dental clients use today, Ceterus for CPAs immediately turbocharges your bookkeeping services and jump-starts your firm's adoption of cloud computing and artificial intelligence.

With the process work off you plate you can better support the consultation needs of your clients. And you can do it 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 for your universal Chart of Accounts (COA) and work together 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.
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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.

See how our CPA partners can leverage industry-specific benchmarking to provide topical insights to their clients.

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Ready to get started?