CPA Partners

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CPA Partnership With OBG Outsourcing

Most of the time CPA companies spend on book filtering, with less time dedicated to greater profit-generating activities. Due to their busy schedules and involvement in bookkeeping and accounting services, CPA companies should not concentrate on offering specialized services. The unique services that require attention include advice and tax consulting. CPA outsourcing services support CPA firms' best practices while also helping to save costs.

Our group of knowledgeable accounting specialists supports you in resolving these problems and collaborates with your CPA company to simplify your bookkeeping and accounting operations. We also recognize that for many CPA businesses, data security is the top priority.

How Can We Assist CPA Firms with Monthly, Quarterly, and Annual Bookkeeping Services?

  • Year-end adjustments are posted, reviewed, and corrected in the books of accounts.
  • Various control account reconciliation.
  • Support for the conversion of accounting software.
  • Preparation of 1120, 1120S, 1065, and associated 1040 tax returns.
  • Support for the integration of the accounting system and system implementation.

Why Work With Us

  • Enables cost reduction, focuses on activities that generate more income, and boosts profit margin.
  • Provide prompt service by outsourcing duties throughout tax season and peak times.
  • Having access to knowledgeable and experienced personnel.
  • Prevent financial fraud and conflicts while the person preparing the books and reports is doing so.
  • Reduction of overhead and infrastructure expenses.
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Referral Partnership

The CPA company and OBG Outsourcing work together to perform and complete the services under the Referral Partnership model. For accounting and bookkeeping services, the CPA business recommends OBG Outsourcing to its clientele.

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Reverse Office Assistance

Serving as a back-office support provider, OBG Outsourcing doesn't interact directly with clients. The CPA firm works closely with the customer, and the firm's name appears on all correspondence and reports. Therefore, the client is unaware of OBG Outsourcing's partner role.

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Prolonged Collaboration

Making clients aware of the connection between the CPA firm and OBG Outsourcing is the focus of this concept. Nonetheless, the client's primary point of contact is still the CPA company.