An offshore team for your firm, without the hiring.
BooksBridge gives small and mid-sized US accounting firms experienced Chartered Accountants for client bookkeeping, reconciliations, payroll and year-end work, at offshore cost and on your process.
Where we fit in your firm
Your senior people should be reviewing, advising and bringing in clients. Instead, too much of their week goes to write-up, reconciliations and month-end chores that someone else could prepare.
We take that preparation work. We work in your clients’ QuickBooks Online, Xero or Zoho Books files, follow your checklists and hand finished work to your reviewer. Your firm keeps the client relationship and the final sign-off.
Because Kolkata is 9.5 to 10.5 hours ahead of US Eastern Time, work your staff hand off in the evening is prepared overnight and waiting for review in the morning.
How we work with firms.
Offshore support only works if it fits the way your firm already runs. These are the ground rules we work to.
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Your process, not ours
We follow your checklists, naming conventions and workpaper format, so the work looks like your team did it.
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Your review stays in charge
We prepare; your reviewer approves. A second BooksBridge accountant checks everything first, so your review time goes further.
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Behind the scenes
Your clients deal with your firm. We work in their files with the access your firm grants, and it can be withdrawn at any time.
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Capacity when deadlines stack up
Lean on us harder in busy season, without hiring and training seasonal staff you would let go in the spring.
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A named team
The same people work on your clients each cycle, learn their quirks and are reachable for calls in your morning or evening.
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Confidential by default
SSL-encrypted data exchange, access limited to your team and the professional confidentiality duties of Chartered Accountants.
Getting started.
Most firms start with a defined set of clients or tasks, check the quality, then widen the scope.
Consultation
Tell us which clients and tasks you want help with, the software involved and your deadlines.
Scope and quote
We agree the work, turnaround and cost in writing before anything starts.
Secure onboarding
Your firm grants access to client files and shares your checklists and review notes.
Steady rhythm
Work arrives in your review queue each morning, with open questions listed.
Your professional obligations, covered
US CPA firms that share client information with a service provider have duties under the AICPA Code of Professional Conduct, the FTC Safeguards Rule and, for tax return information, Internal Revenue Code section 7216.
We’ll give you what you need for your due diligence and engagement letters, and work under a written confidentiality agreement with your firm.
Questions firms ask.
More in our FAQ.
Will our clients know you’re involved?
We work behind the scenes in your clients’ files and through your firm’s process. Your clients deal with your firm. How you disclose the use of a service provider to clients is your firm’s decision, and we’re happy to help you word it.
Who reviews the work?
Every deliverable is checked by a second accountant at BooksBridge before it reaches your reviewer. Your firm keeps final review and sign-off.
Can our staff talk to your team directly?
Yes. You get a named team, and we keep time aside for calls in your morning or evening so questions are settled quickly.
Do you prepare US tax returns?
Our services for CPA firms focus on bookkeeping, reconciliation, payables and receivables, payroll processing, financial reporting and year-end support. We are not a US CPA firm, and anything that needs a US license stays with your firm.
Let’s meet each other.
Tell us how your books are kept today and where the work piles up. In a free consultation we’ll walk through what we’d take off your desk, how the handoff would work and what it would cost.
+91 99036 74496