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For firms · White-label & overflow capacity

The bench behind your firm — never a competitor for your clients.

NEXACC runs close, payroll, medical billing and credentialing work for accounting, tax and bookkeeping firms that have more demand than capacity. We work inside your systems, under your brand, behind your review. You keep the client, the relationship, the fee and the sign-off.

Book a 30-minute fit call Read the client-protection terms ↓

More work than bench

Good clients wait, busy season runs long, and the partners end up preparing instead of reviewing.

Hiring is slow and risky

A seat takes months to fill, months to train, and becomes a fixed cost the moment volume dips.

Turning work away costs the relationship

Referring a client out for one service line is how firms lose the whole relationship a year later.

The competition question, answered first

Five commitments that make this safe to sign.

Every firm asks the same question before the second call: what stops you becoming our competitor? Here is the answer in full, in the order it appears in the agreement.

  1. 1

    We do not sign returns and we are not a licensed CPA firm

    Attest work, audits, reviews, compilations under an AICPA standard and signed tax returns stay with your firm. That is a structural limit on our side, not a policy we could quietly change — it is the reason a partnership with us cannot turn into a competitor.

  2. 2

    Mutual non-solicitation, in writing, before any file moves

    Our partner agreement includes a mutual non-solicitation and non-circumvention clause covering your clients and your staff, for the term plus 24 months. It is signed before we see a single ledger.

  3. 3

    We never contact your clients unless you put us in the room

    No emails, no calls, no newsletters, no ad targeting. Your client list is never loaded into our marketing systems. When client contact helps, it happens on your invitation, under your name, with you copied.

  4. 4

    Your data is segregated and access is least-privilege

    Each partner firm gets its own workspace, its own credential store and its own access list. Access is granted per file, logged, and revoked on offboarding within one business day. Where protected health information is involved, we sign a BAA first.

  5. 5

    You own the file, always

    Ask for the workpapers and you get them — complete, current and in a portable format, at any point in the relationship, with no exit fee and no hostage period.

Five ways firms work with us.

Start with one model on a handful of files. Most partner firms end up running two.

Your brand, start to finish

White-label back office

Firms who want capacity that never appears in front of the client

We work inside your systems, under your engagement letter, in your file-naming and workpaper conventions. Deliverables leave in your template with your firm's name on them.

  • Monthly close, reconciliations and workpapers in your format
  • Your ledger, your document portal, your review checklist
  • No NEXACC branding, signatures or client-facing contact
  • One named lead accountant plus a reviewer on every file

Scoped block, fixed window

Overflow & seasonal capacity

Firms hitting a wall in January–April or after a block of new wins

A defined block of hours or a defined list of client files for a defined window. You keep the relationship and the review; we absorb the volume so you stop turning work away.

  • Catch-up and clean-up engagements, oldest period first
  • 1099 and year-end prep packages, ready for your reviewer
  • Bank, card, loan and payroll reconciliations at volume
  • Ramp up and ramp down without hiring or laying anyone off

Your team, extended

Dedicated pod (staff augmentation)

Firms who need a consistent team, not a rotating queue

The same accountants every month, trained on your standards once and kept on your book of business. They join your stand-ups and use your task board if you want them to.

  • Named accountants with a documented backup for each seat
  • Your close calendar, your review notes, your KPIs
  • Direct channel in your Slack, Teams or practice-management tool
  • Quarterly capacity review so the pod tracks your growth

New revenue line, no new hires

Specialty desks

Firms whose clients need work outside the firm's own lane

Keep the client, add the service line. We run the specialist work your firm does not want to staff for, and it bills through you.

  • Medical billing and revenue cycle for healthcare clients
  • Provider credentialing and payer enrollment
  • Multi-state payroll, registrations and sales-tax nexus
  • Financial models, lender packages and 13-week cash forecasts

Referred out, not lost

Referral & hand-back

Firms who would rather refer a file out than carry it

Work you do not want — small monthly bookkeeping, messy pre-cleanup, a service line you have retired — goes to us with a written hand-back path if the client grows into your ideal profile again.

  • Written scope of what we do and do not touch
  • Quarterly status back to you, in writing
  • Hand-back on request, with a full file and no exit fee
  • No cross-selling of your retained services, ever

What you can hand over.

Preparation-level work in full, specialist desks your firm may not staff for, and nothing that requires a licence we do not hold. Attest work and signed returns stay with you.

Monthly close

  • Bank, credit card, loan and merchant reconciliations
  • AP and AR management, aging clean-up
  • Accruals, prepaids, fixed-asset and depreciation schedules
  • Multi-entity and intercompany eliminations
  • Close package with tie-out workpapers in your template

Clean-up & catch-up

  • Multi-year rebuilds from statements and source documents
  • Chart-of-accounts rationalisation and historical remapping
  • Opening balance proof and prior-year tie-out
  • Documented issues log for your reviewer, not a silent fix

Payroll & compliance

  • Multi-state payroll processing and filings
  • State registrations, withholding and unemployment accounts
  • Sales-tax nexus tracking and filings
  • 1099 collection, validation and filing

Healthcare revenue cycle

  • Charge entry, claim submission and clearinghouse management
  • Denial work, appeals and AR follow-up by payer
  • Payment posting and reconciliation to the ledger
  • Provider credentialing and payer enrollment

Advisory support

  • 13-week cash forecasts and driver-based models
  • Lender and investor reporting packages
  • Budget-to-actual reporting with written variance notes
  • Board and management reporting built to your house style

Detail on each service line lives on our services hub, medical billing and the platforms we work inside.

Partner tool

Capacity & margin calculator.

Model a block of your own files: the senior hours it returns, what delivery costs today, and the margin you keep when the preparation work sits with us.

Your inputs

Four numbers from your own practice. Nothing is sent anywhere — the maths runs in your browser.

20 files

Recurring monthly engagements, not one-off projects.

9 hrs

Preparation and reconciliation time — exclude your own review.

$55/hr

Salary, benefits, software and overhead — not your billing rate.

$850/mo

Your fee stays yours — this only sets the margin line below.

What it frees up

Senior hours reclaimed each month
180 hrs
Full working weeks returned
4.5 weeks
Internal delivery cost today
$9,900/mo
Indicative partnered cost
$7,140/mo

Margin on the block

Billing $17,000 a month across those files, your retained margin moves from $7,100 in-house to $9,860 partnered — a difference of $2,760 a month, before the value of the capacity you get back.

Indicative only. Partner pricing is a fixed monthly fee per file, a monthly seat rate, or a scoped block fee — always quoted in writing before any work or data transfer.

Price this block with us

Engagement patterns

What these partnerships look like in practice.

Three anonymised patterns showing how work is scoped, staffed and measured — the shape of the engagement, the numbers written into the scope, and what stayed with the firm.

Overflow & seasonal capacity

A 12-person tax practice, Southwest

Roughly 900 individual and 180 business returns, two partners reviewing

Preparation work stacked up from mid-February, partners were preparing rather than reviewing, and the firm had started declining new business returns it would normally win.

Files in the block
140
Scoped in writing before the season
Partner hours returned
~380
Preparation hours moved off the partners
Turnaround target
5 business days
Intake to review-ready, per file
Client contact from us
0
All client communication stayed with the firm
Dedicated pod

A bookkeeping firm, Mountain West

Around 60 monthly clients, one owner plus four staff

Growth was capped by hiring. Every new client meant recruiting, and the owner was absorbing close work personally whenever someone left.

Files on the pod
24
Onboarded in waves over one quarter
Close calendar
Business day 5
Target agreed in the scope, tracked monthly
Owner hours returned
~60/month
Preparation time moved off the owner
New hires required
0
Capacity added without payroll risk
Specialty desk

A CPA firm with a healthcare book, Southeast

Clinic and behavioural-health clients asking for billing support the firm did not staff

Clients kept asking for revenue-cycle help. Referring them to a billing company risked handing over the relationship, and building the desk in-house was not worth the hiring.

New service line
1
Added without a single new hire at the firm
Clean-claim target
95%+
Scrubbing standard written into the scope
Denial follow-up
Within 5 days
Service level agreed in the engagement
Client relationship
Retained
No direct contact from us unless invited

Composite, anonymised illustrations of how partner engagements are scoped, staffed and measured. Figures describe the agreed scope and targets, not audited results or a promised outcome. Partner references are shared on request, with the referring firm's permission.

How a partnership starts.

  1. 01

    Fit call — 30 minutes

    What is backing up, which client profiles you would hand over, what has to stay in-house. If we are not the right bench for it, we say so on that call.

  2. 02

    Paper before data

    Mutual NDA, non-solicitation and non-circumvention, data-processing terms and — where PHI is in scope — a BAA. Nothing moves until it is signed.

  3. 03

    Pilot on two to three files

    A paid pilot on real clients with a written scope, a close calendar and a defined review checkpoint. You judge us on delivered workpapers, not on a deck.

  4. 04

    Scale on your calendar

    Roll on additional files or seats at the pace you choose. Capacity is reviewed quarterly against your pipeline so busy season is planned, not survived.

Guides & templates

Take the paperwork with you.

The documents a partner actually needs before saying yes: the model, the security brief for your vendor review, a pilot playbook and the template pack your counsel can adapt. All four download without a form.

  • Guide

    The firm partnership guide

    The whole model in one document: the five engagement types, what stays with your firm, the client-protection terms and how pricing is structured.

    • Five engagement models and who each one fits
    • The five client-protection commitments, in full
    • What we take on, by service line
    • How pricing is structured and scoped
    • The four-step start sequence
    Partner-ready PDF Download PDF — The firm partnership guide
  • Guide

    Security & data-handling brief

    Written for the partner who has to sign off on a vendor: access control, workspace separation, credential handling, logging, PHI, confidentiality and exit cleanup.

    • Least-privilege access model and who can see what
    • Workspace separation between partner firms
    • Credential handling and rotation
    • Logging and access history you can request
    • PHI handling and BAA sequence
    • Offboarding and data cleanup timeline
    Vendor-review ready Download PDF — Security & data-handling brief
  • Checklist

    The 30-day pilot playbook

    How to run a low-risk pilot on two to three files: what to hand over, what to measure, what a pass looks like and how to hand back if it is not a fit.

    • Choosing the right pilot files
    • Scope, close calendar and review checkpoints
    • What to measure in week one, two and four
    • Pass / no-pass criteria agreed up front
    • Clean hand-back path if you walk away
    Run it in one busy season Download PDF — The 30-day pilot playbook
  • Template pack

    Partner template pack

    The paperwork and process templates we use with partner firms, ready for your counsel to adapt: NDA and non-solicitation outline, scope of work, transition checklist and access matrix.

    • Mutual NDA & non-solicitation term outline
    • Scope-of-work template with review responsibilities
    • Client transition and onboarding checklist
    • Access matrix: system, role, who, revocation
    • Offboarding and data-cleanup checklist
    • Monthly close calendar template
    Adapt with your own counsel Download PDF — Partner template pack

Want the whole pack by email?

Every document above downloads without a form. Leave an email only if you would rather have the set in your inbox to forward to a partner.

One email with the pack, plus a follow-up only if you ask. No list, no sequence, unsubscribe in one click.

Security & data handling

Access, confidentiality and cleanup on exit.

The questions your vendor review will ask, answered before you have to ask them.

What firms ask us.

Partner intake

Start with a fit call, not a contract.

Schedule a partnership call

Thirty minutes, partner to partner. Six fields — no client names, no data, no obligation.

One business day reply from info@nexacc.com. Mutual NDA and non-solicitation before any file moves. We never contact your clients.

Bring us the work you are turning away.

Thirty minutes, no deck. Tell us what is backing up and which client profiles you would hand over, and we will tell you plainly whether we are the right bench for it — and what a pilot on two or three files would cost.

Book a fit call See how we scope and price
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