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Scale Your U.S. CPA Firm with White-Label Accounting & Tax Support
Build capacity for recurring accounting work and busy-season demands with OBG Outsourcing. We support U.S. CPA firms, Enrolled Agents, and tax professionals with bookkeeping, accounting, and tax preparation services tailored to their workflows.
Our white-label team works behind your firm while you retain control of client relationships, review decisions, and final approval.
1. White-Label Bookkeeping & Accounting
Support your clients with organized books and consistent monthly accounting delivered under your firm’s brand.
Transaction categorization and general ledger maintenance
Bank and credit card reconciliations
Accounts payable and accounts receivable support
Month-end and year-end closing assistance
Financial statements and management reports for review
2. Cleanup & Catch-Up Bookkeeping
Bring overdue books up to date and prepare clearer records for ongoing accounting and tax preparation.
Review historical transactions and account balances
Identify duplicate entries and categorization errors
Reconcile outstanding bank and credit card accounts
Prepare proposed adjustments and flag unresolved items
Organize supporting records for your team’s review
How Can We Assist CPA Firms with Monthly, Quarterly, and Annual Bookkeeping Services?
- Year-end adjustments are posted, reviewed, and corrected in the books of accounts.
- Various control account reconciliation.
- Support for the conversion of accounting software.
- Preparation of 1120, 1120S, 1065, and associated 1040 tax returns.
- Support for the integration of the accounting system and system implementation.
Why Work With Us
- Enables cost reduction, focuses on activities that generate more income, and boosts profit margin.
- Provide prompt service by outsourcing duties throughout tax season and peak times.
- Having access to knowledgeable and experienced personnel.
- Prevent financial fraud and conflicts while the person preparing the books and reports is doing so.
- Reduction of overhead and infrastructure expenses.
Referral Partnership
The CPA company and OBG Outsourcing work together to perform and complete the services under the Referral Partnership model. For accounting and bookkeeping services, the CPA business recommends OBG Outsourcing to its clientele.
Reverse Office Assistance
Serving as a back-office support provider, OBG Outsourcing doesn't interact directly with clients. The CPA firm works closely with the customer, and the firm's name appears on all correspondence and reports. Therefore, the client is unaware of OBG Outsourcing's partner role.
Prolonged Collaboration
Making clients aware of the connection between the CPA firm and OBG Outsourcing is the focus of this concept. Nonetheless, the client's primary point of contact is still the CPA company.
