For US CPA Firms & Growing Businesses

Accounting that runs
on precision, not promises.

Bookkeeping, financial reporting, and compliance, handled end to end by experienced US accounting professionals. Process driven. AI accelerated. Audit ready.

3.2d
Avg
Close Time
99.7%
Reconciliation
Accuracy
96%
Client
Retention
Month-End Close · April 2026
On Track
Reconciled
98.4%
↑ 4.2 vs LM
Close Time
3.2d
↓ 1.8d
Accuracy
99.7%
↑ 0.3%
Cash Flow · 12 weeks+18.3%
Bank Reconciliations
14 / 14
AP / AR Posted
$284,690
Sales Tax Filed
7 states
2× Faster Closevs industry avg
Audit-ReadyWorkpapers
Built for the US Accounting Stack
QuickBooks Xero NetSuite Sage Intacct Bill.com Gusto Avalara
Who We Serve

Two audiences. One standard of execution.

Whether you're a CPA firm scaling capacity or a business building a reliable finance function, our team plugs in cleanly and delivers consistently.

— 01 For CPA & Accounting Firms

White-label support that extends your firm.

Add scalable bookkeeping and back-office capacity without the hiring overhead. Your clients see your brand, your standards, your deliverables.

  • White-label bookkeeping & monthly close
  • Workpaper preparation & client-ready deliverables
  • Back-office accounting support
  • Scalable offshore team extension
For CPA firms
— 02 For Businesses & Enterprises

Full-cycle finance, structured for growth.

From day-to-day bookkeeping to month-end reporting and multi-state compliance. Operate with the discipline of a mature finance team.

  • Full-cycle accounting & reporting
  • Multi-state compliance & sales tax
  • Process-driven finance operations
  • Dedicated team with senior review
For businesses
Core Capabilities

Everything your books, reports, and filings need.

Six structured capability areas, delivered by accounting professionals trained on US standards and supported by checklists, SOPs, and review layers.

BOOKKEEPING01

Bookkeeping & Accounting

Daily transaction recording, reconciliations, and ledger management. Kept accurate, current, and review-ready.

  • Transaction recording
  • Bank reconciliations
  • General ledger management
REPORTING02

Month-End Close & Reporting

Structured close cycles producing clean P&Ls, balance sheets, and management reports. On time, every time.

  • Financial statements
  • Accruals & adjustments
  • Management reporting
PAYROLL03

Payroll & Compliance

Payroll reconciliation, filing coordination, and compliance tracking handled in lockstep with your provider.

  • Payroll reconciliation
  • Filing coordination
  • Compliance tracking
SALES TAX04

Sales & Use Tax

Multi-state nexus tracking, filing support, and liability reconciliation. Engineered for e-commerce and multi-jurisdiction sellers.

  • Nexus tracking
  • Multi-state filing support
  • Liability reconciliation
COMPLIANCE05

Business Compliance

Annual filings, business licenses, and regulatory tracking handled before they become deadline risks.

  • Business licenses
  • Annual reports & filings
  • State compliance tracking
E-COMMERCE06

E-commerce Accounting

Marketplace reconciliation, payment gateway tracking, and inventory/COGS. Clean books across every sales channel.

  • Amazon / Shopify reconciliation
  • Payment gateway tracking
  • Inventory & COGS
How We Work

A clear path from first call to ongoing delivery.

No surprises, no improvisation. A repeatable engagement model adapted for both CPA firm workflows and internal business finance teams.

01

Understand

We map your workflow, business model, and existing systems before we touch a single ledger.

02

Pilot

A short pilot or sample-work engagement to prove fit, quality, and communication rhythm.

03

Onboard

Structured onboarding with checklists, SOPs, and clear ownership across the engagement.

04

Deliver

Ongoing delivery with a dedicated team, scheduled reviews, and consistent reporting.

"Adapted for CPA firms and internal finance teams alike."
Engagement Models

Choose the structure that fits your operation.

Flexibility, scalability, and control. Pick the model that matches your team's capacity and your client commitments.

Dedicated Accounting Team

A consistent team that learns your business, owns the workflow, and scales with you over time.

  • Same team, every cycle
  • Senior review layer
  • Scales with volume
Discuss this model →

Full-Cycle Management

End-to-end ownership of the accounting function, from daily transactions through monthly close and reporting.

  • Complete process ownership
  • Reporting cadence
  • Compliance calendar
Discuss this model →
Finox AI · Proprietary Platform

Built on humans. Accelerated by AI.

Our proprietary Finox AI layer assists every engagement, automating reconciliations, validating data, and surfacing exceptions before they become rework.

"AI-assisted. Human-reviewed. Process-driven."
  • Workflow Automation Repetitive postings, categorizations, and reconciliations handled at machine speed.
  • Data Validation & Reconciliation Anomaly detection on transactions, balances, and intercompany flows.
  • Faster Month-End Close Days, not weeks. Structured close packages ready for review.
  • Error Reduction & Consistency Standardized rules and exception flagging across every client engagement.
Auto-reconciled1,284 txns / sec
Anomaly flaggedreview queue: 3
Close ready3.2 days · -42%
Why Finox

Reliable, scalable, and built on process.

Six reasons CPA firms and finance leaders trust Finox to handle work that has to be right, on time, and ready for review.

— 01

Dual-segment expertise

Working knowledge of both CPA firm engagement structures and in-house business finance functions.

— 02

US accounting depth

Strong command of US GAAP fundamentals, multi-state compliance, and US-centric tooling.

— 03

SOP-driven execution

Checklists, review layers, and documented procedures. Every output passes the same gates.

— 04

Scalable team structure

Add capacity in days, not months. Backed by trained staff and senior reviewers.

— 05

Communication you can rely on

Predictable cadence, clear ownership, and proactive flagging when something needs your input.

— 06

Integrates with your stack

Works inside your existing tools and workflows. We adapt to you, not the other way around.

Proof, Not Promises

Numbers that compound month over month.

3.2d
Avg Close Time
99.7%
Reconciliation Accuracy
96%
Client Retention
24h
Onboarding Response

Finox plugs into our firm like an internal team. The workpapers are review-ready, the communication is steady, and our partners no longer worry about offshore quality.

DR
Daniel Reyes, CPA Managing Partner · CPA firm, Texas

Our books are finally clean, on time, and explainable. We close in days now, not weeks, and our auditors actually compliment the schedules Finox prepares.

SK
Sarah Klein CFO · E-commerce business, Florida

Build a reliable, scalable accounting function.

Start with a consultation or a low-friction pilot. We'll show you the process, the people, and a sample of the output before any commitment.

No long-term commitment Pilot engagement available Response within 24 hours