What is outsourced bookkeeping?
Outsourced bookkeeping means partnering with an external team to handle your day-to-day books — recording transactions, reconciling accounts, managing payables and receivables, and closing the month — instead of doing it all in-house. For CPA firms, it frees up qualified staff to focus on advisory, tax, and client work that actually grows the practice.
What gets handled
- Transaction recording and categorization
- Bank, credit card, and account reconciliations
- Accounts payable and accounts receivable
- Month-end and year-end close
- Management reports and clean-up of backlogged books
The benefits for CPA firms
- Lower cost — up to 60% savings versus in-house bookkeepers once you include salary, benefits, and overhead.
- Scalability — add capacity instantly during tax season or onboarding spikes.
- Accuracy — a multi-level review process catches errors before they reach the client.
- Time back — your team focuses on higher-value advisory work.
What does outsourced bookkeeping cost?
Pricing typically follows one of three models: a fixed monthly fee per client, hourly billing, or a dedicated bookkeeper who works exclusively for your firm. The right model depends on volume, complexity, and how much control you want.
Which software is supported?
A good bookkeeping partner works in the tools you already use — QuickBooks, Xero, Sage, SAP, and Microsoft Dynamics — so there’s no disruption to your existing workflow, and you keep full visibility into your books.
Is your data safe?
Reputable providers protect financial data with encryption, secure file-sharing, strict access controls, confidentiality agreements, and regular IT audits — the same standards you’d expect from any trusted accounting professional.
How to get started
Most firms start with a single client or a backlog clean-up to test the relationship, then scale. Somani Global’s bookkeeping services are delivered by experienced professionals as an extension of your team. Book a free consultation to map out a plan, or browse our FAQ.