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Outsourced Accounting Services for CPA Firms

Month-end, reconciliations and financial statements, prepared by accountants who already know how Canadian firms work. You keep the client relationship and the final review. We take the hours in between.
  • 4+ years with Canadian CPA firms
  • Work done inside your software
  • Partner oversight on every engagement
The challenge

Your seniors should be reviewing files, not building them

Most firms we speak with describe the same week. Client work keeps growing, a staff accountant posting has been open since the summer, and the people you do have are finishing bank recs at 9 p.m.
Handing the preparation work to a team that already knows Canadian files gives your staff back the time for the work that needs their judgment: review, planning and client conversations.

Hiring takes months

Good intermediate accountants are hard to find, and a new hire still needs a season to learn your files.

Year-ends cluster

December year-ends pile up in Q1. You need extra hands for a few months, not another permanent salary.

Senior time is expensive

Every hour a senior spends coding transactions is an hour taken from review or billable advice.

Scope of work

What we take off your desk

Preparation-level accounting work, done to your checklists and left ready for your reviewer.

Reconciliations

Payables & receivables

Month-end & year-end close

Financial statements

You sign off. We prepare.

We prepare the work and document what we did, step by step. Your team reviews it, signs it and speaks with the client. Nothing goes to your clients from us unless you ask for it.

Software we work in

QuickBooks OnlineXeroSage 50HubdocDextCaseWare
Using something else? Ask us. We adapt to your set-up rather than asking you to change it.
How it works

Getting started is straightforward

01

Scoping call

We go through the work you want to hand over, your deadlines and how your files are set up.

02

Access & checklists

You give us access the way you choose. We learn your checklists, file naming and review style.

03

A small first batch

We start with a handful of files so you can check our work before handing over more.

04

A steady rhythm

Agreed turnaround times, one named contact and regular check-ins as volume grows.

Ways to work with us

Pick the arrangement that fits your firm

Start small, change the arrangement as your workload changes, and get a clear quote before any work begins.

Busy-season help

Extra capacity for the January to April crunch, then scale back down when the rush ends.

Ongoing monthly work

A fixed group of clients handled every month to an agreed schedule and turnaround.

A dedicated accountant

One accountant who works on your files only and learns your clients over time.
FAQ

Questions firms ask us

The preparation work: reconciliations, journal entries, month-end and year-end close, and draft financial statements. Your own staff still review the file, make the judgment calls and own the client relationship.

We work under your firm’s name and inside your systems, so clients don’t deal with us directly. Some provincial CPA bodies expect client consent before files are shared with a third party, so many firms add a line about it to their engagement letter.

We sign an NDA before any files are shared. We work through the access you set up, whether that is a portal, a remote desktop or cloud folders, and you can remove that access at any time.

Most often QuickBooks Online, Xero and Sage 50, alongside tools like Hubdoc, Dext and CaseWare. If your firm uses something else, tell us on the first call and we will say honestly whether we can work in it.

That depends on how much access set-up and training your files need. After the scoping call we give you a realistic start date rather than a sales promise.

It depends on the volume and type of work and the engagement model you choose. We look at a few sample files first, so you know the cost before any work begins.

Related services

Other ways we support your firm

Bookkeeping & Reporting

Audit Support

Tax Preparation Support

Advisory & Back-Office

Talk to a partner about your workload

Tell us what you want to hand over. We will look at sample files and send a clear proposal.