Productized Services for CPA Firms

Accounting support.
Packaged to scale.

Five focused offshore service packages built around the workflows that create the most pressure inside modern CPA firms.

Explore Packages↓Discuss Your Workflow↗
5Focused packages
CPAFirm-first delivery
INDelivery from India
Accounting professionals reviewing financial documents
Review-ready delivery
Clear scopeNamed ownershipVisible status
Services

Choose the package suited for your workflow pressures.

Each package can start independently and expand only after scope, ownership and review points are working reliably.

Tax preparation forms and accounting recordsAReady for review
BUSY-SEASON PACKAGE

Tax Season Support for CPA Firms

Flexible preparation support that protects partner and reviewer capacity during peak filing periods.

  • ReturnsPreparation support for tax forms and returns
  • WorkpapersPreparation and missing-information tracking
  • ReviewReview-note and correction support
  • SoftwareDrake, UltraTax, Lacerte, ProSeries & CCH
Best for: peak tax volumeDiscuss Package A ↗
Bookkeeping reports and monthly financial statementsBMonthly close
RECURRING PACKAGE

Monthly Bookkeeping Engine

A dependable monthly production layer for reconciliations, close support and clean financial records.

  • ReconcileBank and credit-card reconciliations
  • CloseMonthly close and financial statements
  • CleanupQuickBooks and Xero cleanup
  • SupportAP/AR ageing, payroll and sales-tax support
Best for: recurring monthly deliveryDiscuss Package B ↗
Financial dashboard and advisory reporting analysisCReporting ready
ADVISORY-SUPPORT PACKAGE

CAS Support Desk

Structured reporting support behind the CPA firm’s client advisory and management-reporting workflow.

  • ReportingMonthly management reports
  • KPIsKPI dashboards and variance analysis
  • Cash flowCash-flow and working-capital review
  • CommentaryClient-ready reporting commentary
Best for: reporting and advisory supportDiscuss Package C ↗
Receipts invoices and accounting documents being organisedDBooks stabilizing
ENTRY PACKAGE

Cleanup & Catch-up Projects

A practical first product for businesses with messy books before they move into recurring monthly support.

  • BacklogHistorical catch-up and backlog clearance
  • ReclassifyAccount reclassification and balance cleanup
  • StabilizeQuickBooks or Xero file stabilization
  • PreparePreparation before tax or monthly close
Best for: first engagement and messy booksDiscuss Package D ↗
Financial valuation analysis and company reporting409AValuation support
VALUATION-SUPPORT PACKAGE

409A Valuation Support

Support for the financial-data and research work that sits behind a private-company 409A valuation process.

  • FinancialsFinancial-data preparation
  • Cap tableCapitalization-table review
  • ForecastingForecasting and scenario support
  • ResearchComparable-company research
Best for: equity-compensation valuation supportDiscuss Package E ↗
FAQ

Questions CPA firms ask before starting.

Start with one package, validate the workflow, then expand only when the process is stable.

Ask a Question↗
Why are the services packaged?+

Packages make scope, ownership and expected output easier to understand, sell and onboard than a generic list of accounting tasks.

Can a CPA firm begin with only one package?+

Yes. Many firms start with one cleanup project, one monthly bookkeeping workflow or one defined tax-season production pod.

Can Package D lead into Package B?+

Yes. Cleanup and catch-up can create the stable foundation needed for a recurring monthly bookkeeping engagement.

Does the CPA firm remain client-facing?+

Yes. Outfinx operates as the offshore backend while the CPA firm keeps the client relationship, advisory role and final review.

Can the packages be combined?+

Yes. Tax, bookkeeping and CAS workflows can be combined after ownership, SOPs and review points are clearly defined.

Which software can the team support?+

Workflows may include QuickBooks, Xero, Drake, UltraTax, Lacerte, ProSeries, CCH and other systems used by the CPA firm.