Accounting, Taxes and Compliance Handled for You
AccountFirst Global provides comprehensive bookkeeping, accounting and tax services for businesses across the USA.
Services
End-to-End Accounting Services
SECURITY & CONFIDENTIALITY
Your data.
our responsiblity.
We understand that accounting firms handle sensitive client and financial information. Confidentiality and responsible data handling are an important part of our working relationship.
Our Processes Include
Confidentiality
Agreements
Non-disclosure agreements where required
Controlled access to
client systems
Secure passwords and accesss management practices
Role based access where applicable
Multi-factor auhentication where supported
Restricted access based on work responsiblities
Alignment with your preferred security procedures
CASE STUDIES
Real firms.
real outcomes.
We understand that accounting firms handle sensitive client and financial information. Confidentiality and responsible data handling are an important part of our working relationship.
More capacity.
Less pressure.
A stronger tomorrow!
Trusted accounting support for a more efficient, scalable practice
Capacity
Efficiency
Peace of mind
Cleaning Up a QuickBooks File Before Year-End
SITUATION
The client had been entering some transactions throughout the year, but the bookkeeping file had not been consistently reviewed. There were uncategorized transactions, unreconciled accounts, and several items that required clarification.
CHALLENGE
The client wanted to provide cleaner records to their tax professional and avoid having to resolve a large number of questions at year-end.
our solution
We reviewed the QuickBooks file, created a list of outstanding items, reviewed uncategorized transactions, identified items requiring clarification, reconciled bank and credit card accounts, reviewed duplicate transactions and account balances, organized the chart of accounts, and prepared financial reports for review.
result
The client's accounting records were significantly more organized and ready for review by their tax professional. The client also established a regular bookkeeping process to help prevent the same issues from building up in future periods.
Providing Additional Capacity to a US Accounting Firm
SITUATION
The firm's senior team was spending a significant amount of time on routine bookkeeping tasks, including transaction reviews and reconciliations. During busier periods, it became difficult to balance ongoing monthly work with cleanup projects and new client onboarding.
CHALLENGE
The firm wanted additional support without immediately hiring another full-time employee.
our solution
We started with a defined scope of work and supported the firm's existing team with routine bookkeeping tasks, including transaction categorization, bank and credit card reconciliations, reviewing uncategorized transactions, general ledger support, journal entry preparation, bookkeeping cleanup, and preparation of reports for internal review.
result
The additional support gave the firm's internal team more capacity to manage its existing workload. Senior team members were able to spend more time reviewing work and communicating with clients, while routine bookkeeping tasks were handled through the extended support team.
Supporting a Canadian Business with Ongoing Monthly Bookkeeping
SITUATION
The business needed someone to consistently manage its monthly bookkeeping. The business owner wanted the books maintained regularly and financial information available for discussions with their accountant.
CHALLENGE
The main challenge was not a large backlog. Instead, the client needed a reliable process to ensure that bookkeeping did not fall behind each month.
our solution
We established a monthly workflow based on the client's transaction volume and existing accounting process, including reviewing and categorizing transactions, bank and credit card reconciliations, recording business expenses, reviewing outstanding items, maintaining organized accounting records, and preparing monthly financial reports.
result
The client moved from handling bookkeeping on an ad hoc basis to following a more consistent monthly process. The business owner spent less time dealing with routine bookkeeping questions and had more organized financial information available throughout the year.
Bringing Six Months of Bookkeeping Up to Date for a US Consulting Business
SITUATION
When the client approached us, approximately six months of bookkeeping needed attention. Transactions were being imported into QuickBooks Online, but many had not been properly reviewed or categorized. Several bank and credit card accounts also required reconciliation.
CHALLENGE
The client had approximately six months of bookkeeping to catch up on, with unreviewed or uncategorized transactions and bank and credit card accounts requiring reconciliation before year-end information could be provided to the external tax professional.
our solution
We reviewed the existing QuickBooks file, identified the accounts and periods that required attention, reviewed and categorized transactions, reconciled bank and credit card accounts, reviewed duplicate and uncategorized transactions, organized the chart of accounts where required, and prepared updated financial reports for client review.
result
The backlog was brought up to date and the client moved to a regular monthly bookkeeping process. The client also had a clearer process for providing information and answering accounting questions, reducing back-and-forth communication in subsequent months.
Catch-Up Bookkeeping Support for an Accounting Practice
SITUATION
An accounting practice was managing several clients with overdue bookkeeping and unreconciled accounts. Some client records had not been updated for several months, creating additional pressure on the firm's internal team.
CHALLENGE
The firm needed to bring multiple client accounts up to date while continuing to manage its regular monthly bookkeeping responsibilities. The internal team did not have sufficient capacity to handle both ongoing bookkeeping and historical cleanup work at the same time.
our solution
Our offshore accounting team provided dedicated support for catch-up and cleanup bookkeeping, including reviewing historical transactions, categorizing uncategorized expenses, reconciling bank and credit card accounts, reviewing duplicate transactions, updating general ledger records, organizing the chart of accounts, and preparing accounts for internal review.
result
The accounting practice was able to reduce its backlog and bring client bookkeeping records up to date while allowing its internal team to continue focusing on regular client work.
Helping a Growing CPA Firm Manage Increasing Bookkeeping Workloads
SITUATION
A growing CPA firm in the United States was experiencing an increase in bookkeeping assignments and monthly accounting workloads. The firm's internal team was spending significant time on routine bookkeeping and reconciliation tasks, limiting their capacity to focus on client advisory and higher-value services.
CHALLENGE
The CPA firm needed additional accounting support but wanted to avoid the immediate cost and time involved in recruiting, hiring, and training additional in-house staff. They needed a reliable team that could support their existing processes and work with their preferred accounting software.
our solution
We provided dedicated offshore bookkeeping and accounting support to work as an extension of the firm's existing team, including transaction categorization, bank and credit card reconciliations, general ledger maintenance, monthly bookkeeping, journal entries, financial reporting support, and bookkeeping cleanup.
result
The CPA firm gained additional capacity to manage its growing workload without immediately expanding its local team. The support improved capacity for routine bookkeeping, reduced pressure on internal staff, and allowed senior team members to focus on client relationships and advisory work.
Certifications & Expertise with
our happy clients
FOR ACCOUNTING FIRMS
scale your firm with a reliable accounting team
Growing an accounting firm brings new opportunities, but it also brings increasing workloads, tighter deadlines, staffing challenges, and higher operating costs.
At Accountfirst Global, we help CPA firms, accounting firms, and bookkeeping practices in the USA and Canada expand their capacity with reliable offshore accounting and bookkeeping support.
Our experienced team works as an extension of your firm, helping you manage day-to-day accounting tasks, reduce back-office workload, and create more capacity for client relationships, advisory services, and business growth.
Whether you need support for a specific project, additional help during busy periods, or a dedicated offshore accounting team, we provide flexible solutions designed around your firm's requirements.
A reliable extension of your team
Your extended accounting team
Hiring and managing additional in-house staff can be expensive and time-consuming. Our outsourcing solutions give your firm access to additional accounting professionals without the complexity of expanding your local team.
Your extended team
Our services
We can help your firm with:
Bookkeeping
General ledger maintenance
Catch-up and cleanup bookkeeping
Bank and credit card recommendations
Journal entries
Payroll support
Account payable support
Month-end accounting support
Data entry and back-office accounting
Account receivable support
Financial reporting
Dedicated offshore accounting professionals
Why partner with us?
Expand your capacity without expanding your local team
Take on more work and manage increasing client requirements without immediately hiring additional in-house employees. Our team provides additional capacity that can support your firm's growth.
reduce
operational costs
Building an in-house accounting team involves recruitment, salaries, benefits, training, infrastructure, and ongoing management.
focus your team on
high-value work
Free up your senior team to focus on client relationships, advisory services, business development, strategic planning, and quality review. We support routine and time-consuming back-office processes.
Flexible Support Based on Your Requirements
Choose from project-based, monthly, dedicated professional, dedicated team, or seasonal support — whichever works best for your firm.
Work According to Your Processes
We adapt to your workflows, accounting procedures, review processes, software preferences, communication methods, and reporting requirements.
white-label accounting support
Keep your client relationships at the center
Your clients remain your clients. We work as a back-office support team, allowing your firm to maintain control over client relationships, communication, and service delivery.
Our team can work behind the scenes and support your firm's existing processes. This makes our services suitable for firms looking to increase their service capacity while maintaining their own brand and client relationships.
trusted by businesses like yours
We used Accountfirst Global for US LLC formation. The process was transparent and well explained. Pricing was exactly as discussed.
Van
We’ve been working with Accountfirst Global for compliance and filings, and so far the experience has been smooth. Deadlines are never missed.
Joseph Harris
Good knowledge of US tax laws and a very responsive team. Any questions we had were answered quickly and clearly.
Xavier Flores
Accountfirst Global has been handling our bookkeeping for several months now. Everything is organized, reconciled properly, and delivered on time. Communication has been clear and consistent, which I really value.
Sean Collins
Supporting 200+ businesses with accounting and compliance across the US
Everything Your Business Needs Under One Accounting Partner
Our solutions include bookkeeping, tax compliance and payroll management. We work closely with startups, growing, as well as established companies across industries.
With global expertise and a technology-centric approach, we ensure accuracy, compliance, and clarity. Our goal is to simplify your finances and support you for accelerated growth.
Why Outsource Accounting to Us
The AccountFirst Global Advantage for Accuracy and Growth
