CPA & bookkeeping firms

Offshore accounting capacity for CPA and bookkeeping firms.

Add trained offshore accountants and bookkeepers to your firm without losing control over quality, client relationships, or review standards.

Handle more clients and deadlines with a consistent team.

Scale CAO gives you access to U.S.-trained offshore accountants who plug into your existing processes. They handle recurring work while your partners and managers stay focused on review, advisory, and client conversations.

  • Support for month-end closes, clean-up projects, and ongoing bookkeeping.
  • Staff and senior-level resources for GL, AP/AR, and reconciliations.
  • Standardized workpapers that fit your review and audit workflows.
  • Capacity that scales up or down without local recruiting cycles.
How it works

A CPA-friendly model that keeps you in control.

1. Understand your firm

We clarify your entity types, systems, volume, and review standards.

  • Map recurring tasks: weekly, monthly, quarterly.
  • Identify work appropriate for offshore execution vs. in-house.

2. Match and onboard talent

We match you with accountants trained on U.S. GAAP and firm workflows.

  • You can interview candidates if you’d like.
  • We document processes as we go so your firm retains the IP.

3. Run a stable monthly rhythm

We build repeatable close and bookkeeping routines around your deadlines.

  • Standard checklists and workpapers for each client.
  • Clear cutoffs for offshore work vs. partner/manager review.
FAQ for firms

Common questions from CPA and bookkeeping firms.

How do you protect our firm’s templates and client data?
Your workpapers and client data stay in systems you control. Our team connects through secure, encrypted devices with MFA and role-based access. We do not copy client data to local machines. All staff are background-checked, trained on confidentiality, and bound by NDAs.
Can your accountants follow our existing close and review process?
Yes. We start by learning your existing close checklists and workpaper format, then mirror them. Over time we can help you standardize where it makes sense, but our first priority is respecting your current approach so partners and managers can review quickly.
Do you support busy season and deadline spikes?
We design capacity with your deadlines in mind, including quarter-end and year-end spikes. Offshore capacity makes it easier to handle peak workload without over-hiring locally. We can sometimes add additional fractional support for short bursts, depending on availability.
Can the same accountant stay assigned to our clients?
Yes. Our model is built around dedicated resources. The same accountant (or pod of accountants) stays on your book of business so they learn your clients, your software stack, and your review style over time.

Ready to explore offshore capacity for your firm?

Whether you need one bookkeeper or a small pod supporting multiple partners, we can design a model that fits your firm’s size and risk profile.