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Accounting Firms

Agile keeps the books clean. You keep the margin.

Your team should not have to rebuild the books before they can do the year-end work. Agile gives your clients weekly bookkeeping, CPA review, clean reconciliations, documented adjustments, and a year-end package built to support your firm.

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CPA-reviewed before handoffLess than 1 correcting AJE on averageFaster year-end handoffsWorking papers included

Cleanup Costs

Messy books make firms eat hours.

You care about your clients, so you cannot always bill every cleanup hour. But when the books arrive messy, the firm absorbs the difference. Staff lose time fixing preventable issues, recovery drops, and year-end work gets pushed into the busiest weeks of the year.

Cleanup kills recovery

The fee stays the same, but the work expands. That gap comes straight out of your margin.

Missing support slows review

Unclear transactions, missing receipts, and unsupported balances create back-and-forth when time is tight.

Unclear timelines make staffing harder

Without close visibility, it is hard to know when the file will be ready and who should touch it.

CPA Review

Books reviewed by CPAs before they reach your desk.

Agile has qualified CPAs on staff who review the books before year-end handoff. Think of Agile as the bookkeeping partner upstream of your year-end team: checked, reconciled, documented files prepared with year-end in mind.

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CPA-level reviewQualified CPAs review the file before your year-end team receives it.
Clean reconciliationsBank, card, and balance sheet accounts are reconciled and reviewed.
Accounting-minded supportYour staff works with Agile accountants who understand the file.

Client Care

Better bookkeeping for them. Better year-end for you.

Your clients get a bookkeeping team, a visible app workflow, and simple weekly touchpoints that keep the work moving without turning them into bookkeepers. They can upload receipts, answer quick questions, see open items, and get reports they can trust while Agile handles the detailed work behind the scenes.

Weekly books

Books stay current throughout the year, not rebuilt at the deadline.

Simple owner workflow

Clients answer quick questions and upload documents in the Agile App.

Real people behind the process

A Canadian team manages the details, reviews exceptions, and keeps the client supported.

Year-End Package

Everything your team needs, in one clean package.

The Agile App gives accountants visibility into the year-end close as we work through it. Most Agile files are ready for year-end work within a month of year-end, with open items visible when client follow-up is needed.

  • Year-end checklist
  • Timeline to close
  • Bank reconciliations
  • Bank statements
  • Adjusting entries
  • Working papers
  • Open items and close status

Firm Recovery

Clean books change the economics of the file.

Less cleanup means more of the year-end fee goes toward review, tax, compilations, planning, and advice.

Less cleanupFewer hours written off before year-end work begins.
Better recoveryYour firm can get straight to value-added services without wasting unbillable time on cleanup.
More scheduling flexibilityMost files are ready within a month of year-end, so your team can plan review work earlier.

Handoff Workflow

You're the trusted year-end advisor. Agile keeps the books year-end ready.

Refer clients whose books are slowing down year-end. Agile becomes the bookkeeping partner keeping their file clean through the year, while your team stays focused on the tax, compilations, planning, and advice clients count on you for.

01

Refer the client

Send us clients who need reliable bookkeeping, cleaner files, or a better year-end handoff.

02

Agile keeps the books clean

We manage weekly workflow, client questions, reconciliations, review, and reporting.

03

CPAs review before handoff

Qualified CPAs check the file before your year-end team receives it.

04

Your team gets the package

Clean books, support, reconciliations, adjustments, and close visibility are ready.

Client Proof

Accounting firms trust cleaner year-end files.

"Consistent bookkeeping services with useful online dashboards and portals to track outstanding items and missing support."
Ryan Maarschalk, CPA - Principal at Maarschalk CFO
"I accept any referral that Agile sends me automatically because I know the file will be clean and straightforward at year-end."
Geoff Gibbons, CPA, CA - Partner at KPMG
"Agile is a bookkeeping firm that uses automated processes to help clients keep on top of their bookkeeping needs. Agile is a great option for your bookkeeping needs."
David Nardi, CPA, CA - Partner at BDO

Accountant FAQ

Questions accountants ask

Is Agile replacing the accountant?

No. Agile handles bookkeeping so your firm can focus on year-end, tax, compilations, planning, and advisory.

Does Agile also do year-end taxes?

No. Agile is purely focused on being the best bookkeeping solution in Canada. We want to provide a great service to our clients throughout the year and make sure that you have a great year-end experience with all of your clients.

Who reviews the books before handoff?

Agile has qualified CPAs on staff who complete a year-end review before the file is handed off to the year-end accountant.

What does the year-end package include?

The package can include the year-end checklist, timeline to close, bank reconciliations, bank statements, adjusting entries, working papers, open items, and close status.

How quickly are Agile books ready after year-end?

Most Agile files are ready for year-end work within a month of year-end. Timing can depend on how quickly clients respond to outstanding questions, but open items and close progress stay visible in the Agile App.

Can accountants ask questions during year-end?

Yes. Your team can work with an accounting-minded Agile team that understands the bookkeeping, reconciliations, support, and year-end context.

Can we send one client first?

Yes. Firms can refer one client, move a group of clients, or create a preferred Agile bookkeeping path for clients who need cleaner monthly books.

Refer Clients

Stop eating cleanup hours.

Give your clients a modern bookkeeping partner and give your firm a cleaner year-end file. Agile keeps the books clean so your team can protect recovery, plan capacity, and focus on the work clients actually hired you to do.

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