US-business-hours overlap Multi-layer review 30-day fit guarantee

Outsourced Accounting for California CPA Firms

Trained offshore accountants and tax preparers placed inside your California firm in about 3 to 4 weeks, ramped on your software and SOPs, working hours that line up with your Pacific-time day.

From Los Angeles to the Bay Area, San Diego, and Sacramento. We are not a local office. We are the review-first offshore team behind your firm. Don't trust us. Test us.

20+ firms served SOC 2-aligned controls Not a fit in 30 days? Replaced free

What California CPA firms are up against

A large book of work, a shrinking pool of local staff to do it, and a state that adds complexity most other states do not.

California holds one of the largest CPA populations in the country, and the demand for firm capacity has grown right alongside it. But the national accountant shortage lands hard here: there are roughly 340,000 fewer accountants than five years ago, a large share of the profession is near retirement, and accounting graduates sit at a 20-year low. A Los Angeles or Bay Area partner cannot simply post a job and fill a senior seat before busy season, and the local salary market to compete for the few candidates who exist is among the most expensive in the country.

California work is also heavier per return. The state carries among the highest income tax rates in the country, so returns and provisions get more scrutiny. Many firms run Pass-Through Entity Elective Tax elections across their client base, and a Bay Area or San Diego practice often serves clients with nexus in several states, so a single engagement can touch California plus a stack of other state schedules. Add a compressed California busy season on top of federal deadlines and the partner becomes the bottleneck. Capacity, not talent, is what caps the firm's growth.

Accountably was built by a Washington-licensed CPA with more than seven years inside US firms, so the offshore staff we place are trained to close and prepare to the standard a reviewer will accept. We are not a California office and we do not pretend to be one. We are the offshore team that sits inside your firm's workflow and clears the volume, so your partners stay on review and advisory instead of the return.

California PTET workpapers Multi-state apportionment 1040 / 1120S / 1065 prep Month-end close Reconciliations and cleanup CalCPA-standard review

Four sets of eyes before it reaches yours

Generic offshore gives a California firm one pass and a signature line to worry about. Every return and every close we touch moves through four stages before it reaches your reviewer.

1

Preparer

Prepares the return or books the close to your SOPs, including the California and PTET detail.

2

Senior review

A senior checks apportionment, state schedules, and reconciliations that a junior misses.

3

Quality review

An independent pass on accuracy, completeness, and tie-outs across every state touched.

4

Final review

Signed off internally so what reaches your California firm is review-ready.

See it on your own work first

A California partner's name is on every return. So we prove the work before it goes anywhere near your clients.

Before any live engagement, we run a Free 40-Hour Proof Pilot: the placed accountant works a fixed 40-hour block of your own work, a real California return, a close, or a cleanup, under our full multi-layer review, and your reviewer grades the result the way they would grade a new hire. If the output does not meet your bar, you have learned exactly where we stand with none of your clients touched. If it does, you have already seen the work before you scale a seat.

This is proof, not a discount. A structured pilot on your own California work is how a firm tests trained people on real returns and real books without putting a client at risk. The Proof Pilot proves the work before the relationship starts. The 30-day fit guarantee carries the risk once it does.

What stays with you. What we carry

You keep

  • The client relationship and every advisory conversation
  • Final review and sign-off on every California return and financial
  • Judgment calls on PTET elections and state positions
  • Your firm's license, standing, and the name on the return

We carry

  • Preparation, reconciliations, and the close
  • California and multi-state workpapers and tie-outs
  • Cleanup and catch-up to a review-ready state
  • Structured documentation your reviewers can follow

Placed in ~3 to 4 weeks, with US-hours overlap

Most California firms start with one to three trained people and scale as trust builds. We learn or build your SOPs, run mock work through a 3 to 4 week ramp, and keep reviewers over the output so quality holds from day one. You start small, see the work, and expand seat by seat. When someone rolls off, a trained replacement has already shadowed them, so your workflow never takes a hit in the middle of a California busy season.

The time zone is engineered, not left to chance. We build in US-business-hours overlap so a Pacific-time firm gets working hours that line up with its own day. Your reviewers can raise a question in the morning and have it worked the same afternoon instead of waiting overnight, which is exactly what a compressed season demands. And if a placement is not the right fit in the first 30 days, we replace them free.

Questions California firms ask

No. Accountably is an offshore staffing partner, not a local firm. We place trained offshore accountants and tax preparers inside your California firm and ramp them on your software and SOPs. What makes it work for California firms is US-business-hours overlap, so your team and the offshore staff are working the same open questions on the same day.

Yes. Many California firms carry Pass-Through Entity Elective Tax elections and clients with nexus in several states. We ramp placed staff on your PTET workpapers, your apportionment approach, and your state schedules before live work, and every return moves through multi-layer review so the state detail is checked, not assumed.

We build in US-business-hours overlap so a Pacific-time firm gets working hours that line up with its own day. Your reviewers can raise a question and get it worked the same afternoon rather than waiting overnight, which matters most during a compressed California busy season.

Typically about 3 to 4 weeks. We learn or build your SOPs, run mock work through the ramp, and keep reviewers over the output so day one of live work is not day one of trust. Most California firms start with one to three people and scale as trust builds.

If a placement is not the right fit in the first 30 days, we replace them free. When someone rolls off, we shadow and hand over during the notice period, so your California firm's workflow never takes a hit mid-season.

Every placement works under SOC 2-aligned controls: NDA-backed confidentiality, background-verified staff, role-based access, secure VPN, encrypted file exchange, and zero local storage. Client files stay in your systems, and the offshore staff work inside them the way an in-house hire would.

Don't trust us. Test us.

If your California firm is carrying returns and closes into another season, start with a Free 40-Hour Proof Pilot on your own work. Trained offshore accountants, placed in ~3 to 4 weeks, with US-business-hours overlap. Not a fit in 30 days? Replaced free.

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