US CPA & Accounting Firms
Outsourced accounting support for US CPA and accounting firms.
White-label bookkeeping, month-end close, and tax preparation support for US CPA and accounting firms. Prepared to US GAAP, reviewed and signed off in coordination with a US-licensed CPA partner, and delivered under your brand.
Why US Firms Come to Us
The pressure is real. The options haven't been good enough.
US accounting practices are increasingly turning to outsourced back-office support to manage capacity, control costs, and protect margins, without compromising on quality.
Capacity Without the Headcount
US firms cannot hire qualified staff fast enough, and the pressure spikes every busy season. What most firms actually need is reliable capacity that scales with the workload, available when the returns pile up, without carrying another full-time salary year-round.
Most Offshore Providers Weren’t Built for CPA Firms
Generic providers cut cost by cutting oversight, and CPA firms have been burned by exactly that: reconciliations that do not tie, workpapers that need redoing, and a team that goes quiet mid-season. We operate a two-tier review on every deliverable, preparer review then independent team lead sign-off, before anything reaches you.
In-House Hiring Is Not Always the Answer
Recruitment, onboarding, and staff overhead are slow and costly, and the accounting talent shortage makes it harder every year. A structured back-office team with a 90% year-on-year client retention rate is a different proposition entirely.
We understand your hesitation.
Most CPA firms that have tried offshore support have a story about it going wrong. Reconciliations that do not tie. Workpapers that need to be redone. A team that goes quiet when things get complicated. The concern is not irrational. It is based on real experience with providers built to be cheap rather than to be right.
Our answer is structural, not a promise. Every deliverable goes through a two-tier review, and you have a named point of contact who knows your files, not a rotating support queue. We suggest starting small, with low-risk work, so you can judge us on delivery before you hand over anything complex.
Who You Are Dealing With
We are not a platform. We are not a staffing agency. We are a professionally led firm, headed by a qualified accountant with Big Four audit experience.
How Trust Is Built
Trust is built through delivery, not promises. Start with something small and judge us on that.
Licensing & Sign-Off
Work that can actually be signed and filed.
The concern with offshore support is always the same: under US licensing rules, who can legally review, sign, and file the work. We have answered that directly.
SRR prepares your bookkeeping, close, and return-support work to US GAAP, to your templates and your review standards. The work is then reviewed and signed off in coordination with a US-licensed CPA partner, who provides the licensed review and sign-off on anything that requires it.
That means the returns and filings that must be handled by a licensed CPA are, not by an offshore team. You get the capacity and the cost advantage of outsourced preparation, with the licensing requirement met rather than worked around.
Prepared
Bookkeeping, close, and return preparation to US GAAP, under your brand, through a two-tier review.
Signed Off
Reviewed and signed off in coordination with a US-licensed CPA partner, so the licensing question is answered.
Our Services for US Firms
Three service lines. Each one built for CPA practice delivery.
Bookkeeping & Month-End Close
Full-cycle bookkeeping and a clean month-end close to US GAAP, delivered to your file structure and your review standards.
- Bank and credit card reconciliations
- Accounts payable and accounts receivable processing
- Month-end close within 3 to 5 working days
- Journal entries, accruals, and adjusting entries
- Management reporting and financial statement preparation
- QuickBooks Online and Xero certified
Tax Preparation Support
Return preparation support to US GAAP, prepared to your templates and reviewed and signed off in coordination with a US-licensed CPA partner.
- Form 1040 individual return preparation support
- Form 1120 and 1120-S corporate return preparation support
- Form 1065 partnership return preparation support
- 1099 preparation and support
- Workpaper preparation and supporting schedules
- Prepared for review and sign-off by a licensed CPA
Audit & Workpaper Support
Audit-ready workpapers, lead schedules, and supporting documents prepared to your templates, through a two-tier review with independent team lead sign-off.
- Audit-ready lead schedules and reconciliations
- Fixed asset registers and roll-forwards
- Accruals and prepayments schedules
- Year-end journals and closing entries
- Supporting documentation collation
- File structuring to your preferred format
Who It Is For
Where US firms bring us in.
You have more work than people
The client base grew faster than the team, and the filing calendar does not wait. We are the overflow capacity that absorbs the peak without a permanent hire.
You want to add services without adding staff
Bookkeeping, close, or return-prep lines you would like to offer but cannot resource. We run them under your brand, so you widen the service without widening the payroll.
You are drowning in tax season
Preparation capacity you need from January through April, and again through the extension season. We scale to the volume and back down when the peak passes.
You tried offshore and it did not work
A previous provider that went quiet or returned work that had to be redone. The two-tier review, the named contact, and CPA sign-off are the specific fix for that.
The Working Model
Here is exactly how we work with your firm.
No black boxes. No vague handoffs. Here is what working with SRR actually looks like from day one.
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NDA and Scope Agreement
Before anything is shared, we sign a mutual NDA. We agree scope, service levels, formats, and file-sharing protocols in writing. Nothing proceeds without that foundation in place.
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Onboarding Call
We hold a structured onboarding call with your team to understand your file formats, software preferences, review standards, and communication expectations. We confirm everything in writing.
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File Transfer and Task Assignment
Client files are shared through your preferred secure channel: OneDrive, SharePoint, Google Drive, or Dropbox. A named team lead at SRR is assigned to your account from day one.
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Delivery to Your Standards
Work is completed to agreed timelines and returned in your preferred format. All deliverables pass through a two-tier review. Preparer check first, then independent team lead sign-off. You receive clean work, ready for your own review.
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Ongoing Communication and Review
Regular check-ins keep us aligned on volumes, deadlines, and any changes to scope. Issues are raised early, not hidden. You have a direct point of contact, not a helpdesk ticket.
The Team
Qualified people. Doing the actual work.
Our delivery team holds qualifications across ACCA and ICAP. Every engagement is overseen by a team lead with direct accountability for quality, and US return work is signed off in coordination with a US-licensed CPA partner. You are not handed to a junior with no oversight.
- 8+
- Years average team experience
- 90%
- Client retention year on year
- <2%
- Reviewed submission error rate
Delivery Standards
Specific commitments. Not general promises.
Named Point of Contact
Your engagement has a named team lead from day one. That person knows your files, your formats, and your standards. You are not passed between staff or handled by a queue.
Qualified Oversight
Work is prepared by a qualified team and reviewed by a team lead with over 8 years of experience. Every deliverable passes through two review stages before it reaches you. Leadership is involved, not absent.
Agreed Turnaround Times
Standard month-end close is completed within 3 to 5 working days. Timelines are agreed at scope stage and tracked actively. If a deadline is at risk, you are told early, not after it has passed.
Clear Escalation Path
If something is not right, you know exactly who to contact and what to expect. Issues are not buried. We would rather surface a problem early and solve it than let it affect your client work.
Two-Tier Quality Review
Every deliverable goes through a preparer self-review followed by an independent team lead review before it leaves our desk. Nothing reaches you as a first draft.
Onboarding Timeline
Standard onboarding is completed within 5 to 10 working days. Straightforward engagements are live in 3 to 5 days. We move quickly without skipping the setup steps that matter.
Software Compatibility
We work across QuickBooks Online, Xero, Zoho Books, Sage, and Odoo. If your clients use it, we are likely already familiar with it.
Error Rate
Our reviewed submission error rate sits below 2%. That figure is tracked internally and reflects the standard we hold ourselves to on every engagement.
Data & Confidentiality
Your clients' data stays exactly where it should.
When you work with SRR, you are trusting us with your clients' financial information. We take that responsibility seriously, not as a compliance box to tick, but as the foundation of any working relationship with an accounting firm.
NDA as Standard
A mutual NDA is signed before any client data is shared. Every team member signs an NDA before handling client data. This is not optional, it is how every engagement begins.
Controlled Access
Role-based permissions. Staff access only the client files assigned to them. No shared logins and no personal devices.
Secure File Transfer
All files move through encrypted, access-controlled platforms: OneDrive, SharePoint, Google Drive, or Dropbox. A VPN is mandatory for all remote work.
No Third-Party Sharing
Your client data is never shared with third parties without prior written consent. Files are accessed only by the team members directly working on your account.
ISO 27001 alignment in progress, with formal certification planned for 2026. Read more about outsourced accounting data security and how we run engagements.
Software We Work With
Hands-on with the platforms your clients already use.
No steep learning curve. No transition delays.
QuickBooks Online
CertifiedFull-cycle bookkeeping and reconciliation
Xero
CertifiedCloud bookkeeping and reporting
Zoho Books
CertifiedBookkeeping and payroll implementation
Odoo
TrainedERP-level bookkeeping and implementation
MS Excel
AdvancedAdvanced modelling, pivot tables, Power Query
Power BI
In UseManagement reporting and dashboards
Why SRR for US Firms
Built for CPA practice. Not adapted from something else.
Prepared to US GAAP
We prepare bookkeeping, close, and return-support work to US GAAP, to your templates and your review standards. This is structured back-office delivery for professional practice, not generic data entry.
Signed Off by a Licensed CPA
Return preparation is reviewed and signed off in coordination with a US-licensed CPA partner. The work that must be signed and filed by a licensed CPA is, so the licensing question is answered before you ask it.
FinSoul Network Member
SRR operates as a member firm of the FinSoul Network: 50+ qualified professionals serving 200+ clients across seven markets in the GCC, Asia, and the UK, with a 90% year-on-year client retention rate. That track record backs every engagement.
White-Label by Design
We work to your formats, your file structure, and your standards. The work is delivered under your firm’s brand. Our name does not appear on your deliverables.
Common Questions
What US firms usually ask before starting.
Who signs and files the returns? Can offshore work be filed under US licensing rules?
The work is prepared to US GAAP and reviewed and signed off in coordination with a US-licensed CPA partner. Anything that must be signed and filed by a licensed CPA is. We handle the preparation and the workpapers under your brand, and the licensed review and sign-off sits with a US CPA, so the licensing requirement is met.
What tax returns do you support?
We provide preparation support for Form 1040 individual returns, Form 1120 and 1120-S corporate returns, and Form 1065 partnership returns, along with 1099 preparation. The returns are prepared to your templates and reviewed and signed off in coordination with a US-licensed CPA partner.
Can you add capacity for tax season?
Yes. Busy-season capacity is one of the most common reasons firms come to us. We scale the team to your volume during the season and back down afterward, so you are not carrying year-round headcount for a seasonal peak.
Do you work to US GAAP?
Yes. Bookkeeping, month-end close, and return-support work is prepared to US GAAP, to your file structure and your review standards, through our two-tier review before it reaches you.
Will your name appear on our deliverables?
No. We work to your formats, your file structure, and your standards. The work is delivered under your firm’s brand. Our name does not appear on it.
When are US tax returns due?
For calendar-year filers, S corporation (1120-S) and partnership (1065) returns are due on the 15th day of the third month, and individual (1040) and C corporation (1120) returns on the 15th day of the fourth month. A six-month extension is available through Form 7004 for businesses and Form 4868 for individuals, which extends the time to file but not the time to pay.
Do you prepare 1099s, and when are they due?
Yes. We prepare 1099s as part of the year-end and return-support work. 1099-NEC forms are generally due to recipients and to the IRS by 31 January, so we prepare them early rather than against the deadline.
Can you handle multi-state clients and sales tax?
Yes. We support clients operating across multiple states, including the sales tax workings. Following the Wayfair decision, economic nexus can create a sales tax obligation in a state without a physical presence, and the thresholds are set by each state, so this is checked state by state.
Which returns can you support: S-corp, C-corp, and partnership?
We provide preparation support for S corporation (1120-S), C corporation (1120), and partnership (1065) returns, as well as individual (1040) returns. The preparation is done to US GAAP and your templates, and reviewed and signed off in coordination with a US-licensed CPA partner.
Can you add capacity just for tax season and extension season?
Yes. Seasonal capacity is one of the most common reasons firms work with us. We scale the team to your volume through the January-to-April season and again through the September-to-October extension season, then back down afterward, so you are not carrying year-round headcount for a seasonal peak.
Do you work with EA and bookkeeping firms, or only CPA firms?
We work primarily with CPA firms, and also with enrolled agent and bookkeeping firms. Where a filing must be signed by a licensed CPA, that review and sign-off is handled in coordination with our US-licensed CPA partner, so the licensing requirement is met whatever your firm’s structure.
How is our client data protected?
A mutual NDA is signed before any client data is shared, and every team member signs an NDA before handling data. Files move only through your preferred secure platform, access is role-based, and your client data is never shared with third parties.
Related reading from our team
Ready to explore what this looks like for your firm?
Book a short call. We will be direct about what we can do, what it costs, and whether there is a genuine fit. No lengthy sales process.