AI-Enabled Accounting Outsourcing Services for CPA Firms

Bookkeeping & General Accounting

We handle the full spectrum of bookkeeping tasks, from accounts payable/receivable and bank reconciliations to general ledger maintenance. Our meticulous, AI-assisted approach ensures your clients' books are always accurate, up-to-date, and ready for financial reporting.

• Eliminate data entry backlogs
• Ensure timely and accurate monthly closes
• Provide clients with real-time financial visibility

Tax Preparation & Filing

Offload the high-volume, time-consuming work of tax preparation. Our teams are proficient in preparing individual (1040), corporate (1120), and partnership (1065) returns, using your preferred tax software to ensure accuracy and compliance with federal and state regulations.

• Increase tax season capacity by 2x-10x
• Reduce turnaround time for tax returns
• Free up senior staff for complex tax planning

Payroll Processing

Ensure accurate and timely payroll for your clients without the administrative burden. We manage everything from payroll calculations and tax withholdings to direct deposits and generating payroll reports, integrating seamlessly with leading payroll platforms.

• Guarantee compliance with payroll regulations
• Reduce time spent on payroll administration by over 90%
• Offer a reliable, white-labeled payroll service to your clients

Audit & Assurance Support

Provide your audit team with powerful back-office support. Our professionals can assist with evidence gathering, preparing workpapers, performing substantive testing, and conducting reconciliations, allowing your on-site auditors to focus on judgment-intensive tasks and client interaction.

• Accelerate audit fieldwork and completion
• Reduce the cost of delivering audit services
• Improve the quality and organization of audit documentation

Financial Statement Preparation

We prepare comprehensive financial statements, including balance sheets, income statements, and cash flow statements, in accordance with GAAP or IFRS. Our process ensures that the final reports are accurate, professional, and ready for management, investors, or lenders.

• Deliver faster month-end and year-end reporting
• Ensure compliance with accounting standards
• Provide clear, decision-ready financial insights

CFO & Controller Services Support

Augment your fractional CFO or controller services with our expert support. We handle financial modeling, budgeting, forecasting, variance analysis, and KPI dashboard management, enabling you to provide strategic financial guidance without getting lost in the data.

• Expand your capacity to offer high-margin CFO services
• Deliver more sophisticated financial analysis to clients
• Improve the quality and speed of strategic financial advice

Accounts Payable (AP) Management

Streamline the entire AP process from invoice processing to payment execution. We use AI-powered data capture to reduce manual entry, manage vendor approvals, and schedule payments, ensuring bills are paid on time and cash flow is optimized.

• Reduce invoice processing costs by up to 70%
• Eliminate late payment fees and capture early payment discounts
• Gain real-time visibility into liabilities

Accounts Receivable (AR) Management

Accelerate your clients' cash flow by outsourcing AR management. We handle invoice creation, distribution, payment tracking, and proactive collections, reducing days sales outstanding (DSO) and improving working capital.

• Reduce average DSO by 15-30%
• Improve cash flow predictability
• Free up client staff from chasing payments

Forensic Accounting Support

Provide support for your forensic accounting engagements. Our team can assist with large-scale data analysis, transaction tracing, and evidence documentation, allowing your lead investigators to focus on case strategy and expert testimony.

• Process massive datasets quickly and accurately
• Lower the cost of delivering forensic services
• Accelerate the timeline for investigations

Fund Accounting for Investment Firms

We offer specialized fund accounting services for private equity, venture capital, and hedge fund clients. Our team manages complex capital calls, distributions, NAV calculations, and investor reporting, ensuring accuracy and timeliness in a highly regulated environment.

• Access specialized fund administration talent
• Ensure compliance with partnership agreements
• Provide timely and accurate reporting to limited partners

Sales & Use Tax Compliance

Navigate the complexities of multi-state sales tax for your e-commerce and SaaS clients. We manage nexus tracking, tax calculation, filing, and remittance across all relevant jurisdictions, mitigating compliance risks for your clients.

• Ensure accurate sales tax compliance across 50 states
• Reduce audit risk for high-growth clients
• Automate a complex and error-prone process

QuickBooks/Xero/Sage Platform Management

Our experts become your clients' dedicated accounting platform managers. We handle chart of accounts setup, app integration, custom report building, and user training, ensuring they get the maximum value from their accounting software investment.

• Optimize accounting software for client needs
• Ensure data integrity and clean reporting
• Provide expert-level support for leading platforms

Non-Profit Accounting

We provide specialized accounting services for 501(c)(3) organizations, including fund accounting, grant tracking, Form 990 preparation support, and statement of financial position reporting, ensuring compliance with non-profit accounting standards.

• Ensure proper tracking of restricted and unrestricted funds
• Maintain audit-readiness and grant compliance
• Lower administrative overhead for non-profit clients

Real Estate & Property Accounting

Handle the unique accounting needs of property management and real estate investment clients. We manage property-level bookkeeping, CAM reconciliations, rent roll management, and investor reporting for commercial and residential portfolios.

• Provide clear financial reporting on a per-property basis
• Ensure accurate and timely CAM and operating expense reconciliations
• Improve financial visibility for property owners and investors

AI-Powered Data Reconciliation & Analysis

Leverage our AI tools for large-scale data reconciliation and anomaly detection projects. Our systems can process and match millions of transactions in a fraction of the time of manual methods, identifying exceptions and patterns for further review.

• Complete reconciliation projects 10x faster
• Identify fraud and errors with higher accuracy
• Turn large, messy datasets into clean, actionable information

Slash Operating Costs

Reduce your expenses by up to 60% compared to the cost of equivalent in-house hires. Our model eliminates recruitment fees, payroll taxes, benefits, and office overhead, converting your fixed staffing costs into a predictable, flexible operating expense.

Scale On Demand

Instantly scale your workforce for tax season or large client projects without the long-term commitment. Add or remove team members with as little as 30 days' notice, ensuring your capacity always matches your workload and you never pay for idle staff.

Unbreakable Security

Protect your clients' sensitive data with our fortress-like security infrastructure. We are ISO 27001 and SOC 2 certified, with end-to-end encryption, secure data centers, and strict access controls, providing you and your clients with complete peace of mind.

Focus on Growth

Free your best local talent from tedious, low-margin compliance tasks. By delegating bookkeeping, tax prep, and audit support to us, your core team can focus on delivering high-value advisory services, deepening client relationships, and driving firm growth.

Access Expert Talent

Stop competing for overpriced local talent. We give you access to a global pool of vetted, experienced, and certified accounting professionals with expertise in US GAAP, IFRS, and various industry-specific accounting practices. Get the skills you need, when you need them.

Guaranteed Performance

Eliminate the risk of a bad hire. We are so confident in our talent that we offer a free-replacement guarantee. If any professional is not meeting your expectations, we will replace them quickly and handle the knowledge transfer at no cost to you.

Seamless Integration

Your outsourced team works as a true extension of your firm. They operate during your business hours, use your software stack (QuickBooks, Xero, Sage, etc.), follow your processes, and report directly to your managers for a fully integrated workflow.

Proven Process Maturity

Rely on our CMMI Level 5 and ISO 9001 certified processes to deliver consistent, predictable, and audit-proof quality. We eliminate the variability and errors common with freelancers or less mature providers, ensuring the work is done right the first time.

AI-Powered Efficiency

Leverage our investment in AI and automation. Our teams use AI-powered tools to accelerate data entry, reconciliation, and report generation, which means faster turnarounds and higher accuracy for your clients, giving you a competitive edge in the market.

What kind of accounting qualifications do your professionals have?

Our team members hold a variety of qualifications, including Bachelor's or Master's degrees in Accounting, and many are Chartered Accountants (CAs) or Certified Public Accountants (CPAs) or are actively pursuing these certifications. We match the professional's qualifications to your specific needs, whether it's expertise in US GAAP, IFRS, or specific tax jurisdictions.

How do you ensure the quality of the work?

Quality is built into our system. It starts with hiring only the top 5% of applicants. We operate under CMMI Level 5 and ISO 9001:2018 certified processes, which demand rigorous quality control. For each client, we establish a multi-layer review process, and you retain final approval. Plus, our free-replacement guarantee ensures you're always satisfied with performance.

Can your team work directly with my clients?

Yes, if you want them to. We offer a 'white-label' service where our team members can operate with your company's email address and represent themselves as part of your firm. You control the level of client interaction, from fully back-office to client-facing support roles.

What is the pricing model?

Our primary model is a simple, fixed monthly fee per dedicated professional. This all-inclusive price covers the professional's salary, benefits, our management overhead, IT, and security infrastructure. There are no hidden fees. For specific projects, we can also offer a fixed-bid or time & materials pricing.

How do we communicate with our outsourced team?

You communicate with them just as you would with your in-house team. We use standard business communication tools like Slack, Microsoft Teams, Zoom, and email. Your dedicated team works during your business hours to ensure real-time collaboration is always possible.

What if I only need someone part-time or for a short project?

While our primary model is based on full-time dedicated professionals for maximum integration and value, we also offer project-based teams for tasks with a defined scope and timeline, such as tax season support or a specific audit. Contact us to discuss your specific needs, and we can design a custom solution.

How long does it take to get started?

The process is fast. From our initial discovery call to having a professional or team integrated and starting work can take as little as 48-72 hours for a single hire, or 1-2 weeks for a larger team. We handle all the administrative and IT setup so you can get started immediately.

What countries do you have expertise in?

Our primary areas of expertise are the United States (US GAAP, IRS regulations), the United Kingdom (UK GAAP, IFRS, HMRC), and Australia (AASB, ATO). We have teams specifically trained and experienced in the accounting and tax standards for these regions.

How do you ensure data security and compliance with industry standards?

We treat your security as our highest priority. We are ISO 27001 and SOC 2 Type II compliant. This means we have audited, bank-grade security protocols, including encrypted communication, secure virtual desktops (VDI) to prevent data leakage, and rigorous background checks for every team member. Your data never leaves our secure, monitored environment.

How do you handle access to my accounting software and sensitive client files?

We operate using the principle of least privilege. We access your systems via secure, encrypted VPNs or dedicated virtual workspaces that you control. We never store client passwords or sensitive files locally; everything is managed through your existing enterprise security protocols, giving you full auditability and control over who accesses what.

"I was hesitant about outsourcing, worried about quality. LiveHelpIndia proved me wrong. My dedicated bookkeeper is more meticulous than any local staff I've hired. Our monthly close is 5 days faster, and I finally have time to advise my clients instead of just doing their books."

"Security was our biggest concern. LiveHelpIndia's ISO 27001 and SOC 2 certifications were critical. They integrated with our systems seamlessly, and their security protocols are more robust than our own. They are a true enterprise-grade partner."

"Tax season used to be a nightmare. This year, we added five tax preparers from LiveHelpIndia and it was the smoothest season we've ever had. We increased our output by 200% without burning out our core team. It's completely changed our business model for the better."

"The support team we have from LiveHelpIndia has fundamentally changed our audit process. They handle the time-consuming documentation and testing, which lets our senior auditors focus on risk and client interaction. Our project profitability is up, and timelines are shorter."

"As a fractional CFO firm, we need a reliable back-office engine. LiveHelpIndia provides the financial analysts and accountants who run our models and prepare reports. This allows us to serve twice as many clients with the same core leadership team. They are essential to our scalability."

"We started with a 2-week trial for one bookkeeper. We now have a team of 12 handling bookkeeping, payroll, and tax prep. The quality is consistent, the cost savings are significant, and our dedicated account manager makes everything incredibly easy. I can't recommend them enough."

QuickBooks (Online & Desktop)

The dominant accounting software for SMBs in the US. Proficiency is non-negotiable.

Xero

A leading cloud accounting platform, especially popular in Australia, the UK, and with tech startups.

Sage (Intacct, 50)

A key player in the mid-market, particularly for more complex organizations needing robust ERP-like features.

NetSuite

The choice for high-growth companies and enterprises needing a unified business management suite.

US GAAP

The foundational accounting standard for all US-based client work.

IFRS

The international standard required for clients in the UK, EMEA, and many other parts of the world.

ISO 27001

The global gold standard for information security management. This is a critical trust signal for handling sensitive financial data.

SOC 2

An auditing procedure that ensures service providers securely manage data to protect the interests and privacy of their clients.

Drake / Lacerte / UltraTax

Expertise in major professional tax preparation software is essential for tax outsourcing services.

Bill.com / Dext

Proficiency in AP/AR automation and data capture tools is key to delivering efficiency gains.

CMMI Level 5

The highest level of process maturity certification. It proves our ability to deliver consistent, predictable, and optimized quality.

Microsoft Excel

Expert-level skills in data modeling, pivot tables, and complex formulas are fundamental for any financial analysis.

GDPR Compliance

Essential for handling data for any clients based in or operating within the EMEA region.

Multi-jurisdictional Tax Law

Demonstrates our capacity to handle complex compliance for clients operating across different states or countries.

AI & Machine Learning

Shows our commitment to future-proofing our services and leveraging technology for efficiency and accuracy.

Durgesh S.

Senior Manager Finance & Accounts

C.A. L1 certified. Durgesh leads our accounting and finance division with an uncompromising focus on accuracy and audit-readiness. He ensures that every process, from ledger management to tax preparation, meets the highest standard of compliance for our US and EMEA clients.

Abhishek P.

Founder & CFO

As our CFO, Abhishek brings deep enterprise architecture expertise to our clients. He works directly with firm partners to design scalable, cost-efficient outsourcing models that transform back-office operations into growth engines rather than cost centers.

Vikas J.

Divisional Manager - IT & SecOps

Certified Ethical Hacker and Cloud Solutions expert. Vikas oversees the infrastructure security that protects your clients' sensitive financial data. He ensures our systems are not just compliant with ISO 27001 and SOC 2, but proactively hardened against modern threats.

Pooja J.

CX & Operations Manager

Pooja bridges the gap between technical accounting work and client experience. She ensures our workflows are not just efficient for us, but intuitive for your firm. Her team manages the daily communication rhythm, ensuring seamless collaboration across time zones.

Dedicated Team Model

Ideal for: Firms needing 3+ full-time professionals for ongoing, integrated work.

• Hand-picked professionals who work exclusively for you.
• Direct management and control over your team's tasks.
• Full integration with your tools, culture, and processes.
• A dedicated account manager for support.

Staff Augmentation / Single Professional

Ideal for: Firms needing to fill a specific role or add 1-2 team members.

• A dedicated full-time professional (e.g., bookkeeper, tax preparer).
• Works your hours as a direct extension of your team.
• Free replacement guarantee.
• 2-week paid trial to ensure a perfect fit.

Project-Based / Seasonal Team

Ideal for: Handling specific, time-bound projects like tax season or a large audit.

• A managed team of professionals for a defined period.
• Clear project scope, deliverables, and timeline.
• Project management oversight included.
• Ideal for scaling capacity without long-term commitments.