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Outsourcing for cpa firms

Outsourcing for CPA Firms

CPA firms face mounting pressures to deliver exceptional services efficiently and cost-effectively. 


Many such firms may deliver it, but most firms can’t manage it due to several issues.


Hare, outsourcing emerges as a strategic solution to this challenge, offering firms the opportunity to optimize operations, access specialized skills, and improve service delivery.


You need to consider outsourcing for CPA firms, to transform your business processes, enhance your competitiveness, and to focus on core business activities.

What is CPA Firms Outsourcing?

CPA firms outsourcing is delegating certain functions or services, traditionally performed in-house, to external service providers.


It enables CPA firms to tap into a global pool of expertise and resources for services such as tax preparation, audit support, bookkeeping, and financial analysis.


The firms can not only alleviate the workload on their internal staff but also enhance their service offerings with the help of specialized skills that they might not possess in-house.


Outsourcing can range from simple tasks to complex processes, depending on the needs and strategy of the firm.




It represents a shift towards a more flexible, scalable, and efficient operational model, which enables CPA firms to adjust more precisely to market demands and regulatory changes.

Teamwork with businessmen analyzing cost graphs on table at conference room. stock photo

7 Outsourcing Companies for CPA Firms

Stealth Agents operates as a premier outsourcing service provider, offering a wide range of professional services tailored to meet the diverse needs of businesses and individuals worldwide.

Breakdown Of How Stealth Agents Work:

  • Initial Consultation

The process begins with an initial consultation where clients discuss their specific needs, challenges, and objectives with the Stealth Agents team. This consultation helps both parties gain a clear understanding of the project requirements and sets the foundation for a successful partnership.

  • Needs Assessment

Following the initial consultation, Stealth Agents conducts a comprehensive needs assessment to identify the specific tasks, projects, or services required by the client. This assessment helps determine the scope of work, resource allocation, and timeline for project completion.

  • Proposal & Agreement

Stealth Agents prepares a detailed proposal outlining the proposed services, deliverables, timelines, and pricing structure. Once the client approves, both parties enter into a formal agreement to the partnership.

  • Onboarding Process

Stealth Agents initiates the onboarding process, which involves assigning dedicated team members to the client’s project, setting up communication channels, and establishing goals and expectations. This ensures a smooth transition and seamless integration of outsourced services into the client’s operations.

  • Ongoing Collaboration & Support

Throughout the duration of the project, Stealth Agents maintain regular communication with the client to provide updates, gather feedback, and address any concerns or issues that may arise. This ongoing collaboration ensures transparency, accountability, and alignment with the client’s objectives.


  • CapActix


Founded in 2015 by Chirag Koshti, CapActix has emerged as a dynamic and forward-thinking outsourcing solution for CPA firms seeking specialized accounting services. 


Headquartered in the bustling hub of New York City, the company specializes in delivering a comprehensive range of services tailored to the unique needs of CPA firms. 




Their core services encompass Accounting Services, Business Analysis, CFO Services, Accounting Software Consulting, Tax Return Preparations, and Remote Staffing Solutions. 



Founded in 2016 by Michael Burdick, has swiftly risen to prominence in the accounting outsourcing arena with an impressive annual revenue of $7M. 


Operating with a dedicated workforce of 200 employees, is headquartered in Chicago, Illinois. The company distinguishes itself by offering a broad spectrum of services essential to the modern CPA firm. 


These services are Accounting, Bookkeeping, Strategic Advisory, CFO Services, Analysis, Business Systems & Process, Internal Audit & Assurance, Controller Leadership, and Corporate Development.

  • TOA Global


Founded in 2013 by Nick Sinclair, TOA Global has become a pivotal force in the accounting and finance outsourcing industry, despite not publicly disclosing its annual revenue. 


Boasting a substantial workforce of over 3400 employees, TOA Global is headquartered in Southport, Queensland. The company has carved out a niche for itself by offering a diverse array of services tailored specifically to meet the evolving needs of CPA firms across the globe.


Its core services are Accounting, Bookkeeping, Outsourcing, Marketing and Administration.

  • Bench


Founded in 2012 by Ian Crosby, Bench has quickly established itself as a trailblazer in the bookkeeping and financial technology sector, choosing not to publicly disclose its annual revenue. With a dedicated team of over 700 employees, Bench is strategically based in Vancouver, British Columbia. 


The company excels in providing a broad range of services, which includes Bookkeeping, Technology, Accounting, Software, Tax, Innovation, Entrepreneurship, Financial Literacy, and FinTech. 


Bench’s unique approach combines sophisticated software with professional expertise to offer comprehensive, streamlined financial solutions.

  • Botkeeper


Founded in 2012 by Enrico Palmerino, Botkeeper has quickly emerged as a leader in automated bookkeeping and accounting services, generating an impressive annual revenue of over $5M. 


With a team surpassing 350 employees, the company is headquartered in Boston, Massachusetts. 


Botkeeper stands out by offering an innovative suite of services, including Bookkeeping, Accounting, Automation, Technology, Revenue Recognition, Accounts Receivable, Generating Invoices, Accounts Payable, Bill Pay, and Document Management.

  • MBO Service


Founded in 2016, MBO Service has rapidly established itself in the accounting industry by focusing on a unique integration of Audits, Accounting & IT Services. 


With a dedicated team of 100 employees, the company is headquartered in Rohrmoser, San José, positioning itself strategically within a vibrant business environment. 


MBO Service distinguishes itself by offering specialized services that merge traditional accounting best practices with innovative IT solutions, catering to the evolving needs of modern businesses. 


This distinctive approach not only enhances operational efficiency for their clients but also ensures a higher level of precision and reliability in financial reporting and compliance.

How to Find the Best Outsourcing Company For CPA Firms

You need to look for these important things:

  • Assess Expertise & Experience

Look for outsourcing companies that specialize in the accounting sector and have a deep understanding of its unique challenges and regulations.

Evaluate the company’s history and success in working with CPA firms. Experience in handling tasks similar to those you need to outsource is a key indicator of competence.

  • Evaluate Technology & Security Standards

The outsourcing company should use the latest accounting technologies and tools to deliver efficient and accurate services.

Ensure that the company has robust security protocols in place to safeguard sensitive information, in compliance with industry standards and regulations.

  • Communication & Flexibility

The ability to maintain open and effective communication is vital for managing outsourced tasks.

The company should be flexible enough to tailor their services to your firm’s changing needs over time.

  • Check Testimonials & Case Studies

Seek out feedback from current or previous clients to get a sense of the outsourcing company’s reliability, quality of service, and customer support.

Review case studies or success stories provided by the outsourcing company to understand their approach to problem-solving and client satisfaction.

  • Analyze Cost-Effectiveness

Ensure the company offers clear pricing structures without hidden fees, allowing you to gauge the cost-effectiveness of their services.

Compare the costs against the benefits received, such as time saved, access to expertise, and improved service quality, to ensure a good return on investment.

Benefits of CPA Firms Outsourcing

Outsourcing offers CPA firms a multitude of benefits, enabling them to focus on their core competencies while leveraging the specialized expertise of external partners. Key advantages include:

  • Increased Efficiency & Productivity: 

By outsourcing non-core tasks, CPA firms can streamline their operations, allowing their in-house team to focus on higher-value activities that require their specific expertise.

  • Cost Savings:

Outsourcing eliminates the need for CPA firms to invest in additional staff, technology, and infrastructure for certain tasks. This can result in significant cost savings, as firms only pay for the services they need, when they need them.

  • Access to Specialized Expertise:

Outsourcing partners often possess a high level of expertise in specific areas, such as tax preparation, auditing, and financial analysis. CPA firms can leverage this expertise to enhance the quality of their services without the need to hire specialized staff.

  • Scalability:

Outsourcing provides CPA firms with the flexibility to easily scale their operations up or down based on demand. This adaptability is particularly beneficial during peak seasons or in response to growth opportunities.

  • Improved Risk Management:

By working with an outsourcing partner that understands the specific regulatory and compliance requirements of the accounting industry, CPA firms can mitigate risks associated with non-compliance, data security, and financial reporting.

  • Enhanced Competitive Advantage:

Outsourcing can give CPA firms a competitive edge by allowing them to offer a wider range of services, manage larger projects, and improve client satisfaction through efficient, high-quality service delivery.

What is the cost of outsourcing a CPA Firms?

The cost of outsourcing to CPA firms varies based on services required, firm expertise, business size, and location.

Services range from bookkeeping and tax preparation to complex audits, with costs depending on whether you opt for project-based or retainer agreements.

Project fees can span from a few thousand to tens of thousands of dollars, while monthly retainers will vary according to the scope of services. Costs also differ by geographic location and the complexity of compliance needs.

For small to medium-sized businesses, expenses can range from hundreds to several thousand dollars per month.

It’s beneficial to compare quotes from various CPA firms, considering their services, industry expertise, and your specific financial requirements.

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