Here's Exactly How We Run Your Books.
Six repeatable steps — combining AI automation and certified human review — that turn messy financial data into clean, audit-ready books every single month.
Discovery & Onboarding
We start with a short call to understand your business, chart of accounts, and reporting needs. You'll get a dedicated onboarding specialist who guides you through every setup step.
- Discovery call to map your finance workflow
- Secure bank & accounting software connection
- Chart of accounts audit and cleanup
- Dedicated account manager assigned
Data Migration & Cleanup
We import historical transactions from QuickBooks, Xero, or spreadsheets, then reconcile prior periods so you start on a clean baseline. No mystery balances left behind.
- Import last 12 months of transactions
- Reconcile bank and credit card statements
- Categorize and tag legacy entries
- Deliver a clean opening balance report
AI-Powered Categorization
Our AI engine categorizes new transactions in real time using rules trained on your business. This eliminates 90% of manual data entry — before a human even touches the books.
- Automatic transaction categorization
- Vendor recognition & matching
- Duplicate detection and flagging
- Anomaly alerts for unusual spending
Human CPA Review
Every AI decision is reviewed by a certified accountant on your team. They resolve edge cases, adjust categorizations, and make sure your books stay audit-ready.
- Weekly CPA-verified transaction review
- Adjusting journal entries when needed
- Direct Slack / email access to your accountant
- Month-end close within 3 business days
Reporting & Insights
You get a real-time dashboard plus a monthly report with P&L, balance sheet, cash flow, and a plain-English summary of what changed and why.
- Live financial dashboard access
- Monthly P&L, Balance Sheet, Cash Flow
- Plain-English performance summary
- Custom reports on request (KPIs, segments)
Continuous Improvement
Every quarter, your account manager reviews trends, flags opportunities, and adjusts your accounting setup as your business grows. Bookkeeping should scale with you — not slow you down.
- Quarterly financial review call
- Cash flow forecasting
- Tax-savings opportunity flagging
- System adjustments as you scale
We meet you where your data already lives
No forced migrations, no proprietary lock-in. We integrate with the accounting and financial tools your team already uses.
Don't see your tool? Ask us — we probably support it.
Three specialists, one account — always the same people
You'll never be handed off to a rotating team of strangers. Every iAccountant.io client gets the same three-person pod behind their books.
Your Dedicated Bookkeeper
Handles day-to-day transaction categorization, reconciliations, and monthly close.
Senior CPA Reviewer
Verifies every entry, resolves edge cases, and signs off on your monthly financials.
Account Manager
Quarterly financial reviews, growth insights, and coordinating any custom requests.
Choose how much (or how little) you want to hand off
Managed Bookkeeping
We handle 100% of your day-to-day books — you approve monthly reports.
Best for founders who want to stay hands-off.
Hybrid Model
Your internal team codes AP/AR; we handle reconciliation, review, and reporting.
Best for businesses with a light in-house finance function.
Advisory + Compliance
Full-service bookkeeping plus quarterly CFO-level reviews and tax prep.
Best for growth-stage businesses preparing to raise or scale.
Everything you probably want to ask before signing up
Most businesses are fully onboarded within 7 days. Simpler setups (single bank account, clean historical data) go live in 48 hours.
You get one dedicated CPA plus a backup — always the same faces. No ticket queues, no repeating your situation to strangers.
We specialize in cleanup work. Our discovery call includes a free books audit, and we quote cleanup separately from ongoing bookkeeping.
Absolutely. Many of our clients keep their strategic CFO or tax preparer — we handle the operational bookkeeping that frees them up for high-value work.
Your data is yours. We'll export everything in your accounting software's native format and hand off cleanly — no contracts, no exit fees.
Ready to see this process in action?
Start your free trial and get your first month of books cleaned up on us — no card required.