Offshore bookkeeping for CPA firms

Offshore bookkeeping services for CPA firms that stay under your control

The worry is not the cost. Most partners evaluating offshore bookkeeping have done that arithmetic already and know it works.

The worry is what happens to the work. Whether a file comes back you cannot follow. Whether you find out in March that a quarter of the transactions went to a suspense account. Whether the person on your books changes three times and nobody tells you. Whether a client asks a question and it takes two days and four messages to answer it.

That is a control problem, not a price problem — and it is why most firms that try offshore bookkeeping once do not try it twice.

This page is about who does the work, who checks it, and what your firm can see at any moment. Our price is on it, published. It is the second argument, not the first.

Outsourcing or dedicated staff: the distinction that decides everything

The two are sold interchangeably and they are not the same thing.

Outsourced bookkeeping

Outsourced bookkeeping hands a task to a provider. Work goes into a queue, comes back finished, and the people doing it change without notice.

That suits defined, non-core, one-time work — a cleanup, a backlog, seasonal overflow.

On continuing core work it produces exactly the inconsistency firms complain about, because nobody on the other side owns the account.

A dedicated offshore accountant

Ours

A dedicated offshore accountant is one named person working on your files, to your conventions, under your supervision.

You know their name. You brief them. They learn your clients.

When something is unclear they ask you, not a project manager.

OUTSOURCEDClient file 1Client file 2Client file 3Client file 4???Whoever is free · changes without noticeDEDICATEDClient file 1Client file 2Client file 3Client file 4One named accountantYou brief them · they learn your clients
The same four files, two models. Who does the work is the whole difference.

For a firm putting client work into someone else’s hands, the second model is almost always the right one. Everything below describes it.

We also run engagements on a per-client monthly basis, where your firm resells the work under its own brand — a different commercial model with its own argument and its own pricing, set out on our white label bookkeeping page.

What your firm controls

Client relationship and engagement letter

Your firm

Software subscription and admin rights

Your firm. We hold named users, least privilege

Chart of accounts and coding conventions

You set them. We follow them

Which clients the resource works on

Your firm

Priorities and close calendar

You set them. We work to them

Day-to-day supervision

Your firm, direct to the person

First-line review before it reaches you

NimbleFinCorp

Final review and sign-off

Your firm

Access

Granted and revoked by you

Nothing in that table is a black box. The work happens inside your client’s own file, so you can open it at any hour and see what was done, by which named user, and when.

Who does the work, and who checks it

A named reviewer, not just a named author

Several providers in this market now put a name on their content. Far fewer will tell you who signs off the file before it reaches you — and that is the name that matters when a reconciliation is wrong.

Ours is Nikita Makwana, Reviewer and Senior Accountant — 6+ years in practice and 12 certifications including a Master of Commerce, Xero Advisor, Zoho Books Advanced Certified and QuickBooks Online Certified ProAdvisor. Her profile is published with her credentials listed. You can read it before you commit to anything.

Across four practitioners we hold 26+ years of experience and 28 certifications, each one issued by a named body with the certificate and its scope documented — not summarised as “US GAAP trained”. We are a women-owned practice.

We cannot tell you we have three hundred people. We can tell you the name, the years and the certifications of every person who would touch your client’s books. On a decision about handing client records to a stranger, that is the more useful fact.

What review means in practice

Review is a step in the process here, not an adjective. Before anything reaches your firm, the reviewer checks that:

  • Every reconciliation ties to a statement, with no unexplained reconciling items
  • Coding is consistent with prior periods and with your chart of accounts
  • Accruals, prepayments and depreciation are posted and supported
  • AP and AR ageing agree to the ledger
  • Balance sheet movements are explainable line by line
  • Anything ambiguous is on the query log rather than resolved by assumption

Your firm still reviews. The point of ours is that yours should be a review, not a repair.

Nikita Makwana, Reviewer and Senior Accountant at NimbleFinCorp

Nikita Makwana

Reviewer and Senior Accountant

  • M.Com
  • Xero Advisor
  • Zoho Books Advanced Certified
  • QuickBooks Online Certified ProAdvisor

6+ years in practice · 12 certifications

How the hours work, and what we commit to

The hours, stated plainly

We work 08:00–19:00 India time. Against US Eastern that is roughly 21:30 to 08:30 — which means, said plainly, there is almost no overlap with a US nine-to-five.

We are telling you now because the alternative is you finding out in week two.

In practice it works better than it sounds. You send at the end of your day; it is worked on while your office is closed and ready when you open. Calls are booked into a 07:30–08:30 ET window — a slot we keep rather than a standing window we miss.

Providers advertising round-the-clock coverage or a full US-hours overlap are running an evening or night shift in India. That is a real operating choice with a real cost: the people on your files are working through their night, and turnover on night rotas is what produces the third staff change nobody mentioned. We do not run one. The work is done in the working day by people who are not on a night rota, and we think it shows in the files.

The time difference read as coverage rather than delay.

The four commitments

The four service commitments, and what each one means
CommitmentWhat it means
Queries answered before your next business day beginsNot “same-day” — overnight, which for you is sooner
Monthly close delivered within 5 business daysClock starts when statements and documents are complete. If something is missing you hear it on day one
One batched query list by day 3 of the close cycleNot a stream of messages across the week
First close on a new client within 2 weeks of accessWhere no cleanup is needed. Where it is, that is scoped first

If we are going to miss one, you hear it before the deadline rather than after.

Try it on a real client before you commit

A 40-hour free trial. Real work, on a real client file, with the accountant who would be assigned to you. No setup fee and no commitment at the end of it.

We would rather be judged on a month of output than on a page like this one.

40 hours

of real work, on a real client file

Every trial

we’ve run has become a client

What it costs

$2,200 to $2,500 per dedicated senior accountant, per month.

Where an engagement sits in that range depends on client mix, software, and whether AP, AR or payroll are in scope. Catch-up and cleanup are scoped and quoted separately, with a defined endpoint, so they never become an open line on your invoice. Part-time and shared arrangements are available and quoted on the call, because the answer depends heavily on how the time is split.

We do not publish an hourly rate, and there is a specific reason. Rates in this market run from about $8 an hour upward. The $8 tier is data entry performed by junior staff.

Four practitioners, averaging six and a half years each, every one certified. There is no cheaper tier for us to publish. Quoting a low end we cannot staff would be dishonest, and quoting a high end without saying why looks expensive.

So the figure sits level with the market rather than under it. We are not the cheapest option on this results page and are not trying to be — in this market a rate well below the field is a signal about what is being cut, not a bargain. What the money buys that the equivalent does not is a named reviewer with published credentials, 28 documented certifications, and a client reference you can go and read.

$8/hr

the market floor — data entry performed by junior staff

4

practitioners, averaging six and a half years each

28

documented certifications

If the person assigned to you does not work out

Ask any provider what happens when the fit is wrong. Most will not answer in writing.

Ours: a replacement within 3 to 5 business days. Something we have done, not a policy drafted for this page.

Now the part nobody else says out loud.

You will read elsewhere in these search results that a pre-trained team means no ramp-up time. Any partner who has changed a bookkeeper knows that is not how it goes. There is always a ramp. The question is only whether a provider tells you about it before you sign or after.

What genuinely shortens ours is documentation: a written SOP per client, so what the previous person knew is on paper rather than in their head. It is the same system that lets a white label engagement survive any individual, and it is why 3 to 5 days is realistic rather than optimistic.

The books we already work on

The real question is never whether a provider can do bookkeeping. It is whether they can do your awkward client.

We work across 63 distinct industries on 33 software platforms, with around 85 clients on QuickBooks Online and the rest across Xero, Zoho Books, Wave, Sage and NetSuite.

The ones firms usually ask about:

Short-term rentals

Airbnb, VRBO, Guesty, Booking.com; payout reconciliation and per-property reporting

Restaurants and multi-entity groups

Toast, Square, SpotOn, Epos Now, delivery-platform settlements, per-location P&L

Construction and trades

project-coded transactions, retainage, WIP

E-commerce

Shopify, Amazon and Target vendor platform settlements

Real estate

agents, brokers, rental portfolios

Professional services and non-profits

“Industry agnostic” is what a provider says when it cannot list them. We can list all 63 — ask and we will send it. If your client is not on the list, the answer is sometimes no, and you would rather have that during scoping than in March.

63

distinct industries

33

software platforms

~85

clients on QuickBooks Online

Platform coverage

33 software platforms

  • Intuit QuickBooks ProAdvisor — Platinum
  • Xero
  • Zoho Books
  • Wave
  • Sage

Security: what we have, and what we do not

We hold no SOC 2 or ISO 27001 certification, and we will not imply otherwise. Providers on this results page do hold them, independently audited. If a formal attestation is a hard requirement for your firm, you should weigh that seriously — it is a real difference and we are not going to talk you out of it.

Formal certification is underway. We are not publishing a target date, because a date on a page is a promise that can quietly become false.

What we can describe is practice:

Role-based access, provisioned per client, per person

Secure VPN and remote desktop into a controlled environment

Firewall, antivirus and disk-level encryption on all machines

USB and personal mobile device access restricted on the work floor

CCTV and access-controlled premises, scheduled backups, monitoring

Every team member NDA-bound

Controls over the client file itself
ControlWhat it means
The client owns the software subscriptionWe work in their file, not a copy in ours
Your firm stays administratorGranting and revoking access
Least-privilege rolesWith audit trails in the client’s own system under our named users
Documented SOPs per clientSo the process survives any individual

On US tax practice rules: where tax return information is disclosed to anyone outside the United States, the taxpayer’s written consent is required first, and granting view access counts as disclosure. The duty to obtain it is your firm’s, though an offshore provider performing auxiliary services is itself a tax return preparer under Treasury Regulation §301.7216-1(b)(2), so the penalties reach us too. The full position — the Social Security number rule, and the language a 1040 consent must carry word for word — is on our white label bookkeeping page.

What a client firm says

Kathy Rothschild, owner of Good Books Gal in New York City, has worked with us since January 2023 — daily bookkeeping plus monthly and annual reporting across a portfolio of small businesses, with two to five of our people assigned to her work.

On reliability, she writes that whenever there’s a tricky situation, they sort it out without much back and forth.
Kathy Rothschild5.0

80%

reduction in processing time — her reported outcome

5.0

5 verified reviews · Read them on Clutch

Firm
Good Books Gal
Location
New York City
Working with us since
January 2023

Our Clutch profile carries five reviews at an average of 5.0, verified by Clutch rather than collected by us. Read them there — and note that most providers in this market run testimonials on their own site with no name attached.

Frequently asked questions

Bookkeeping performed for an accounting firm by a team based outside the United States, working on the firm’s client files. For CPA firms the usual arrangement is a dedicated accountant assigned to the firm, working under the firm’s supervision and conventions, rather than work being sent into an anonymous production queue.

Outsourcing hands over a task and returns a finished result; the people doing it change without notice, which suits defined or one-time work but produces inconsistency on continuing core work. A dedicated resource is one named person working only on your firm’s files, briefed and supervised by you. For ongoing client bookkeeping the dedicated model is what keeps the work predictable.

Ours is $2,200 to $2,500 per dedicated senior accountant, per month, depending on client mix, software, and whether AP, AR or payroll are in scope. Published rates elsewhere in this market start lower, but the lowest tiers are junior data-entry work. Catch-up and cleanup are scoped and quoted separately.

Because we have no junior tier to price. Rates in this market run from around $8 an hour, and that end is data entry. Our team is four practitioners averaging six and a half years each, all certified, so there is no cheaper level for us to quote. A monthly figure per dedicated resource is also what your firm can actually plan against.

Yes. Part-time and shared arrangements are available, quoted on the call rather than published, because the cost depends on how the time is split and across how many clients.

Yes — 40 hours of real work on a real client file, with the accountant who would be assigned to you. No setup fee and no commitment. Every trial we’ve run has become a client.

Yes. You brief them, set priorities, set the close calendar and review the output. They ask you when something is unclear rather than routing it through an account manager.

08:00 to 19:00 India time, roughly 21:30 to 08:30 US Eastern. There is almost no overlap with a US nine-to-five. Work is done overnight from your point of view and ready when you open, queries are answered before your next business day begins, and calls are booked into a 07:30–08:30 ET window. We do not run a night shift.

We replace them within three to five business days. The replacement is a qualified accountant, so skills are not the variable — what takes time is learning your specific client, and you should expect reduced output for the first cycle. We maintain a written SOP per client so that ramp is as short as it can be. Any provider telling you there is no ramp is describing something that does not happen.

Nikita Makwana, our Reviewer and Senior Accountant, with 6+ years in practice and 12 certifications. Review runs against a fixed checklist — reconciliations tied to statements, coding consistent with prior periods, month-end journals posted and supported, ageing agreed to ledger — before anything goes to your firm for its own review.

No, and we will not imply otherwise. Formal certification is underway; we are not publishing a target date. What we can describe is practice — role-based least-privilege access, secure VPN, disk encryption, device restrictions on the work floor, NDA-bound staff, client-owned software with your firm as administrator, and audit trails that stay in the client’s own system. If an audited attestation is a hard requirement for your firm, that is a real difference and worth weighing.

Yes. The client owns the subscription and your firm stays administrator. We work under named user accounts with least-privilege permissions, every action is attributable in the audit trail, and you can revoke access at any time without involving us.

It applies to tax return information. Where that information is disclosed to anyone outside the United States, the taxpayer’s written consent is required before disclosure, and granting view access counts as disclosure. The duty to obtain consent is your firm’s, though an offshore provider performing auxiliary services is itself a tax return preparer under the regulation and carries the same penalty exposure. The detailed position is on our white label bookkeeping page. General information, not legal advice.

Start with 40 hours on one client

Pick a client you would not miss for a month. We will scope it, put our accountant on it, and you will see a month of real output before any commitment.

No hourly rate, no setup fee, no minimum, no long-term commitment.