Outsourced accounting for CPA firms
Outsourced accounting for CPA firms is the practice of running a firm's recurring compliance work through a dedicated offshore team that operates inside the firm's own systems and to its own review standards. Sahana Global provides that capacity to practices in the US, UK, Australia, and Canada, covering bookkeeping and close, year-end tax workpaper preparation, and audit support under one engagement partner.
The work belongs to your firm. We prepare it; a partner or manager reviews and signs it. Nothing is filed, released, or sent to a client without your sign-off.
What's included
The standing scope.
Dedicated staff
A named accountant, or a small team, assigned to your firm and reachable inside your working hours. The same people each month, not a rotating pool.
Bookkeeping and close
Monthly and quarterly closes on QuickBooks Online and Xero, reconciled, adjusted, and left ready for your review.
Tax workpaper preparation
Year-end lead schedules and supporting workpapers organised for your CPA or tax preparer, tied back to a trial balance that reconciles.
Audit support
PBC schedules, tie-outs, and testing workpapers prepared to Caseware standards for your engagement teams.
Management reporting
Monthly reporting packs your firm can put in front of a client without reformatting them first.
White-label delivery
Work prepared under your firm's brand and templates, disclosed to your clients in whatever way you choose.
In focus
Tax workpaper preparation
Tax workpaper preparation is the assembly of the schedules a preparer needs before a return can be drafted: a reconciled trial balance, lead schedules for each significant account, fixed-asset and depreciation rollforwards, accrual and prepaid support, and a clean record of the adjusting entries that move the books from bookkeeping basis to tax basis.
We build these on QuickBooks Online, Xero, or your Caseware file, and we reference every figure back to source. Your preparer opens the file and works from a tie-out rather than a shoebox. We prepare the workpapers; your firm drafts, reviews, signs, and files the return.
This is the work behind the Tax Workpaper Prep line on our homepage: the unglamorous year-end organisation that decides whether busy season runs long or closes on time.
Who it's for
Where this fits.
This service suits firms carrying more compliance work than their salaried staff can clear inside a season.
- Five-to-twenty-partner firms hitting a capacity ceiling in busy season.
- Firms that want dedicated capacity to plan around, not pay-as-you-go temps.
- Practices standardised on QuickBooks Online, Xero, and Caseware who need work that arrives review-ready.
- Partners who want offshore work handled inside AICPA confidentiality expectations, with client data treated deliberately.
How it works
How an engagement begins.
Week 1
Discovery
We read a sample of your files, learn your review standards and templates, and agree what review-ready means for your firm.
Weeks 2-3
Pilot engagement
A paid, defined-scope trial on real files, so quality and fit are proven before anything becomes standing work.
Ongoing
Dedicated capacity
A named team on your recurring work, a review trail on every deliverable, and same-day access changes when staffing changes.
Questions
Answered plainly.
The objections firms raise before the first call, without the sales gloss.
Who reviews the work before it reaches our clients?
You do. Everything we prepare is left in a review state for a partner or manager at your firm to sign off. We document what we did and why, so review is a check rather than a re-do. Nothing is released to a client or filed without your firm's approval.
Can you work under our firm's brand?
Yes. We prepare work in your templates and under your firm's name, and you decide how our involvement is disclosed to your clients. Some firms present the work as their own; others tell clients they use an offshore team. We follow your disclosure policy rather than set one.
How is this priced?
By dedicated capacity or by project. Dedicated engagements are a fixed monthly fee tied to the size of the team and the volume of work, quoted in writing after a short call. Project work, such as a single busy-season overflow, is scoped and priced up front. We do not bill by the hour, so the number does not move around on you.
Start a conversation.
Tell us what your books look like now, and we will tell you honestly what the first ninety days would involve.