Managed Outsourcing Services for Accounting Firms
Free up your partners to focus on high-value advisory.
We provide the expert, secure back-office team to handle the rest.
Are you turning away new clients due to capacity constraints? Is the constant pressure of compliance work and talent shortages limiting your firm's growth? You're not alone. The accounting industry is at a crossroads, where scaling requires more than just hiring. It demands a smarter, more flexible approach to operations. We provide a dedicated, managed team of accounting professionals who integrate seamlessly into your firm, handling everything from bookkeeping to complex tax preparation, all under your brand.
Unlock Your Firm's Potential
Finally, A Partner Who Gets It
We're not just a service provider; we're your strategic growth partner. We built our accounting outsourcing services to solve the specific challenges modern firms face, moving you from operational drag to strategic advantage.
On-Demand Scalable Teams
Instantly scale your workforce up or down for tax season or new client onboarding without the overhead of traditional hiring. Your capacity becomes a flexible asset, not a fixed cost.
Ironclad Data Security
With SOC 2, ISO 27001, and PCI DSS certifications, we offer enterprise-grade security. Your clients' sensitive financial data is protected by robust infrastructure and stringent protocols.
Seamless Communication
Your dedicated team works in your time zone, supported by a US-based account manager. We integrate with your existing tools (Slack, Teams, etc.) for effortless collaboration.
100% White-Label Service
Our experts operate as a seamless extension of your firm. Your clients experience enhanced service and faster turnarounds, all under your brand, strengthening your reputation.
CMMI Level 5 Process Maturity
Our processes are optimized for maximum efficiency, quality, and consistency. This commitment to excellence means fewer errors, predictable outcomes, and smoother workflows for your firm.
Up to 60% Cost Savings
Drastically reduce your operational costs on salaries, benefits, office space, and software licenses. Reinvest those savings into marketing, technology, or high-value advisory services.
Top 5% Vetted Talent
Gain access to a pool of highly qualified and experienced accounting professionals. We handle the rigorous vetting, so you get top-tier talent without the recruiting headache.
24/7 Operational Potential
Leverage our global delivery model to create round-the-clock operations. Work gets done while you sleep, dramatically accelerating client deliverables and exceeding expectations.
Laser Focus on Growth
By offloading time-consuming compliance work, your partners and senior staff are free to focus on what truly matters: client relationships, strategic advice, and growing the firm.
Your Comprehensive Back-Office Solution
We offer a full spectrum of accounting and financial services designed to integrate perfectly with your firm's existing workflows. From foundational tasks to specialized advisory support, we've got you covered.
Bookkeeping & General Ledger Management
Ensure your clients' books are immaculate, up-to-date, and compliant. Our team handles the day-to-day financial record-keeping with precision, providing a solid foundation for all other financial activities.
- Reduce reconciliation time by up to 75%.
- Provide clients with real-time financial visibility.
- Eliminate costly errors from manual data entry.
Accounts Payable (AP) & Accounts Receivable (AR)
Optimize your clients' cash flow with efficient management of payables and receivables. We streamline invoicing, collections, and payment processing to improve financial health and stability.
- Improve Days Sales Outstanding (DSO) and accelerate cash collection.
- Ensure timely payments to vendors, strengthening relationships.
- Automate routine tasks to free up your internal team.
Payroll Processing
Deliver accurate and timely payroll services without the administrative burden. We manage calculations, tax withholdings, and compliance, ensuring employees are paid correctly and on time, every time.
- Guarantee compliance with ever-changing payroll tax laws.
- Reduce the risk of costly payroll errors and penalties.
- Offer a reliable, white-labeled service to your clients.
Financial Statement Preparation
Generate professional, accurate financial statements (Balance Sheets, Income Statements, etc.) that provide clear insights into business performance. We turn raw data into decision-ready reports.
- Accelerate month-end and year-end closing processes.
- Provide stakeholders with clear, concise, and compliant financial reports.
- Enable more strategic, data-driven decision-making for your clients.
Bank & Credit Card Reconciliation
Maintain financial integrity with meticulous reconciliation of bank and credit card statements. We identify discrepancies quickly, prevent fraud, and ensure financial records are always accurate.
- Detect and resolve discrepancies faster.
- Gain a precise, real-time understanding of cash position.
- Simplify the audit process with clean, well-documented records.
Individual & Corporate Tax Preparation
Expand your capacity during tax season exponentially. Our experts prepare accurate and compliant federal, state, and local tax returns for individuals (1040) and businesses (1120, 1065, etc.).
- Handle a higher volume of tax returns without hiring seasonal staff.
- Ensure accuracy and compliance with the latest tax codes.
- Free your senior staff to focus on complex tax planning and client advice.
Sales & Use Tax Compliance
Navigate the complexities of multi-state sales tax regulations. We manage calculations, filings, and payments, protecting your clients from the risks of non-compliance.
- Mitigate the risk of audits and penalties in a complex regulatory area.
- Save countless hours of administrative work for your team.
- Provide a critical compliance service for e-commerce and multi-state clients.
Tax Planning & Strategy Support
We provide the analytical heavy lifting to support your tax planning services. Our team can model scenarios, research tax codes, and prepare data to help you deliver high-value strategic advice.
- Develop more robust, data-backed tax strategies for clients.
- Identify potential tax-saving opportunities more efficiently.
- Enhance your firm's reputation as a strategic tax advisor.
IRS & State Audit Support
When audits happen, we provide the back-office support to gather, organize, and reconcile the necessary documentation, allowing you to focus on representing your client effectively.
- Respond to information requests from tax authorities quickly and accurately.
- Minimize the time your senior staff spends on audit preparation.
- Ensure a smooth, organized, and less stressful audit process.
CFO & Controller Services Support
Augment your fractional CFO and controller services with our expert support. We handle financial modeling, budgeting, forecasting, and KPI dashboard creation, providing the data you need to guide your clients.
- Deliver deeper financial insights and more strategic advice.
- Create sophisticated financial models and forecasts without the manual effort.
- Offer a more comprehensive and valuable virtual CFO service.
Forensic Accounting & Litigation Support
Undertake complex forensic accounting projects with confidence. Our team can assist with data analysis, fraud investigation, and the preparation of financial evidence for legal matters.
- Take on specialized, high-margin projects without needing in-house specialists.
- Process and analyze large volumes of financial data efficiently.
- Provide robust, credible support for litigation cases.
Mergers & Acquisitions (M&A) Due Diligence
Support your clients' M&A activities with thorough financial due diligence. We analyze financial statements, verify assets, and identify potential risks, providing a clear picture for negotiations.
- Conduct more comprehensive due diligence in less time.
- Uncover financial risks and opportunities that could impact deal value.
- Allow your firm to play a more strategic role in client M&A activities.
Business Valuation Support
Provide the analytical foundation for your business valuation services. Our team gathers and analyzes the necessary financial data, market research, and comparable company information.
- Streamline the data-intensive process of business valuation.
- Build more accurate and defensible valuation models.
- Expand your firm's capacity to offer this lucrative advisory service.
AI-Powered Financial Analysis & Reporting
Leverage the future of accounting today. We utilize AI tools to analyze trends, detect anomalies, and generate predictive insights from financial data, enabling a new level of advisory service.
- Identify hidden trends and risks that manual analysis might miss.
- Provide clients with forward-looking, predictive financial advice.
- Position your firm as a technology-forward, innovative leader.
Non-Profit Accounting (Fund Accounting)
Serve your non-profit clients with specialized expertise. We manage fund accounting, grant tracking, and the preparation of Form 990, ensuring compliance and financial transparency.
- Address the unique accounting needs of the non-profit sector.
- Ensure accurate tracking and reporting for restricted and unrestricted funds.
- Help your non-profit clients maintain donor trust and regulatory compliance.
Your Seamless Onboarding Process
We've refined our process to be simple, transparent, and fast. Go from initial consultation to having a fully integrated, productive team in just a few steps.
1. Discovery & Scoping Call
We start with a deep-dive consultation to understand your firm's specific needs, workflows, software stack, and goals. This allows us to tailor a solution that's a perfect fit.
2. Team Matching & Selection
Based on your requirements, we handpick a team of professionals with the right skills and experience. You'll have the opportunity to interview and approve every member.
3. Secure Setup & Knowledge Transfer
We establish secure access to your systems and begin a structured knowledge transfer process. Your team learns your processes, standards, and client expectations.
4. Paid 2-Week Trial
We begin with a paid two-week trial period. This allows us to prove our value and ensure a perfect fit, giving you complete confidence before committing long-term. It's a risk-free way to validate the partnership.
5. Full Integration & Operation
Your new team is now fully integrated, operating as a seamless extension of your firm. They handle their assigned tasks, communicate proactively, and start delivering results.
6. Ongoing Governance & Optimization
Our partnership doesn't stop at launch. We provide continuous oversight, performance reporting, and regular strategy sessions to identify opportunities for process improvement and growth.
Security Isn't a Feature, It's Our Foundation
We understand that you're entrusting us with your clients' most sensitive data. Our commitment to security is absolute and validated by the industry's most respected certifications.
SOC 2 Certified
Our systems and processes are audited and certified for security, availability, processing integrity, confidentiality, and privacy.
ISO 27001 Certified
Adherence to the international standard for information security management, ensuring a systematic approach to protecting sensitive company information.
PCI DSS Compliant
We meet the stringent security standards required to handle payment card information, ensuring data is protected against fraud and breaches.
Strict Access Controls
Role-based access, multi-factor authentication, and continuous monitoring ensure that only authorized personnel can access specific data.
Fluent in Your Firm's Technology
Our professionals are proficient in the leading accounting and business software platforms. We integrate directly into your existing tech stack for a frictionless workflow.
Proven Results for Firms Like Yours
Don't just take our word for it. See how we've helped accounting firms overcome their biggest challenges and achieve remarkable growth.
The Challenge: Tax Season Burnout
A 25-person CPA firm in Texas was facing extreme burnout every tax season. They were forced to turn away new business and their best employees were threatening to leave due to the intense workload and long hours.
Key Challenges:
- Inability to handle the surge in tax preparation volume.
- High costs of hiring and training temporary seasonal staff.
- Senior partners were stuck reviewing basic returns instead of providing client strategy.
- Declining staff morale and high turnover risk.
Our Solution: A Dedicated Tax Team
We deployed a dedicated, scalable team of 5 tax preparation specialists who worked exclusively for the firm from January through April.
- The team handled the preparation of over 500 individual and corporate tax returns.
- We established a secure, streamlined workflow for document submission and review.
- Our team worked overnight, so returns prepared by them were ready for partner review each morning.
- This freed up the firm's senior staff to focus on complex cases and high-value tax planning sessions with clients.
The Challenge: Growth Bottleneck
A solo-preneur running a successful bookkeeping firm was at maximum capacity. She was working 70-hour weeks and couldn't take on any new clients, despite high demand for her services.
Key Challenges:
- The high cost and risk of hiring a first full-time employee.
- Drowning in daily transaction coding and reconciliation tasks.
- No time for marketing, networking, or business development.
- Inconsistent service levels during busy periods.
Our Solution: A Scalable Back-Office Team
We started with one dedicated bookkeeping professional to handle her core client load, operating as a white-labeled extension of her brand.
- The specialist managed daily bookkeeping, AP/AR, and reconciliations for 15 of her clients.
- We implemented standardized processes and checklists to ensure quality and consistency.
- As she signed new clients, we seamlessly added a second team member within a week.
- This allowed her to shift her focus to sales and client relationship management, tripling her client base in a year.
The Challenge: Lack of Niche Expertise
A financial advisory firm won a large litigation support project that required extensive forensic accounting, a skillset they didn't have in-house. They needed to quickly ramp up a team to analyze years of complex financial data.
Key Challenges:
- No internal staff with deep forensic accounting experience.
- A tight deadline set by the court.
- Massive volume of unstructured financial data to process.
- The need for absolute precision and documentation for legal evidence.
Our Solution: On-Demand Forensic Specialists
We provided a project-based team of two certified forensic accountants to support the firm's engagement lead.
- Our team analyzed over 50,000 transactions, tracing the flow of funds and identifying anomalies.
- They used specialized software to uncover patterns of fraudulent activity.
- They prepared detailed reports and documented evidence in a clear, court-admissible format.
- This on-demand expertise enabled the firm to successfully deliver the project, leading to a major win for their client and enhancing their own reputation.
What Our Partners Say
We're proud to be the trusted back-office engine for accounting firms across the country. Here's what they have to say about our partnership.
"Outsourcing to LiveHelpIndia was the single best decision we made for scaling our firm. We cut our operational costs by nearly 50% and our capacity to take on new clients has doubled. Their team is responsive, professional, and truly an extension of our own."
"The security and compliance (SOC 2, ISO 27001) were non-negotiable for us. LiveHelpIndia didn't just meet the standards; they exceeded our expectations. We have complete peace of mind regarding our clients' sensitive data."
"As a solo practitioner, I was drowning. The LHI team gave me my life back. They handle all my bookkeeping and tax prep work, which lets me focus on advising my clients and growing my business. I've been able to increase my revenue by 70% in the first year."
"The quality of talent is exceptional. The accountant assigned to our account is more skilled than some of the local candidates we've interviewed, and at a fraction of the cost. The 2-week trial gave us the confidence to move forward, and we've never looked back."
"Their white-label model is flawless. Our clients have no idea we have a back-office team in another country. All they know is that their books are always perfect and their reports are delivered ahead of schedule. It's our secret weapon."
"The communication is better than with some of our own remote employees! The daily stand-ups and dedicated account manager make it feel like they are part of our team. Time zone differences have been a benefit, not a hindrance."
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries we receive from accounting firms considering our services.
Quality is our top priority. We achieve it through a multi-layered approach: 1) We hire only the top 5% of vetted accounting professionals. 2) We adhere to CMMI Level 5 process maturity, which means our workflows are standardized and optimized for quality. 3) We implement a multi-tier review process where all work is checked before it gets to you. 4) We work with you to establish clear KPIs and quality benchmarks from day one.
We take security extremely seriously. Our operations are SOC 2, ISO 27001, and PCI DSS certified. This means we undergo rigorous third-party audits to validate our security controls. All data is transferred via encrypted channels, stored on secure servers with restricted access, and we sign comprehensive NDAs with both our employees and our clients to ensure total confidentiality.
Seamlessly. We assign you a dedicated team that works during your business hours, led by a US-based account manager who serves as your primary point of contact. We integrate with your preferred communication tools, whether it's Slack, Microsoft Teams, Zoom, or email. We conduct regular daily or weekly check-ins to ensure constant alignment and proactive communication.
Yes. Our professionals are proficient in all major accounting software platforms, including QuickBooks (Desktop and Online), Xero, Sage, NetSuite, Drake, Lacerte, and more. During the onboarding process, we ensure your dedicated team is fully trained on your specific tech stack and internal workflows.
We offer simple, transparent pricing with no hidden fees. Our most popular model is a flat monthly fee for your dedicated team member(s). This all-inclusive price covers the professional's salary, benefits, our management overhead, and the technology infrastructure. This model provides you with predictable costs and can save you up to 60% compared to hiring locally.
Our onboarding process is designed to be quick and efficient. It starts with a discovery call to understand your needs. We then select and present candidate profiles for your approval. Once you've chosen your team, we set up secure system access and begin knowledge transfer. The entire process, from initial call to having a productive team member, can take as little as one to two weeks.
Ready to Build a More Profitable, Scalable Firm?
Stop letting operational constraints dictate your growth. Discover how a dedicated, expert back-office team can transform your firm's potential. Schedule a free, no-obligation consultation with one of our specialists today.
Request A Free Consultation