Professional Outsourced Accounting & Tax Services for CPA Firms
Transform your CPA practice with specialized outsourcing solutions designed to help accounting and tax firms scale efficiently, reduce overhead costs, and deliver exceptional client service. Countsure provides professional back-office support that allows your firm to focus on high-value advisory services while we handle the time-intensive accounting tasks.
Ready to Scale Your CPA Firm?
Schedule a free 30-minute consultation to discover how outsourcing can transform your practice.
Comprehensive Outsourcing Services for CPA Firms
Bookkeeping and Write-Up Services
We manage complete monthly outsourced bookkeeping — from transaction categorization and reconciliations to payables, receivables, and financial statements — using your preferred platforms like QuickBooks or Xero.
Tax Preparation and Planning Support
Extend your firm’s capacity this tax season with our expert outsourced tax preparers. We handle individual, business, and complex returns, allowing your CPAs to focus on reviews and client strategy — all with up-to-date tax law knowledge and strict accuracy standards.
Payroll Processing and Administration
Outsource time-consuming payroll tasks including paycheck calculations, tax withholding, quarterly filings, year-end reporting, and compliance management. We ensure accurate, timely processing while helping your firm maintain compliance with federal, state, and local payroll regulations.
Client Accounting Services (CAS)
Build a stronger advisory practice by outsourcing routine CAS tasks. We handle accounting support like cash flow, budgeting, analysis, and reporting—so your CPAs can focus on strategic client advice.
Sales Tax Compliance and Reporting
Navigate the complexity of multi-state sales tax obligations with our specialized compliance services. We handle sales tax return preparation, nexus analysis, exemption certificate management, and audit support across all relevant jurisdictions for your clients' businesses.
Financial Statement Preparation
We prepare compilation-ready financial statements following GAAP principles, including balance sheets, income statements, cash flow statements, and detailed notes. Our work provides a solid foundation for your CPA review and client presentation.
Accounts Payable and Receivable Management
Improve your clients' cash flow with our comprehensive AP/AR services. We handle invoice processing, vendor payment scheduling, customer invoicing, collection follow-up, and aging report management to keep receivables current and payables optimized.
Controller Services for CPA Firm Clients
Offer fractional controller services to clients without adding full-time staff. Our experienced professionals provide strategic financial oversight, internal controls implementation, process improvement recommendations, and financial leadership on an outsourced basis.
Understanding the Challenges CPA Firms Face
Seasonal Staffing Fluctuations
The feast-or-famine cycle of tax season creates significant staffing challenges. Hiring full-time employees for peak season demands leaves practices overstaffed during slower months, while being dependent on permanent staff can lead to burnout and missed deadlines during busy periods.
Rising Operational Costs
Overhead expenses for CPA firms continue to climb. Office space, technology infrastructure, employee benefits, and professional development costs can consume 40-60% of revenue, limiting profitability and growth potential for small to mid-sized practices.
Time Constraints on Advisory Services
CPAs recognize that high-margin advisory and consulting services drive practice growth, yet many firms remain trapped in time-intensive compliance work. When 70-80% of staff hours go toward bookkeeping and tax preparation, there's little capacity left for strategic client advisory services.
Finding and Retaining Qualified Staff
The shortage of accounting talent has intensified competition for experienced professionals. Many CPA firms struggle to attract qualified candidates, especially in smaller markets, while retention challenges create costly turnover cycles that disrupt client service continuity.
Technology Integration and Workflow Efficiency
Modern CPA firms need perfect integration between multiple software platforms—from practice management systems to tax software to client portals. Managing these systems while maintaining data security and workflow efficiency requires significant IT expertise and ongoing investment.
Why CPA Firms
Choose Countsure?
- Scalable Outsourcing Solutions That Grow With Your Firm
- Experienced Accounting Professionals
- Seamless Technology Integration
- Stringent Data Security and Confidentiality
- Quality Assurance and Accuracy Standards
- Transparent Communication and Reporting
- Cost-Effective Pricing Models
Industry Expertise and Specializations
Our outsourcing experience supporting CPA firms extends across multiple industry verticals, allowing us to handle the unique accounting requirements of your large client base:
Professional Services
Firms
Law firms, consulting practices, marketing agencies
Healthcare and Medical Practices
Physicians, dentists, specialists, medical groups
Real Estate and Property Management
Investors, developers,
and property managers
Construction and Contractors
General contractors, specialty trades, and builders
Retail and
E-commerce
Brick-and-mortar stores, online sellers, multi-channel retailers
Manufacturing and Distribution
Manufacturers, wholesalers, distributors
Hospitality and Restaurants
Hotels, restaurants, food service businesses
Technology and SaaS Companies
Software companies, IT services, tech startups
Nonprofit Organizations
Charities, foundations, membership organizations
How We Partner with Your CPA Firm
Discovery and Assessment (Week 1)
We begin with a comprehensive consultation to understand your firm's services, client mix, technology stack, workflow processes, and specific outsourcing goals. This assessment helps us design a customized solution that integrates smoothly with your existing operations.
Onboarding and Setup (Weeks 2-3)
Our team establishes secure access to your systems, documents your standard procedures, creates service level agreements, and assigns dedicated professionals to your account. We ensure all team members understand your firm's quality standards and client service expectations.
Pilot Project (Month 1)
We start with a limited engagement—typically 2-5 client accounts—to test workflows, refine communication protocols, and demonstrate our capabilities. This low-risk pilot allows both teams to build confidence before expanding the partnership.
Scale and Optimize (Month 2+)
As our partnership proves successful, we gradually increase the number of clients or services we support. Continuous process improvement, regular performance reviews, and feedback loops ensure we're maximizing efficiency and delivering exceptional value.
Technology and Software Capabilities
Accounting Software Expertise
Tax Preparation Software
Practice Management Tools
Technology and Software Capabilities
Accounting Software Expertise
We leverage leading accounting platforms to deliver accurate, efficient, and transparent financial management. From QuickBooks and Xero to NetSuite and Sage Intacct, our team ensures seamless bookkeeping and real-time financial insights.
Tax Preparation Software
We use advanced tax preparation platforms to ensure accurate, compliant, and efficient tax filing. From UltraTax CS and ProSystem fx to ProConnect, Lacerte, and Drake Tax, our team delivers reliable results and streamlined tax workflows.
Practice Management Tools
Technology and Software Capabilities
Accounting Software Expertise
We leverage leading accounting platforms to deliver accurate, efficient, and transparent financial management. From QuickBooks and Xero to NetSuite and Sage Intacct, our team ensures seamless bookkeeping and real-time financial insights.
Tax Preparation Software
We use advanced tax preparation platforms to ensure accurate, compliant, and efficient tax filing. From UltraTax CS and ProSystem fx to ProConnect, Lacerte, and Drake Tax, our team delivers reliable results and streamlined tax workflows.
Practice Management Tools
Flexible Outsourcing Pricing Options for CPA Firms
Hourly Engagement Model
Monthly Retainer Packages
Per-Return or Per-Client Pricing First
Seasonal Capacity Programs
Get Transparent Pricing for Your Firm
Partner With Countsure Today
Ready to scale your CPA firm, reduce overhead costs, and focus on high-value client advisory services? Schedule a complimentary consultation to discuss your firm’s unique needs and explore how our accounting outsourcing services can help you achieve your practice goals.
What to Expect in Your Consultation:
- Comprehensive assessment of your current capacity and pain points
- Custom recommendation for services and engagement model
- Transparent pricing proposal with no hidden fees
- Answers to all your questions about outsourcing
- Introduction to the team members who would support your firm
Book Your Free 30-Minute Consultation
Common Questions About Outsourcing for CPA Firms
Most standard bookkeeping or tax preparation engagements can be onboarded within 7-10 business days. More complex services like controller functions or specialized industry work may require 2-3 weeks for proper knowledge transfer and setup.
We work completely behind the scenes as an extension of your team. All communication with your clients comes from your firm, and we never directly contact your clients. Many firms choose to disclose their use of outsourcing partners as a value-added service, while others prefer to keep operations internal.
Every deliverable undergoes multi-level review before submission to your firm. If any work doesn’t meet your standards, we’ll revise it immediately at no additional cost. Our quality guarantee ensures you receive accurate, professional work that reflects well on your firm’s reputation.
Our team participates in regular training on tax law updates, accounting standards changes, and software updates. We maintain professional certifications, attend webinars, and invest heavily in continuing education to ensure our knowledge remains current.
