SafeBooks Co is the invisible back-office team for solo and small CPA firms — handling bookkeeping, bill pay, and CFO advisory under your name. We also help firms modernize with the same automation systems mid-market practices use to close faster and serve more clients without adding headcount.
We don't try to be everything to everyone. Our model is purpose-built for a specific type of firm — and it works best when there's a real fit on both sides.
We handle the full back-office workload under your name, so you can focus on the client relationship and the advisory that only you can provide.
Accurate, up-to-date books for your clients — delivered clean and on time, every month.
Clear, presentation-ready reports your clients can actually understand — and that make you look great.
We ensure your clients' payroll is processed accurately and on schedule — so they come to you for advice, not admin.
We deliver your clients' books clean and organized so you can focus on the return, not the cleanup.
Give your clients the forecasts and budgets that support real advisory conversations — we build them, you present them.
We set your clients up in QBO the right way from day one — clean chart of accounts, proper workflow, no messy fixes later.
Big-picture financial strategy delivered under your brand — so your clients get the advisory they deserve without you doing all the work.
We manage your clients' accounts payable so their bills get paid accurately and on time — without it touching your desk.
Small CPA firms are turning away advisory work — or doing it poorly — because they don't have the bandwidth or staff. We step in as your invisible back-office team so you can say yes to more clients without adding headcount. Your clients never know we're involved.
Seamless. Your brand. Your client relationship. We work quietly in the background.
We speak your language — QBO, Bill.com, month-end close, cash flow reporting.
We only make money when you make money — a revenue share on what you bill the client.
No hiring. No benefits. No training. Just reliable support when you need it.
We handle the bookkeeping and CAS work; you keep the client relationship and the advisory.
Refer a client you can't take on and earn a fee — zero ongoing work on your end.
For clients whose books have fallen behind — we get them current fast and hand them back tax-ready.
For CPA firms ready to grow without hiring, we implement the same automation stack that mid-market firms use to cut close times by 30–50%. Tools like Bill.com, Double, Karbon, and Fathom — configured for your specific practice and maintained so they keep working as you grow.
AI and fintech move fast — a workflow that works today can break in 90 days when a tool pushes a major update. Our retainer keeps your automation stack running, optimized, and current as your firm grows. Think of it as insurance for the machine you just built.
Yandy Gonzalez founded SafeBooks Co to bring enterprise-level financial infrastructure to the firms that need it most. Before launching SafeBooks Co, Yandy built hands-on experience implementing automation systems and AI-powered financial tools for multi-million dollar businesses and ultra-high-net-worth individuals — the kind of back-office sophistication that's typically reserved for large firms with dedicated technology teams.
That experience is what he now delivers to solo and small CPA firms — packaged as a white-label back-office partner that makes your practice look like it runs at a much higher level than your headcount would suggest.
If something isn't answered here, reach out — we're happy to talk through your specific situation.
Reach out for a free, no-pressure conversation. We'll learn about your firm and outline exactly how SafeBooks Co can support your clients behind the scenes.
Let's talk about how SafeBooks Co can serve as your back-office CAS team — or modernize your practice with the automation stack your clients deserve.