CPA & accounting firms
Absorb month-end, tax-season and year-end peaks without a local recruitment cycle.
ConsultCA's US Outsourcing desk handles bookkeeping, tax workpaper preparation, payroll and reporting inside your systems and templates — while your firm keeps client communication, professional judgement, review and filing authority.
If routine production is crowding out review, advisory and client time, a documented offshore desk can absorb the load without adding another local hire.
Absorb month-end, tax-season and year-end peaks without a local recruitment cycle.
Delegate recurring reconciliations and workpaper prep while you stay client-facing.
Get dependable back-office production without building an in-house finance team.
Every job comes back with assumptions, missing items, exceptions and a reviewer-ready completion note — a defined workflow, not another inbox to supervise.
Day-to-day ledger maintenance and reconciliations kept current and audit-ready.
Federal and state workpapers prepared for your firm's review, judgement and filing.
Reconciled sales data and nexus schedules that make multi-state filing straightforward.
Payroll preparation and reporting kept accurate through every pay cycle and year-end.
Management packs and forecasts prepared under your chart of accounts and format.
Work under your branding, naming conventions and review checklists, with clear handoff windows.
A simple, low-risk way to test the fit before you scale it.
We learn your workflow, software, templates and where the capacity pressure is worst.
Use the free trial hours on a real file — a reconciliation, a workpaper pack or a payroll run.
Access via your cloud software, VPN or shared drive, with role-based permissions and MFA.
Assess the review pack through your normal process, then move to ongoing scope.
Start small, move to a monthly budget, or build a dedicated extension of your team.
Ad-hoc capacity for reconciliations, coding, payroll support and overflow work.
A predictable monthly scope covering production, tax workpapers and reporting.
A full-time offshore accountant or team acting as an extension of your firm.
“Our reconciliations and tax workpapers now arrive in our own templates, clean and ready for partner review.”
“The trial task let us test the workflow on a live file before committing to a wider scope. That mattered.”
“Query logs and completion notes mean our managers review the file instead of rebuilding it.”
Have a question specific to your firm? Get in touch and we'll walk you through it.
Repeatable bookkeeping, tax-workpaper, payroll and reporting tasks move to our desk while your firm retains client ownership, technical judgement, final review and filing authority.
Not unless you choose to disclose it. Work is prepared under your templates, naming conventions and branding, and your firm stays entirely client-facing.
Agreed scope can cover workpapers for Forms 1040, 1120 and 1065, plus supporting schedules. Your firm performs technical review, client approval and filing.
We work inside QuickBooks, Xero, Sage, NetSuite, Bill.com, Gusto, ADP, spreadsheets and most client portals — following your existing setup rather than asking you to change it.
We work through your approved cloud stack, VPN or remote environment using role-based permissions, MFA, documented handoffs and review logs.
Choose a live, low-risk task — a bank reconciliation, a monthly close, a 1040/1120/1065 workpaper pack, or a payroll run — and assess it through your normal review process.
Use the trial for a bank reconciliation, a workpaper pack, a payroll run or a reporting file — no long-term commitment required.