Outsourced Accounting & Bookkeeping for Certified Public Accountant & 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 and monthly close accounting to your standards.
Electronic filing and workpaper preparation (tax season).
Before-and-after general ledger views, Clean-up, and catch-up projects.
Budgets, forecasts, and reporting packs support for controllers.
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.
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.
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.
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.
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.
Certifications &
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.
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.
Testimonial
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Michele Dougherty Wood
Manager, Sylvan Homes
Juan Munoz
Online Marketing & Branding — Maryland
Ekaterina Ostapchuk
Director, Coddan CPM Ltd
Larry Garnick
CEO, Tastes on the Fly — San Mateo, CA