Outsourced Accounting Services Built for US CPA Firms
CorientBS provides outsourced accounting, bookkeeping, reconciliations and month-end close, done in your software by firm-trained accountants. You keep the client relationship and the sign-off.
Accounting Outsourcing Designed for US CPA Firms
Our outsourced accounting model works as an extension of your firm.
We handle the defined production work while your team keeps the client relationship, professional judgment, and final sign-off. It’s the same white-label bookkeeping approach, and it comes with the full range of CPA outsourcing services.
Through us, you will get:
US GAAP-aligned accounting support
100% white-label delivery
Dedicated, firm-trained accountants
Work inside your existing software
Month-end and year-end close support
Review-ready workpapers
Secure, controlled data access
Scalable capacity for busy season
Why US Firms Are Turning to Accounting Outsourcing
CPA firms are depending on accounting outsourcing to guard their margins and meet deadlines, especially when hiring is becoming harder. This dependence is due to practical reasons.
Talent Shortage
Get access to experienced accounting talent without depending on a shrinking talent pool. Here’s how to build an offshore accounting team for your firm.
Busy-Season Pressure
Quickly scale up during peak tax season, quarter-end, and year-end, then quickly scale back.
Lower Overhead
Provides additional capacity without incurring costs of salaries, benefits, payroll taxes, and office infrastructure.
Growing CAS Demand
Take on more client accounting services work without expanding in-house staff.
More Advisory Time
Frees your staff for advisory and client conversations.
Consistent Turnaround
Defined workflows and deadlines keep monthly closes on schedule.
Accounting Support Services We Deliver
CorientBS’s accounting outsourcing helps CPA firms handle day-to-day production work. You can either offload your entire workload or select the services that will work for you.
Here’s what we put on the table.
Bookkeeping & Write-Up
Transaction coding, journal entries, and general ledger maintenance.
Bank & Credit Card Reconciliations
This service will take care of monthly reconciliations with open items flagged for your review.
Accounts Payable
Under this service, vendor bill entry, payment scheduling, and 1099 vendor tracking will be taken care of.
Accounts Receivable
Multiple tasks like invoicing, cash application, and AR aging reports will be handled here.
Month-End & Year-End Close
Accruals, adjusting entries, and tie-outs for close-ready books.
Financial Statement Preparation
Preparation of US GAAP-aligned balance sheets, income statements, and cash flow statements will be done here, backed by our financial reporting and analysis services.
Payroll Support
This service will conduct payroll processing plus support for Forms 941, W-2, and state filings.
Cleanup & Catch-Up Accounting
Backlogged or messy books brought current and review-ready.
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.
Our Structured Approach
Our US accounting outsourcing follows four clear steps, so outsourced virtual accounting fits into your workflow without disruption.
Discovery
A thorough review of your workload, software, client mix, and turnaround needs is done.
Team Assignment
Based on the review, accountants are picked and trained on your processes and platforms.
Secure Onboarding
We work on setting up access, checklists, communication channels, and review procedures.
Delivery & Quality Review
Timelines are agreed, and accordingly, work is done after internal quality checks.
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
Our outsourced accounting solutions adjust as per your requirements. Take a look at the models and choose the one that suits you.
Dedicated FTE
A full-time accountant working only on your firm’s clients.
Part-Time FTE
Dedicated support at reduced hours for smaller workloads.
Block Hours
A prepaid pool of hours used as work arrives.
Pay-Per-Transaction
Pricing tied to defined transaction or production volumes.
Fixed Monthly Scope
A predictable fee for defined recurring deliverables.
Seasonal Overflow
Short-term capacity for busy season and deadline peaks.
Why US Firms Partner with CorientBS
CorientBS has built a reputation among CPA firms for its services designed specifically to meet their demands. We stay behind the scenes doing the job so that you get the complete credit from your clients.
100% White-Label
Every deliverable goes out under your firm’s brand.
US Accounting Expertise
Get access to professionals trained in US GAAP and IRS requirements.
Dedicated Teams
Our accountants will learn about your clients, software, and processes.
Certified and Controlled Security
Corient is SOC 2 Type II and ISO 27001 certified. Data is protected with AES-256 encryption and MFA.
AI-Enabled Delivery
Automation has been our focus for speeding up processing; experienced accountants review the output.
Software Flexibility
Our accountants are trained in QuickBooks, Xero, Sage Intacct, and other major US accounting platforms so that you don’t have to change your software.
01
What do outsourced accounting services include?
Outsourced accounting services of professional service providers include bookkeeping, reconciliations, AP/AR, payroll support, month-end close, and financial statement preparation, with your team handling review and sign-off under your brand.
02
Is it safe to use third party accounting services?
Yes, with the right controls. CorientBS is SOC 2 Type II and ISO 27001 certified, uses AES-256 encryption and multi-factor authentication, and aligns its processes with IRS Publication 4557 and GLBA.
03
Will our clients know we outsource?
Our work is fully white-label, and your firm handles all client communication. Where tax return information is involved, we follow an IRC Section 7216 consent workflow.
04
Which accounting software do you support?
QuickBooks, Xero, Sage Intacct, and other major US platforms. We work inside your existing licenses and tech stack.
05
How is pricing determined?
By engagement model, scope, and volume. Share your workload, and we’ll recommend the most cost-effective fit.
06
How do we get started?
Please tell us your workload, software, and deadlines. We’ll recommend a model, assign your team, and complete secure onboarding before production begins.
Frequently Asked Questions
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Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.