For CPA Firms
CPA Firm Outsourcing Services for Tax, Audit and Accounting
Our CPA firm outsourcing services give accounting practices extra capacity from our teams in the US and India. Busy season exposes the limit of any practice: more clients than staff. We prepare bookkeeping, tax work and compliance filings as an extension of your firm and under your review, so you can take on clients without hiring ahead of the revenue.
- 9+
- Years of legacy
- 500+
- Clients served
- 3
- Offices: Bellevue, Surat, Ahmedabad
- ISO
- 27001, 27701 and 9001 certified
What is included
Everything the service covers
Bookkeeping support
Daily entry through month-end close and financial statements for your clients.
Tax preparation assistance
Data gathering, preparation and first-level review for individual and entity returns.
Payroll processing
Calculations, filings and compliance handled for your payroll clients.
Sales tax and software support
Multi-state filings, audit support and accounting software setup.
How the arrangement works
You remain the firm of record. Your clients deal with you, and our work arrives in your templates and your software, ready for your review and signature. We sign a confidentiality agreement before receiving any client data, and we work inside your systems where you prefer, so client files stay in your environment.
We assign a small dedicated team to your firm rather than a rotating pool. The team learns your checklists, your naming conventions and your review standards, which reduces the questions that come back to your partners over time.
Work we take on
Firms most often hand us recurring bookkeeping and monthly close, individual and small business return preparation, payroll and payroll tax filings, sales tax compliance and cleanup projects for new clients. We also set up and tune QuickBooks Online and Xero files, connect feeds and train client staff, which frees your seniors from onboarding work.
For tax season, we work from your organizers and workpaper formats. Returns come back prepared with the supporting workpapers and a list of open items, so your reviewer starts with a complete file.
Capacity without a hiring cycle
Hiring a staff accountant takes months to recruit and months more to train, and the person is on payroll in the slow season. Outsourced support scales with the work. You commit to a monthly volume, increase it before busy season and reduce it afterward. Many firms use the arrangement to accept engagements they would otherwise turn down.
With offices in Bellevue, Surat and Ahmedabad, we agree turnaround times for each type of work and communication windows that fit your hours.
Quality control and review
Every deliverable passes a preparer check and a second-level review on our side before it reaches you. We keep a record of open questions and of the corrections your reviewers make, then use the pattern to adjust the process. Your partners keep final approval, and the reports you receive show what was completed, what is pending and what needs a client answer.
What firms tell us they gain
Firms that use outsourced support report the same few results. Partners spend less time on preparation and more on advisory work that carries higher fees. Staff stop working weekends in March. New client requests stop being declined for lack of capacity.
The arrangement also gives firms a way to test a new service line, such as payroll or sales tax compliance, without hiring a specialist. If the line grows, you can bring the work in house later with processes already documented.
The process
How we work with you
- 1
Scoping call
We learn your service lines, software, volume and review standards.
- 2
Pilot
A small set of clients to test turnaround and quality on real work.
- 3
Team assignment
A dedicated team is set up in your systems with your checklists.
- 4
Scale
Volume increases as your client base grows, with regular check-ins on quality.
Will my clients know you are involved?
No. Our work is delivered under your firm's name and through your systems unless you choose otherwise.
How do you protect client data?
We sign a confidentiality agreement, work inside your systems when you prefer, and limit access to the assigned team.
Can I scale the volume up for busy season?
Yes. You agree a monthly volume and adjust it ahead of busy season and afterward.
What does it cost?
Pricing depends on the type and volume of work. We quote after a scoping call and a pilot, so you see the cost against real work.
Ready to talk about Outsourced Support for CPA Firms?
Call +1 425 221 6660 or send us a note and we will get back to you.