Outsourced Accounts Management for CPA Firms

Accountably is a staffing and recruiting agency that helps US CPA, EA, and accounting firms hire talent from India across tax, accounting, payroll, and finance. Accountably offers offshore staffing services, placing full-time offshore employees from India who work inside your firm's workflow, on your software and SOPs.

Accountably places accounting professionals in India across the whole accounts management cycle, from general ledger upkeep and balance sheet reconciliations to the month-end close, the reporting package, and multi-entity consolidation.

If an accounting role can be performed remotely, Accountably can fill it with A-players from India.

Here are some examples of the roles we can fill:

• Close and reporting: staff accountants, CAS specialists
• Review and oversight: accounting managers, controllers
• Software specialists: QuickBooks accountants, Xero accountants
• The books underneath: bookkeepers, AP and AR specialists

Accountably's staffing model is fully managed: we handle the employment contract, payroll, tax compliance, benefits administration, and salary disbursement for every hire, so you get the talent without the administrative overhead.

This matters most for firms that don't have an established entity or employer of record (EOR) infrastructure in India.

You direct the day-to-day work; Accountably handles everything on the back-end.

Our staffing model also includes onboarding support, equipment coordination if needed, and ongoing HR support for as long as the engagement runs.

Dedicated hires and build-operate-transfer teams go through the same vetting and shortlisting process; a white-label team is staffed and run by its assigned manager.

The core difference between dedicated offshore talent and a white-label delivery team is who directs the work. With dedicated offshore talent, your accountant works inside your workflow and you direct the work like any member of your team; with a white-label delivery team, Accountably's manager runs the team, with its own reviewers, and you review the finished work.

Recruiting differs between the models. Dedicated hires go through the same recruiting process as build-operate-transfer teams, while a white-label team is staffed and run by its assigned manager.

Dedicated offshore talent is the right fit if your clients close every month and you want full-time staff inside your workflow.

A white-label delivery team makes more sense for smaller or seasonal firms that would rather review finished work. Firms serious about long-term offshore control can also choose build-operate-transfer.

If you're not sure which fits your situation, mention it on the discovery call, and the team will walk you through all three options.

Accountably quotes every accounting seat before you commit. Accounting seats start from about $11 an hour, which comes to roughly $1,800 to $2,500 a month for a full-time seat. Senior seats, such as a senior accountant for multi-entity clients, an accounting manager, or a controller, are quoted on request.

The rate can vary by role and seniority, so you will get the specific figures on your discovery call, where we will walk you through the total cost for the role you need to fill.

But even with Accountably's fee included, an accounting hire in India through Accountably can still save your firm up to 70% compared to an equivalent US hire.

For firms that don't have an existing international payroll setup or in-country legal infrastructure, the staffing model removes that work entirely. Accountably handles the employment contract, payroll processing, tax compliance, and benefits administration for your hires.

You direct the work. Accountably owns the employment relationship.

Also, with Accountably you pay nothing until you hire. The search, sourcing, shortlisting, and your interview stages all happen before any fee is due. If Accountably does not place someone, you owe nothing. A dedicated hire has a 60-day minimum commitment.

The 45-day replacement guarantee is included. If a placement does not work out within 45 days, Accountably finds a replacement at no additional charge. And if someone rolls off later, we shadow and hand over during their notice period, so your close calendar doesn't take a hit.

Outsourced accounts management is the practice of handing the recurring accounting cycle for your clients to a team outside your firm instead of hiring in-house accountants. One accountant owns that cycle for a set of your clients, from general ledger upkeep and balance sheet reconciliations to the month-end close and the reporting package your reviewer signs off on.

The phrase also gets used in sales, where account management means looking after customer relationships. Here it means the accounting function.

For a CPA or accounting firm, the work usually covers:

• General ledger upkeep: chart of accounts maintenance, journal entry review, and integrity checks each period
• Bank, balance sheet, and subledger reconciliations
• The month-end close on a documented calendar, with adjusting entries and accruals
• The monthly financial reporting package
• Multi-entity consolidation, with intercompany eliminations
• Controller-level review of the close

Outsourced means the work is done by a team outside your firm. Offshore means that team is in another country. With Accountably it is both: your accountant sits in India and works inside your systems like any other member of your team.

The main difference is cost. An accounting hire in India can save your firm up to 70% compared to a US-based equivalent, due to the lower cost of living in India compared to the US.

With dedicated offshore talent, your firm manages the day-to-day work. Your accountant reports to your managers, follows your workflows and processes, and works as part of your team, just like any other remote employee.

Accountably doesn't direct their daily work or assign client files. You have complete control over their responsibilities and schedules. Think of Accountably as the hiring and administrative partner, not a management layer.

The sign-off on every financial package, the final judgment on estimates and accounting positions, and the client relationship stay with your firm.

If you'd rather review finished work than direct it, a white-label delivery team comes with Accountably's own manager and reviewers.

Yes, accountants in India working with US firms work in the same tools your team already relies on: QuickBooks and Xero for client books, and Karbon, TaxDome, and Suralink for workflow and client documents.

During vetting, Accountably screens explicitly for your stack rather than assuming tool familiarity and runs the assessments you already use.

Onboarding then ramps your accountant on your firm's software and SOPs, from your chart of accounts conventions to your close checklist and reporting format. The work happens inside the files your clients already keep, so there is no data migration and no parallel ledger.

If there is a specialized system in your clients' environment, we identify transferable skill paths and flag any ramp time upfront so you can make an informed decision.

Accountably puts every candidate through a rigorous screening process before presentation.

Every candidate goes through Accountably's vetting process, which includes:

• Skills assessment: technical evaluation specific to the role requirements
• Experience validation: Accountably verifies work history
• Software experience: we check every candidate's experience in the software your clients' books live in, such as QuickBooks and Xero
• Cultural fit: Accountably screens for alignment with US business practices, work style, and your specific firm culture
• Motivation check: Accountably rules out candidates who are just looking for short-term contracts or salary bumps
• Background checks: we run background checks, and every hire works under an NDA

You only see candidates who meet all these criteria. Experienced hires start with onboarding on your software and SOPs. Newer hires first complete our 6-week US tax and accounting program.

Bookkeeping records the day-to-day transactions: coding, bank feeds, and the monthly bank and card reconciliations. Accounts management sits above it: maintaining the general ledger, owning the balance sheet reconciliations and the month-end close, producing the financial reporting package, and applying controller-level review so the numbers reach your reviewer ready to sign against.

The two can be staffed together: a bookkeeper keeps the ledger current, and a staff accountant owns the close on top of it. See outsourced bookkeeping for the transaction-level work.

Your accountant follows a documented close calendar: reconcile the bank, balance sheet, and subledger accounts, post and review the adjusting entries and accruals, then deliver a reviewed financial package on an agreed turnaround.

Each reconciliation follows the same method:

• The opening balance is tied to the prior period's reviewed ending balance
• Every transaction in the period is matched to source records, and unexplained items and duplicates are chased down before the close
• Adjusting entries, accruals, and reclassifications are documented in the workpaper and routed for second-level sign-off
• Prior reversals are confirmed, and the ending balance is tied to the subledgers and statements

Every file goes through preparer, senior, quality and final review before it reaches you.

Yes. A senior accountant takes on multi-entity consolidation, including intercompany eliminations, and produces one consolidated package alongside the entity-level statements, so your reviewer sees both the group and each entity.

Senior seats are quoted on request, and the work runs through the same four layers of review as every close.

Yes, client files are handled under SOC 2-aligned controls by background-verified staff who work under NDAs.

Access is role-based and runs over a secure VPN, files move by encrypted exchange, audit logs record activity, and nothing is stored on a personal machine.

See data security and compliance for the full set of controls.