Outsourced Bookkeeping Services for Growing US CPA Firms
Add reliable bookkeeping capacity without adding permanent headcount. That’s what CorientBS’s outsourced bookkeeping is built to do.
Reliable Bookkeeping Support Built for US CPA Firms
Clients expect their books to be accurate along with timely financial information.
But your team may be stuck in transaction processing and reconciliations. CorientBS can avoid that by working like an extension of your firm, handling bookkeeping work while you maintain oversight and final review. It’s the same white-label bookkeeping model many firms now use to grow without added overhead.
What we offer:
US GAAP-Aligned Processes
100% White-Label
Dedicated Professionals
Multi-Platform Expertise
Secure Data Handling
Review-Ready Books
Flexible Capacity
Clear Turnaround
Why US Accounting Firms Choose Outsourced Bookkeeping
With outsourced bookkeeping services in the US, CPA firms are now able to add capacity without internal hiring. This model has been useful for handling recurring bookkeeping work and seasonal demand that consumes a lot of time and distracts from high-value accounting work.
What outsourced bookkeeping gives your firm:
Reduce Hiring Pressure
Get additional bookkeeping capacity without recruiting. Here’s how to build an offshore accounting team for your firm.
Handle Growing Client Volume
With capacity expansion, you can take on new bookkeeping work, including client accounting services, without overloading your existing team.
Manage Seasonal Peaks
Add capacity when tax season hits, then scale back.
Free Up Your Accountants
Move repetitive work off senior staff so they can focus on review and advisory.
Maintain Consistent Processes
Use defined workflows and dedicated professionals for recurring bookkeeping tasks.
Control Operating Costs
Get access to capacity without added costs of a full employee, office space, and related infrastructure.
Our Bookkeeping Services for US CPA Firms
Our outsourced bookkeeping services are designed to handle recurring work that keeps your clients’ books updated and ready for review. Under bookkeeping services, we offer:
Daily Bookkeeping
Accurate, timely transaction recording and client book updates.
Bank & Credit Card Reconciliations
Account reconciliations and identifying outstanding or unusual transactions will be handled by our bookkeeping services.
Accounts Payable
Here we will process all the invoices, track payables, and maintain vendor records in a systematic way.
Accounts Receivable
Keep notes on receivables, payments received, and maintain accurate customer balances.
Journal Entries
Prepare recurring, adjusting, and other defined journal entries.
Month-End Close
Complete bookkeeping tasks required to prepare client books for monthly close.
Financial Statements
Work on preparing review-ready financial statements and reporting packages from completed books.
Cleanup & Catch-Up Bookkeeping
Work through backlogs, unreconciled accounts, and historical bookkeeping issues.
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 Bookkeeping Services Work
Our outsourced bookkeeping process is designed to integrate with your requirements instead of forcing you to change to a completely different operating model.
Understand Your Workflow
We will start by understanding the software you use, client requirements, bookkeeping process, deadlines to meet, and capacity gaps.
Assign Your Team
Based on our review, we will assign you a team of professionals who will be trained in your processes and will work to fulfill your requirements.
Secure Integration
We will also work on creating agreed communication methods, documentation, deadlines, and review procedures.
Deliver & Review
Work will be done according to agreed timelines, with quality checks before final review.
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 for US CPA Firms
Select an outsourced bookkeeping service that meets your needs. Corient offers multiple flexible models to handle recurring bookkeeping, seasonal demands, backlogs, and specific projects.
Dedicated FTE Model
A full-time professional or team dedicated to your ongoing bookkeeping workload.
Dedicated bookkeeping resource
Consistent monthly capacity
Firm-specific processes
Best for recurring work
Pay-Per-Transaction
Pay based on defined transactions or specific bookkeeping production requirements.
Variable capacity
Suitable for changing workloads
Defined production scope
No permanent headcount commitment
Block Hours Model
Purchase a defined pool of hours and use them as bookkeeping work arrives.
Flexible utilization
Useful for unpredictable workloads
Backlog and cleanup support
Suitable for special projects
Fixed Monthly Scope
A predictable monthly fee for clearly defined recurring bookkeeping deliverables.
Consistent monthly cost
Defined service scope
Suitable for recurring accounting work
Easier capacity planning
Why US CPA Firms Choose CorientBS
CorientBS will operate like an extension of your CPA firm, providing you with additional bookkeeping capacity so that your staff has time for client relationships and advisory.
We offer:
100% White-Label Delivery
Your clients will only experience your staff, your brand, and your workflow.
US Accounting Expertise
Get access to professionals who are trained in US GAAP and US accounting standards.
Dedicated Teams
We provide dedicated professionals who will be familiar with your work processes and tools you use.
Technology-Enabled Delivery
Automation speeds up routine processing, and experienced accountants review the output.
Security & Compliance
SOC 2 Type II, ISO 27001, encryption, MFA, and controlled access support secure delivery.
Flexible Capacity
Scale bookkeeping support for recurring work, seasonal peaks, or unexpected backlogs.
01
How much does outsourced bookkeeping typically cost?
Outsourced bookkeeping typically costs between $300 and $2,500 per month for most small to mid-sized businesses, depending primarily on your transaction volume, number of financial accounts, and the complexity of your operations. For businesses opting for hourly structures, freelance rates generally range from $25 to $90 per hour.
02
What are outsourced bookkeeping services?
Outsourced bookkeeping services involve assigning defined bookkeeping tasks to an external accounting team. The team can handle transaction processing, reconciliations, journal entries, AP/AR, month-end work, and financial reporting while your CPA firm retains client ownership and review.
03
What bookkeeping software does CorientBS support?
CorientBS has trained its professionals to work with major accounting platforms including QuickBooks, Xero, and Sage, alongside US tax and accounting platforms used by most CPA firms.
04
Is outsourced bookkeeping secure?
Professional outsourcing providers like CorientBS place special emphasis on data security. It uses security controls including SOC 2 Type II, ISO 27001, encryption, multi-factor authentication, and controlled access to keep clients’ sensitive financial data safe.
05
Can we start with a small bookkeeping workload?
Yes. Many CPA firms begin with a set workload, project, or pilot before expanding the engagement based on results and capacity needs. Ideally, it is wise to do a pilot, which will help identify teething problems and resolve them before going live.
Frequently Asked Questions
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