Internal Back-Office Support
Reliable. Efficient. Built for CPA Firms That Want to Focus on High-Value Work
Managing internal operations can take time away from serving clients, advising strategically, and growing your firm. XACT’s Internal Back-Office Support helps CPA firms streamline operations, reduce administrative load, and operate with greater efficiency and consistency.
Virtual Assistance
Our virtual assistance services support the operational tasks that keep your firm running smoothly but should not consume senior team time.
We provide dedicated virtual assistants who support:
- Inbox management and internal coordination
- Document preparation and filing
- Workflow and form completion
- Calendar and meeting coordination
This allows your internal team to stay focused on client-facing and revenue-generating work.
Project Management
CPA firms manage multiple initiatives simultaneously, from internal projects to compliance timelines. Our project management support brings structure, visibility, and accountability.
We help by:
- Organizing project tasks and ownership
- Managing timelines and milestones
- Providing regular status updates
- Identifying risks and keeping work on track
Standardized project oversight improves execution and reduces missed deadlines.
Admin Support
Administrative tasks can slow down productivity when they are fragmented or inconsistent. XACT provides structured admin support to improve efficiency across your firm.
Our admin support includes:
- Data entry and document indexing
- File organization and tagging
- Workflow standardization
- Internal reporting and status dashboards
Standardized processes improve clarity, productivity, and team satisfaction.
How We Deliver Back-Office Support
Dedicated Teams with Real-Time Communication
Each CPA firm is supported by a dedicated team aligned with your operations. We communicate through Slack, Microsoft Teams, Zoom, and email to ensure responsiveness and clarity.
Streamlined and Standardized Workflows
We document and standardize workflows to reduce rework and improve consistency. This makes delivery predictable and scalable as your firm grows.
Tailored to Your Firm
Our approach adapts to your firm’s size, technology stack, and internal processes. You get support that fits how your firm operates today and scales for tomorrow.
Our Approach
Understand your needs
We assess your current workflows, pain points, and priorities.
Design the support model
We define roles, responsibilities, and processes that align with your firm.
Integrate the team
XACT professionals integrate into your systems and communication channels.
Monitor and optimize
We provide ongoing updates and refine support as your needs evolve.
Ready to Streamline Your Firm’s Operations?
If you’re ready to reduce administrative burden and improve operational efficiency, let’s talk. We’ll design a back-office support model that fits your firm’s goals and growth plans.
FAQ's
An independent review of your information that helps build trust, avoid regulatory issues and improve reporting accuracy.
We evaluate controls, analyse data for irregularities and provide steps to strengthen prevention.
A review of financial reporting processes, policies and controls to ensure accuracy and compliance.