CPAs Shouldn't Be Reconciling Books at Month-End
- Client documents get collected before deadlines stack.
- Reconciliations stay current without backing up at month-end.
- Reports go out without partners fixing entries first.
- Trusted by Accounting Firms
Where the Work Breaks Down
Client Document Intake
- Inbox full of client attachments
- Missing bank statements again
- Receipts scattered across threads
Bookkeeping & Reconciliations
- Reconciliations pile up at month end
- Duplicate entries showing up
- Books still not fully closed
Billing & Reporting
- Invoices waiting on ledger review
- Reports held for corrections
- Returns waiting on missing numbers
Partner Oversight Load
- Partners fixing routine entries
- Basic client questions escalated
- Leaders checking reconciliation status
What Wing Covers in Your Firm
Assistants are embedded in your accounting, reporting, and client document systems.
Client Document Intake & Collection
Client files collected, bank statements received, and receipts organized so records are ready before deadlines.
Bookkeeping & Ledger Maintenance
Transactions recorded, ledger entries updated, and account balances stay accurate.
Account Reconciliation & Controls
Accounts reconciled, transactions matched, and discrepancies reviewed so books stay aligned.
Billing & Reporting Cycles
Invoices prepared, reports completed, and financial statements go out on time.
Here's Exactly What Happens After You Sign Up
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We Find the Gap
15-minute call. We identify where bookkeeping, reconciliations, and reporting are landing on the wrong people.
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We Match You
A real person matched to your accounting systems, reporting workflows, and client load.
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Live in Under 48 Hours
Your assistant is set up and working. No lengthy intake process.
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Wing Manages the Rest
Performance, quality, and backup coverage. Managed by Wing, not you.
Start With One. Expand as Client Volume Grows.
Transaction recording, expense tracking, and account reconciliations.
Client communication, document collection, and invoice tracking.
Invoice follow-ups, payment tracking, and receivables reporting.
Client onboarding paperwork, account documentation, and reporting support.
Vendor invoice processing, payment tracking, and statement reconciliation.
Timesheet collection, payroll data entry, and pay run preparation.
Calendar coordination, inbox management, and document preparation.
CRM updates, contact cleanup, and client record tracking.
What Consistent Coverage Delivers
43+ Portfolio Companies Monitored
Before Wing, CRM data and reporting inputs required constant manual upkeep and validation.
- 5 key data entry tasks offloaded
- Deal accuracy and data enrichment improved consistently
"Wing takes in specific information we're looking for. Very prescriptive data that helps us make decisions faster and narrow the funnel."
— Co-Founder, Oceans Ventures
80+ Admin Hours Saved
Before Wing, admin and record tracking pulled time away from the work that actually mattered.
- 10+ hours saved on bookkeeping
- 22+ hours saved on CRM upkeep
“Working with our Wing Assistant has allowed us to focus on building and less on office work.”
— Co-Founder, Carty Custom Builders
Results vary by company size, role, and scope of work. These outcomes reflect real improvements delivered through dedicated Wing assistants and may not be representative of every engagement.
Stop Month-End From Landing Back on Your CPAs.
Not Freelancers. Not Staffing. Managed Coverage.
- Model
- Oversight
- Continuity
- Scaling
- Compliance
- Wing
- Managed support embedded in your firm
- Performance monitored by Wing
- Coverage coordinated centrally
- Adjust scope without rehiring
- Role-based access and financial data controls
- Freelancers & Staffing
- Placement or self-managed hires
- Oversight handled internally
- Dependent on one individual
- Expansion requires new hiring
- Controls vary by provider
Is Wing the Right Fit for Your Accounting Firm?
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Wing works well for accounting firms that:
- Want bookkeeping and reporting handled without constant follow-up
- Need to absorb client volume without hiring
- Expect accountability without daily supervision
- Not the right fit if you:
- Only need short-term or one-off help
- Prefer to manage freelancers directly
- Prefer the lowest sticker price over quality or reliability