CPA Firm Back-Office Support
Dedicated bookkeeping, reconciliations, and payroll support so your firm can absorb overflow work without adding headcount.
Overview
Most CPA firms hit a wall every busy season where partners and senior staff end up doing bookkeeping and data entry for clients, work that doesn't need a CPA to do it, it just needs someone reliable. That's the gap we fill. We work directly inside your clients' QuickBooks Online files as an offshore extension of your team, so your own staff spend their hours on review and client advisory rather than reconciling transactions.
Who Should Avail This?
Solo and small CPA firms
Firms that feel the seasonal crunch every year but can't justify a full-time hire for it.
Firms sitting on a bookkeeping backlog
Practices where client books have fallen behind and internal staff don't have the bandwidth to catch them up.
Firms that want to keep more of the fee
Owners who currently subcontract bookkeeping locally and want offshore capacity at a lower cost, without lowering quality.
Firms onboarding new write-up clients
Practices that just picked up new monthly write-up or cleanup clients and need extra hands to get them current.
How It Works
Scoping call
A short call to understand your firm's client mix, the software you use, and where the current bottleneck actually is.
Free pilot on one client file
We review and clean up one client's books at no cost, so you can judge the quality of the work before committing to anything.
Access and process handoff
Once you're satisfied, we set up secure access to the relevant QuickBooks Online files and agree on a reporting cadence.
Ongoing monthly cycle
Bookkeeping, reconciliations, and payroll processing run on a fixed monthly schedule, with financials delivered ready for your review.
Review and sign-off
You review the output, not rebuild it. Anything flagged gets resolved before it reaches your client.
Scope of Work
- Day-to-day bookkeeping and data entry inside QuickBooks Online
- Monthly bank and credit card reconciliations
- Accounts payable and accounts receivable management
- Payroll processing support
- Month-end close
- Cleanup and catch-up accounting for clients behind on their books
- Financial statement preparation (P&L, balance sheet, cash flow)
- MIS reporting and KPI dashboards
- Audit workpaper preparation and documentation review, done remotely from client-shared records
What You Get (Deliverables)
Key Benefits / Why Choose Us
Skip the payroll and training cost of a new hire
You get bookkeeping capacity for the months you actually need it, without adding someone to payroll for the rest of the year.
11 years of Big 4 background behind the work
PwC and Grant Thornton experience, plus QuickBooks Online certification across Level 1, Level 2, and Payroll.
No new software to learn
Work happens inside the QuickBooks Online files your clients already use.
Add or drop capacity as the season changes
Useful for the crunch around tax season, or for absorbing a client backlog that shows up out of nowhere.
Frequently Asked Questions
Q.Do you prepare and file US tax returns?
A. No. This engagement covers bookkeeping, reconciliations, AP/AR, payroll processing, and audit workpaper support, not tax return preparation or filing.
Q.Which software do you work in?
A. Primarily QuickBooks Online, where we hold Level 1, Level 2, and Payroll certifications. We work directly inside your clients' existing files.
Q.How does audit support work when you're offshore?
A. Client records and supporting documents are shared digitally, and workpapers are prepared and reviewed remotely from those records. This covers documentation and preparation work, not the on-site testing or client-facing parts of an engagement.
Q.How do you handle client data security?
A. Access is limited to the specific files needed for the engagement, and we're happy to work under an NDA or your firm's own security requirements.
Q.Can we start with a trial before committing?
A. Yes. We offer a free pilot on one client's file so you can evaluate the quality of the work before any ongoing arrangement is agreed.
Q.How is this billed?
A. Either hourly or as a monthly retainer, depending on the volume and consistency of the work. This is discussed and agreed during the scoping call.
Related Offshore Accounting Services
Monthly Bookkeeping & Cleanup
Accurate monthly bookkeeping and ledger cleanup for growing US businesses, on a fixed schedule.
Financial Reporting & MIS
Monthly financial statements, budgets, KPI dashboards, and custom Excel reports built around what management needs.
AP/AR & Payroll Support
End-to-end payroll processing support, accounts payable, and accounts receivable management.
Contact the Firm
Enquire about CPA Firm Back-Office Support.
Alok K Acharya & Associates, Chartered Accountants
Across India