CPA firms are increasingly using outsourced accounting services to expand capacity, manage routine accounting work, and give their teams more time for client-facing and advisory activities. The right outsourcing partner can provide bookkeeping, accounting, reconciliation, reporting, tax support, and other back-office services without requiring a CPA firm to build every function internally.
However, not every accounting outsourcing company is equally suited to CPA firms. When comparing providers, firms should consider their experience with accounting practices, service coverage, data security, communication processes, scalability, technology, and engagement models.
This guide highlights seven outsourced accounting companies that CPA firms can consider when evaluating external accounting support.
How to Evaluate Outsourced Accounting Companies for CPA Firms
A useful comparison should go beyond the number of services listed on a provider’s website. CPA firms should evaluate providers based on factors that directly affect client service and practice operations, including:
- Experience working with CPA and accounting firms
- Bookkeeping and accounting service coverage
- Tax and financial reporting capabilities
- Technology and accounting software expertise
- Data security and access controls
- Communication and workflow processes
- Quality-control procedures
- Scalability during busy periods
- Dedicated versus shared staffing models
- Pricing and engagement flexibility
- Turnaround expectations
- References and relevant case studies
These criteria help CPA firms compare providers based on operational fit rather than marketing claims.
1. CapActix – Accounting Outsourcing for CPA Firms
CapActix provides accounting outsourcing, bookkeeping, tax preparation, audit support, financial reporting, CFO, and other finance-related services. Its service portfolio is designed to support businesses and professional firms with outsourced accounting and remote staffing requirements.
For CPA firms, the relevant consideration is the breadth of support available across routine accounting and finance functions. CapActix also offers dedicated remote accounting professionals, including support for bookkeeping, accounts payable and receivable, reconciliations, financial reporting, and payroll-related processes.
Services CPA firms may consider
- Bookkeeping and accounting
- Accounts payable and accounts receivable
- Bank and account reconciliation
- Financial reporting
- Tax preparation support
- Audit support
- QuickBooks and Xero accounting
- CFO and controller support
- Dedicated offshore accounting professionals
CapActix states that its accounting outsourcing services support clients in multiple countries and offer full-time, part-time, and hourly staffing options for certain remote accounting roles.
Potential fit: CPA and accounting firms that want outsourced accounting professionals, dedicated remote resources, or broader accounting and finance support.
2.Services CPA firms may consider
Sage BPM provides accounting and bookkeeping outsourcing services, including financial statement preparation, tax return support, management reporting, financial analysis, accounts payable and receivable, reconciliations, and general ledger support.
Its accounting firm’s offering focuses on providing back-office support, so accounting professionals can spend more time on client relationships and higher-value activities. Sage BPM specifically positions its services for accounting firms in the US and UK.
Potential fit: CPA and accounting firms looking for dedicated accounting and bookkeeping back-office support.
3. Mazars – Accounting, Tax, Audit and Advisory
Mazars is a global professional services organization offering services across areas such as audit, accounting, tax, and advisory.
For CPA firms considering a large professional-services provider, the breadth of services can be an important consideration. However, firms should determine whether the provider’s specific outsourcing model, delivery location, engagement structure, and service scope match their requirements.
Potential fit: Firms that value access to a broad professional-services ecosystem and need more than routine accounting support.
4. FinAcc Global – Accounting Outsourcing Services
FinAcc Global is an accounting outsourcing provider serving businesses and accounting firms across multiple markets.
Its positioning around outsourced accounting and finance support makes it another option for CPA firms comparing offshore accounting providers.
Before selecting a provider, CPA firms should confirm the exact services included in the engagement, the experience level of assigned professionals, turnaround expectations, quality-control procedures, and escalation process.
Potential fit: Accounting firms looking for external accounting professionals and offshore finance support.
5. RSM – Outsourced Accounting and Professional Services
RSM is a large professional-services organization with capabilities spanning accounting, tax, audit, consulting, and advisory services.
For CPA firms, a provider with broader professional-services capabilities may be relevant when outsourcing requirements extend beyond routine bookkeeping or accounting processing.
When evaluating a large provider, firms should still assess the specific outsourcing team, delivery model, technology environment, communication structure, and cost relative to their requirements.
Potential fit: CPA firms looking for accounting support alongside broader tax, audit, consulting, or advisory capabilities.
6. MBO Services – Accounting Process Support
MBO Services provides accounting outsourcing and back-office support, including assistance with accounting transactions, process improvement, controls, reporting, and accounting supervision.
Its services can be relevant for CPA firms that need additional operational capacity without building a larger internal team.
Before entering an engagement, firms should clarify which accounting activities will be handled by the outsourcing team, who reviews the work, how exceptions are escalated, and how the provider integrates with the firm’s existing workflow.
Potential fit: CPA firms requiring additional accounting operations and process support.
7. D&V Philippines – Finance and Accounting Back-Office Support
D&V Philippines provides finance and accounting outsourcing support for businesses and professional firms.
Its offshore model may appeal to CPA firms that need additional back-office capacity for accounting, finance, audit-related, or administrative processes.
As with any offshore provider, firms should assess data-security controls, employee access, communication procedures, working-hour overlap, quality assurance, and the provider’s experience with US accounting workflows before making a decision.
Potential fit: CPA firms seeking offshore finance and accounting back-office support.
Why Should CPA Firms Consider Accounting Outsourcing?
Accounting outsourcing can help CPA firms increase capacity without assigning every routine accounting activity to their internal team.
1. Increase operational capacity
Outsourcing can provide additional professionals to handle recurring accounting tasks. This can be particularly useful when client workloads increase or when firms experience seasonal capacity constraints.
2. Reduce the burden of routine accounting work
Tasks such as transaction processing, reconciliations, bookkeeping, accounts payable, accounts receivable, and financial reporting can consume significant staff time.
Delegating suitable processes allows internal professionals to spend more time on client communication, review, advisory work, and business development.
3. Scale resources more flexibly
CPA firms may experience substantial differences in workload throughout the year. An outsourcing model can provide additional capacity when workload increases without requiring permanent in-house hiring for every seasonal requirement.
4. Access specialized accounting skills
Outsourcing providers may maintain teams with experience across accounting software, bookkeeping, reporting, reconciliations, and other finance processes.
The value depends on the provider’s actual expertise and the quality of the professionals assigned to the engagement, so CPA firms should verify qualifications and experience before onboarding.
5. Improve workflow efficiency
An experienced outsourcing provider can bring defined processes, documentation, review procedures, and technology into recurring accounting workflows.
However, outsourcing should not be treated as an automatic efficiency improvement. CPA firms should establish clear responsibilities, deadlines, review procedures, and communication channels from the beginning.
What Should CPA Firms Look for in an Accounting Outsourcing Company?
Choosing an outsourcing partner requires more than comparing hourly rates.
Experience with CPA and accounting firms
Prior experience with CPA firms can reduce onboarding friction because the provider may already understand accounting workflows, deadlines, client confidentiality requirements, and common practice-management challenges.
Ask potential providers:
- How many CPA or accounting firms do you currently support?
- Which accounting functions do you handle?
- Can you provide relevant client references?
- What experience does the proposed team have?
Data security and confidentiality
Accounting outsourcing involves access to sensitive financial and client information.
Before signing an agreement, review the providers:
- Access-control procedures
- Data transmission practices
- Authentication requirements
- Employee access policies
- Backup procedures
- Security monitoring
- Confidentiality agreements
- Compliance requirements relevant to your engagement
Do not rely on general statements such as “your data is secure.” Ask for specific documentation and controls.
Accounting software expertise
Confirm whether the provider has experience with the platforms used by your firm and clients.
Depending on your workflow, this may include:
- QuickBooks
- Xero
- Sage
- Microsoft Excel
- Cloud accounting platforms
- Practice-management systems
- Document-management systems
Communication and collaboration
A successful outsourcing relationship requires clear communication.
Before onboarding, establish:
- Primary points of contact
- Working hours
- Expected response times
- Task-management procedures
- Review and approval workflows
- Escalation procedures
- Reporting frequency
Scalability
Ask whether the provider can increase or decrease support as your workload changes.
A scalable arrangement can be particularly useful for firms dealing with seasonal demand or rapid client growth.
Quality control
Understand how work is reviewed before it reaches your team or client.
Ask about:
- Review procedures
- Error correction
- Quality assurance
- Supervisor involvement
- Documentation
- Performance reporting
How to Choose the Right Outsourced Accounting Partner
A practical selection process can be divided into five steps.
Step 1: Define the work to be outsourced.
List the accounting tasks you want to delegate and identify which activities must remain under internal supervision.
Step 2: Create provider requirements.
Define your requirements for experience, technology, security, working hours, communication, staffing, and budget.
Step 3: Compare shortlisted providers.
Evaluate providers using the same criteria instead of relying on website claims or quoted prices.
Step 4: Validate capabilities.
Request references, sample workflows, team qualifications, security information, and service-level expectations.
Step 5: Start with a controlled engagement.
Where practical, begin with a defined scope and measurable deliverables before expanding the relationship.
Why Consider CapActix for Accounting Outsourcing?
CapActix provides outsourced accounting and remote staffing services covering areas such as bookkeeping, accounting, tax preparation, financial reporting, AR/AP management, CFO support, and accounting software services.
Its dedicated accountant offering also allows firms to select full-time, part-time, or hourly staffing models depending on their requirements.
For CPA firms considering CapActix, the key evaluation points should include the specific services required, assigned team structure, turnaround expectations, communication process, security controls, software expertise, and engagement model.
This approach allows a CPA firm to determine whether CapActix is the right operational fit rather than selecting a provider based only on general outsourcing claims.
Frequently Asked Questions
What is an outsourced accounting company?
An outsourced accounting company provides accounting and finance professionals or services to businesses and accounting firms from outside their internal organization. Services can include bookkeeping, reconciliations, accounts payable and receivable, financial reporting, tax support, and other accounting processes.
Is accounting outsourcing suitable for CPA firms?
Yes. CPA firms can outsource appropriate accounting and back-office processes to increase capacity and allow internal professionals to focus on client relationships, review, advisory services, and other higher-value activities.
What accounting tasks can CPA firms outsource?
Commonly outsourced activities include bookkeeping, transaction processing, bank reconciliations, accounts payable, accounts receivable, general ledger maintenance, financial reporting, payroll support, and selected tax or audit-support processes.
How should CPA firms compare accounting outsourcing companies?
Compare providers based on CPA-firm experience, service coverage, team qualifications, security controls, technology expertise, communication, quality assurance, scalability, pricing, and client references.
Is offshore accounting outsourcing secure?
It can be, but security depends on the provider’s actual controls and your engagement structure. CPA firms should evaluate access controls, data transmission, authentication, confidentiality, employee policies, monitoring, and other relevant safeguards before providing access to sensitive information.
Conclusion
The right outsourced accounting partner should do more than complete routine accounting tasks. It should fit the CPA firm’s workflow, quality expectations, technology environment, security requirements, and growth plans.
The seven companies discussed in this guide offer different approaches to accounting and finance outsourcing. CPA firms should compare their specific capabilities rather than assuming that one provider is the best choice for every practice.
For firms considering outsourced accounting, the next step is to define the work that needs to be delegated, establish measurable requirements, compare suitable providers, and validate the proposed team’s experience and processes before entering a long-term engagement.
