The Etisson Operating System

Building an AI-First Offshore Team, Backed by AI & Accounting Experts.

Dedicated offshore accountants, bookkeepers, and reviewers backed by an Operating System.

Outsourced bookkeeping support for CPA firms with dedicated accounting professionals

Trusted by 100+ Accounting Firms

EcoDirect Cleaners
Scale Bookkeeping & Accounting
Erica Bunker logo
Skypiatrist Psychiatry
Elevate Consulting Group Logo
EcoDirect Cleaners
H&H CPAs & Advisors LLC
Scale Bookkeeping & Accounting
Skypiatrist Psychiatry
Erica Bunker logo
H&H CPAs & Advisors LLC
Elevate Consulting Group Logo
EcoDirect Cleaners
Skypiatrist Psychiatry
EcoDirect Cleaners
Skypiatrist Psychiatry
Erica Bunker logo
H&H CPAs & Advisors LLC
Elevate Consulting Group Logo
EcoDirect Cleaners
EcoDirect Cleaners
Old Way vs. New Way

Traditional Offshore vs. AI-First Offshore

What Matters

Traditional Outsourcing

Etisson Favicon

AI-First Offshore

Automation

Fully manual work

Automation-first, proven before handoff

Custom Tooling

One-size-fits-all process

Built around your firm's workflow

Visibility

Status-update emails

Live, single-pane dashboard

Industry KPI Portals

Not available

Financials + operational KPIs, side by side

Diagnostic Before Proposal

Scope guessed upfront

20-point diagnostic before scope is set

SOPs & Documentation

Tribal knowledge, undocumented

Documented, versioned, feeds automation

Full accounting support, end to end

Bookkeeping

Daily transaction recording, bank feeds, payroll entries, month-end close, and reporting. The foundation done right.

Transactions

Reconciliation

Month-end

Controller Services

Accruals, prepaids, depreciation, inter-company reconciliation, financial statement review, and actuals vs. budget analysis.

Accruals

Financial Review

Workpapers

Learn More

Tax & Compliance

1040, 1120, 1065 preparation & filing, 1099 prep, sales tax, cashflow management, and year-round compliance support.

1040 / 1120

1099 Filing

Sales Tax

Learn More

Close & Finalization

Systematic month-end and year-end close processes workpapers, tie-outs, review, and audit-ready documentation.

Close Workflow

Audit-ready

Workpapers

Learn More

Catch-up / Clean-up

Inherited a mess of books? We clean up months or years of disorganized records fast, accurate, and fully documented.

Backlog

Cleanup

Catch-up

Learn More

Migration Work

Seamless platform migrations QuickBooks to Xero, desktop to cloud, or between ERPs with zero data loss and full reconciliation.

QBO → Xero

Cloud

Data Integrity

Learn More

Accounting Experts Vetted, Trained, and Ready to Go..

Bookkeeping

Bookkeeper

Daily Bookkeeping & Reconciliation

$2200
/month

Learn More

Financial Reporting

Senior Accountant

Review, Reporting & Compliance

$2500
/month

Learn More

Review & close

Reviewer

Accuracy Checks, Close & Financial Review

$3000
/month

Learn More

Tax Compliance

Tax Associate

Tax Filing & Compliance

$3000
/month

Learn More

Bookkeeping Cleanup

Cleanup Specialist

Reconciliation, GL Correction

$3500
/month

Learn More

Meet the full team

Compare responsibilities and monthly rates across every role

The Etisson Operating Model

Three Pillars, One Operating System

Vetted professionals, a connected ecosystem, and automation working as one proven on our own books before it ever touched a client's.

03 - The Etisson Operating Model 5 Pillars

1

Automation-First Operations

We automated our own bookkeeping before we automated yours. The same automation layer categorization, reconciliation, repetitive workflows runs our client delivery, refined against real volume.

2

Custom Tooling & Industry Automation

Once a process is documented, it gets automated and productized built around your firm's workflow, extendable to your own end clients. Industry automation for construction, real estate, and e-commerce.

3

Ecosystem Dashboard

One live, single-pane view across every client. Bookkeeping status, month-end close progress, and health scores — in real time. No status emails. No chasing.

4

Industry KPI Portals

Client financials alongside the operational KPIs that matter job costing for construction, CAC and margin for e-commerce. From bookkeeper to trusted advisor.

5

Pulse Diagnostic Review

A 20-point diagnostic before any proposal unreconciled accounts, duplicates, coding gaps caught upfront. Scope and pricing set on evidence, not assumptions.

Vetted professional

Every hire is screened, credentialed, and matched to your workflows before day one no ramp-up gamble.

Eco-system

Teams stay connected through shared tools, reporting, and communication loops not siloed hand-offs.

Automation

Repetitive work is engineered away so people spend time on judgment calls, not data entry.

01
AUTOMATION-FIRST OPERATIONS

We Automated Our Own Bookkeeping Before We Automated Yours

We built efficiency into our own operations before offering it to anyone. The same automation now runs our client delivery, refined against real volume.

  • Automated transaction categorization at scale
  • Bank reconciliation without the manual grind
  • Repetitive transaction work handled by the system
  • Less of the manual load that eats up a bookkeeper's week
  • Proven internally not a pitch-deck promise

See the Model in Action

Automation at work
AI auto-categorized
0of 172
0% automated
Time saved
This review cycle
0hrs
Of manual coding handled by the system.

Advanced Banking For Review workspace

All · last capture 3:40:02 PM
Bank feeds (15)
All feeds
every bank combined
168
Fifth Third Checking
Bank $26,160.58
28
AMEX Delta Reserve
Bank -$9,898.78
41
AMEX Platinum Card
Bank -$1,627.06
3
Bank Description Category Amount
AMEX Delta SkyMiles Plat… RULENetflix
Netflix
Streaming & Software -$22.99
Fifth Third Checking Acc… RULECharles Schwab
Charles Schwab
Insurance Expense -$312.40
Fifth Third Checking Acc… RULEEarly Pay Mountain
Mountain River Distribution
Household Income +$600.00
Fifth Third Checking Acc… RULEAmerican Express
American Express
AMEX Delta Reserve -$540.00
Learned from history
Auto-categorized
0
Transactions coded from past vendor rules.
Vendor rules
Set once, auto-apply
0
One-click "Add all" clears each group.

Advanced Banking - Zamanian Family Office

All · last capture 3:44:56 PM
Previous history 49 Rules 5 AI suggestion 0 Others 58
Delta Air Lines 2 History 68% ◯ Create rule
Description
Category
Class
Amount
Action
Delta; DELTA AIR LINES ATLANTAAMEX Delta SkyMiles R…
Travel Expense
Personal
-$313.40
Delta; DELTA AIR LINES ATLANTAAMEX Delta SkyMiles R…
Travel Expense
Personal
-$313.40
02
CUSTOM TOOLS & INDUSTRY AUTOMATION

We Don't Just Run Your Books We Help you Build Tools for Yours

Once automation proved itself internally, we opened it up designing custom tools around how your firm actually operates, then productizing them by industry.

  • Custom tools and automations designed around your firm
  • Extendable to your own end clients
  • Built to fit your operations, not off-the-shelf software
  • Industry automation for construction, real estate, and e-commerce
  • A product advantage you can put in front of clients

Explore Custom Tooling

Always balanced
Journal entries
DR = CR
Debits tie to credits on every single run.
One-click export
Any ADP format
QB + Xero
Auto-mapped and pushed straight to your ledger.

Payroll Journal Importer

ACTIVE
ADP Payroll → QuickBooks JE Generator GPT-5 SOC 2 ✓ DR = CR
Upload Payroll File
Step 1
Drop payroll file here
ECG · CC · Any ADP format
XLSX · XLS · Click to browse

Payroll Agent Ready

Upload your ADP Payroll History file to generate perfectly balanced QuickBooks journal entries.

1
Upload file
2
Select date
3
Generate
4
Download
03
ECOSYSTEM DASHBOARD

One Dashboard. Every Client. Zero Guesswork.

The biggest fear in outsourcing isn't quality it's losing visibility. So we built a live, single-pane view of exactly where every client stands.

  • Live, single-pane view across every client
  • Bookkeeping status at a glance
  • Month-end close progress in real time
  • Know where each client stands, anytime
  • No status-update emails or waiting on replies
  • Stay in control even though the work is outsourced

See the Dashboard

Exceptions
Flagged at a glance
0
accounts need attention
Month-end close
Tracked in real time
0%on track
Updated on Apr 06 · no status emails
Every client
One live view
0
clients, single pane
Client accounts overview
▽ Filter
★ Learn
⤓ Export Excel
Account Name Bank Balance QB Balance Pending Trns Bank Feed Priority
Acme Corp(Updated on Apr 06)
Bank of America 12,430.50 12,430.50 0 Connected Low
MasterCard 9,125.25 68.32 3 Broken High
Savings 45,900.00 45,900.00 0 Connected Low
Amex Platinum 0.00 1,240.10 1 Not Connected Medium
Chase Checking 8,753.66 8,753.66 0 Connected Low
Wells Fargo 3,210.00 3,210.00 0 Connected Low
04
INDUSTRY KPI PORTALS

From Bookkeeper to Strategic Advisor

For firms ready to go further, we bring financial data together with the operational KPIs that matter to each client's business  in one place.

  • Industry-specific reporting portals
  • Financials and operational KPIs side by side
  • Job costing views for construction clients
  • CAC and margin tracking for e-commerce clients
  • The advisor your clients can't operate without

Explore KPI Portals

Under target
Prime cost vs 60% goal
0pts under
Best prime-cost month in 6 months.
Cash runway
Operating coverage
0weeks
Covers rent + sales tax due Apr 1.

Bella Cucina — Downtown

Full-service Italian · 84 seats · March 2025
Synced with books · updated today
0%Prime cost
The number that decides profit Food + labor as a share of sales — running 58.2%, comfortably under the 60% target that keeps a full-service kitchen profitable.
▼ 1.8 pts under targetBest in 6 months
Net revenue
$0
8.4% vs last month
Net margin
0%
1.3 pts vs last month
Sales mix
$0ktotal sales
Food62%
Beverage16%
Alcohol22%
Cash position
$0
$8,100 this month
Operating runway= 7.2 weeks
05
PULSE DIAGNOSTIC REVIEW

Auto-Generate A 20-Point Diagnostic Before The Proposal Goes Out

Before a proposal goes out, we run a diagnostic across the client's file so scope and pricing are set on evidence, not assumptions.

  • Diagnostic review run before every proposal goes out
  • Spots unreconciled accounts, duplicates & coding gaps
  • One Books Health Score, undeniable at a glance
  • Branded report ready in minutes, not hours
  • Delivered under your firm's own brand

Explore the diagnostic review

Auto-generated
Before every proposal
0-point
Branded diagnostic, ready in minutes.
Needs attention
Flagged this review
0
Transactions surfaced across 3 issue areas.

Overall books health score

0%
0100
0–30 Critical
30–50 Poor
50–70 Moderate
70–85 Good
85–100 Healthy
Review findings
0 Passed
0 Attention
Review point
Status
Txns
Uncleared Bank / Credit Card Transactions
Transactions in bank or credit card accounts that have not been cleared or reconciled.
ATTENTION
0
Transactions
Transactions Missing Class
Transactions missing class / category assignment.
ATTENTION
0
Transactions
Past Due Invoices (90+ Days)
Invoices older than 90 days are overdue.
ATTENTION
0
Invoices

Etisson places skilled accounting professionals inside your firm who are already trained to your process, comfortable with your tools, and fully accountable to your deadlines.

Hiring locally is breaking your margins

The US accounting talent market is expensive, competitive, and unpredictable. Etisson solves all three without compromising quality.

A fully-loaded US hire costs $80–130k+/year

Add FICA, health insurance, 401k, PTO, recruiting fees the true cost is 35–45% above base salary.

Recruiting takes 60–90 days and often fails

Good accounting talent is scarce. By the time you hire, you've lost billable hours and burned partner time.

Staff turnover disrupts your client relationships

Onboarding a replacement takes months. Meanwhile, your clients feel the inconsistency.

Etisson solves all three

Vetted talent, 48-hour onboarding, long-term dedicated staff at 40% of the US cost.

Your goals, Our Expertise, Remarkable Results.

From solo practices to multi-partner firms see how accounting teams across the US trust Etisson to handle the execution while they focus on growth.

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Get Impact From Day One

Alignment

Scoping

  • Initial priorities & scope
  • Pricing & Proposal
  • Engagement & Agreement

Week One

Onboarding

  • Onboarding & Induction
  • Assign Resource
  • Initial Setup

First Month

Understanding

  • Execute Onboarding plan
  • Setup Process & Training
  • Setting roles

And beyond

Scaling

  • Weekly update email
  • Weekly operational call
  • Regular feedback
  • Process Improvement 

Software Expertise

We work across all major accounting and ERP systems.

Xenett Logo
Xero
Dext Logo
sage intacct inc
bill.com
Intuit QuickBooks logo
gusto
ADP
Rippling

Ready to Unlock Growth?

Schedule a consultation, and we will guide you through the dashboard, quality control layer, and how your firm aligns with the Operating Model.

Frequently Asked Questions

How does Etisson handle time zone differences to ensure effective communication?

To maintain smooth communication, Etisson builds in sufficient time zone overlap so your team stays connected, no matter where they are.

How does your pricing work?

We offer flexible engagement models to suit your needs. You can hire a dedicated offshore expert, choose value-based or fixed pricing depending on the volume and complexity of work, or go with hourly billing.

How should I evaluate whether this is right for my firm or not?

There are pros and cons to everything. With high data security and vetted professionals, etisson promises the best outsourced accounting services.
The best way to know more is to schedule a call and test free pilot project.

Do you have an in-house facility to train the staff and implement workflow?

Absolutely. At Etisson, we believe top-quality service starts with well-trained professionals. That’s why we’ve built an advanced in-house training center with dedicated trainers.
Our 35+ learning modules focus on everything from communication and cultural alignment to software and industry tools ensuring every team member is workflow-ready and client-aligned from day one.

For what work can Etisson offshore staff be hired?

When you hire an offshore accountant, you must identify the requirements on your end. However, just like any local employee, a remote staff can perform most of the tasks related to:

  • Bookkeeping
  • Monthly accounting
  • Tax Preparation
  • Financial Statements (review, audits, compilation tasks)
  • Billing – Bill Payments, Billing Collection, Follow ups, and other administrative tasks
  • Other Office Admin tasks

In a nutshell, a remote staff performs most of the tasks in a public accounting firm. Here's the E-Book. Have a look.

How does it save 60% on labor costs?

Etisson’s offshore staff are available for about a third of the conventional salary paid to local staff.
Besides, it does not require infrastructure development at your office due to remote working. There are no recruitment or training costs involved. There is no liability for compliance, Medicare, or other benefits. Also, it is not required to pay bonuses or overtime charges.
Hence, overall, counting various direct or indirect benefits due to remote staffing, 60% saving on labor costs is just a conservative number.

What are the benefits of outsourced accounting services?

We can divide it into Short term and Long term benefits.
Sometimes, firms sign up because of their tax season overflow; that's a short-term benefit.
However, offshore staffing is a way forward for you in the long term. It should be the core strategy of your firm, not just a one-time adventure.
Like any local staff, a remote staff from etisson also works under your management and fully reports to you. As they work from remote offshore offices of Etisson, this:

  • Saves your cost and efforts
  • HR hassles and several other compliance issues
  • The firms that are working with us have a 25% partner-in-time reduction and an 18% onshore staff workload reduction
  • You can focus more on advisory services