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Bookkeeping Outsourcing for CPA Firms

Bookkeeping Support for CPA Firms | Scale Client Work Without Extra Hiring

Offload routine bookkeeping, reconciliations, client write-ups, and month-end close support to trained accounting VAs — so your CPA team can focus on advisory, tax planning, and high-value client work.

Real people.Real expertise.Real results.
See Your Savings Estimate
Active PipelineVA Live Desk
01
Client Write-up & Categorization
In queueUpcoming
02
Bank & Credit Card Reconciliation
In queueUpcoming
03
Monthly/Quarterly Close Support
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

16Tasks Handled
100%Dedicated VAs

Client Write-up & Categorization

Bank & Credit Card Reconciliation

Monthly/Quarterly Close Support

Trial Balance Preparation

Tax Workpaper Prep — Ready for Review

Fixed Asset Schedule Maintenance

Payroll Journal Entry Processing

Sales Tax Filing Support for Firm Clients

1099 Vendor Audit & Filing Support

Firm-Standard SOP Implementation

Practice Management Software Updates

White-Label Client Communication Support

Audit Support for Firm Engagements

Financial Statement Drafting

Multi-Entity Consolidation Support

Historical Cleanup Projects

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

Firm Workflow Alignment

We learn your chart of accounts, bookkeeping standards, SOPs, client formats, and review process.

02

Client Work Allocation

Your VA handles assigned client books, transaction categorization, reconciliations, and close support.

03

CPA Review Cycle

Completed work is organized with notes, workpapers, and open items ready for CPA review and sign-off.

04

Seasonal Scaling

Add support during tax season, cleanup projects, or high-volume periods without hiring full-time staff.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Client write-ups, transaction categorization & routine bookkeeping
VA
High-level tax planning and advisory
Core
Bank, credit card and balance sheet reconciliations
VA
Strategic client consulting
Core
Month-end and quarter-end close preparation
VA
Firm practice growth
Core
Workpaper preparation, documentation and review-ready files
VA
Final review, sign-off and client decisions
Core
50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

common questions about this service — answered.

Every file is reviewed by a senior accountant who understands CPA firm standards before it reaches you.

No. We offer flexible engagement models so your firm can scale support up or down based on workload and seasonality.

YYes. Our team can work securely within your cloud environment, remote desktop, or preferred practice management setup.

We align with your preferred communication channels, including email, Slack, Teams, and scheduled review calls for smooth coordination.

Yes. We help CPA firms manage seasonal spikes by extending bookkeeping capacity during month-end, quarter-end, and tax season.

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