Full‑Service Support for Sole Practitioners
Scale your practice with dependable accounting, tax, and compliance support—while you focus on client relationships and strategic growth.
Your Strategic Growth Partner
Running a sole 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 business 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.
Our Services for Sole Practitioners
For You
- Virtual Assistance
- Project Management
- Admin Support
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
Seamless Collaboration, Your Way
We operate as 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 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
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.
FAQs
XACT provides bookkeeping, tax support, financial reporting, client billing support, and general accounting operations tailored for sole practitioners. We handle the day-to-day accounting tasks so you can focus on client relationships, advisory and business growth.
We act as an extension of your practice. Whether you need support with ongoing bookkeeping, month-end close, compliance work or client deliverables, our trained professionals integrate with your tools and workflows to streamline your operations and free up your time.
Yes. Our support is highly customizable. We evaluate your current systems, workflows and priorities, and design a solution that fits your practice size, client base and preferred way of working. You receive the support you need without unnecessary overhead.
XACT works with major accounting and practice management tools including Intuit QuickBooks, CCH, Sage, NetSuite and other common platforms. We configure our approach to match your existing environment so you don’t need to overhaul systems to work with us.
By taking over routine accounting tasks, XACT gives you more time to focus on revenue-generating work such as client advisory, business development and practice strategy. Faster turnaround, improved accuracy and reliable support can help you scale without adding overhead.
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