Financial Services & Institutions

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CPA firms serving financial services clients face pressure to deliver fast, accurate, and compliant work – especially during audits, regulatory filings, and month-end cycles. At Accountably, we act as your offshore accounting team, operating under your systems and branding, without client-facing involvement.

Whether it’s a regional credit union or a fast-scaling fintech, we help you meet deadlines, scale smartly, and maintain quality without adding internal overhead.

  • Sector Expertise
Banking & Credit Unions

We assist CPA firms with reconciliations, call report prep, GL cleanups, and month-end financials. Our accountants work within your review process, helping you speed up delivery and maintain reporting accuracy.

Insurance

From premium tracking to claim-side reporting, we support firms working with life, health, and P&C carriers. Our team handles the volume-heavy tasks that slow down your senior staff–without compromising compliance.

Investment & Asset Management

For private equity, hedge funds, and wealth managers, we handle capital accounts, NAV summaries, and investor statements. Your clients stay informed, while your firm focuses on higher-value advisory.

Fintech

For accounting firms serving fintechs, we bring structure to fast-moving ledgers–handling deferred revenue tracking, audit prep, and board-ready financials with clarity and speed.

How we help

We step in as a true extension of your CPA firm–trained in U.S. standards, onboarded into your systems, and fully white-labeled. You get consistency, scalability, and support that doesn’t need micro-managing.

Built a dedicated fund accounting team for a mid-sized firm handling 10+ PE clients
Supported a time-sensitive audit for an insurance group, freeing 100+ internal hours
Helped reduce close time by 60% for a bank’s reporting process through our offshore pod
200+
Finance-trained professionals across banking, insurance, and investment accounting.
1,800+
Engagements completed for CPA firms serving the financial services sector.

Client results

Explore how our white-labeled teams have helped CPA firms grow their financial services practice–without hiring locally or sacrificing control.
See all client results
  • Our expertise
Business Strategy Development

Craft effective strategies to drive competitiveness and achieve business objectives.

Process Optimization

Streamline operations and improve efficiency to maximize productivity and reduce costs.

Market Research and Analysis

Gain valuable insights into your target market, competitors, and customer needs.

Change Management

Navigate organizational change smoothly and ensure successful implementation.

Technology Solutions

Our partners with leading technology providers to guide our clients through the implementation process.

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