United States

Outsourced Accounting and Bookkeeping for US CPA Firms and Small Businesses

A dependable offshore team for write-up work, reconciliations, month-end close and management reporting, working overnight your time so the work is waiting for review in the morning.

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Who It Is For

Two Kinds of US Client

CPA and accounting firms

Firm owners and partners who need capacity for client accounting services, write-up and monthly close work, particularly around busy season, without competing for scarce local staff. We work white-label in your client files and practice tools.

Small and mid-sized businesses

Founders and owners who want accurate monthly books and reports their team can act on, alongside the CPA who handles tax and attest work.

What We Take On

US Work We Prepare

Defined, reviewable work delivered on a schedule.

Monthly bookkeeping and write-up in QuickBooks Online and Xero
Bank, credit card, merchant and payment-platform reconciliations (for example Stripe and PayPal)
Accounts payable and receivable support, vendor records and aging reviews
Month-end close checklists, accruals, prepaid schedules and adjusting entries for your review
Monthly management reports, KPI dashboards and budget-versus-actual commentary
Clean-up and catch-up bookkeeping for prior periods
Workpapers and schedules to support your year-end and tax preparation
Process documentation and month-end SOPs

How It Fits

How We Fit a US Workflow

Because India is ahead of the US, work handed over at the end of your day is usually prepared by the start of the next. A short overlap window for questions, typically your early morning, is agreed in the scope.

If your firm shares tax return information with an offshore team, US rules place obligations on the firm, including taxpayer consent requirements under Internal Revenue Code Section 7216. We work within whatever consent and access process your firm sets.

Professional boundary: SV CFO Plus is not a CPA firm. We prepare and reconcile; review, tax filing and any attest work remain with your licensed CPA.

Getting Started

How an Engagement Starts

Low risk to begin, and clear about what happens next.

Introductory Call

A free 30-minute conversation about your process, volumes and what you want to hand over.

Written Scope

Deliverables, formats, cut-off dates, access and review steps agreed in writing, with a fee proposal.

Paid Pilot

One month-end or a defined batch of work, so you can judge the output before committing.

Steady Rhythm

The same team every month, a fixed check-in and exceptions raised early.

FAQs

Questions US Firms Ask

Do you work in our QuickBooks Online files?

Yes. We work inside your QuickBooks Online or Xero files and practice-management tools, using user access you control and can remove at any time.

Can you prepare US tax returns?

We focus on bookkeeping, close and reporting, and can prepare supporting workpapers. Tax return preparation, review and filing remain with your licensed preparer or CPA.

What about busy season?

Seasonal capacity is one of our engagement models: additional trained hands through a peak, released when it passes. It works best when the scope is agreed a few weeks ahead.

Who reviews the work?

Every deliverable is prepared by the delivery team and reviewed before it leaves us. The founding members include two qualified Chartered Accountants (India). Final professional review and sign-off stay with your own licensed accountant or adviser.

Can we start with a small pilot?

Yes. A short paid pilot, usually one month-end or a defined batch of work, lets you see the output, the documentation and the communication before you agree a term.

How is the work priced?

A monthly fee per dedicated resource, a fixed monthly retainer for a defined scope, or a fixed fee for a defined assignment. We quote after an introductory call and a look at your actual volumes, not from a rate card.

Also Useful

For Accounting Firms Virtual CFO Overseas Clients

Let's Start With a Conversation

Tell us what your month-end looks like today and what you would like to hand over. We reply within one business day, with no obligation on either side.

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