Outsourced accounting & bookkeeping
JV Intelli Advisors is an outsourced accounting partner for US CPA firms and small businesses. We handle bookkeeping, reconciliations, AP/AR, month-end close and financial reporting in QuickBooks and Xero, so your team can stay focused on review, tax and advisory work.
Pick the pieces you need. We work inside your QuickBooks or Xero file, follow your chart of accounts and review standards, and hand back work that's ready for your sign-off.
Accurate, up-to-date books for every client, kept current every week instead of rebuilt at year end.
Best for: CPA firms with recurring write-up clients, and growing small businesses
Every balance sheet account tied out each month, with differences investigated and explained.
Best for: firms that need clean, review-ready balance sheets
Bills entered and approved on time, invoices out promptly, and a clear view of who owes what.
Best for: businesses with growing vendor and customer volume
A documented close checklist run on a fixed calendar, so the books are final within days, not weeks.
Best for: firms that want a predictable monthly close for every client
Monthly reporting packs business owners can read and act on, with short notes on what changed.
Best for: owners who want numbers they can use to make decisions
Behind by months or years? We bring the books current and correct before tax season.
Best for: new CPA clients and businesses preparing for tax filing
An extension of your team that works under your firm's name, process and review.
Best for: CPA and accounting firms that want to grow without hiring
Bank rules, automation and AI tools that cut manual coding time, always reviewed by an accountant.
Best for: firms looking to modernize their bookkeeping workflow
Every close ends with a short pack: cash position, receivables aging and profit trend, with a few lines on what changed. Hover or tap the charts to see values.
Move the sliders to match your firm. The chart shows the hours your staff spend on recurring bookkeeping each month, and what that time is worth if it moved to review and advisory work.
Cumulative hours freed over the next 12 months.
The goal is a steady monthly rhythm within the first month. You keep control of your software, your clients and your review.
20 minutes to understand your clients, software, volume and deadlines.
We sign your NDA, then you grant user-level access. No shared passwords.
We start with one or two clients, agree on checklists and turnaround, and adjust.
A fixed close calendar, weekly status updates and work ready for your review.
US firms trust offshore partners only when the controls are clear. These are ours, and we're happy to adapt to your firm's own policies.
For a growing CPA firm, the question is usually whether to hire, push the team harder, or bring in a partner. Here's how those options compare.
| Hire in-house | Freelancer | JV Intelli Advisors | |
|---|---|---|---|
| Time to start | Weeks to months | Days | About 1–2 weeks |
| Cost | Salary, benefits, training | Hourly, varies | Fixed monthly fee by volume |
| Process & checklists | You build them | Rarely documented | Documented close checklists |
| Busy-season flex | Overtime | Depends on availability | Scales with your volume |
| Working hours | Your day | Varies | Overnight work, ready by your morning |
If yours isn't here, ask it on the discovery call.
US CPA and accounting firms that need extra capacity for client bookkeeping and close, and US small businesses that want reliable monthly books without hiring in-house.
A fixed monthly fee based on the number of accounts, transaction volume and the services you choose. We quote after the discovery call so there are no surprises.
India is 9½ to 10½ hours ahead of US Eastern time, depending on daylight saving. Work you send at the end of your day is typically ready the next morning, and we keep a daily overlap window for calls.
That's up to you. Many firms use us as a white-label back office; we work under your firm's process and you stay the client's point of contact.
Yes. We can work entirely behind your firm, inside your systems and to your checklists, with no contact with your clients unless you want it.
QuickBooks Online, QuickBooks Desktop, Xero and Sage Intacct for the general ledger, plus Bill.com for payables. We work in your existing subscriptions.
Yes. Most firms begin with a pilot on one or two clients for a month before adding more.
Tell us about your firm or business, the software you use and where the work is piling up. We'll reply within one business day to set up a 20-minute discovery call and send a quote.