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Service · $950/month full-time

Outsourced Bookkeeping for CPA Firms

A dedicated, full-time bookkeeper who works your client files every day — categorizing, posting and closing — while a success manager QA-checks the output before it reaches your review queue.

In one paragraph

Outsourced bookkeeping for a CPA firm means one dedicated, full-time bookkeeper — $950/month flat — coding transactions, posting journals and working your close checklist across every client file, with a success manager QA-checking output daily before your reviewers see it. First 7 days free; pay only if satisfied.

What your accountant handles

  • Transaction categorization. Daily coding of bank and credit card feeds across every client file, following your chart of accounts and firm conventions.
  • Journal entries. Accruals, deferrals, depreciation, payroll journals and adjusting entries, prepared with supporting documentation.
  • Month-end close support. Close checklists worked to your calendar so partner review starts on time, every month.
  • Catch-up & cleanup. Backlogged books brought current — months or years behind — with a documented cleanup log.
  • Financial statement prep. Draft P&L, balance sheet and cash flow packs assembled for CPA review, never issued directly to clients.
  • Client file hygiene. Duplicate vendors merged, undeposited funds cleared, suspense accounts investigated and emptied.
Included with every placement

Success manager + daily reporting

A success manager QA-reviews the work daily and emails you a progress report against agreed KPIs — completed tasks, flagged items, and tomorrow's queue. Time Doctor runs the full 8-hour shift, Monday–Friday, 9AM–5PM in your time zone.

Terms

No upfront payment. Free replacement.

Your first 7 days are worked before your first invoice — pay only if satisfied. If the accountant isn't the right fit at any point, we replace them immediately from our trained bench at no cost.

How the engagement runs

A 20-minute discovery call maps your software stack, client mix and conventions into a written daily KPI sheet. We match an accountant from our trained bench to that stack — interview them if you like — and work starts within days, not the 4–8 weeks of a US hiring cycle.

From day one the rhythm is fixed: Mon–Fri, 9AM–5PM in your time zone, Time Doctor running the full shift, the success manager QA-checking output as it's produced, and an end-of-day KPI email in your inbox — completed tasks, flagged exceptions, tomorrow's queue. Your first invoice arrives only after 7 days of completed work, and you pay it only if you're satisfied. Full detail on how it works and pricing.

Your data stays yours

Work happens inside the software your firm controls, under accountant-level credentials you create and can revoke at any moment. No local copies of client data, least-privilege scope limited to assigned files, monitored workstations, and written confidentiality that survives the engagement. Payment release and client communication always stay with your firm.

The complete control list is on our security page, and the commitments are written into our Privacy & Data Protection Policy — send us your vendor security questionnaire any time.

Common questions

How is this different from a bookkeeping service that charges per client file?

You get one dedicated person, full-time, for a flat $950/month — not a shared pool billing per file. As your client count grows, your cost doesn't.

Will the bookkeeper work inside our systems?

Yes. Your accountant works in your QuickBooks, Xero, practice management and document tools under logins you control, following your workflows.

Who reviews the work?

An OPS-Automate success manager QA-checks output daily before your team sees it, and your CPAs keep final review — nothing goes to your clients without your sign-off.

Is my client data secure with an offshore accountant?

Yes — by structure, not promise. Work happens inside software your firm controls, under credentials you can revoke at any moment. Nothing is downloaded or copied out, workstations are monitored through Time Doctor, and every accountant is bound by written confidentiality. The full control list is on our security page.

What happens if the work quality isn't good enough?

Tell your success manager — quality issues are corrected on our side first, which is exactly what daily QA exists for. If the fit still isn't right, we replace the accountant immediately from our trained bench at no cost, and your first invoice only ever arrives after 7 days of completed work.

Try a dedicated junior accountant free for 7 days

No upfront payment. No contract lock-in. Your first invoice arrives after 7 days of completed work — and you only pay it if you're satisfied.