Finance & Tax
Bookkeeping Firms
Recurring engagements, document requests, and monthly close.
Manage monthly bookkeeping clients with recurring workflows, document request automation, and bookkeeper assignment.
Operational pain points we solve
Chasing monthly documents
Tracking bookkeeper capacity
Standardizing month-end close
The operating ecosystem
Everything bookkeeping firms need, preconfigured.
ROSSNEXUS.io ships with the modules below already wired together — buy and run.
Pipelines
Stage-by-stage routing tailored to this industry.
- Discovery
- Cleanup
- Recurring monthly
- Year-end handoff to tax
Client Onboarding
Branded intake and activation workflows.
- Engagement letter
- Bank/credit card access
- Chart of accounts setup
- Cadence agreement
Staffing
Roles configured for the way this industry operates.
- Bookkeeper
- Senior Bookkeeper
- Reviewer
- Client Manager
Automations
Pre-wired triggers and journeys.
- Monthly document request
- Reconciliation reminders
- Close checklists
- Variance alerts
Billing
Revenue models supported out of the box.
- Monthly retainer
- Cleanup project fees
- Per-transaction tiers
Support
Ticket categories and SLA-ready queues.
- Categorization questions
- Software access
- Reporting requests
Compliance
Frameworks, retention, and audit-friendly logs.
- Document retention
- Confidentiality
- Software access controls
Role-Based Permissions
Personas the platform ships with.
- Admin
- Bookkeeper
- Reviewer
- Client Manager
- Client
Workforce
W2 employees and 1099 contractors — handled separately, properly.
W-2 Employees
Full employee onboarding
- · I-9 / W-4 collection and policy acknowledgments
- · Role-based portal access and reporting hierarchy
- · Department, manager, and training assignment
- · Payroll-profile readiness (future payroll integrations)
1099 Contractors
Contractor lifecycle, agreements, payouts
- · W-9 collection, agreement e-sign, insurance tracking
- · Engagement-based permissions and time windows
- · Per-project or commission payout readiness
- · Compliance credentials with expiration alerts
This industry typically uses both W-2 and 1099 workers.
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