CPA Outsourcing Services
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Expand Your CPA Firm Capacity With Reliable Accounting Support
Get reliable, white-label accounting support on your exact deadlines. We handle the back-office production in your tech stack so your team can focus on advisory and client growth.
Why Leading CPA Firms Partner with Corient
- Instant Capacity Expansion: Scale client capacity and revenues without the friction, overhead, or time-investment of recruiting and onboarding.
- Protected Profit Margins: Lower your overall cost-to-serve by reducing expensive in-house payroll, local software licenses, and infrastructure costs.
- On-Demand Elasticity: Seamlessly scale up for Q1 busy season and September/October extension deadlines, then flex back down without severance or carrying costs.
- Overnight Delivery Cycle: Work moves continuously during off-hours, ensuring review-ready returns and reconciliations are in your queue every morning.
- Multi-Layered Quality Control: Dedicated US-GAAP/IRS trained professionals paired with rigorous internal review stages ensure high accuracy before hitting partner desks.
- 100% White-Label Execution: Complete operating neutrality—we execute inside your existing tech stack and under your brand identity so your clients only experience your firm.
Delivering Measurable Impact for Accounting Firms
Cost Savings
20
%
Up to 30%+ operational cost reduction compared to in-house hiring.
+ Accuracy Rate
80
%
99%+ deliverable accuracy across tax prep and financial statements.
+ Time Savings
30
%
40%+ time saved for internal partner and manager reviews.
+Turnaround Speed
0
%
25%+ faster delivery times using offshore shift model.
Uncompromising Data Security & Compliance
We safeguard your client data with the same diligence you do. From strict access controls to international security certifications, our infrastructure is built to protect your liability and maintain total compliance.
Display official security logos/badges (SOC 2, ISO 27001) prominently in a sticky side card or directly beneath the main hero section instead of burying them in accordions.
- Tax firms legally require client consent before sharing tax return data offshore under Section 7216. Add a dedicated callout box or downloadable “IRC §7216 Compliance & Consent Template Kit for CPA Partners” to eliminate legal friction immediately.
Independently audited controls for data security, availability, and confidentiality.
Adherence to IRS Publication 4557 (Safeguarding Taxpayer Data), GLBA, and CCPA standards.
AES-256 encryption in transit and at rest, zero local data storage on end-user machines, and multi-factor authentication across all environments.
Flexible Engagement Models Built Around Your Firm’s Workload
No two firms operate on the exact same cycle. Choose a primary structure below, or combine models to cover year-round baselines alongside seasonal spikes.
- Dedicated FTE (Full-Time Equivalent): A named, full-time preparer dedicated exclusively to your firm’s files. Best for: Steady, year-round volume and long-term capacity expansion.
- Pay-Per-Return / Per-Transaction: Variable pricing per 1040, 1120-S, or monthly reconciliation. Best for: Managing tax season overflow without adding fixed overhead.
- Block Hours: A pre-purchased pool of flexible hours drawn down as work arrives. Best for: Unpredictable backlogs, client cleanup, and special projects.
- Fixed Monthly Scope: A predictable, recurring flat fee for standard deliverables. Best for: Client Advisory Services (CAS) and ongoing monthly accounting.
Risk-Free Onboarding: Pricing is tailored to return complexity, volume commitments, and turnaround speed. Most partners start with a low-friction paid pilot before selecting their long-term mix.
Who Can Benefit from CPA Outsourcing Services?
CPA outsourcing works for firms of every size, not just the big ones. Here’s how it fits across the board:
Small Firms
Offer more services without hiring more people. Great way to punch above your weight.
Mid-Size Firms
Hand off routine work so your team can focus on the clients that need more attention.
Large Firms
Handle peak season volume without stretching your staff or turning away work.
How We Work with Your Firm
From initial scoping to daily delivery, we operate as a natural, white-label extension of your team.
We map your workflow, software, and capacity gaps to pinpoint where CPA outsourcing adds the most capacity.
You get a dedicated team, trained on your processes and software, that works as a seamless extension of your firm, not a faceless call center.
We integrate with your systems, set turnaround SLAs, and lock down data access before any client work begins.
Bookkeeping, tax preparation, and reporting to deadline, with quality reviewed and the team scaled to your volume.
Scalable Back-Office Capabilities Built for CPA Firms
Offload manual preparation work while your team retains full oversight, client control, and final sign-off.
- Accounting & Bookkeeping: Daily journal entries, bank/credit card reconciliations, and close-ready general ledgers.
- Tax Preparation: On-time, review-ready filings for 1040, 1120, 1120-S, 1065, 1099, and multi-state compliance.
- Financial Reporting: Decision-ready management reports and financial packages backed by GAAP-aligned data.
We work in your software: UltraTax CS, Lacerte, Drake, ProConnect, ProSeries, CCH Axcess, QuickBooks, Xero, and Sage.
What Firms Say
Outsourcing with Corient has enabled us to grow our practice without increasing office space or internal training. Their team feels like a true extension of our business.
Barry Jackson, Oak Leaf Accountancy
Corient has managed my payroll for over 6 years with consistent quality and reliability. After poor experiences with other providers, their accurate, compliant service has stood out.
Sam Kellali, Director, YourFD
Let's Build Your CPA Outsourcing Team
Tell us about your firm’s workload – we’ll show you how much time and cost you can save.
Frequently Asked Questions
CPA outsourcing services mean assigning accounting, bookkeeping, tax preparation, or reporting work to an external team that operates as an extension of your firm — easing workload pressure so you can focus on advisory and client relationships.
It depends on the model and complexity. Dedicated FTE arrangements bill monthly; per-return pricing suits seasonal work. Straightforward bookkeeping costs less than multi-state returns, and higher volume improves your effective rate.
Yes. Under IRC §7216, a US preparer must obtain written client consent before disclosing return information to a preparer outside the United States. We build that workflow into onboarding.
We work in the platforms US firms rely on — including UltraTax CS, Lacerte, Drake, ProConnect, ProSeries, and CCH Axcess and adapt to your existing setup.
Our offshore delivery is built on SOC 2 and ISO 27001 controls, restricted access, encrypted file sharing, and signed NDAs. Ask any provider for their security documentation before you sign.
There's no hard floor. Most firms begin with a pilot, a batch of returns or one month's close — before committing.
Yes. Delivery runs from our offshore centers with US-hours coverage for review calls and escalations. That's why the economics work. Your firm still signs the return, owns the client relationship, and makes every judgment call.
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