Your Trusted Accounting and Bookkeeping Partner
CPA firms trust CedarRock Advisory Group for accurate and reliable bookkeeping, financial reporting, and controller services for their clients.
CedarRock Advisory Group Stats
US-Based Experts
Years of Experience
Clients Served
U.S.-based, remote-delivered
Partnering with CPA Firms for Bookkeeping and Financial Reporting
CedarRock Advisory Group partners with CPA firms to deliver outsourced bookkeeping, financial reporting, and controller services directly to your clients.
Our experienced team provides structured, cost-effective support tailored to each client’s needs. We handle a range of engagements, from historical cleanups and monthly reporting to fully managing the client’s accounting function.
Operating under your guidance, we preserve your role as the trusted advisor while strengthening your client’s financial operations. Our work reflects the quality and professionalism of your firm, helping clients reduce overhead, gain clarity, and stay well-positioned for growth.
Built on Rock-Solid Foundations
Our core values guide our accounting and business advisory services, ensuring your business has the reliable financial structure it needs to scale.
Scalable Support
Specialized Expertise Across Key Industries
Consistent Communication and Full Visibility
Audit-Ready Books
Cleanup Services for Complex Clients
Referral-Friendly, Not Client-Poaching
We Treat Your Client Like You Would
Partnering with CPA Firms for Bookkeeping and Financial Reporting
We support CPAs and accounting professionals with reliable accounting services that enhance client outcomes and improve workflow efficiency.
We help you serve your clients with confidence. CedarRock delivers responsive, high-quality accounting support that extends your firm’s capacity without compromising service. Our team is experienced across a range of industries, including real estate, nonprofits, and e-commerce. Your clients get tailored, accurate financials on time.
Whether it’s monthly bookkeeping, audit preparation, or project-based cleanup, we make it easier for you to retain clients, improve turnaround times, and focus on higher-value advisory work.
payroll processing
client bookkeeping
monthly financial reporting
intercompany consolidations
accounts payable and bill pay
accounts receivable and collections
audit preparation assistance
cleanup and catch-up projects
accounting software implementation & migration
Who We Work Best With
We’re a strong partner for CPA firms looking to refer clients who need reliable, high-quality accounting support. Common referral scenarios include:
Clients with backlogged or messy books
Companies outgrowing a solo bookkeeper
Businesses preparing for audits or lender reviews
Nonprofits and real estate portfolios
Multi-entity or intercompany structures
How Our Referral Process Works
Seamless support that protects your client relationships
You refer your client
Introduce us by email or call. We’ll take it from there while you remain the client’s trusted tax or advisory partner.
We assess the client’s needs
Our team conducts a discovery call to evaluate scope, identify pain points, and propose the right accounting solution.
We handle onboarding and implementation
From cleanup to system setup, we ensure a smooth transition into ongoing bookkeeping, reporting, or controller-level support.
You stay informed and involved
We provide regular updates and coordinate with your team as needed, keeping you in the loop without adding to your workload.
You gain capacity and deliver more value
With reliable accounting support in place, your firm can take on more clients, focus on high-value services, and strengthen long-term client relationships.
Why Partners With Us?
Proven expertise
Flexible solutions
Non-Compete Commitment
Smooth Client Experience
We’ve referred multiple clients to CedarRock, and each engagement has been handled with professionalism and care. One client needed a fast cleanup ahead of an audit. CedarRock quickly stepped in, cleaned up several years of records, and brought everything up to standard. They then transitioned into managing monthly maintenance. The client is now in excellent shape year-round. It’s been a win for both the client and our firm, and we continue to refer with confidence.They are willing to help in many ways and customize programs and processes according to our company’s needs.
Yussie Steier, Partner
Billet, Freis & Preis CPA PC
FAQs
Will you communicate directly with my client?
Yes, once you make the referral, we take over the day-to-day communication and onboarding. You’re looped in as much or as little as you’d like, and we always represent your firm professionally.
Do you offer tax or competing services?
We do not prepare tax returns or perform audits, and we never compete for your core services. Our role is to support, not replace.
What types of clients are a good fit for referral?
We’re a great fit for clients who need cleanup work, ongoing bookkeeping, controller oversight, or financial reporting support, especially those who need more than a solo bookkeeper can offer.
How do you price your services?
We offer flat monthly pricing tailored to each client’s scope and complexity, providing predictability, cost-effective support, and helping your clients control their financial operations costs.
What accounting systems do you work with?
We specialize in QuickBooks and Netsuite, and we also support Xero, Zoho Books, Yardi, Appfolio among many others.
How quickly can you onboard a referred client?
Most clients are onboarded within 5–10 business days. We use a structured process to ensure a smooth, professional handoff that reflects well on your firm.