Purpose-built Accounting for IT firms
CFO, Accounting, and Bookkeeping Services Engineered Specifically for Managed Service Providers (MSPs)
Why Standard Accounting Fails MSPs & IT Support Firms
- Clients Pay Late
Many MSPs carry 25–30% of invoices past due—with no system to track or follow up consistently. - Cash Flow Is Inconsistent
Even with flat-fee contracts, poor billing and collections processes create unnecessary cash gaps. - Transactions Aren’t Categorized Properly:
What do We Do Differently for MSPs & IT Support Firms
- MSP-Specific Bookkeeping Built Around Flat-Fee Models
We understand your recurring revenue, prepaid contracts, and support bundles—and your books will finally reflect that. - Accounts Receivable & Cash Flow Optimization
Reduce A/R to under 10%, improve collections, and streamline billing cycles. - Monthly Reviews of your financial performance
Clear, consistent statement reviews to keep you informed and in control. - Scalable Advisory Support
Get budgeting, cash flow reporting, and strategic guidance—matched to your plan.
Pricing
We price based on your annual flat-fee revenue (ARR), aligning our incentives with your growth.
Essential
Starting at $15,000/Year—Includes up to $1M in Revenue, with 1% Applied on Amounts Above $1M
What's Included:
- Core Bookkeeping
- A/R Automation
- Bank Reconciliations
- Monthly Close
Best For MSPs Who:
Need Clean Books, Predictable Billing, And Back-Office Support
Growth
Starting at $20,000/Year — Includes up to $1M in Revenue, with 1.25% Applied on Amounts Above $1M
What's Included:
- Essentials + Budgeting
- Monthly Financial Statement Review Via Teams
Best For MSPs Who:
Want more control, budget discipline, and regular financial check-ins Scale
Scale
Starting at $25,000/Year — Includes up to $1M in Revenue, with 1.5% Applied on Amounts Above $1M
What's Included:
- Growth + Sales Tax Filing Support
- Cash Flow Reporting
- Financial Advisory
Best For MSPs Who:
Are scaling fast and want deeper financial insight and guidance
Elite CFO
Starting at $30,000/Year— Includes up to $1M in Revenue, with 1.75% Applied on Amounts Above $1M
What's Included:
- Scale + Full CFO Oversight
- Annual Financial Planning
Best For MSPs Who:
Want a proactive financial partner to help drive long-term growth
Next Steps:
Plug In & Profit
-
Book Your 30-Min Discovery Call
We’ll review your Accounts Receivable aging and cash flow trends. This isn’t a pitch—it’s a working session to uncover what’s holding your numbers back. -
Receive Your Financial System Diagnosis
You’ll walk away with clear insights into what’s working, what’s leaking, and where cash is getting stuck. No fluff. Just facts and fixes. -
Choose Your Plan (Essentials, Growth, Scale, or Elite CFO)
Based on your stage and goals, we’ll recommend the level of support that fits. You decide—no pressure. -
Sign & Onboard
Once you select your plan, we’ll send a simple agreement and begin onboarding—integrating with your PSA and QBO while you stay focused on tickets, not transactions.
About me
I founded OCB Accountants not just to build an accounting firm—but to solve a challenge most accountants were overlooking for IT service providers, especially MSPs.
In the early days, I managed everything myself. What should have been straightforward—monthly billing and collections—was anything but. Processes were inconsistent, time-consuming, and unpredictable. That struggle revealed something bigger: traditional accounting systems weren’t built for service providers running on recurring revenue.
IT service firms—and especially MSPs—don’t operate like one-off project shops. Yet their financial systems often treat them that way. The result? Unnecessary cash flow strain, inflated receivables, and business owners left without clarity or confidence in their numbers.
At OCB, we set out to change that. We developed a streamlined financial system that automates invoicing, accelerates collections, and provides real-time visibility into performance. It’s designed to give service providers the stability and insight they need to plan ahead with confidence.
Today, we partner with IT service firms and MSPs who want more than just reconciliations. They want scalability, clarity, and a trusted advisor who understands their business model.
We don’t just “do the books.” We build financial infrastructure that fuels growth.
