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Growing a CPA firm requires a reliable delivery system. If your team is spending most of their time doing bookkeeping, reconciliations and monthly reporting, then you will be limited in how much time you can spend on advising your clients and developing your business.
Your business can use an outsourced bookkeeper/accountant to assist with ongoing work, manage client records, and establish a more structured monthly close process. Each provider will offer a variety of engagement options including, but not limited to, white-label service delivery, dedicated offshore staffing, and direct accounting support for your business.
This guide provides a comparison of OBG Outsourcing to five of its competitors and provides practical advice to US CPA firms, financial services organizations, and small business owners.
How to Compare Remote Bookkeeping Teams
| Selection criterion | What to check |
| CPA firm fit | Can the provider work under your brand and follow your client communication process? |
| Bookkeeping scope | Are reconciliations, cleanup, monthly close, and reporting included? |
| Review responsibilities | Who prepares the work, reviews it, resolves exceptions, and approves the final reports? |
| Software compatibility | Can the assigned team work in your accounting software and document management systems? |
| Capacity and continuity | How are workload increases, staff absences, and handovers handled? |
| Pricing and data handling | What does the fee cover, and how are access permissions and client records managed? |
Best Remote Bookkeeping Teams: Quick Comparison
| Rank | Provider | Suggested fit | Key point to confirm |
| 1 | OBG Outsourcing | White-label bookkeeping and recurring CAS support | Deliverables, review scope, and close deadlines |
| 2 | QX Accounting Services | Firms seeking bookkeeping alongside broader outsourcing support | Dedicated staffing versus managed delivery |
| 3 | Meru Accounting | Practices exploring white-label accounting services | Workpaper standards and reviewer responsibilities |
| 4 | TOA Global | Firms building a dedicated offshore accounting team | Daily supervision and internal review requirements |
| 5 | Aone Outsourcing Solutions | Recurring accounting work with additional tax preparation support | Included services and seasonal capacity |
| 6 | indinero | Small businesses seeking accounting, tax, and CFO support | Availability of a CPA-firm white-label arrangement |
1. OBG Outsourcing
Our choice for white-label bookkeeping and CAS support OBG Outsourcing supports CPA firms, accounting practices and other businesses by providing them with the support needed to deliver book keeping and accounting services. With our white label service, firms can create a layer of support for their brands without losing control over their clients.
Our service offer includes: Bookkeeping; Bank & Credit Card Reconciliation; Payroll Support; Accounts Payable & Accounts Receivable; Reporting; and US Tax Preparation Support. The engagement scope will be based on the firm's software, processes and review requirements.
Suggested Use: Firms that provide recurring assistance with client accounting work and small business owners who need to keep their financial records organized.
What to Agree Upon: Before you start working with a client, you should come to an agreement about what they can expect from your service on a monthly basis, which tasks will be assigned to whom, how the work is going to be reviewed, when we will communicate with each other, and how long it should take us to complete our assignments.
For CPAs who have developed a set of similar bookkeeping customers, they should be able to begin by creating a standard "close checklist" that all of those customers can use and then create a system for getting back to them with questions about what is still needed.
2. QX Accounting Services
A fit for broader accounting-firm outsourcing QX Accounting Services provides outsourced support services to CPA firms and accounting practices located within the United States. QX Accounting Services offers several options including bookkeeping, accounting, payroll, tax preparation, and audit support. In addition, QX Accounting Services provides options for flexible staffing arrangements and a managed engagement option which includes an additional review layer.
Suggested fit: Firms that want to explore a broader outsourcing relationship for multiple accounting areas.
What to verify: Determine if the proposal involves dedicated personnel, managed deliverables, or both. Find out what review duties will be handled by the proposal and what duties will be handled internally.
The difference between additional employee resources (staff capacity) and an assessment of your current processes for closing the books each month (monthly-close service) are two separate issues that can be addressed by adding resource capabilities to your organization.
3. Meru Accounting
A fit for white-label accounting delivery Meru Accounting provides a specific option for accounting services provided on a white label basis to CPA firms. The firm's stated services include Bookkeeping, Payroll, Tax Preparation and Financial Reporting, which provides options to those looking to provide these services to their clients using the firm's name.
CPA firms looking for recurring outsourced accounting services via a white label agreement.
Review sample workpapers, reconciliation schedules, reporting formats, and the process used to respond to reviewer comments. Verify whether the proposed team will be able to adhere to your firm's accounting policies and documentation standards.
Consistent working papers are a great way to manage your relationships with other people who do work for you (i.e. contractors) when you have more than one client file.
4.TOA Global
A fit for building a dedicated offshore team TOA Global provides a solution for accounting firms seeking to hire offshore accountants/bookkeepers who are committed to working with their firm. This approach can be especially beneficial to those firms that wish to grow their workforce by adding remote workers to their current operational structure.
The ideal company for this position will have a well-developed workflow process in place, and a manager(s) who can assist in training and managing the new accounting personnel.
To clarify, please let me know who will be assigning daily responsibilities, monitoring when projects need to be completed by, training employees on what clients expect from their services, and reviewing each employee's completed work. Also, could you explain how you handle temporary employee replacements and employee absences?
When evaluating different options for remote bookkeeping services, it is important to consider both the amount of management time you will have to invest in each option, as well as the cost of the staff that would be provided by each option.
5. Aone Outsourcing Solutions
A fit for recurring accounting and tax-season support The company Aone Outsourcing Solutions offers services to both US based businesses as well as CPA (Certified Public Accountant) firms. These services include bookkeeping, accounting, accounts payable/receivable, bank reconciliations, monthly closes and reporting. In addition, the company provides information regarding how CPA firms can outsource their tax preparation.
Suggested Placement: Firms looking at recurring accounting support with the option to increase their tax preparation resources.
What you need to confirm: State what the accounting deliverables will be, including whether there is going to be any separate tax preparation work. You also need to establish when you are available during the season, the type of software you use that will work with other systems, the amount of time it will take for you to complete each task (turnaround expectation), and the final review responsibilities that exist within your organization.
A combined engagement can be evaluated much easier with the clearly defined scope of both the monthly work that is recurring, and the seasonal projects.
6. indinero
A fit for business-facing accounting and financial support InDinero provides accounting, bookkeeping, tax preparation, and chief financial officer (CFO) services to businesses. InDinero’s current service offerings include past due bookkeeping catch-up, financial reporting, budgeting, forecasting, and financial analysis.
Suggested application: For those who are small business owners and need a continuous supply of accounting services as well as other types of financial advice.
CPA firms need to find out if there are options for either white-labeled or sub-contracted services. An accounting service provided directly to businesses will likely differ from one that provides support to a CPA firm, both in how it communicates and delivers its products/services.
The assessment of how a bookkeeping service connects daily record-keeping to reporting for management should be done in regard to small business bookkeeping.
Which Provider Model Fits Your Organization?
CPA firms expanding client accounting services Prioritize white-label delivery, documented close procedures, clear reviewer responsibilities, and consistent client communication. Request a sample monthly-close package before committing.
Firms building an offshore department A dedicated staffing model would be appropriate for a practice that has well-defined processes for task assignment and review. Cost comparisons should include all relevant costs associated with supervising employees, training employees, and onboarding employees.
Small businesses seeking accounting support
Seek a comprehensive monthly scope that includes reconciliation, reporting, unresolved transactions and interactions with your tax professional. Provide advisory services to meet specific business needs.
Financial services companies
For outsourcing of financial services, identify the specific type of accounting being performed. Corporate bookkeeping, tracking of fee revenue, and reporting on operating expenses are distinct from fund accounting, reconciling custodial records, and preparing special types of regulatory reports. Request that potential providers provide examples of their experience in completing the tasks you require.
Build Your Bookkeeping Capacity With OBG Outsourcing
The most successful outsourcing partnerships start with a well-defined scope and a realistic delivery model. When evaluating potential vendors, consider their ability to provide support for your client base, software requirements, review guidelines, and deadline reporting.
At OBG Outsourcing, we assist CPA firms and companies in determining what bookkeeping and accounting services would best suit their business operations.
Discuss your workload, software, and service requirements with our team.
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