Recurring books are taking too much staff time
Delegate agreed transaction categorization, reconciliations and monthly bookkeeping so your team can focus on review and client needs.
CPA firm outsourcing
Extend your firm's capacity. Keep client service in your hands.
Accountrise provides behind-the-scenes bookkeeping and defined accounting support for US CPA and accounting firms. Delegate recurring work, cleanup projects or overflow tasks without adding another full-time role. Your firm retains the client relationship and professional review.
✓ White-label workflow✓ QuickBooks support✓ Flexible capacity✓ US-first service
01 White-label bookkeeping02 QuickBooks support03 Cleanup and catch-up04 Month-end reporting
Where support helps
Give your team room to focus on client work.
When recurring bookkeeping, cleanup and follow-up consume too much capacity, defined remote support can help your firm keep work moving without changing the client relationship.
See how the handoff worksA client file needs cleanup before review
Scope the backlog, identify missing information and work through historical records in a structured sequence.
Workload changes from month to month
Add help for a specific project, busy period or defined set of client accounts instead of immediately hiring for peak demand.
Reports and handoffs need consistency
Agree on file conventions, reporting expectations and the way exceptions should be documented before work is returned to your team.
Scope of support
Bookkeeping work your firm can delegate.
Start with one workflow or combine services around your clients, systems and review requirements. The exact responsibilities are agreed before work begins.
01 / RECURRING
White-Label Bookkeeping
Transaction categorization and recurring bookkeeping delivered behind the scenes within your firm's agreed process and client-service model.
→ Organized books for firm review02 / SOFTWARE
QuickBooks Bookkeeping
QuickBooks-focused transaction work, bank and credit card reconciliations, cleanup and monthly reporting for client files.
→ QuickBooks workflows and reports03 / PROJECT
Cleanup and Catch-Up
Work through overdue periods, unreconciled accounts and incomplete records with priorities and open questions documented.
→ A scoped cleanup handoff04 / CONTROL
Bank Reconciliations
Compare bank and credit card activity with accounting records, investigate differences within scope and flag items that need client or firm input.
→ Reconciliation status and exceptions05 / REPORTING
Monthly Financial Reporting
Support preparation of agreed reports such as profit and loss, balance sheet and cash flow views for the firm's review process.
→ Reporting package per agreed scope06 / CAPACITY
Overflow Accounting Support
Additional hands for a defined client group, seasonal pressure or a project with clear responsibilities, deadlines and review points.
→ A clearly scoped workstream How collaboration works
Your process stays yours. The work gets extra support.
An outsourced engagement works best when the firm and support team agree on responsibilities, access, deadlines and what a good handoff looks like.
Discuss your firm's workflowAgree on responsibilities
Define which tasks are delegated, which decisions stay with your team, and what needs escalation.
Set up the handoff
Align on system access, file naming, source documents, communication channels and review requirements.
Complete the agreed work
Perform bookkeeping, reconciliations, cleanup or reporting according to the agreed scope and deadlines.
Return review-ready work
Share completed deliverables and document exceptions, missing information and items requiring firm or client input.
Engagement options
Start with the kind of capacity you need.
Some firms need recurring help. Others need a cleanup project or extra support for a short period. The engagement can be shaped around the actual workload.
Recurring bookkeeping
For firms delegating a defined set of client books, recurring reconciliations and monthly reporting tasks.
View monthly support →Project-based support
For overdue books, a temporary workload spike, a migration-related backlog or a specific deliverable with clear boundaries.
Discuss hourly support →Extended team support
For firms that want a continuing remote accounting resource, planned around client volume, systems and agreed responsibilities.
Discuss your needs → A straightforward start
From first conversation to steady delivery.
The first conversation is about fit and scope—not forcing your firm into a preset workflow.
Discovery
Discuss client volume, accounting systems, deadlines and the work you want to delegate.
Understand the workloadScope and onboarding
Agree on responsibilities, deliverables, access, communication, escalation and review points.
Set clear expectationsAccounting execution
Complete the agreed bookkeeping, cleanup, reconciliation or reporting tasks and record open items.
Work to the agreed scopeHandoff and cadence
Return the work in the agreed format and adjust the recurring process as your firm's needs change.
Keep work moving Transparent starting points
Choose a support level that fits your firm.
Rates below are starting points. Final pricing depends on transaction volume, software, cleanup needs, reporting deliverables and the amount of capacity required.
Scope first. Responsibilities and expected deliverables are agreed before work begins. Monthly pricing is not an unlimited-work promise.
Hourly support
Focused capacity
$10 / hour starting
For specific tasks, cleanup work or a defined period of additional bookkeeping support.
- ✓ Bookkeeping and reconciliations
- ✓ Cleanup or catch-up work
- ✓ Defined task scope
- ✓ Agreed handoff and communication
Recurring firm support
Monthly capacity
$499 / month starting
For firms that need a repeatable workflow for an agreed set of recurring bookkeeping tasks.
- ✓ White-label bookkeeping support
- ✓ QuickBooks-focused workflows
- ✓ Recurring deliverables and handoff
- ✓ Defined communication cadence
Extended capacity
Dedicated arrangement
Custom
For a larger workflow, multiple client files or a longer-term capacity plan shaped around your team.
- ✓ Scope tailored to workload
- ✓ Defined roles and review steps
- ✓ Flexible resourcing discussion
- ✓ Planned ongoing collaboration
The starting price is not a quote for every file or engagement. After understanding your firm's workload and deliverables, Accountrise can confirm the appropriate scope and rate.
Common questions
Make an informed decision about outsourcing.
Clear answers on scope, white-label collaboration, workflow and starting prices.
Ask a questionWhat accounting work can Accountrise take on?
Support can include white-label bookkeeping, transaction categorization, bank and credit card reconciliations, QuickBooks bookkeeping, cleanup and catch-up work, monthly reporting and defined overflow accounting tasks. The scope is agreed before work begins.
Can Accountrise work under our firm's brand?
Yes. Accountrise can provide behind-the-scenes bookkeeping support within your firm's agreed workflow and client-service model. Responsibilities, handoffs and communication expectations are defined during onboarding.
Can you support existing client files and one-time projects?
Yes. Work can be scoped for recurring client bookkeeping, cleanup or catch-up projects, reconciliations, reporting support or a period of increased workload.
How are workpapers and review handoffs managed?
The engagement begins by agreeing on responsibilities, file conventions, review requirements, communication channels and how exceptions or open items should be documented. Handoff expectations are set with your firm.
What accounting software do you support?
Core workflows include QuickBooks Online and Odoo Accounting. Other systems or connected workflows can be discussed during scoping to confirm fit.
How much does CPA outsourcing cost?
Hourly support starts at $10 per hour and monthly CPA firm support starts at $499 per month. Dedicated or more complex arrangements are scoped individually based on volume, software, deliverables and deadlines.
Does outsourcing replace our firm's CPA or tax judgment?
No. This service is intended to support bookkeeping and defined accounting workflows. Your firm retains responsibility for client relationships, professional review and services requiring its professional judgment or credentials.
Can you support firms in Canada?
The primary focus is US CPA and accounting firms. Canadian engagements may be considered based on the bookkeeping workflow, systems, scope and applicable requirements.
A professional first conversation
Let's define the right level of support for your firm.
Share the software you use, the type of client work you want to delegate and the capacity you need. We can discuss fit, responsibilities and a workable engagement scope.