--- title: "Add capacity without adding headcount" description: "Dedicated offshore accountants, white-label bookkeeping, tax-prep support and close support for CPA, EA and bookkeeping firms." url: https://ledgerbpo.com/for-accounting-firms/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # Add capacity without adding headcount Outsourced accounting for CPA firms from LedgerBPO means named offshore accountants working under your brand, inside your Karbon, TaxDome or Canopy workflow and your clients’ QuickBooks Online or Xero files. White-label bookkeeping, tax-preparation support (your firm reviews and signs), close support and seasonal pods, with IRS section 7216 consent handled up front. - Since 2020 - Your brand on every deliverable - Two-Tier Review on every file - §7216 consent handled Updated September 2026 [Start a pilot](https://ledgerbpo.com/get-a-quote/?persona=firm)[Book a 20-minute call](https://ledgerbpo.com/book-a-call/) ## What outsourced accounting for CPA firms includes ### Audit support Workpapers, sampling and tie-outs prepared to your audit methodology Read more [Audit support](https://ledgerbpo.com/for-accounting-firms/audit-support/) ### Firm back office Onboarding admin, PBC chasing and portal upkeep inside Karbon, TaxDome or Canopy Read more [Firm back office](https://ledgerbpo.com/for-accounting-firms/back-office/) ### CAAS support Monthly report packs and dashboards prepared for your firm to present Read more [CAAS support](https://ledgerbpo.com/for-accounting-firms/caas-support/) ### Dedicated accountants One named accountant per seat, plus a backup and a team lead Read more [Dedicated accountants](https://ledgerbpo.com/for-accounting-firms/dedicated-accountants/) ### Close support Review-ready close packages for every client, on your calendar Read more [Close support](https://ledgerbpo.com/for-accounting-firms/close-support/) ### Firm billing WIP reviewed and billed on a monthly calendar, not when partners find time Read more [Firm billing](https://ledgerbpo.com/for-accounting-firms/firm-billing/) ### Quality review Maker-checker second pass on your staff's own bookkeeping, closes and returns Read more [Quality review](https://ledgerbpo.com/for-accounting-firms/quality-review/) ### Tax preparation support Drafts and workpapers for 1040, 1120, 1120-S and 1065 returns Read more [Tax preparation support](https://ledgerbpo.com/for-accounting-firms/tax-preparation-support/) ### Tax season capacity Seasonal pods of two to ten staff, January to April or through extensions Read more [Tax season capacity](https://ledgerbpo.com/for-accounting-firms/tax-season-capacity/) ### White-label bookkeeping Your clients, your brand, your software; our bookkeepers do the posting Read more [White-label bookkeeping](https://ledgerbpo.com/for-accounting-firms/bookkeeping/) ## Four operating models 01 ### Task-based Send us defined work items (bank recs, a client’s monthly books, a batch of returns to prepare). Priced per task or per client. Good for a first pilot. 02 ### Dedicated pod Two to ten accountants plus a lead, assigned to your firm, in your hours. Your review notes shape their work over time. Priced per seat. 03 ### Managed function We run a whole function, such as all bookkeeping clients under a service line, to your standards, with our team lead accountable for the calendar. 04 ### Hybrid A small dedicated core plus seasonal flex for January to April and extension season. Ramp plan agreed with you before the season starts. ## Quality control: Two-Tier Review Every file is prepared by a named accountant and reviewed by a team lead against a checklist built from your firm’s own review notes before it reaches you. Review notes are logged, counted and reported so the rate falls month by month. No file leaves the pod unreviewed. ## Section 7216 and confidentiality Written taxpayer consent is required before tax return information is disclosed to a preparer outside the US. We supply the consent language, track signatures per client, and never sign or e-file. Bookkeeping work without tax return information proceeds under the engagement terms and DPA alone. Details on the [compliance page](https://ledgerbpo.com/compliance/). ## Software we work in for firms - [Karbon](https://ledgerbpo.com/software/karbon/) - [TaxDome](https://ledgerbpo.com/software/taxdome/) - [Canopy](https://ledgerbpo.com/software/canopy/) - [Drake Tax](https://ledgerbpo.com/software/drake-tax/) - [Lacerte](https://ledgerbpo.com/software/lacerte/) - [UltraTax CS](https://ledgerbpo.com/software/ultratax/) - [ProConnect Tax](https://ledgerbpo.com/software/proconnect-tax/) - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Xero](https://ledgerbpo.com/software/xero/) - [All 50 platforms](https://ledgerbpo.com/software/) 2020 Owner-operated since[1](https://ledgerbpo.com/methodology/#fn) 4 Countries served: US, UK, Canada, Australia[1](https://ledgerbpo.com/methodology/#fn) 84 Services in the catalog[2](https://ledgerbpo.com/methodology/#fn) 50 Accounting platforms we work in[2](https://ledgerbpo.com/methodology/#fn) Figures counted at build; see [how we measure our numbers](https://ledgerbpo.com/methodology/). Client counts and results appear only after owner verification. ## Case study 12-person firm, first season with a dedicated pod Case study ### [A 12-person CPA firm's first tax season with a dedicated pod](https://ledgerbpo.com/case-studies/cpa-firm-tax-season-pod/) This CPA firm outsourcing case study covers a first tax season with a dedicated pod. A 12-person CPA firm in the western US had grown its business-client list faster than its preparer bench. Each season the partners hired temporary staff, trained them in February and lost them in May. For the following season the firm engaged LedgerBPO for tax preparation support and a dedicated pod: named preparers, a backup and a team lead, working inside the firm's own tax and practice-management software. The pod handled bookkeeping clean-up and first-draft preparation, and the firm's reviewers and signing partners kept every review and every signature. It was the firm's first season with an offshore pod, so the engagement was built around IRS §7216 consent, a written workflow and a weekly status report the partners could rely on. - Firm headcount 12 12, plus a dedicated LedgerBPO pod Accounting firm ## Pricing models for firms | Model | Built for | What it looks like | How it is priced | | --- | --- | --- | --- | | Dedicated accountant or agent | SMBs and mid-market | Named full-time or part-time accountant or billing agent, plus backup and team lead, in your hours | Per dedicated person per month | | Books and billing bundle | Small businesses | Bookkeeping, invoicing, AR follow-up, reconciliation and monthly close, priced by transaction band | Flat monthly fee by band | | AR desk or BillingLine desk | Any business with receivables | Invoicing, dunning, first-party calls and cash application as a shared desk | Per agent-hour, per invoice or per call | | Firm capacity pod | Accounting and CPA firms | Two to ten accountants plus a lead, under your brand, with seasonal flex | Per seat per month | | Fixed-scope project | Any | Catch-up, clean-up, migration or chart-of-accounts rebuild, quoted after a file review | Fixed quote per project or per back month | | Co-managed desk | In-house finance and billing teams | Overflow agents, evening coverage and catch-up capacity inside your process and tools | Per agent-hour | Pricing depends on volume and scope. Get a custom quote within 1 business day. No setup fee, month-to-month. ## Frequently asked questions ### Do we need IRS section 7216 consent to use you for tax work? Yes, for any US return where tax return information is disclosed to a preparer outside the United States. We provide consent templates, track which clients have signed, and start on a return only after consent is on file. Bookkeeping work that involves no tax return information does not require it. ### Who signs the returns? Your firm. We prepare workpapers and draft returns inside your tax software; a licensed preparer at your firm reviews and signs. Our staff hold no PTIN and never e-file. ### How do you protect client confidentiality? Access runs through your practice-management and tax software with least-privilege roles, MFA and per-user logs. Staff are background-checked, sign an NDA per firm, and work on managed devices with no local downloads or paper. We sign your engagement terms and a data-processing agreement. ### How much review will our partners still do? Every file passes our Two-Tier Review (preparer plus team lead) before it reaches you, so your partners review a finished file rather than a draft. Firms typically report review time falling as the pod learns their standards; the exact reduction depends on the work. ### What hours do your accountants work? US Eastern and Pacific windows, UK hours and Australian Eastern hours, from our second office in Pakistan and our US base. You choose the window for your pod. ### How is firm work priced? Per seat for dedicated pods, per client for white-label bookkeeping, per return or per hour for tax-preparation support, or a fixed quote for projects. Pricing depends on volume and scope, so we send a custom quote within 1 business day. Pilot terms are agreed in the quote. ### Which software do you work in? Karbon, TaxDome and Canopy for practice management; Drake Tax, Lacerte, UltraTax CS and ProConnect Tax for returns; QuickBooks Online, Xero, Zoho Books and Sage for client books; TaxCalc and IRIS for UK practices; TaxCycle and Xero Tax elsewhere. ### Can we start with a pilot? Yes. A pilot is scoped inside the custom quote, usually a handful of client files or a defined batch of work over one cycle, so you can judge quality before committing seats. Terms are confirmed in writing before we start. Next step ## Capacity without headcount Tell us your client count, software and the season you are planning for. A named person replies within 1 business day with a pilot scope and a custom quote. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Start a pilot](https://ledgerbpo.com/get-a-quote/?persona=firm) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/for-accounting-firms/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt