Tax & Accounting Operations Support.

At SortBiz Solutions, we help US-based tax and accounting firms manage their day-to-day operations, coordinate internal projects, improve client experiences, and reduce administrative workloads.

We handle the operational work behind the scenes as your team focuses on serving clients, meeting deadlines, and growing your practice.

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Operations Support

For Your Accounting Firm.

Our services cover the essential business functions that keep your practice organized, your clients informed, and your team productive.

Practice Operations & Administrative Management

Keep your firm's daily operations organized and running smoothly. We coordinate administrative responsibilities, manage operational workflows, and help ensure that important activities move forward without unnecessary delays.

What We Handle:

▪ Daily administrative operations.
▪ Operational task management.
▪ Workflow planning and coordination.
▪ Team assignments and deadline tracking.
▪ Administrative process management.
▪ Internal communication and follow-ups.
▪ Executive and leadership support.
▪ Operational reporting and updates.
▪ Recurring administrative responsibilities.
▪ Standard operating procedures and documentation.

The Result: More organized operations, clearer accountability, and fewer administrative responsibilities for firm owners.

Client Experience & Engagement Management

Deliver a consistent, professional client experience throughout every stage of the relationship. We help your firm manage client interactions, coordinate engagements, and maintain organized communication.

What We Handle:

▪ New client onboarding
▪ Client information collection
▪ Engagement letter preparation and coordination
▪ Proposal and engagement tracking
▪ Client portal administration
▪ Client document requests and follow-ups
▪ Client communication and service updates
▪ Client inquiries and administrative support
▪ Engagement renewals and service changes
▪ Client offboarding
▪ Customer relationship management
▪ Client satisfaction and health analysis

The Result: Better client experiences, faster administrative follow-ups, and more consistent engagement management.

Tax Workflow & Deadline Coordination

Keep tax-season and year-round tax administration organized. We coordinate the administrative processes surrounding tax preparation and filing while your qualified tax professionals handle the technical work.

What We Handle:
▪ Tax workflow planning and task coordination
▪ Tax prep folders & tax documents organization
▪ Federal and state return tracking
▪ Tax prep team coordination
▪ Filing deadline monitoring
▪ Extension workflow administration
▪ Client tax time documentation
  ▪ Tax documents & organizer collation
  ▪ Follow-up on outstanding client documents
▪ Tax prep checklists
  ▪ Client Onboarding & Tax Document Collection Checklist
  ▪ Tax Preparation Readiness & Handoff Checklist
  ▪ Tax Return Review & Quality Control Checklist
  ▪ Tax Filing, Extensions & Acceptance Tracking Checklist
▪ E-file submission status tracking
▪ Filing acceptance confirmation tracking
▪ Tracking final return delivery, client notifications, outstanding invoices, and engagement closure.
▪ Submission ID organization and documentation
▪ Tax workflow reporting
▪ Post-tax-season administrative reviews
▪ Tax project follow-ups and exception tracking

The Result: Better workflow visibility, organized deadlines, and fewer administrative bottlenecks during tax season.

Important: SortBiz provides administrative tax workflow support. We do not prepare tax returns, provide tax advice, or make professional filing determinations.

Billing & Revenue Operations

Keep your firm's billing administration organized, accurate, and consistent. We support the administrative processes surrounding client billing, recurring engagements, payment follow-ups, and revenue tracking.

What We Handle:
▪ Client billing administration
▪ Recurring invoice coordination
▪ Engagement-based billing setup
▪ Approved service fee adjustments
▪ Billing schedule management
▪ Invoice status monitoring
▪ Outstanding payment follow-ups
▪ Payment collection coordination
▪ Billing records and documentation
▪ Client billing communication
▪ Revenue operations reporting
▪ Billing workflow improvements
▪ Engagement and billing reconciliation
▪ Administrative support for service upgrades and renewals

The Result: More consistent billing operations, improved revenue visibility, and fewer administrative billing issues.

Our role focuses on billing administration and coordination. Your firm retains responsibility for financial accounting, payment authorization, and professional financial decisions.

Internal Projects & Team Coordination

Keep your internal projects moving forward with clear responsibilities, deadlines, and consistent execution. We help firm owners and leadership teams organize initiatives, coordinate employees and contractors, and maintain visibility into operational priorities.

What We Handle:
▪ Internal project planning
▪ Project task creation and assignment
▪ Team workflow coordination
▪ Project deadlines and milestone tracking
▪ Weekly operations meeting coordination
▪ Meeting action item tracking
▪ Team communication and follow-ups
▪ Staff onboarding coordination
▪ Internal implementation projects
▪ Process improvement initiatives
▪ Departmental task management
▪ Leadership reporting
▪ Project status updates
▪ Cross-functional coordination

The Result: Clearer accountability, improved execution, and fewer projects falling behind schedule.

Practice Management Systems & Business Automation

Make your business applications work together and reduce repetitive administrative tasks. We help accounting firms implement, organize, and manage the systems that support their operations.

What We Handle:
▪ Practice management software administration
▪ CRM implementation and management
▪ Workflow automation
▪ Application integrations
▪ Task automation
▪ Client onboarding automation
▪ Automated document request workflows
▪ Billing and engagement workflow automation
▪ Internal notification systems
▪ Data organization and reporting
▪ AI-powered administrative workflows
▪ Business process optimization
▪ Software configuration and maintenance
▪ Systems documentation and user training

The Result: Less manual work, better-connected systems, and more consistent business processes.

Annual Operations Planning & Performance Reporting

Keep your firm's operational priorities organized throughout the year. We help leadership teams plan recurring activities, monitor operational performance, and maintain accountability across ongoing initiatives.

What We Handle:
▪ Annual company operating calendars
▪ Monthly and quarterly operational planning
▪ Tax-season readiness coordination
▪ Recurring compliance administration reminders
▪ Annual client engagement schedules
▪ Service renewal tracking
▪ Internal operational reviews
▪ Key performance indicator tracking
▪ Operational dashboards
▪ Team workload reporting
▪ Project progress reporting
▪ Process improvement tracking
▪ Leadership action item follow-ups
▪ Year-round administrative planning

The Result: Better visibility into operational priorities, improved planning, and more consistent execution throughout the year.

SOPs, Training & Knowledge Management

Build a more organized and consistent accounting practice with documented procedures, accessible resources, and structured employee training. We help your firm standardize workflows, organize internal knowledge, and simplify staff onboarding so your team can work confidently without depending on constant guidance from leadership.

What We Handle:
▪ Standard operating procedure (SOP) development
▪ Workflow documentation and process mapping
▪ Internal knowledge base management
▪ Staff onboarding and training coordination
▪ Employee training materials and resources
▪ Operational checklists and playbooks
▪ Practice management software training support
▪ Internal policies and procedures documentation
▪ Roles, responsibilities, and delegation guidelines
▪ Staff training schedules and progress tracking
▪ Knowledge transfer and cross-training coordination
▪ SOP reviews, updates, and maintenance
▪ Internal resource organization
▪ Quality assurance and process compliance checklists

The Result: Consistent workflows, faster employee onboarding, and a more independent team that can execute daily responsibilities with less supervision.

WHO WE SUPPORT

Built for Tax & Accounting Firms & Professionals.

Our services are designed for US-based firms that need dependable administrative and operational support.

CPA Firms & Professionals

Coordinate daily administrative operations, client relationships, internal projects, and practice management workflows.

Growing Service Firms

Help owners and leadership teams delegate administrative responsibilities, improve processes, and manage operational growth.

Bookkeeping Firms

Support client onboarding, engagements, document collection, client communications, and operational coordination.

Payroll Service Providers

Support client administration, onboarding coordination, service communications, workflow tracking, and admin follow-ups.

Tax Advisory & CFO Firms

Coordinate client engagements, scheduling, administrative projects, recurring service workflows, and business operations.

Tax Preparation Firms

Support client engagement administration, tax workflow coordination, filing status tracking, and deadline management.

How We Work

Initial Consultation

We start with a free discovery call to understand your business, discuss your requirements, and identify the right solutions to achieve your goals.

Proposal & Engagement

We prepare a tailored proposal outlining the scope of work, deliverables, timelines, and pricing. Once you approve the proposal we're ready to begin.

Project Execution

We get to work implementing the agreed solutions, keeping you informed, coordinating key activities, and ensuring everything progresses according to plan.

Delivery & Ongoing Support

We deliver the completed work, review the results with you, and provide ongoing support where needed to ensure your business continues operating efficiently.

Got a Project?

Let's Collaborate

Let us support your business organize workflows, coordinate client engagements, manage internal projects, and run systems that support your firm’s day-to-day operations.

Schedule Your Free Consultation