Bookkeeping that scales by client
Each client is priced at a published monthly rate, set by its transaction volume.
Offshore bookkeeping · for CPA and EA firms
A bookkeeping team outside the US, working inside your client's ledger and your review process. Priced per client, per month, with SSNs masked and every report back to you for review.
The problem
Each client is priced at a published monthly rate, set by its transaction volume.
Offshore bookkeeping works when your firm still sees and approves every month before it reaches the client.
An offshore team handling client data becomes a service provider under your firm's security plan.
What we do
Transactions coded, the month closed and month-end reports prepared for your review.
Every bank and card account reconciled to its statement, each month.
Bills entered and scheduled for approval, invoices raised, aged reports each month.
Months or years of unreconciled books brought current. Details →
QuickBooks to Xero or back, chart of accounts rebuilt, opening balances tied out.
Every report goes to your client from you. White-label bookkeeping →
What you receive
How it works
Twenty minutes: your software, your client mix, your deadlines.
Send one real client file at the published price, and judge the work itself.
Engagement letter, SSNs masked, access to the client's ledger that you grant and can revoke.
Worked in the client's own ledger, reconciled, open questions listed.
The reports come back for your review; you send them under your firm's name.
Price DRAFT — D2, not confirmed
| Service | Price |
|---|---|
| Bookkeeping — under 50 transactions a month | $250/mo |
| Bookkeeping — 50 to 200 transactions | $450/mo |
| Bookkeeping — 200 to 500 transactions | $750/mo |
| Accounts payable and receivable | [D2] |
| Catch-up and clean-up | $30/hr |
Priced by the client's monthly transaction volume, the same all year.
Questions firms ask
Published seat prices and per-client pricing are compared in what outsourced bookkeeping costs. Our own prices are in the table above.
Your firm. Questions come to your team, batched per client, so your reviewers deal with them once.
Inside your client's own ledger, through access your firm grants and can revoke at any time.
Published seat and hourly prices, and when per-client pricing fits.
SECURITYWhat the FTC Safeguards Rule requires, and what changes when you outsource.
BOOKKEEPINGHow the model works for a CPA firm, and what stays with you.