Outsourced CPA Accounting Services That Work for Your Firm
Our CPA outsourcing services add extra hands to your practice, so you can say yes to more clients this season without hiring.
- Bookkeeping and tax prep
- Under your firm's name
- You review and sign
Outsourced Accounting for CPA Firms in Tax Season
You know how the last few weeks before a filing deadline go. Half your clients send documents late, a few send them twice, and someone on your team is still fixing a prep file at 10 pm. Our CPA accounting services were set up for that crunch. They also cover the slower months, when monthly bookkeeping doesn't stop just because tax season did.
With Accountsly, our people do the prep work and the books. You and your partners still review, sign and own every client relationship.
Bookkeeping
Our outsourced bookkeeping for CPA firms takes care of coding transactions, payables, receivables and the month-end close. We work in QuickBooks bookkeeping files and in Xero. If a client's books are a few months behind, we can start with catch-up bookkeeping and move them onto a monthly routine after that.
Tax Preparation
We handle outsourced tax preparation for CPA firms on both individual and business returns. You get the return back with workpapers and a short list of open items, so your reviewer knows what still needs an answer.
Bank and Credit Card Reconciliations
Each account gets matched to its statement every month. Anything that doesn't tie out is flagged with a note.
Financial Statements
Balance sheet, P&L and cash flow, laid out in your firm's format and ready for a partner to look over.
Payroll Support
We post payroll journal entries, reconcile payroll accounts and pull summary reports for clients whose payroll you run.
Client Accounting Services Support
For your CAS clients, we do the monthly accounting on your close calendar, following your process.
Solo CPAs
Pass the prep and bookkeeping to us and spend tax season on reviews and client calls.
Small and Mid-Size Firms
Get extra capacity for busy season, without a permanent hire on the payroll.
Firms Building a CAS Practice
Take on more monthly clients while your own team spends its time on advisory work.
Tax Practitioners and Bookkeeping Firms
Get help with returns and monthly books, done inside the process you already use.
Firms With a Client Backlog
Clear old books and pending returns without pulling staff away from this month's work.
Firms Dealing With Staff Turnover
When someone leaves, client work doesn't have to wait while you hire and train.
Outsourced Accounting Services for CPA Firms, Under Your Name
Your clients picked your firm. That shouldn't change because you brought in help. Everything we prepare goes out under your name, through your client portal, and we stay out of sight. Before we start, we sit down with you to agree on templates, file naming and how you like review notes handled, so the files we send back look like your team made them.
How much we take on is up to you. It can be prep work only, or full monthly CPA accounting services for a group of CAS clients.
Data security and confidentiality matter a lot in this work. Access to your systems is agreed with you before anything starts, and you choose which clients and files our team can see.
Your Clients' Software, Covered
Every CPA firm has its own mix of client files. One client runs on QuickBooks, another switched to Xero last year, and a few are still on Sage. We work inside whatever ledger each client already has, so nobody has to move their books just to get help.
That goes for firms in different countries too. If your clients use MYOB or FreeAgent, our team works in those files the same way.
Work Moves Overnight
Send files at the end of your day and they can be prepared while your office is closed, ready for review when you're back.
No Hiring Overhead
No recruiting, onboarding, benefits or extra desk. Our CPA accounting services are priced around the work you actually send, and our pricing plans are open to look at before you even call.
An Assigned Team
Your files go to an assigned team, and they follow your checklists, naming rules and workpaper layout.
Capacity That Follows Your Calendar
Scale up when tax season and extension deadlines hit, then scale back down in the quieter months.
- 1
Book a Discovery Call
Tell us about your clients, your software and when things get busy, on a short discovery call.
- 2
Set Up Secure Access
We agree on workflows, checklists and system access before a single client file changes hands.
- 3
Start Sending Work
Your team starts us off with a few files and sends more as your reviewers get comfortable.
Ready to get started?
Get Started NowFAQs
What are CPA outsourcing services?
CPA outsourcing services let an accounting firm pass recurring work, like bookkeeping and tax return prep, to an outside team. The firm still handles review, sign-off and the client relationship.
Is it safe for a CPA firm to outsource work offshore?
It can be, as long as the right controls are in place. Ask any provider how they handle confidentiality, who on their team can get into your systems, and where client files are kept.
Which work should a CPA firm outsource first?
It's easiest to begin with the routine stuff, like bank recs, monthly books and simple individual returns. Keep advisory work and the final review with your own people.
How much does it cost to outsource tax preparation for a CPA firm?
It depends on how complex the returns are, how many you send and whether you pay per return or for a dedicated team. A short call is the quickest way to get a quote.
Who reviews and signs the returns when tax work is outsourced?
Your firm does. We prepare the return and the workpapers. Your CPA reviews, signs and files it, so professional responsibility stays with you.
