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Outsourcing Services for CPA Firms
CPA partners and tax practice leaders need time for strategic tax planning, client advisory services, and business development. Yet bookkeeping cleanup, incomplete records, and repetitive return preparation often consume the hours needed to grow the practice.
OBG Outsourcing supports U.S. CPA firms, Enrolled Agents, and tax practitioners with white-label accounting and tax preparation services. Our team works behind your firm to support seasonal workloads and recurring accounting delivery while you retain the client relationship, review authority, and final approval.
Whether you need year-round support or additional tax-season capacity, we work within your established processes, software, and reporting expectations.
Core Services for CPA & EA Partners
1. White-Label Bookkeeping & Monthly Accounting
Deliver consistent accounting support under your firm’s brand. We assist with transaction categorization, bank and credit card reconciliations, general ledger maintenance, and month-end close.
Our team supports QuickBooks Online, Xero, Zoho Books, and other agreed accounting platforms, preparing financial reports for your team’s review and client delivery.
2. Cleanup & Catch-Up Accounting
Disorganized books can delay tax preparation and increase review time. We help resolve historical accounting backlogs, investigate unreconciled balances, correct transaction classifications, and reconcile balance sheet accounts.
Material adjustments are documented, and unresolved items are flagged so your team can assess the work before proceeding with tax preparation.
3. Tax Season Capacity & Return Preparation Support
Add preparation capacity during peak periods without placing the entire workload on your domestic team. Based on the agreed engagement scope, we support:
Individual income tax returns: Form 1040 and applicable supporting schedules.
Corporation income tax returns: Form 1120.
S corporation income tax returns: Form 1120-S.
Partnership returns: Form 1065.
We organize source documents, prepare supporting workpapers, and identify missing information. Your firm retains responsibility for tax positions, final review, client approval, and filing.
4. Sales Tax & Payroll Reconciliation Support
Support your clients’ reporting processes with organized sales tax and payroll records. We assist with sales tax calculations, filing preparation, payroll reconciliations, and year-end payroll clearing account reviews.
Exceptions and discrepancies are highlighted for your team’s assessment, helping you address outstanding issues before final approval.
5. Review-Ready Workpapers & Client Query Sheets
Make each handoff easier to review with structured workpapers, supporting schedules, reconciliation summaries, and adjustment explanations.
When information is missing or inconsistent, we prepare a consolidated Client Query Sheet for your team. This helps you request the necessary documents and explanations together, reducing repeated follow-ups.
6. Quality Checks Before Partner Review
Our preparation and review process checks reconciliations, supporting documentation, missing information, and unusual balances before files reach your team.
Where agreed with your firm, AI-assisted checks can help flag variances and inconsistencies using approved tools and data-handling procedures. These checks support professional judgment; your firm retains final review and sign-off.
7. Scalable Offshore Staffing Support
Choose support that fits your workload, from dedicated year-round accounting capacity to additional preparation assistance during tax season.
An engagement can include an assigned accountant, reviewer, documented workflows, backup capacity, and agreed turnaround expectations.
Why Partner With OBG Outsourcing?
| Practice Challenge | How We Support Your Firm |
|---|---|
| Busy-season capacity constraints | Additional accounting and tax preparation support for agreed workloads. |
| Hiring and overhead pressure | Flexible engagement options aligned with your service requirements. |
| Senior staff workload | Support with routine preparation and cleanup, creating more time for review and advisory. |
| Inconsistent handoffs | Structured workpapers, documented adjustments, and clear exception reporting. |
| Client relationship continuity | White-label delivery under your firm’s brand and communication process. |
| Sensitive client information | Access and data-handling arrangements agreed with your firm before work begins. |
Build Capacity for Your Next Stage of Growth
Give your partners and senior staff more time to focus on clients, advisory opportunities, and practice development.
Partner with OBG Outsourcing for white-label bookkeeping, accounting, and tax preparation support built around your U.S. practice.
Email: info@obgoutsourcing.com
Website: us.obgoutsourcing.com
Let’s discuss your workload and build a support plan for your firm.
How Can We Assist CPA Firms with Monthly, Quarterly, and Annual Bookkeeping Services?
- Year-end adjustments are posted, reviewed, and corrected in the books of accounts.
- Various control account reconciliation.
- Support for the conversion of accounting software.
- Preparation of 1120, 1120S, 1065, and associated 1040 tax returns.
- Support for the integration of the accounting system and system implementation.
Why Work With Us
- Enables cost reduction, focuses on activities that generate more income, and boosts profit margin.
- Provide prompt service by outsourcing duties throughout tax season and peak times.
- Having access to knowledgeable and experienced personnel.
- Prevent financial fraud and conflicts while the person preparing the books and reports is doing so.
- Reduction of overhead and infrastructure expenses.
Referral Partnership
The CPA company and OBG Outsourcing work together to perform and complete the services under the Referral Partnership model. For accounting and bookkeeping services, the CPA business recommends OBG Outsourcing to its clientele.
Reverse Office Assistance
Serving as a back-office support provider, OBG Outsourcing doesn't interact directly with clients. The CPA firm works closely with the customer, and the firm's name appears on all correspondence and reports. Therefore, the client is unaware of OBG Outsourcing's partner role.
Prolonged Collaboration
Making clients aware of the connection between the CPA firm and OBG Outsourcing is the focus of this concept. Nonetheless, the client's primary point of contact is still the CPA company.
