Tailored Support Across Industries in the US

Empowering your business with efficient, secure, and scalable outsourcing solutions that deliver measurable results.

Our Services

befree’s comprehensive suite of services keeps your business running smoothly. With our accurate, compliant, and hassle-free support, you gain the freedom to focus on achieving your business goals.

Mortgage

Simplify tax obligations with expert preparation, lodgement, and compliance support tailored to your industry.

Paraplanning

Enhance your client value proposition with our expert paraplanning solutions, delivering accuracy and efficiency.

Audit Support

Improve client satisfaction and drive higher profitability with befree’s trusted audit outsourcing services.

Virtual Admin Services

Delegate administrative, scheduling, and routine tasks to skilled virtual assistants, so your team can focus on core operations.

Why befree?

Organizations from a wide range of industries and regions trust us to manage their financial operations seamlessly, ensuring accuracy, compliance, and peace of mind at every step.

Access a dedicated team of skilled experts who deliver accurate, reliable support across accounting, bookkeeping, payroll, tax, and admin tasks.

Benefit from 19+ years of outsourcing excellence, serving global clients with efficiency, consistency, and industry-specific knowledge.

Work with confidence knowing your client data is protected by strict compliance, secure processes, and advanced technology safeguards.

Highly customizable solutions specially designed for your industry, ensuring efficiency, compliance, and measurable business results.

Trained backup staff to minimize risk from turnover or absence, ensuring deadlines are always met without disruption.

Offload the number crunching to us and gain the freedom to innovate, serve customers better, and expand your business.

Industries We Help Transform

Beauty & Fitness

Expert services to help tackle the unique requirements of the sector.

Franchise

Trusted by franchises for finance and accounting services to help them scale with confidence.

Retail

Navigate the fast-changing regulations of the retail industry with specialized services.

Manufacturing

Optimize operations and compliance with tailored offshoring solutions.

Construction

Streamline project finances, manage cash flow, and stay compliant with industry standards.

Food & Beverages

Tap into our deep industry experience in the food franchise sector.

Health & Wellness

Support growth and regulatory compliance with specialized financial insights.

Real Estate

Simplify property management accounting and enhance investment decision-making.

Hospitality

Maximize profitability while keeping compliance and finances seamless.

We Use The Tools You Use

Spotlight Case Study

Achieved Enhanced Efficiency and Financial Clarity for a Law Firm

Challenges

A mid-sized US law firm faced growing billing backlogs, disorganized financial documents, and a lack of customized financial reporting. These inefficiencies limited their ability to gain financial clarity, manage resources effectively, and focus on client service and growth.

Results

befree streamlined the firm’s billing, cleared backlogs, and delivered tailored financial reports for better decision-making. Enhanced accuracy, compliance support, and process automation improved operational efficiency, enabled cost savings, and allowed the firm to concentrate on client service and expansion.

Testimonial

“With befree managing our financial operations, we’ve achieved unmatched clarity and efficiency. Their expertise in reporting and compliance freed us to focus on our clients and business growth, truly a partnership that transformed our firm’s operations.”

How Virtual Paraplanning Services Transformed a Growing Wealth Management Practice

Challenges

Rapid growth pushed advisors into non-revenue tasks like data entry and plan formatting, causing long turnaround times, generic financial plans, limited strategic depth, and stalled scalability – without the budget or time to hire senior paraplanning talent.

Results

Virtual paraplanning increased plan capacity by 40%, reduced operational costs by 30%, and freed advisors 15 hours per week. Plans became more visual, strategic, and client-ready, improving implementation speed and overall client experience.

Testimonial

“This team acted as high-level strategists. They didn’t just write the plan; they improved the advice we gave our clients, and the new design makes us look better than ever, helping us close 3 new six-figure mandates in the last quarter.”

Transformed CPA Firm’s Operations With Enhanced Workflows And Robust Data Security

Challenges

A leading US CPA firm faced staffing shortages, time-consuming manual bookkeeping, rising costs, and growing data security risks. These challenges hindered productivity during peak seasons, limited focus on advisory services, and affected overall profitability and client confidence.

Results

befree delivered scalable offshore support, process automation, and robust data security. The firm achieved 45% cost savings, 25% higher productivity, and 50% improved workflow efficiency – strengthening compliance, service quality, and profitability through a more agile and secure accounting framework.

Testimonial

“befree has transformed how we manage our accounting operations. Their team’s expertise, automation tools, and stringent security measures gave us scalability, efficiency, and peace of mind, allowing us to focus on delivering more value to our clients.”

Streamlining Financial Plans: How Outsourcing Drove Revenue and Cut Costs

Challenges

A New York-based financial planning firm faced mounting administrative workloads, frequent vetting errors, and rising costs. With limited in-house support, the director was forced to manage routine tasks, diverting focus from client acquisition and business growth.

Results

befree deployed certified financial specialists to streamline vetting, documentation, and research. The firm eliminated costly errors, transitioned smoothly to a new broker-dealer, expanded its client base, and achieved significant revenue growth – all while reducing overhead and improving operational efficiency.

Testimonial

“befree’s team became an invaluable extension of ours. Their precision, proactive support, and deep financial expertise helped us reduce errors, save costs, and focus entirely on growing our client base and strengthening long-term relationships.”

How an Accounting Firm Overcame IRS Deadlines with the Right Outsourcing Partner

Challenges

A New York-based advisory firm faced severe staffing shortages amid a national skills gap. Previous outsourcing partners failed to meet expectations, resulting in delayed tax filings, rising costs, and a pressing need for a reliable, high-quality accounting support partner.

Results

befree provided qualified tax and compliance specialists, streamlining workflows and meeting deadlines ahead of schedule. The firm achieved faster IRS filings, improved cash flow, increased profitability, and long-term scalability – transforming befree into their trusted, ongoing backend partner.

Testimonial

“Partnering with befree has been a game-changer. Their skilled professionals consistently deliver quality work ahead of deadlines, helping us optimize costs, strengthen compliance, and scale confidently, something we couldn’t achieve with any other provider.”

Streamlined a Law Firm’s Legal Accounting Processes with Accurate Bookkeeping and Management of Trust Accounts

Challenges

A leading US-based law firm struggled with financial mismanagement, inaccurate bookkeeping, and trust fund errors. These issues caused missed deductions, tax penalties, and bar association sanctions, impacting profitability, compliance, and confidence in their financial decision-making.

Results

befree implemented rigorous trust accounting controls, accurate transaction categorization, and law-firm-specific tax strategies. This ensured compliance, eliminated financial errors, and delivered clear financial insights, resulting in cost savings, restored credibility, and confident, data-driven business decisions.

Testimonial

“befree brought structure and transparency to our finances. Their precision in managing trust accounts and improving our financial reporting has been invaluable – allowing us to operate confidently, remain compliant, and focus fully on growing our legal practice.”

Transform your
business today!

Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.

Or simply fill out the form—our team will be in touch shortly.

Tailored Support Across Industries in the US

Our Services

Accounting

Bookkeeping

Payroll

Tax

Mortgage

Paraplanning

Audit Support

Virtual Admin Services

Why befree?