Full-Service Accounting Support for Firm Owners
Scale your practice with dependable accounting, tax, and compliance support—while you focus on client relationships and strategic growth.
The Firm to Scale Your Firm:
Running a solo practice is demanding—from client work to staff management and compliance. We step in as your extended team, managing accounting, tax preparation, and back-office tasks so you can build a scalable, sellable firm with less burnout and more profitability.
Our Services for Individual Firm Owners
Accounting Support
- Bookkeeping & reconciliations
- Financial statements & reporting
- Payroll management & compliance
- General ledger maintenance
Tax Support
- Return prep & assembly (1040, 1065, 1120, 1120S, 990, etc.)
- Quarterly estimated tax & extensions
- IRS/state notice handling & audit support
- Strategic tax planning
Business Enablement
- Workflow automation & AI integrations
- Client communication & documentation support
- Vendor/customer management
- Virtual assistance for admin and project coordination
Seamless Collaboration, Your Way
We operate like an extension of your team:
Daily communication on Slack, Teams, or branded emails.
Coverage across time zones to support seasonal peaks.
Work while you rest” model so your books are updated by the time you start your
day.
Seamless Collaboration, Your Way
We operate like an extension of your team:
Daily communication on Slack, Teams, or branded emails.
Coverage across time zones to support seasonal peaks.
“Work while you rest” model so your books are updated by the time you start your
day.
Client Feedback
Why you should hire our firm.
Thanks for the very professional and excellent accounting work that your staff have been doing for our organization. The team pays great attention to the det-ails which is one of the most important traits of a good accountant. The audit response time is phenomenal as well that has helped manage our expenses in a very ingenious and efficient way
Yatin Gandhi, CFO Partnering with Xact has significantly enhanced our internal bookkeeping and accounting operations. Their team consistently delivers accurate, timely, and professional support tailored to the needs of our firm. From managing statutory and GAAP reporting to supporting our Business Outsourced Solutions team, Xact has proven to be a reliable and knowledgeable extension of our staff. Their responsiveness and attention to detail have made them an indispensable part of our financial workflow.
Lorna Alvarado Designed for Sole Practitioners & Small Firms
Reduce Burnout: Offload recurring tasks and free time for premium clients.
Client-Centric Approach: We integrate seamlessly into your workflows (QBO, Gusto, Slack, Teams).
Scalable Support: Flexible resourcing that grows with your client base.
Trusted Experience: 400+ clients across 20+ industries; long-term partnerships with firm owners.
FAQ's
Many SMBs face limited internal resources, fluctuating workloads and the need to focus on core business growth. Partnering with XACT gives you access to a dedicated team of skilled professionals, scalable support and technology-enabled workflows, so you can free up time, reduce cost and focus on driving your business forward.
We recognise the dynamic nature of SMB operations. Our engagement model allows you to scale up when demand spikes (for example during year-end, audits or special projects) and scale down during quieter periods, so you get flexible support without being locked into unnecessary fixed costs.
XACT acts as an extension of your business. We integrate seamlessly with your workflows, use your accounting/ERP platforms (e.g., QuickBooks, Sage, NetSuite) and operate under your branding. This means minimal disruption, consistent output and a partner that adapts to your business rather than forcing you into a new mold.
From the outset, you’ll begin shifting routine bookkeeping, transactional processes and back-office tasks to our team and letting you and your internal leadership focus on strategy and growth. Many clients see improved efficiency, reduced errors and faster turnaround times within weeks. As you grow, your support scales seamlessly.
As a Founding partner of Walters and Sklyar LLP, I can personally attest to XACT's effectiveness in streamlining operations and saving time and money. XACT has been helping us since 2007 and they have been a trusted partner ever since.
James F Walters, CPA