Offshore bookkeeping · for CPA and EA firms

Offshore bookkeeping for CPA firms, delivered under your name

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

Capacity that grows with your client list

Bookkeeping that scales by client

Each client is priced at a published monthly rate, set by its transaction volume.

Review stays in your hands

Offshore bookkeeping works when your firm still sees and approves every month before it reaches the client.

Security your WISP can cover

An offshore team handling client data becomes a service provider under your firm's security plan.

What we do

Offshore bookkeeping services, month by month

MONTHLY

Bookkeeping and write-up

Transactions coded, the month closed and month-end reports prepared for your review.

from $250 per client / month
RECONCILE

Bank and card reconciliation

Every bank and card account reconciled to its statement, each month.

included in the monthly price
AP · AR

Payables and receivables

Bills entered and scheduled for approval, invoices raised, aged reports each month.

[D2 — included in tiers or priced separately]
FIXED SCOPE

Catch-up and clean-up

Months or years of unreconciled books brought current. Details →

$30 per hour, or a fixed quote
FIXED SCOPE

Software migration

QuickBooks to Xero or back, chart of accounts rebuilt, opening balances tied out.

fixed quote per file

What you receive

Every month, for every client

  • Bank and card accounts reconciled to the statements
  • The month closed in the client's own ledger
  • Month-end reports ready for your review
  • A list of open questions, batched per client
  • Questions answered during [US working hours overlap]

How it works

Start with one file. Decide on the output.

1

Scoping call

Twenty minutes: your software, your client mix, your deadlines.

2

One paid test file

Send one real client file at the published price, and judge the work itself.

3

Secure intake

Engagement letter, SSNs masked, access to the client's ledger that you grant and can revoke.

4

Prepare and check

Worked in the client's own ledger, reconciled, open questions listed.

5

You review and send

The reports come back for your review; you send them under your firm's name.

The full process →

Price DRAFT — D2, not confirmed

Offshore bookkeeping, priced per client

Accounting — per client
ServicePrice
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

Month to month

Priced by the client's monthly transaction volume, the same all year.

The full rate card →

Questions firms ask

Before the first file

How does offshore bookkeeping compare on cost?

Published seat prices and per-client pricing are compared in what outsourced bookkeeping costs. Our own prices are in the table above.

Who talks to my client?

Your firm. Questions come to your team, batched per client, so your reviewers deal with them once.

Where does the work happen?

Inside your client's own ledger, through access your firm grants and can revoke at any time.

Send one real return. Judge us on that.

Book a 20-minute scoping call