CPA Outsourcing Services for US Accounting Firms
Extend your CPA firm’s capacity with reliable, white-label accounting, tax, bookkeeping, and back-office support delivered through your existing systems and workflows.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Reliable CPA Outsourcing
Services Built for US Practices
Our teams work within your existing technology stack and under your firm's brand.
Corient provides CPA outsourcing services designed specifically for U.S. accounting and CPA firms. We work as an extension of your existing team, handling defined accounting, bookkeeping, tax, reporting, and back-office work while your firm retains control of client relationships, professional judgment, review, and final delivery.
U.S. GAAP-aligned accounting support
IRS-focused tax preparation support
100% white-label service delivery
Dedicated accounting and tax professionals
Secure data handling and controlled access
Flexible capacity for busy-season demand
Clear turnaround expectations
Support within your existing software
Why US Practices Are Turning to CPA Outsourcing
CPA firms are using outsourcing to add production capacity without adding permanent headcount. Corient’s model is designed to support firms with routine production, seasonal overflow, and ongoing accounting work while allowing internal professionals to concentrate on review, advisory, and client relationships.
Staffing & Talent Constraints
Get experienced accounting and tax professionals without relying entirely on local recruiting for every increase in workload.
Seasonal Workload Peaks
Increase production capacity with ease during tax season, quarter-end, year-end, and September or October extension deadlines.
Cost & Capacity Control
Use an outsourcing model to add capacity while avoiding the full overhead associated with additional in-house employees.
Growing Client Workloads
Take on additional bookkeeping, accounting, reporting, and tax work without immediately expanding your internal team.
More Time for Advisory
Move routine production work away from your staff so they can spend more time on review, advisory, and client relationships.
Consistent Production Support
Use dedicated professionals and defined workflows to maintain consistent delivery as your firm's workload changes.
Our CPA Outsourcing Services
Our CPA outsourcing services cover core accounting production, tax support, reporting, and back-office requirements. Each service can be structured around your firm's workflow and delivered under your brand.
Accounting & Bookkeeping
Daily accounting, transaction processing, reconciliations, journal entries, and close-ready books.
Tax Preparation & Planning
Support for individual, business, corporate, partnership, and multi-state tax returns and related tax preparation workflows.
Financial Reporting & Analysis
Accurate, review-ready financial statements and reporting packages supported by U.S. GAAP-aligned processes.
Payroll & Payroll Tax Support
Payroll processing, payroll reporting, and related support to help keep recurring client requirements on schedule.
Accounts Payable & Receivable
Invoice processing, payment tracking, receivables support, and transaction-level back-office assistance.
Audit & Compliance Support
Audit preparation, workpaper support, reconciliations, and other defined compliance-related production work.
Client Accounting Services
Bookkeeping, monthly reporting, AP/AR, payroll support, and financial information preparation for year-round CAS engagements.
Outsourced CFO & Advisory Support
Financial reporting, analysis, forecasting, and other finance support that helps your firm expand its advisory capabilities.
Software We Work With
Seamless integration with the major US accounting, payroll, and tax platforms.
Enterprise-Grade Data Security & Compliance
We safeguard sensitive financial and taxpayer information of your clients through controlled access, security certifications, encryption, and compliance-focused processes designed for CPA firms.
SOC 2 Type II
For independently auditing controls that protect data and confidentiality.
IRS & Regulatory Compliance
Processes aligned with IRS Publication 4557, GLBA, CCPA, and other applicable data protection requirements.
Infrastructure Security
AES-256 encryption, multi-factor authentication, controlled access, and safeguards designed to protect information throughout the delivery environment.
IRC Section 7216 Consent Support
For tax-related offshore work, we follow a consent-based workflow aligned with the requirements of IRC Section 7216 before taxpayer information is shared.
How Our CPA Outsourcing Works
We follow a structured four-step process to integrate our team into your existing workflow while keeping responsibilities, access, deadlines, and review requirements clear.
Understand Your Firm's Needs
We review your workload, client mix, software, processes, capacity gaps, and turnaround requirements.
Assign Your Dedicated Team
We match your requirements with professionals trained on your processes and technology rather than placing your work into a generic shared queue.
Secure Onboarding & Workflow Setup
We establish system access, documentation, communication protocols, turnaround expectations, and review procedures before production begins.
Ongoing Delivery & Quality Review
Your team receives completed work according to agreed timelines, with internal quality checks and capacity adjustments as your workload changes.
AI-Enabled Accounting with a Human Touch
Our technology-enabled delivery model combines automation with experienced accounting professionals, using AI and workflow tools to improve processing while keeping human review involved where accounting judgment and quality control matter.
Billy
Invoice Processing software
Corby
Bank Reconciliation Automation
Sherlock
Error Detection.
Galaxy
Workflow Management.
Smarty
Learning Management.
Luca
Year-End Preparation.
Flexible Engagement Models Built Around Your Firm's Workload
Your outsourcing model should match the shape of your work. Choose a structure for steady production, seasonal volume, specific projects, or a combination of requirements.
Dedicated FTE Model
A full-time professional or team dedicated to your firm's ongoing workload.
Dedicated resource
Consistent monthly capacity
Firm-specific processes
Best for recurring work
Pay-Per-Return / Per-Transaction
Pay based on defined returns, transactions, or production requirements.
Variable capacity
Suitable for tax-season overflow
Defined scope
No permanent headcount commitment
Block Hours
Model
Purchase a defined pool of hours and use them as work arrives.
Flexible utilization
Useful for unpredictable workloads
Backlog and cleanup support
Special projects
Fixed Monthly Scope
A predictable monthly fee for clearly defined recurring deliverables.
Consistent monthly cost
Defined service scope
Suitable for CAS and recurring accounting
Easier capacity planning
Ready to Add Capacity to Your CPA Firm?
Tell us about your workload, software, and deadlines. We'll recommend an engagement model that fits and show you how a dedicated team can plug into your workflow, under your brand.
Why Choose Corient for CPA Outsourcing
Corient works as a white-label extension of your CPA firm, giving you additional production capacity while your firm maintains ownership of the client relationship and final review.
We combine dedicated professionals, technology-enabled workflows, flexible engagement models, and security controls designed around the requirements of U.S. accounting firms.
100% White-Label Delivery
All work is delivered under your brand and within your existing workflow.
Dedicated Team Support
A professional accountant or team will be dedicated to you and will understand your processes, software, and delivery expectations.
US Accounting Expertise
Get access to experts who are aligned with US GAAP, IRS requirements, and common CPA firm workflows.
Flexible Capacity
Scale support for year-round work, seasonal peaks, backlogs, and project requirements.
Technology-Enabled Delivery
Combining our accounting professionals’ expertise with automation and workflow technology.
Security & Compliance
SOC 2 Type II, ISO 27001, encryption, MFA, and compliance-focused controls support secure delivery.
01
What does CPA outsourcing include?
CPA outsourcing can include accounting and bookkeeping, tax preparation, financial reporting, payroll support, AP/AR, audit support, Client Accounting Services, and other defined back-office activities. The exact scope depends on your firm's workload, systems, deadlines, and engagement model.
02
Can Corient work under our firm's brand?
Yes. Corient provides white-label CPA outsourcing, meaning our team works behind your firm's brand and within your existing workflow. Your firm maintains the client relationship, review process, and final delivery.
03
Can you help with backlogged or messy client files?
Yes. Backlog clearance, cleanup work, reconciliations, and defined accounting projects can be included within a block-hour, project-based, or other suitable engagement structure. The scope can be established around the volume and condition of the files.
04
How does communication work with our team?
Communication is structured around your firm's workflow. Your team can work with dedicated professionals and defined communication and turnaround expectations rather than routing every requirement through a generic support queue.
05
Can you support busy season or overflow capacity?
Yes. CPA firms can use flexible outsourcing models to add capacity during tax season, quarter-end, year-end, and extension deadlines, then adjust support as workload changes.
06
Which tax and accounting software do you support?
Corient support for UltraTax CS, Lacerte, Drake, ProConnect, ProSeries, CCH Axcess, QuickBooks, Xero, and Sage. The team can work within the platforms your firm already uses, subject to the specific engagement and workflow requirements.
07
How is pricing determined for CPA outsourcing?
Pricing depends on factors such as the type and complexity of work, volume, turnaround requirements, and engagement model. Options include dedicated FTE, per-return or per-transaction, block hours, and fixed monthly scope. Corient can also start with a paid pilot before establishing a longer-term model.
08
How do we get started with Corient?
Start by discussing your firm's workload, current processes, software, deadlines, and capacity requirements. Corient can then scope the work, recommend an engagement structure, establish secure access and workflows, and begin onboarding your dedicated team.
Frequently Asked Questions
How to Identify the Right Work for Your CPA Firm to Outsource
Start with work that is repetitive, process-driven, volume-sensitive, or creating a capacity bottleneck for your internal team. The objective is not to outsource everything. It is to identify the production work that can be handled reliably by an external team while your CPA firm retains client relationships, professional judgment, review, and control.
Still have questions?
Contact our team
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Your Accounting
Practice?
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