Empowering Your Firm’s Growth
Your Strategic Partner
At XACT, we understand your commitment to serving your People, your Clients, and your Owners.
That’s why our founding principles People, Process, and Platform drive our ability to deliver dependable white-label scalability solutions tailored for accounting firms.
We become an extension of your team, partnering closely to power your success.
Your Focus Accelerated by Our Focus
You
People
- Team Satisfaction
- Individual Growth
- Retention of Talent
Client Relationships
- End-Client Success
- Deeper Engagement
- Market Reach
Profit Margin
- Sustainable Business
- Partner Satisfaction
- Employee Satisfaction
Collaborative Outcome
- Higher Engagement
- Reliable Delivery
- Higher Level Work
- More Strategic Time
- Broader Service Offering
- Expanded Client Base
- Increased Profitability
- Revenue Growth & Cost Stability
- Re-Investment into Technology & People
XACT
People
- Expert, Industry-Aligned Teams
- Accountable Professionals
- Leadership Team and Continuity
Process
- Client-Tailored Onboarding
- Manager-Level Review
- Efficient Workflows
Platform
- Integrated Technology & Automation
- Performance Driven Culture
- Scalable, Comprehensive Solutions
Our Services for CPA Firms
For Your Clients
- Bookkeeping
- Compliance
- General Accounting
For Your Clients
- Audit Preparation
- Internal Process Audits
- Financial Statements
For Your Clients
- Tax Preparation
- Tax Administration
- Advisory Support
For You
- Virtual Assistance
- Project Management
- Admin Support
Optimizing Tax Operations for a Leading CPA Firm
Client Background
A recently acquired CPA firm with decades of experience operating through traditional, paper-heavy methods. The new leadership recognized the urgent need to modernize operations and adopt a digital-first approach to remain competitive and scalable.
Client Feedback
Why our clients love us!
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 and has helped us manage expenses in an efficient and ingenious 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.
Daniel Gregory, PAFM
I wanted to take a moment to express my heartfelt appreciation for the exceptional performance. The dedication, talent, and hard work have not gone unnoticed. We have been truly impressed and are grateful to have you as colleagues.
Daljeet Kaur
The Ideal Partner for Accounting Firm Growth
In addition to serving your clients, we understand how to support your firm’s finance and operations teams as well.
- We streamline your firm’s operations through seamless back-office support.
- Our dedicated teams maintain real-time communication to ensure smooth delivery and efficiency tailored to your specific needs.
- By standardizing workflows, we help boost both productivity and satisfaction.
FAQs
We partner with full-service, small-to-medium CPA firms that want to streamline operations, scale their practice, and enhance client service without adding headcount. We also appreciate working with firms focused on providing one or two services (e.g., tax-only firms) or servicing only one or two industries.
Our technology stack supports leading accounting platforms such as Intuit QuickBooks, CCH, Sage, NetSuite, and other enterprise and cloud-based finance systems. We integrate seamlessly into your existing workflows to handle complex accounting work with accuracy and efficiency.
Data security is a core priority. We operate with robust security protocols, regular compliance reviews, and 24/7 IT surveillance, supported by on-call technical monitoring and real-time support via chat and phone to ensure continuous protection and reliability.
We position ourselves as an extension of your team. Rather than replace internal capacity, we take on routine and high-volume work, so your senior staff focus on client relationship building, advisory services and/or growth.
At XACT, we understand that effective communication is the cornerstone of successful remote collaboration. Our teams stay closely connected with clients through multiple channels including Slack, Microsoft Teams, Zoom, and direct phone lines to ensure smooth day-to-day interaction.
We provide regular progress updates, hold scheduled review meetings, and maintain real-time collaboration to keep projects moving efficiently. Additionally, our professionals use client-branded email domains (for example, xyz@yourcompany.com) to operate as an integrated extension of your internal team, creating a seamless and consistent communication experience.
XACT aligns its teams with your firm’s operational hours to provide seamless and timely support regardless of location. We understand that CPA firms operate under tight deadlines, especially during peak seasons, and our flexible scheduling model ensures uninterrupted service delivery.
By aligning work shifts and maintaining overlapping hours with your team, we provide real-time collaboration, rapid response to queries, and continuous workflow coverage, so your operations never experience downtime.
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