Outsourcing for CPA Firms

White-label Accounting Outsourcing for Canadian CPA Firms

Tax season, staffing shortages and growing client lists are hard to manage with local hiring alone. We work as an extension of your firm, under your name and your standards, preparing the work your licensed team reviews and signs.

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Work we take on for firms

  • Client bookkeeping and monthly closes
  • Year-end working papers and lead sheets
  • T2 corporate and T1 personal return preparation for partner review
  • GST/HST and payroll compliance
  • Clean-up of new client files
  • Workflow and practice automation: document collection, bank-feed coding, checklists

Built for confidentiality

  • NDAs with the firm and with every team member
  • White-label: your clients deal only with your firm
  • Work done inside your systems and practice-management tools
  • Role-based access and multi-factor authentication on every account
  • Flexible capacity: dedicated staff or seasonal surge support

Outsourcing for CPA Firms: common questions

Who reviews and signs the work?

Your firm does. We prepare; your licensed professionals review, sign and keep the client relationship.

Do you offer a trial for accounting firms?

We don’t offer trials for CPA and accounting firms. Instead, we walk you through our process, review standards and security in a detailed onboarding call, and you can start with a small number of paid files and scale up from there.

Get your weekends back from bookkeeping

Book a free 30-minute consultation. We will review your current setup, show you what can be automated and give you a fixed monthly quote, with no obligation.

Book a free consultation [email protected]