CPA Partners

Scale Your U.S. CPA Firm with White-Label Accounting & Tax Support

White-Label Accounting & Tax Support for CPA and EA Firms

Grow your accounting practice with dependable support from OBG Outsourcing. We help U.S. CPA firms, Enrolled Agents, and accounting practices manage bookkeeping, accounting, and tax preparation workloads through a flexible white-label partnership. Our team works behind your firm’s brand, supporting your internal processes while you retain the client relationship, advisory role, and final approval. Whether you need ongoing accounting assistance, additional tax-season capacity, or support with overdue client books, we help you organize delivery around your firm’s requirements.

Your Back-Office Accounting Partner

Managing a growing accounting practice requires balancing client expectations, delivery deadlines, staff capacity, and quality standards. As workloads increase, partners and senior accountants can find themselves spending more time overseeing routine processing and following up on incomplete records. OBG Outsourcing supports these operational responsibilities so your team has more capacity for reviewing financial information, advising clients, and developing the practice.

Our approach starts with understanding how your firm works. We align the agreed services with your accounting software, workpaper formats, reporting requirements, and communication preferences. From a specific bookkeeping assignment to a recurring portfolio of client accounts, we help establish a consistent workflow with defined responsibilities and clear review stages.

White-Label Bookkeeping Services

Our white-label bookkeeping support helps your firm maintain organized financial records across client engagements. We assist with transaction categorization, general ledger maintenance, bank and credit card reconciliations, and the preparation of supporting schedules. Work is completed using the agreed chart of accounts and accounting procedures, with missing documents, unusual transactions, and unresolved balances brought to your team’s attention.

By assigning recurring bookkeeping activities to a structured support team, your firm can create a more consistent foundation for monthly reporting and year-end preparation. We document outstanding questions and reconciliation differences so your reviewers can understand what has been completed and what still requires a decision.

Month-End and Year-End Accounting Support

A well-managed close requires more than producing financial statements. It involves reconciling balances, checking supporting records, reviewing account movements, and identifying items that need adjustment. OBG Outsourcing assists with month-end and year-end closing activities, including balance sheet reconciliations, accrual and prepayment schedules, fixed asset schedules, and proposed journal entries for your firm’s approval.

We also help prepare financial reporting packages and supporting workpapers in the format your team requires. By organizing close activities around an agreed checklist, we help your firm track progress, manage outstanding information, and maintain a clearer review process across client accounts.

Cleanup and Catch-Up Bookkeeping

Incomplete or outdated books can delay reporting, complicate tax preparation, and create additional work for your internal team. Our cleanup and catch-up bookkeeping support helps bring historical records up to date through a structured review of transactions, account balances, and available supporting documents. We assist with identifying duplicate entries, missing transactions, incorrect classifications, and reconciliation differences.

Each assignment is organized around the condition of the books and the records available. Items requiring clarification are documented for your firm, while proposed corrections are handled through the agreed approval process. Once the backlog has been addressed, we can help transition the client to a recurring bookkeeping workflow.

Tax Preparation Support for CPA and EA Firms

Tax-season workloads can place significant pressure on a firm’s existing resources. OBG Outsourcing provides preparation support for individual and business tax engagements, including Forms 1040, 1120, 1120-S, and 1065. Our assistance can include organizing source documents, entering information into agreed tax software, preparing supporting schedules, and compiling questions for your team to resolve.

We work within your firm’s preparation and review procedures, keeping outstanding information visible throughout the assignment. Our role is to support the preparation process, while your firm retains responsibility for tax positions, professional judgments, final review, client approval, and filing.

Accounts Payable and Accounts Receivable Support

Well-maintained payable and receivable records help your firm provide clients with a clearer view of their financial obligations and outstanding collections. We assist with vendor bill entry, customer invoice recording, payment matching, credit note processing, and account reconciliations. Our team can also prepare aging reports and highlight overdue balances or discrepancies for further review.

For accounts payable, we help organize supporting documents and identify unmatched transactions or differences in supplier statements. For accounts receivable, we support the review of open invoices, unapplied receipts, and customer balances. Payment authorization, collection decisions, and client-facing communication remain with the parties designated in the engagement.

Payroll Accounting and Sales Tax Support

Payroll and sales tax records need to agree with the underlying accounting information. OBG Outsourcing supports payroll accounting through payroll journal preparation, general ledger reconciliation, liability tracking, and the review of payroll reports against recorded balances. Differences and outstanding items are documented so your team can investigate and approve the appropriate treatment.

Our sales tax support can include compiling transaction data, organizing supporting schedules, and reconciling sales tax accounts within the agreed scope. Your firm directs the engagement’s technical requirements, review procedures, and filing responsibilities, while we assist with the supporting preparation and accounting work.

Financial Reporting and Management Information

Financial reports become more useful when they are supported by reconciled records and explanations of significant movements. We assist with preparing profit and loss statements, balance sheets, cash flow reports, and other management reporting schedules according to your firm’s requirements. Where included in the engagement, our team can also prepare budget-versus-actual comparisons and period-to-period variance schedules.

Our reporting support gives your team an organized starting point for its review and client discussions. We help assemble the information and flag items that need attention, while your firm interprets the results and provides the advice appropriate to each client’s business.

Standardized Workpapers and Review Support

Clear workpapers help reviewers understand the work performed, the supporting evidence, and the issues that remain unresolved. OBG Outsourcing assists with preparing reconciliation schedules, account summaries, exception reports, and consolidated client queries using agreed formats. We aim to make the status of each assignment easy for your team to follow.

Our internal checks can include reconciliation checks, account movement comparisons, and the identification of incomplete supporting records. These checks support your firm’s review process; they do not replace the professional judgment and final approval required from your designated reviewer.

Expand Your Client Accounting Services Practice

Building a Client Accounting Services practice requires dependable recurring delivery as well as strong client relationships. OBG Outsourcing helps firms organize the accounting work behind their CAS offering, including monthly bookkeeping, closing activities, reporting packages, and supporting schedules. This gives your internal team more capacity to focus on client communication and advisory work.

Depending on your requirements, we can structure support as a CAS pod with an assigned accountant, a reviewer, documented procedures, backup capacity, and agreed turnaround expectations. The scope and team arrangement are established around your client portfolio, helping create continuity and accountability as the engagement develops.

Flexible Partnership Options

White-Label Back-Office Support

Under a white-label arrangement, OBG Outsourcing supports accounting delivery behind your firm’s brand. Your team manages the client relationship and directs the work, while we assist with the agreed processing, preparation, and internal checks. Communication arrangements, confidentiality expectations, and any required disclosures are established during onboarding so responsibilities are clear from the start.

Dedicated Accounting Support

For firms with recurring workloads, dedicated accounting support can provide continuity across ongoing assignments. Assigned professionals become familiar with your procedures, client records, and reporting preferences, reducing the need to explain the same requirements for every cycle. Team allocation, availability, and review responsibilities are agreed according to the volume and complexity of the work.

Seasonal and Project-Based Support

Some firms need additional assistance only during particular periods or for specific assignments. We can support tax-season preparation, bookkeeping cleanup, catch-up work, and year-end accounting projects within a defined scope. Before work begins, we agree on the required records, delivery stages, dependencies, and review process to help your team manage expectations.

Referral and Collaborative Partnerships

Where a referral or collaborative arrangement is more suitable, we can define a service model that reflects how your firm wants to remain involved. This may include referring a client for agreed accounting services or coordinating delivery while your firm remains the primary contact. Service ownership, client communication, and engagement responsibilities are clarified before the assignment starts.

Why Partner with OBG Outsourcing?

A successful outsourcing relationship depends on more than assigning tasks to an external team. It requires clear instructions, consistent communication, organized records, and a shared understanding of what completed work should look like. OBG Outsourcing focuses on these practical elements to help your firm establish a manageable delivery process.

Our support can help reduce the internal time spent on routine processing and make it easier to adjust capacity as workloads change. Your firm determines the client service approach and review standards, while our team supports the agreed accounting activities. This arrangement allows partners and senior staff to devote more attention to the areas where their experience adds the greatest value.

Software Support That Fits Your Workflow

We support work across accounting platforms such as QuickBooks Online, QuickBooks Desktop, Xero, and Zoho Books, alongside tax preparation platforms including UltraTax, Drake, and ProSeries. Software suitability is confirmed for each engagement based on the assignment, available access, and your firm’s requirements.

During onboarding, we agree on how records will be accessed, where workpapers will be maintained, and how completed work will be submitted. Working within an agreed system helps reduce unnecessary transfers of information and keeps the review process aligned with your existing operations.

A Clear Partnership Process

Our partnership begins with a discussion about your firm’s services, client portfolio, current workload, and delivery challenges. We identify the activities you want to outsource and clarify the level of preparation, documentation, and review support required. This helps establish a practical scope before resources are assigned.

Next, we agree on responsibilities, software access, workpaper formats, communication channels, and turnaround expectations. Once delivery begins, our team submits work through the agreed review process and keeps outstanding questions visible. Feedback from your reviewers is used to refine the workflow and adjust the support as your requirements evolve.

Frequently Asked Questions

Will our firm retain control of client relationships?

Yes. In a white-label engagement, your firm remains responsible for the client relationship, advisory services, and final approvals. OBG Outsourcing supports the agreed back-office activities, with any direct client contact handled only according to the communication arrangements established with your firm.

Can we begin with a small number of clients?

Yes. You can start with a defined assignment or a selected group of client accounts. Beginning with a manageable scope allows both teams to establish working procedures, review the quality of handoffs, and determine the right arrangement before expanding support.

Can your team follow our existing accounting procedures?

We align our work with the procedures, checklists, templates, and reporting formats agreed during onboarding. Where instructions are incomplete or an issue requires professional judgment, we raise the question with your designated contact rather than assume the intended treatment.

Who is responsible for reviewing completed work?

OBG Outsourcing performs internal checks within the agreed scope before submitting work to your firm. Your designated professionals remain responsible for the final review, approval, and any client-facing reports, advice, or filings issued by your firm.

How do you determine the cost of support?

Pricing depends on the scope, transaction volume, complexity of the records, software requirements, deadlines, and level of review support involved. We discuss these factors before the engagement begins so your firm can assess the proposed arrangement against its workload and budget.

Build Capacity Around Your Firm’s Growth

Create more room for client service, advisory work, and practice development with accounting support tailored to your needs. Whether you are expanding your CAS offering, managing a seasonal workload, or organizing overdue client records, OBG Outsourcing can help you establish a structured approach to delivery.

Contact our team to discuss your requirements and explore a white-label partnership built around your firm’s processes and priorities.