Client bookkeeping
Recurring bookkeeping support across your client portfolio and accounting software stack.
Home / Bookkeeping for CPA Firms
For CPA & accounting firms
A bookkeeping production partner for CPA and accounting firms
Link Business Advisory supports CPA firms and accounting practices that need dependable bookkeeping production capacity without changing the way they serve clients.
Scope
What we can support.
White-label delivery
Production work can operate inside your existing process so your firm retains the client relationship.
Catch-up & cleanup
Bring overdue client files current before reporting, review or tax/accounting deadlines.
Month-end support
Reconciliations, close checklists, schedules and reporting support for recurring client work.
Scalable capacity
Add production support when workload increases without rebuilding an internal team.
Reviewer handoff
Clear outputs and exceptions make it easier for your firm's reviewer to complete the next step.
Delivery
Your firm defines the process
Your firm defines the process
We learn your chart-of-accounts conventions, checklist, naming, documentation and deadlines.
LBA production
The assigned team performs the agreed bookkeeping tasks.
Internal review
Exceptions and reconciliation issues are identified and addressed.
Firm review
Your CPA/accounting team retains its review and approval role.
Client delivery
Your firm controls the client-facing relationship and final communication.
Why firms use an external team
Capacity without abandoning your existing systems.
The goal is to extend production capacity while keeping your firm's software, workflow, reviewer and client relationship at the centre.
FAQ
Questions people ask before outsourcing.
Do you provide bookkeeping for CPA firms?
Yes. CPA and accounting firms are a core audience for Link Business Advisory's bookkeeping and accounting production support.
Can the service be white-label?
Yes. We can work inside a firm's existing software and client workflow so the production support can operate as part of the firm's back office.
Who reviews the work?
Link Business Advisory uses human review of bookkeeping work. The CPA or accounting firm can retain its own final review and client approval responsibilities.
Continue exploring
See the full Link Business Advisory workflow.
Explore software, security, AI-assisted bookkeeping, international coverage, pricing and the full service overview on the main website.