CPA Outsourcing Services
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Expand Your CPA Firm Capacity With Reliable Accounting Support
When you’re ready to scale, the partner matters more than the price. Corient’s CPA outsourcing services work as a white-label extension of US CPA firms handling bookkeeping, tax preparation, reporting, and compliance under your brand, inside your software, on your deadlines. You keep the client relationships and the final sign-off. We handle the production behind them.
Why CPA Firms Outsource to Corient
- More capacity, no new hires: Your CPA firm takes on more clients without recruiting, training, or carrying payroll for seasonal work.
- Lower cost to serve: Cut in-house staffing, software seats, and infrastructure costs while protecting your margins.
- Built for busy season: Scale up from January through April, again for the September–October extension crunch, then scale back down.
- Faster turnaround: Work moves overnight, so returns and reconciliations are review-ready when your team logs in each morning.
- Greater accuracy: Accountants trained in US standards, plus multi-level review, catch errors before files reach your reviewers.
- White-label by default: We work under your brand, inside your software. Your clients only ever see your firm.
We Have Achieved for Our Clients
+ Cost Savings
20
%
+ Accuracy
80
%
+ Time Savings
30
%
+ Faster Turnaround
0
%
How We Protect Your Clients' Data
Choosing an offshore accounting partner puts your professional liability on the line. It doesn’t transfer when the work does, so the controls around that work matter as much as the work itself.
Independently audited controls for security, availability, and confidentiality. Report shared under NDA during evaluation.
A formally audited information security management system.
Our safeguards map to the IRS's written security requirements for tax professionals.
We build the client-consent workflow into onboarding, so you aren't drafting disclosure language before the first return moves.
Each person sees only their assigned clients, and access is revoked the day an engagement ends.
Engagement Models That Fit How You Work
CPA outsourcing services aren’t one-size-fits-all. Different work needs different structures, and most firms combine two.
- Dedicated FTE: A named preparer works only on your files, full-time. Best for steady year-round volume.
- Per return / per transaction: Pay per 1040, 1120-S, or reconciliation. Best for busy-season overflow.
- Block hours : Draw against a pool of hours as work arrives. Best for cleanup and irregular backlogs.
- Fixed monthly: A defined recurring scope at a flat fee. Best for firms delivering CAS to clients.
Rates move with complexity, committed volume, and required turnaround. Most firms start with a paid pilot before settling on a model.
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.
Our CPA Outsourcing Process
A clear, secure, and transparent process, from understanding your firm’s needs to delivering review-ready work on deadline.
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.
Comprehensive CPA Outsourcing Services
The full back office, so your people can focus on review, advisory, and client relationships.
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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