Managed Back Office Outsourcing for Accounting Firms
Stop drowning in compliance and administrative tasks. Start focusing on high-value client advisory and strategic growth.
Free up your partners and senior staff from tedious, non-billable work. Our managed back-office services for accounting firms handle everything from bookkeeping and tax preparation to payroll and compliance, allowing you to scale your practice, improve margins, and deliver exceptional client value. We combine expert talent with AI-powered efficiency, all within a fortress of enterprise-grade security.
Unlock Your Firm's Potential
The Strategic Advantage of Outsourcing Your Back Office
We aren't just a service provider; we are a strategic partner invested in your firm's growth. We combine certified expertise, mature processes, and AI-driven technology to deliver a back-office solution that drives profitability and peace of mind.
Ironclad Data Security
Your clients' trust is paramount. We protect it with our SOC 2 and ISO 27001 certified infrastructure, robust access controls, and stringent data privacy protocols, ensuring complete confidentiality and compliance.
Expertise on Demand
Gain access to a pool of qualified accountants and financial professionals proficient in US GAAP, IFRS, and major accounting platforms. We match the right expertise to your specific needs, from routine bookkeeping to complex financial analysis.
Drastic Cost Reduction
Reduce your operational overhead by up to 60%. Eliminate expenses related to salaries, benefits, office space, and recruitment for non-billable roles, freeing up capital for strategic investments in your firm's growth.
Seamless Integration
We become a true extension of your team. Our structured onboarding ensures we adopt your workflows, use your preferred software (QuickBooks, Xero, etc.), and align with your firm's culture and quality standards.
Scalability for Peak Seasons
Effortlessly scale your team up or down to handle tax season, audits, or new client onboarding without the burden of hiring permanent staff. Maintain service quality and meet deadlines, no matter the workload.
AI-Powered Efficiency
We leverage AI and Robotic Process Automation (RPA) to automate repetitive tasks like data entry and reconciliation. This minimizes errors, accelerates turnaround times, and allows our experts to focus on higher-value analysis.
CMMI Level 5 Process Maturity
Our CMMI Level 5 appraisal signifies the highest level of process optimization. This commitment to quality assurance means you receive consistent, reliable, and continuously improving service delivery.
Dedicated US-Based Support
Benefit from a dedicated account manager who serves as your single point of contact. We ensure clear communication, proactive support, and complete alignment with your business hours and objectives.
20+ Years of Proven Reliability
Since 2003, we've been a trusted partner for businesses worldwide. Our longevity is a testament to our commitment to client success, operational excellence, and adapting to the evolving needs of the accounting industry.
Comprehensive Back Office Services for Accounting Firms
Our suite of services covers the full spectrum of accounting back-office functions. We customize a solution that fits your firm's unique needs, allowing you to outsource specific tasks or your entire back-office operation.
Our Seamless Onboarding Process
We've refined our process over two decades to ensure a smooth, secure, and efficient transition. Your firm's productivity is our priority from day one.
Discovery & Scoping
We conduct a thorough consultation to understand your firm's specific needs, existing workflows, software stack, and key objectives.
Process Mapping & Onboarding
Our team documents your processes, sets up secure access to your systems, and establishes clear communication protocols and KPIs.
Secure Service Delivery
Your dedicated team begins executing tasks within our secure, compliant environment, providing regular updates and adhering to agreed-upon deadlines.
Reporting & Optimization
We deliver transparent performance reports and hold regular reviews to identify opportunities for further process optimization and efficiency gains.
The Smarter Staffing Solution: LHI vs. Alternatives
See how a managed outsourcing partnership with LiveHelpIndia provides superior value, security, and scalability compared to traditional in-house teams or hiring freelancers.
| Feature | In-House Team | Freelancers | LiveHelpIndia Managed Services |
|---|---|---|---|
| Cost Efficiency | High (Salaries, Benefits, Overhead) | Variable (Often hidden costs) | Up to 60% Cost Savings |
| Data Security & Compliance | Dependent on internal controls | High Risk | SOC 2, ISO 27001 Certified |
| Scalability (Peak Season) | Difficult & Costly | Unreliable | On-Demand Scaling |
| Access to Expertise | Limited to hires | Inconsistent quality | Vetted, Specialized Talent Pool |
| Process & Quality Control | Requires direct management | Minimal | CMMI Level 5 Processes |
| Redundancy & Coverage | Vulnerable to turnover/absences | No backup | Built-in Redundancy |
| Management Overhead | High | High (Managing multiple freelancers) | Dedicated Account Manager |
Proficient in Your Preferred Technology Stack
Our teams are experts in the leading accounting, payroll, and tax software platforms, ensuring zero disruption to your existing workflows.
Proven Results for Firms Like Yours
Don't just take our word for it. See how we've helped accounting firms streamline operations, cut costs, and refocus on strategic growth.
The Challenge
- High operational costs due to competitive local salaries.
- Inability to scale effectively during the demanding tax season.
- Senior staff bogged down with administrative work, leading to low morale.
- Concerns about maintaining quality and security with a remote team.
Our Solution
- Deployed a dedicated team of 5 qualified accountants to handle bookkeeping, accounts payable/receivable, and bank reconciliations.
- Established secure, VPN-based access to their cloud accounting software.
- Implemented a rigorous, multi-stage quality review process for all deliverables.
- Provided a dedicated account manager for seamless communication and weekly performance reporting.
The Challenge
- Inability to handle the volume of tax returns during peak season.
- Risk of burnout and errors from an overworked core team.
- Lost revenue opportunities from turning away new clients.
- Difficulty finding qualified, temporary local staff on short notice.
Our Solution
- Provided a flexible, project-based team of 8 tax preparers for a 4-month period.
- The team was trained on the firm's specific tax software (Lacerte) and review checklists.
- All work was performed in a secure, ISO 27001 certified environment to protect sensitive client data.
- Our team handled initial data entry and preparation, allowing the in-house experts to focus on final review and client strategy.
The Challenge
- Lack of standardized workflows for client onboarding and monthly bookkeeping.
- Difficulty maintaining service quality as the client base grew.
- High cost of hiring and training new in-house staff.
- Need for a flexible solution that could grow with the company.
Our Solution
- Implemented a fully managed back-office service, starting with a team of 3 and scaling to 10 over 18 months.
- Collaborated with the client to document and optimize their workflows, creating standardized operating procedures (SOPs).
- Leveraged RPA to automate data extraction from bank statements, reducing manual entry by 80%.
- Provided detailed monthly performance dashboards, giving the COO full visibility and control.
Flexible Engagement Models to Fit Your Needs
Whether you need a full-time extension of your team or project-based support, we have a model that aligns with your firm's goals and budget.
Dedicated Team Model
Your exclusive team of professionals who work solely on your projects, fully integrated with your processes and culture. Ideal for long-term, ongoing needs.
- 100% dedicated resources
- Complete control over workflow
- Deep integration and knowledge retention
- Predictable monthly cost
Managed Services Model
We take full responsibility for specific functions (e.g., bookkeeping, payroll) based on defined SLAs and KPIs. Ideal for outsourcing entire processes.
- Outcome-based delivery
- Access to a shared pool of experts
- LHI manages the process and quality
- Focus on results, not resources
Project-Based Model
Engage our experts for specific, time-bound projects like tax season support, audit preparation, or a system migration. Ideal for fluctuating needs.
- Fixed scope, timeline, and price
- On-demand access to specialized skills
- Perfect for seasonal workloads
- No long-term commitment
Led by a Team of Industry Veterans
Our service delivery is overseen by a leadership team with deep expertise in finance, technology, and process optimization, ensuring your firm receives world-class support.
Abhishek P.
Founder & CFO, Ph.D.
Expert in Enterprise Architecture & Financial Solutions
Durgesh S.
C.A. L1
Senior Manager, Finance & Accounts
Joseph A.
Expert Cybersecurity & Software Engineering
Vikas J.
Divisional Manager, ITOps
Certified Expert in Cloud & SecOps Solutions
What Our Clients Are Saying
"Outsourcing our bookkeeping to LiveHelpIndia was the best decision for our firm's growth. We cut our closing time in half and freed up our senior staff to focus on high-value client advisory. Their security protocols gave us complete peace of mind."
"The seasonal tax preparation team was a lifesaver. The quality was exceptional, and the process was seamless. We handled 40% more returns without the usual chaos. They are now our go-to partner for tax season scalability."
"As a fast-growing cloud accounting firm, we needed a partner who could scale with us. LiveHelpIndia provided a flexible, expert team that integrated perfectly with our tools. Their process-driven approach brought much-needed structure to our operations."
"I was skeptical about outsourcing due to data security concerns. LiveHelpIndia's SOC 2 compliance and transparent security measures won me over. The quality of their audit support services has been consistently excellent."
"The payroll processing team is incredibly efficient and accurate. They handle multi-state payroll for our clients without a hitch. It's a complex function that we are now happy to have off our plate, allowing us to focus on core accounting."
"Their financial reporting and analysis team provides insights that help us better advise our clients. They are more than just bookkeepers; they are a genuine extension of our analytical capabilities. The value is immense."
The Future of Accounting: AI-Powered Back Offices
We are at the forefront of integrating artificial intelligence into accounting processes. Our strategy is not to replace human experts but to augment them, creating a hyper-efficient back office that delivers unparalleled accuracy and insight.
- Automated Data Entry: AI tools extract and categorize data from invoices and receipts, eliminating manual work.
- Intelligent Reconciliation: Machine learning algorithms flag anomalies and speed up bank and account reconciliations.
- Predictive Analytics: We help you move from historical reporting to forward-looking advisory by leveraging AI for cash flow forecasting and trend analysis.
Partner with us to build a future-proof back office that gives your firm a competitive edge.
Frequently Asked Questions
Data security is our highest priority. We are SOC 2 and ISO 27001 certified, which means our infrastructure and processes are regularly audited against stringent security and privacy standards. All data is transmitted via encrypted channels, stored in secure data centers, and accessed only by authorized personnel through multi-factor authentication. We sign comprehensive NDAs and adhere to data privacy regulations like GDPR and CCPA.
Absolutely. Our teams are proficient in all major accounting platforms, including QuickBooks (Desktop and Online), Xero, Sage, NetSuite, and industry-specific tax software like Lacerte and Drake. During onboarding, we train our team on your specific instance and any proprietary tools you use, ensuring they operate as a seamless extension of your in-house team.
We structure our teams to ensure significant overlap with your business hours. You will have a dedicated, US-based account manager as your single point of contact. We utilize standard communication tools like email, Slack, Microsoft Teams, and Zoom for daily collaboration and regular performance reviews, ensuring you are always connected and in control.
Our standard onboarding process takes 1-2 weeks. It begins with a deep-dive discovery call, followed by process mapping where we document your workflows. We then set up secure system access and conduct training for the dedicated team. We run a pilot phase to ensure everything is running smoothly before scaling up to full service delivery.
Quality is embedded in our CMMI Level 5 certified processes. We employ a multi-tiered review system where all work is checked by a senior accountant before being delivered to you. We establish clear KPIs and quality metrics during onboarding and provide transparent reporting on our performance against these standards.
Yes, scalability is a core benefit of our service. We can quickly scale your team up to handle peak periods like tax season or year-end closing, and scale back down as needed. This flexibility allows you to manage costs effectively without compromising on service delivery.
Ready to Build a More Profitable and Scalable Firm?
Let's discuss how our managed back-office solutions can free you from administrative burdens and unlock your firm's true growth potential. Schedule a free, no-obligation consultation with one of our experts today.
Request a Free Consultation