Outsourced Bookkeeping for CPAs and Accounting Firms
Scale Your Practice. We’ll Handle the Books.
If you’re a CPA or accounting firm juggling cleanup work, monthly closes, and tax deadlines, you’re not alone.
RemoteBooksOnline partners with CPAs and firms across the U.S. to deliver white-label, outsourced bookkeeping that’s accurate, secure, and completely behind-the-scenes-so you can focus on high-value advisory and tax strategy.
White-label ready CPA-reviewed Secure, SOC-aligned workflow
Partner With Us → See Outsourced Plans →
Why CPAs Partner With RemoteBooksOnline
1. Reduce Low-Margin Workload
Bookkeeping cleanup, reconciliations, and data entry consume 40-60 % of CPA hours-but only 10-15 % of firm revenue.
We handle the monthly bookkeeping so your team focuses on profitable tax, audit, and advisory services.
2. Expand Client Capacity
Scale your client base without hiring.
RBO provides a dedicated team per firm, with SOPs and confidentiality agreements aligned to CPA standards.
3. Get Clean Books for Tax Season
Every file we deliver is CPA-ready:
- Reconciled to zero variance
- Complete month-end close checklists
- Supporting docs and trial balances attached
- Notes on variances or unusual items
- Delivered in QuickBooks/Xero (not exports)
“We outsourced 70 % of our bookkeeping work to RBO and doubled our tax capacity-no quality loss.” — Partner, Regional CPA Firm, Ohio
Want to Hire a Bookkeeper instead? →
What We Handle for CPA Firms
| Category | Deliverable | Frequency |
|---|---|---|
| Bank & credit card reconciliations | Zero-variance reports | Monthly |
| Cleanup/catch-up projects | Historical recons | One-time |
| P&L, BS, CF reports | CPA-ready format | Monthly |
| AR/AP tracking | Aging reports | Monthly |
| Payroll & sales tax journals | Posted and reconciled | Monthly |
| Year-end prep | Trial balance & workpaper support | Annual |
We match your internal templates and reporting cadence-your clients never see our name.
White-Label Process (Step-by-Step)
1. Onboard via NDA & SOP alignment
- Non-compete, non-solicitation, and confidentiality agreements signed
- Firm templates replicated inside our workflow
2. Assign Team & Secure Access
- Dedicated preparer, reviewer, and CPA liaison
- SOC-aligned environment with MFA and least-privilege access
3. Process Execution
- Transactions, reconciliations, and reports completed on your schedule
- Communication via portal or firm email alias
4. Quality Control
- Internal 2-tier review + CPA oversight before delivery
5. Delivery & Branding
- Reports branded under your firm (white-label optional)
- QuickBooks/Xero file updated directly-no exports
Partnership Models
| Model | Ideal For | Billing |
|---|---|---|
| White-Label Partner | CPA & tax firms | You bill client; RBO invoices you |
| Referral Partner | Consultants / advisors | RBO bills client; revenue share |
| Hybrid Model | Fractional CFOs | Choose per-client basis |
All partnerships include onboarding support, dedicated account manager, and quarterly performance reviews.
Predictable pricing beats payroll volatility every time.
See real ranges →
Compliance & Security You Can Trust
- Hosted on Azure (SOC 1 / SOC 2) infrastructure
- Confidentiality agreements executed with all staff
- Encrypted portals for document exchange
- MFA & role-based access (no shared credentials)
- Audit logs & version control for every edit
You stay the face of the relationship; we stay invisible-but accountable.
Consistent monthly cost beats chaotic budgeting.
See plans →
Software & Integrations Supported
- QuickBooks Online / Desktop
- Xero
- Bill.com, Gusto, ADP, Stripe, Shopify, PayPal, Hubdoc, Expensify
- Custom API integrations available for firms with volume >25 clients
Need automation at scale?
See AI-Powered Monthly Bookkeeping for advanced workflows.
Typical Results for Partner Firms
| Metric | Before Outsourcing | After Partnering with RBO |
|---|---|---|
| Avg. monthly closes | 25+ days | 7–10 days |
| Cleanup backlog | 3-6 months | Cleared in 3 weeks |
| Tax prep turnaround | 2-3 weeks | <5 days |
| Staff overtime | +30 % per quarter | 0 % overtime |
| Client satisfaction | Moderate | Consistently 5★ rated |
Why Businesses Switch to Outsourced Bookkeeping →
FAQs
Do you work directly with our clients?
Only if you prefer. Most CPA partners keep us fully white-labeled.
Can you follow our workpaper format?
Yes-your templates, naming conventions, and schedules are replicated exactly.
Is the partnership branded RBO?
Not unless you want it to be. White-label means your firm gets full credit.
How do you handle confidentiality?
NDAs + restricted access + SOC controls + firm-specific user roles.
Do you only work with CPAs?
No-we also partner with tax preparers, accountants, and fractional CFOs who need reliable bookkeeping capacity.
Free your CPAs from data entry.
Partner with RBO-bookkeeping done right, reports done faster.
Become a Partner →
See Outsourced Plans →
