Outsourced Accounting & Bookkeeping for Certified Public Accountant Firms and Enrolled Agent Firms
For certified public accountant and enrolled agent firms, we deliver outsourced finance and accounting services under your firm’s brand. You can scale delivery, clear your backlog, and maintain review control without a hiring process.
Our outsourced accounting for certified public accountant firms is delivered under your brand, using your templates and standards. All the tasks are monitored by checklists, signed workpapers, and documented evidence. You achieve better, quicker closures, fewer corrections, and consistent monthly expenses, without impacting quality or control.
Software
What We
We provide client accounting services to accounting firms so that they can scale up during peak tax season.
Our month-end accounting package includes tie-outs, schedules, variance notes, as well as a clear sign-off trail to complete the review process smoothly. The files are labeled and formatted according to your requirements.
Weekly, Mid Month and Month-End Client Accounting
Our outsourced bookkeeping team for certified public accountant (CPA firms, handles daily posting, reconciliations, and exception resolution. All journal entries are documented and substantiated.
Tax-Season Support
We prepare organizers, trial balances, lead sheets, and indexed workpapers. Tie-outs are filled in, and returns are electronically packaged.
Volume moves smoothly. Reviewers don't have to rebuild files.
Clean-up and Catch-Up Projects.
We work on maintaining historical data by repairing prior years, building subledgers, mending old reports, and reorganizing the chart of accounts where necessary. Each correction is documented in before-and-after general ledger snapshots, providing a clean, traceable base for month-end, advisory, and tax work.
Advisory and Controller Services.
We support our partners through budget-to-actual and cash flow forecasting, as well as key performance indicators reporting and package development. Reports explain drivers, highlight trends, and outline the choices that a partner or client must pursue- turn data into actionable insights.
Everything
Client & Monthly Close
Client and monthly close accounting to your standards.
Tax Season Support
Electronic filing and workpaper preparation (tax season).
Clean-up & Catch-up
Before-and-after general ledger views, Clean-up, and catch-up projects.
Advisory Support
Budgets, forecasts, and reporting packs support for controllers.
Strong Security
Strong security controls and service-level agreements from the United States front office.
How We Work
Structured Onboarding
Onboarding includes the scope of work, document, system access, and template mapping. It is also a short, structured process that provides you with full visibility of the delivery from the beginning.
01
Dedicated Team
You get a consistent team that is in charge of your portfolio. They are responsible for communication and delivery quality, and operational implementation. Our United States front office oversees bringing about consistency and accountability.
02
Standardized Workpapers
We use the same format across all engagements: journal-entry log, tie-out index, reconciliations, supporting schedules, variance notes, and a visible sign-off trail. Standardization will lower friction among reviewers and will reduce rework.
03
Close Calendar
A predictable calendar assigns owners, timeframes, and audit posts. This keeps the monthly close on track, eliminates bottlenecks, and ensures everything is ready for review.
04
Change Control
The change-order policy is documented to maintain scope. All other entities, new subledgers, year-end clean-up, and changes in transaction volume are examined, approved, and priced clearly.
05
Certifications &
Enterprise-Grade Security
Our Security & Continuity System
Your data security is our top priority. We employ comprehensive measures to protect your information with industry-leading standards and certifications.
CERTIFIED
ISO 27001
Internationally recognized standard for information security management systems.
Written Information Security Program
We maintain a formal WISP that outlines our comprehensive security policies and procedures.
Multifactor Authentication
All system access requires MFA with role-based permissions and secure VPN connectivity.
End-to-End Encryption
Data is encrypted both in transit and at rest using industry-leading encryption standards.
Verified Backups
Regular backup verification ensures data integrity with documented recovery procedures.
Continuity Planning
Comprehensive business continuity plans are recorded and regularly tested for reliability.
Due Diligence Ready
Complete due diligence documentation is available for review upon request.
Results that
Month-End Close
Month-end close is provided regularly within five to seven days to qualifying entities.
Documented Process
Less rework with documented checklists, exception logs, and consistent naming standards.
Structured Batching
Improved accounts payable processing through structured batching.
Get Your Accounting Operations Managed Now!
As your accounting firm expands, the biggest bottleneck is not the work itself, but the ability to do it regularly, accurately, and on schedule.
An outsourced accounting model provides structured delivery, faster closes, and impeccable workpapers. Your staff works on reviews, client strategy, and firm growth instead of backlog management.
Our 20 years of experience in providing client accounting services outsourcing for CPA firms can help you scale CAS work without hiring in‑house.
Client Testimonial
Larry Garnick
Sunil and his team have been great business partners for more than four years. Our Accounts Payable workflow has generated volumes of invoices to be processed daily and like clockwork Outsources Bookkeeping handles the load. It’s great to arrive at the office every day to zero backlog!
Jim Adkinson
The client was pleased with the results of the engagement, thanks to Outsourced Bookkeeping’s timeliness and communication skills. The team was highly efficient from a workflow standpoint, and internal stakeholders were impressed with the service provider’s outstanding work ethic.
Simon Frost
Sunil is a strong accountant with high integrity. I have worked with Sunil for seven years and during this time he has provided high quality work ranging from bookkeeping to tax returns and financial spreadsheets. Sunil is a pleasure to work and always delivers a good product on time. Highly recommended
Mohammed Azaz
Outsourced Bookkeeping completes tasks on time. Their team manages the project efficiently and responds promptly to the client’s needs and queries. They also communicate via email, messaging apps, virtual meetings, and in-person meetings.
David Sullivan
Sunil is a hard working and reliable accountant. His team delivers quality work the next day. With the time difference, his team enables work to be done over night and ready immediately the next morning!
Antonio Brown
I just wanted to let you know, Sunil and I have had a strong business relationship since last 3 years. He's been a tremendous help to us in growing our business helping us with his Backoffice support. We look forward to continuing scaling up this relationship even more. I strongly recommend that you use Outsourced Bookkeeping.
Frequently Asked
Do you work under our brand?
Yes. Our outsourced accounting team for certified public accountant firms follows your brand using your email addresses, templates, and naming conventions.
What makes this different from staffing?
Staffing adds capacity. We provide deliverables with documented workpapers, timelines, and predictable quality.
How fast is onboarding?
Onboarding usually takes two weeks for a pilot entity. When the pilot is satisfactory to you, we scale the delivery team.
What softwares do you work on?
We support QuickBooks Online, QuickBooks Desktop, Xero, BILL, Ramp, and all major payroll platforms like ADP, Gusto, Paychex, Quickbooks Payroll and Workday. We are Certified Proadvisors for Quickbooks Online and Desktop, Xero Certified, and hold accounting certifications for Bill.com and Ramp as well.
How do you keep data safe?
By enforcing strict identity checking, storage encryption, virtual private network support systems, and a published security program backed up by periodic internal auditing. We are ISO 27001 certified for data security.
How do you price?
We use scope-based pricing by transaction levels and entity counts. There is a paid pilot for complex or high-volume engagements. To start with, please book a time that suits you from my calendar link and we can share the best customized quote for you.