Outsourced Financial Reporting Designed for US CPA Firms
Get access to reliable financial reports for your clients without overloading your in-house teams. Your firm keeps the review, sign-off, and client relationship, even in busy seasons.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Reliable Outsourced Financial Reporting Services Built for US Practices
We offer:
CorientBS is introducing its outsourced financial reporting services built for CPA firms based in the USA that need reliable, easy-to-understand, and audit-ready reports.
US GAAP-Aligned Reporting
Accurate Financial Statements with Two-Level Review
Timely Reporting Cycles
Consistent Workpapers
Scalable Capacity for Busy Season
Flexible Workflows
Actionable Financial Analysis
White-Label Delivery
Why US Firms Are Turning to Outsource Financial Reporting Services
In-house accounting teams are bogged down with tight reporting deadlines, growing client demands, and a limited accounting talent pool. The strain peaks from January to April and at extension deadlines, making outsourced financial reporting highly valuable without the cost of new hires. Benefits associated with it are:
Manage Workload Peaks
It enables you to handle peak workloads during month-end, quarter-end, and year-end, and busy season without stretching your in-house team.
Improve Reporting Consistency
Its repeatable workflows and review checkpoints maintain accuracy and consistency of the work done.
Free Up Senior Staff
Let your accountants solely focus on review, CFO and Business Advisory, and other high-value work.
Expand Client Services
Gives you the capacity to handle more clients who need financial reporting services & analysis and tax preparation and planning without any recruitment.
Maintain Reporting Timelines
It helps in achieving agreed deadlines and reduces the occurrence of reporting backlogs.
Control Operating Costs
Flexible support replaces frequent and seasonal recruitment, so you pay for capacity only when you need it.
Financial Reporting Services We Deliver for Your Firm
CorientBS offers to perform the entire reporting work, from reconciliations to management reports. Our team will work as per your reporting framework, standards, and review process. Your firm issues the final report.
Financial Statement Preparation
Our service will work towards preparing reliable financial statements like income statements and balance sheets using only verified data.
General Ledger Review
Reviewing account balances and investigating discrepancies will be done here before reporting, building on our Accounting & Bookkeeping Services.
Month-End and Quarter-End Reporting
Here we will provide crucial support during close activities and reconciliations.
Management Reporting
We also make tailored management reports that will show financial performance, trends, and key metrics.
Budget-to-Actual Reporting
We work on making comparisons of actual results against the set targets and highlight where things went wrong.
Financial Analysis and Reporting
Here we conduct detailed analysis of revenue, expenses, profit margins, and other indicators to support informed decision-making.
Consolidated Financial Reporting
We will gather all the information from across various databases and send it in an agreed format.
Audit-Ready Schedules and Documentation
Organize supporting schedules and workpapers to facilitate internal review and external audit requests. Each schedule ties to the trial balance.
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 to Outsourced Financial Reporting
Our service will integrate with your existing process to support reliable reporting, clear communication, and consistent review.
Understand Your Requirements
We will start with your reporting requirements, deadlines, accounting policies, templates, and other needs of your clients. (Week 1)
Collect and Validate Data
All the data related to trial balances, general ledger details, and reconciliations will be collected and verified.
Prepare and Review Reports
Using the verified data, financial reports will be created, discrepancies will be identified, and a two-level review will be done.
Deliver for Firm Approval
The report will be sent to your team for further review, adjustments, and final approval.
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 Financial Reporting Support Models for US Firms
Choose a delivery model based on your firm's reporting workload, staffing needs, and client commitments.
Dedicated FTE
A dedicated resource supports recurring financial reporting needs.
Assigned reporting professional
Consistent workflow and process familiarity
Support for ongoing client portfolios
Capacity planned around agreed workloads
Fixed Monthly Scope
A defined set of reporting tasks is completed for a recurring monthly fee.
Agreed deliverables and timelines
Predictable monthly scope
Clear responsibility for recurring tasks
Suitable for stable reporting requirements
Block Hours
Use a pre-agreed pool of hours for reporting tasks as needed.
Flexible access to reporting support
Hours allocated across agreed tasks
Useful for variable workloads
Additional capacity planned as required
Project-Based Support
Engage the team for a specific reporting project or deadline.
Defined scope and milestones
Support for one-time reporting needs
Additional resources for complex assignments
Delivery against agreed timelines
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 US Firms Partner with CorientBS
Our services help CPA firms expand reporting capacity without recruitment while keeping full control.
Here’s what we offer:
CPA-Firm-Focused Delivery
Our service is designed to meet your workflows and your clients’ reporting requirements.
White-Label Support
All tasks related to financial reporting will be done under your brand name.
Flexible Resourcing
Based on your workload, deadlines, and client demands, resources like accountants and tools will be allocated.
Process-Driven Quality
All reports generated will go through a standardized process of workflows and review to maintain quality and accuracy.
Technology Compatibility
Our accountants work in your systems and tools, so you need no new tools or processes.
Security-Conscious Workflows
CorientBS has invested extensively in access controls and data-handling procedures to safeguard sensitive client data. Every team member signs an NDA.
01
What are outsourced finance services?
Outsourced finance services, often called Finance and Accounting Outsourcing (FAO), involve hiring third-party firms or specialists to manage a company's financial operations instead of building a full-time, in-house department.
02
How do you protect client data?
Access is role-based and limited to your assigned team, and every team member signs an NDA.
03
Can CorientBS work under our firm's brand?
Yes. White-label delivery allows your firm to manage client communication and present approved reports under its own brand.
04
Do you support US GAAP financial reporting?
Yes. Reporting can be prepared in line with applicable US GAAP requirements and your firm's accounting policies and review procedures.
Frequently Asked Questions
Ready to Transform
Your Accounting
Practice?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.