USA CPA / EA PARTNER SERVICES

USA CPA / EA PARTNER SERVICES

Scale Your Practice, Optimize Margins, and Reclaim Your Time

As a US CPA, EA, or tax practice owner, your time is best spent on high-value client advisory and strategic growth—not buried under data entry, messy books, or endless tax season backlogs.

OBG Outsourcing Private Limited is your premier offshore delivery partner. We provide seamless, secure, and highly skilled accounting and tax support designed to act as an extension of your local team. Whether you need year-round capacity or seasonal reinforcement, we deliver review-ready work that meets strict US standards.

Our Core Services

1. White-Label Bookkeeping & Monthly Accounting

Maintain a consistent revenue stream without the operational headache. We handle the daily numbers under your brand name, ensuring your clients always receive flawless, timely financials.

Bank and credit card reconciliations

Accounts Payable (AP) and Accounts Receivable (AR) management

Monthly financial statement generation (P&L, Balance Sheet, Cash Flow)

2. Tax Season & Return Preparation Support (1040 & Business)

Don't let tax season burnout drain your team. Our tax professionals handle the heavy lifting of data entry and form preparation, allowing you to focus solely on final signatures.

Individual Returns: Comprehensive Form 1040 preparation

Business Returns: Form 1065 (Partnerships), Form 1120S (S-Corps), and Form 1120 (C-Corps)

State and local tax (SALT) filings

3. Cleanup and Catch-Up Projects

Un-mess the mess. When a new client dumps months (or years) of unorganized data on your desk, our specialized team steps in to reconstruct their books swiftly and accurately.

Historical bank reconciliation and ledger corrections

Diagnostic reviews to identify missing transactions

Getting historical data tax-ready

4. Specialized Payroll & Sales Tax Support

Compliance is tedious, but critical. We manage the complex calculations and reconciliations so your clients stay in the clear.

Sales Tax: Multi-state sales tax filing, e-commerce reconciliation, and state reporting

Payroll: Periodic payroll ledger reconciliations and year-end W-2/1099 compliance checks

5. Review-Ready Workpapers & Client Query Sheets

We don’t just throw data over the fence. We deliver meticulously documented workpapers that make your final review a breeze.

Review-Ready Workpapers: Tied out to supporting documents with clear audit trails

Client Query Sheets: Proactive, organized lists of missing information or clarifications, ready for you to send to the client

6. AI-Powered Quality Assurance

At OBG Outsourcing, we merge human expertise with cutting-edge technology. Before any file reaches your desk, it passes through our advanced AI review layer to flag anomalies, inconsistencies, or missed deductions, followed by a final human partner review.

Why Partner with OBG Outsourcing?

FeatureThe OBG Advantage
Scalable Offshore StaffingRamp up your team for tax season and scale down during the summer—no overhead, no hiring headaches.
Data Security FirstGDPR and SOC-compliant protocols ensuring your clients' sensitive financial data remains 100% secure.
Tech-Agnostic ExpertiseOur team is proficient in QuickBooks Online/Desktop, Xero, Drake, UltraTax, ProConnect, CCH Axcess, and more.
Boosted Profit MarginsCut your operational and labor costs by up to 50–60% compared to local hiring.

Ready to transform your practice workflow?

Let's discuss how OBG Outsourcing can customize a scalable team for your firm. Contact us today for a free pilot project.

White-label bookkeeping

White-label bookkeeping

As a growing CPA, accounting firm, or financial consultancy, your time is best spent on strategic advisory, client acquisition, and high-value consulting. Yet, a massive chunk o...

Tax season support

Tax season support

Scale Your Firm, Reduce Costs, and Conquer Deadlines with OBG Outsourcing

For CPAs, Enrolled Agents (EAs), and accounting firms, tax season shouldn't mean burnout, endless...

1040 & Business Tax Prep

1040 & Business Tax Prep

Here is a professional, conversion-focused website or brochure content tailored for OBG Outsourcing Private Limited. It is structure...

Accounting Catch-Up

Accounting Catch-Up

At OBG Outsourcing Private Limited, we understand that running a business leaves little time for meticulous bookkeeping. Backlogs ac...

Monthly Account Support

Monthly Account Support

Your Dedicated Offshore Finance Team, Delivering Clarity Every Month

Running a growing business requires your full attention. Managing daily transactions, tracking ...

Sales tax support

Sales tax support

In today’s fast-evolving regulatory landscape, managing sales and use tax can quickly become a bottleneck for your business. From fluctuating state-by-state Nexus laws to comp...

Payroll reconciliation support

Payroll reconciliation support

Managing payroll is complex, but ensuring it perfectly aligns with your financial records shouldn't be a headache. At OBG Outsou...

Review-ready workpapers

Review-ready workpapers

Managing your workflow during busy season shouldn't mean staying up until 2:00 AM chasing missing trail balances, un-reconciled schedules, or broken links. When your senior team...

Need any Suggestion

Hire a World Class HR Consultants

Blogs

Read More About Latest Blogs