Stop Managing Books. Start Growing Your Firm.
AI-powered back office outsourcing for accounting firms that want to scale.
We handle the compliance, you handle the clients.
Tired of being buried under compliance paperwork and routine bookkeeping? Let our expert, AI-augmented team take over your back office. We provide secure, accurate, and scalable accounting support, freeing your partners and staff to focus on high-value advisory services and client growth. It's time to transform your cost center into a strategic asset.
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The Strategic Advantage Your Firm Needs
We're not just another outsourcing provider. We are your strategic partner, integrating seamlessly into your operations to drive efficiency, security, and growth.
Institutional-Grade Security
Your client data is paramount. We protect it with our SOC 2, ISO 27001, and CMMI Level 5 certified processes, ensuring bank-level security and full compliance.
AI-Augmented Accuracy
Leverage our AI-powered tools for automated data entry, reconciliation, and anomaly detection. This reduces human error to near-zero and boosts efficiency by over 40%.
Expertise On-Demand
Access a pool of qualified accountants and specialists trained in US GAAP, IFRS, and various industry-specific regulations without the overhead of hiring full-time staff.
Seamless Scalability
Effortlessly scale your back office capacity up or down to match seasonal demands like tax season. Pay only for the resources you need, when you need them.
Dedicated US-Based Support
Your dedicated US-based account manager serves as a single point of contact, ensuring clear communication, smooth workflow management, and perfect alignment with your firm's goals.
Process Optimization Engine
We don't just execute tasks; we improve them. Our team actively identifies bottlenecks and implements best practices to continuously refine your back-office workflows for peak efficiency.
Rapid, Risk-Free Onboarding
Our structured 4-week onboarding process ensures a smooth transition with minimal disruption. We map your processes, set up secure systems, and get your team productive from day one.
Significant Cost Reduction
Reduce your operational costs by up to 60%. Reinvest those savings into client acquisition, technology upgrades, or improving partner distributions.
Focus on Strategic Growth
Free your most valuable resources—your partners and senior staff—from administrative burdens. Let them focus on high-margin advisory services, client relationships, and growing the firm.
A Comprehensive Back Office Solution
Our managed services cover the full spectrum of accounting back-office functions, all powered by our AI-enabled platform and expert team.
AI-Powered Bookkeeping & General Ledger Management
Ensure your clients' books are always accurate, up-to-date, and audit-ready. Our service combines expert oversight with AI automation for unmatched precision and speed, forming the bedrock of reliable financial data for any business.
- Automated Transaction Categorization: AI algorithms intelligently categorize bank feeds and transactions, reducing manual work by up to 80%.
- Continuous Reconciliation: Real-time reconciliation of bank accounts, credit cards, and payment gateways to ensure data integrity.
- GL Maintenance & Compliance: Meticulous management of the general ledger, ensuring compliance with GAAP/IFRS and maintaining a clean chart of accounts.
Scalable Tax Preparation & Filing Support
Transform tax season from a chaotic scramble into a streamlined, profitable period. We provide the skilled manpower and process efficiency to handle high volumes of tax returns accurately and on time, allowing you to serve more clients without burning out your team.
- Individual & Corporate Returns: Expertise in preparing a wide range of tax forms (1040, 1120, 1065, etc.) with rigorous quality checks.
- Workpaper & Schedule Preparation: Systematic preparation of all supporting documentation and schedules, creating a clear audit trail.
- Secure Data Management: Utilize our secure portal for client data collection and document management, ensuring confidentiality and compliance.
Comprehensive Payroll Processing & Compliance
Deliver flawless payroll services to your clients without the administrative headache. Our managed payroll solution handles everything from calculations to compliance, ensuring employees are paid correctly and on time, every time.
- End-to-End Processing: Management of the entire payroll cycle, including salary calculations, deductions, and direct deposits.
- Tax & Compliance Management: Handling of payroll tax filings (federal, state, local) and compliance with all relevant labor laws.
- Employee Self-Service Portal: Provide clients' employees with secure access to pay stubs, tax forms, and personal information.
Automated Accounts Payable & Receivable Management
Improve your clients' cash flow and financial health with our efficient AP and AR management. We automate invoicing, collections, and payments to accelerate the cash conversion cycle and provide clear visibility into financial obligations.
- AI-Powered Invoice Processing: Automated data extraction from invoices, reducing manual entry and accelerating approval workflows.
- Proactive Collections Management: Systematic tracking of receivables, automated payment reminders, and escalation protocols to reduce DSO.
- Vendor & Customer Management: Maintain clean vendor and customer records, manage payment terms, and handle inquiries efficiently.
Insightful Financial Reporting & Analysis
Turn raw financial data into strategic insights for your clients. We prepare a full suite of financial reports and custom dashboards that provide a clear picture of business performance, enabling you to deliver higher-value advisory services.
- Standard Financial Statements: Timely preparation of Profit & Loss, Balance Sheet, and Cash Flow statements.
- Custom Management Dashboards: Development of tailored KPI dashboards to track key business metrics and performance trends.
- Budget vs. Actual Analysis: Detailed variance analysis to help clients understand performance against their financial plans and make informed decisions.
Your Seamless Transition to Efficiency
Our proven 4-step process ensures a smooth, secure, and successful integration of our team with yours.
1. Discovery & Scoping
We start with a deep dive into your current workflows, technology stack, and specific challenges. This allows us to design a tailored solution that aligns perfectly with your firm's objectives.
2. Secure Setup & Integration
Our team sets up secure access to your systems, configures our AI-powered platform, and documents all processes in a detailed Service Level Agreement (SLA) for complete transparency.
3. Team Onboarding & Training
We assign a dedicated team of accounting professionals who are trained specifically on your processes and client requirements, led by your US-based account manager.
4. Execution & Optimization
We go live. Your team begins executing tasks while we provide real-time performance dashboards. We hold regular reviews to report on KPIs and continuously optimize for greater efficiency.
Real Results for Growing Firms
See how we've helped accounting firms like yours overcome challenges and achieve remarkable growth.
Scaling a Mid-Sized Tax Firm Through a Stress-Free Tax Season
Client Overview: A 50-person tax and accounting firm in Texas was struggling with the intense pressure of tax season. They faced challenges in hiring qualified seasonal staff, leading to partner burnout and inconsistent quality. Their goal was to increase capacity and smooth out the seasonal workload without committing to high fixed costs.
"LiveHelpIndia didn't just give us bodies; they gave us a process. For the first time, we finished tax season ahead of schedule and with zero partner burnout. They are a core part of our growth strategy now."
- Michael Brooks, Managing Partner
Key Challenges:
- Inability to find and train reliable seasonal tax preparers.
- Partners and senior managers were bogged down in reviewing basic returns.
- Inconsistent data entry and workpaper quality.
- High overtime costs and declining team morale during peak season.
Our Solution:
We deployed a dedicated team of 10 tax preparers and 2 reviewers who were pre-trained on the firm's software and processes. Our solution included:
- A standardized workpaper preparation process using our AI tools to ensure consistency.
- A multi-level review system to catch errors before they reached the firm's managers.
- An overnight work schedule, allowing the US team to review completed returns each morning.
- A secure, cloud-based portal for all document exchange and communication.
Positive Outcomes:
Enabling a Boutique Advisory Firm to Focus on High-Value Services
Client Overview: A 15-person advisory firm in California specialized in CFO services for tech startups. Their highly-paid consultants were spending nearly half their time on basic bookkeeping, payroll, and financial reporting for their clients, limiting their capacity for strategic advisory work.
"By offloading the day-to-day accounting, we were able to double our client advisory capacity without hiring a single new consultant. Our profitability per client has skyrocketed."
- Olivia Bishop, Founder & CEO
Key Challenges:
- High-cost consultants performing low-value tasks.
- Lack of standardized bookkeeping processes across different clients.
- Difficulty producing timely and accurate monthly reports.
- Limited ability to take on new, larger advisory clients.
Our Solution:
We implemented a "Back Office POD" consisting of 3 accountants and 1 team lead to manage the entire bookkeeping and reporting function for 20 of the firm's clients. This involved:
- Standardizing the chart of accounts and reporting packages across all clients.
- Implementing our AI-powered AP/AR automation tools to streamline cash flow management.
- Delivering a complete monthly financial package by the 5th business day of each month.
- Providing the firm's consultants with a real-time dashboard for each client's financial health.
Positive Outcomes:
Centralizing Back Office for a Multi-State CPA Firm
Client Overview: A 150-employee CPA firm with offices in three states had decentralized back-office functions, leading to inefficiencies, inconsistent processes, and high administrative overhead. They needed to centralize their bookkeeping and payroll services to improve quality and reduce costs.
"LiveHelpIndia helped us centralize and standardize our entire back office. The level of control, visibility, and cost savings we've achieved is beyond what we thought possible."
- Carter Fleming, Chief Operating Officer
Key Challenges:
- Disparate processes and software used across different offices.
- Redundant administrative roles in each location.
- Lack of visibility for leadership into overall operational performance.
- Difficulty in enforcing firm-wide quality and security standards.
Our Solution:
We acted as their central back-office hub. We worked with the COO to design a single, standardized workflow for all bookkeeping and payroll clients firm-wide. Our engagement included:
- Migrating all clients to a single cloud accounting platform (QuickBooks Online).
- Creating a centralized document management system for secure, easy access.
- Developing a suite of standardized management reports for firm leadership.
- Assigning a dedicated team that became experts in the firm's newly standardized processes.
Positive Outcomes:
Seamless Integration with Your Tech Stack
Our teams are proficient in the leading accounting and business software platforms you and your clients already use.
In-House vs. Managed Outsourcing
A clear comparison of how our managed service model outperforms traditional in-house back office teams.
| Feature | Traditional In-House Team | LiveHelpIndia's Managed Service |
|---|---|---|
| Cost Structure | High fixed costs (salaries, benefits, office space) | Variable cost model, up to 60% savings |
| Scalability | Slow and difficult to scale up or down | On-demand scalability for seasonal peaks |
| Talent Access | Limited to local talent pool, competitive hiring | Access to a global pool of vetted accounting experts |
| Technology | Requires significant capital investment in software & AI | Includes access to our cutting-edge AI automation platform |
| Security & Compliance | Responsibility falls entirely on the firm | Backed by SOC 2, ISO 27001, and CMMI 5 certifications |
| Management Overhead | Requires direct supervision and management time | Fully managed service with a dedicated account manager |
| Focus | Distracts partners from high-value strategic work | Frees up firm leadership to focus on growth and clients |
Trusted by Leading Accounting Professionals
Hear directly from firm leaders who have transformed their operations with LiveHelpIndia.
"We were hesitant about outsourcing our core bookkeeping. LiveHelpIndia's security protocols and seamless onboarding process put us at ease. Now, our books are more accurate than ever, and our team can focus on client strategy. It's been a game-changer."
"Tax season used to be a nightmare of long hours and temporary staff. With LiveHelpIndia's dedicated tax prep team, we increased our capacity by 30% and our partners actually took weekends off. The quality of work is exceptional."
"The AI-powered invoice processing alone saved us 20 hours a week. Their team doesn't just follow instructions; they actively suggest process improvements. They are a true extension of our own team."
"The financial reporting packages they deliver are phenomenal. They are clear, insightful, and always on time. This has allowed us to elevate our conversations with clients from historical reporting to forward-looking strategy."
"I was skeptical about the time zone difference, but it's become our secret weapon. Work gets done overnight, and my team starts each day with completed tasks ready for review. It has massively accelerated our workflow."
"Their understanding of US GAAP and complex compliance requirements is top-notch. We trust them with our most complex clients. The cost savings are great, but the peace of mind is priceless."
Frequently Asked Questions
Security is our highest priority. We are SOC 2 Type II, ISO 27001 certified, and CMMI Level 5 appraised. All data is encrypted in transit and at rest. Access is strictly controlled through role-based permissions, IP restrictions, and multi-factor authentication. Our infrastructure is continuously monitored for threats, and our team undergoes regular security training.
Absolutely. Our accounting professionals are highly qualified and receive continuous training specifically on US GAAP, IFRS, and various state and federal tax regulations. We have dedicated Quality Assurance teams led by US-certified CPAs to ensure all work meets the highest standards of compliance and accuracy.
We offer flexible engagement models to eliminate time zone barriers. Your dedicated US-based account manager is your primary point of contact during your business hours. Our operational teams can work in shifts that overlap with your workday for real-time collaboration or work overnight, so tasks are completed by the time your team starts their day. We use tools like Slack, MS Teams, and Zoom for seamless communication.
Our teams are experts in all major accounting platforms, including QuickBooks (Online and Desktop), Xero, Sage Intacct, NetSuite, and more. We also have experience with industry-specific software and can quickly adapt to any proprietary systems your firm or clients may use.
Our standard onboarding process is designed to be completed within 2-4 weeks. This includes discovery, process mapping, system setup, and team training. We manage the entire transition to ensure it's smooth and requires minimal time investment from your key personnel.
We provide complete transparency. You will have access to a real-time dashboard tracking key performance indicators (KPIs) like task completion rates, accuracy, and turnaround times. We also schedule regular weekly or bi-weekly meetings with your account manager to review performance and plan upcoming work.
Ready to Transform Your Firm's Profitability?
Stop letting administrative tasks dictate your growth potential. Schedule a free, no-obligation consultation to discover how our AI-powered back office solutions can cut your costs, boost your efficiency, and free you to build the advisory firm of the future.
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