Bookkeeping

Bookkeeping

Bookkeeping Outsourcing Services
for CPA Firms & Accounting Firms

Keep your books accurate, updated, and ready for reporting with reliable
offshore bookkeeping services aligned with your workflows, timelines, and client expectations.
Book Free Consultation

A More Reliable Way to Manage Bookkeeping

Bookkeeping is one of those functions that quietly holds everything together. When it is consistent, everything flows. When it is not, it creates delays, rework, and uncertainty across reporting and compliance.
Unison Globus delivers structured, dependable bookkeeping outsourcing services designed specifically for CPA firms and accounting practices. Instead of just completing tasks, our teams maintain continuity across your books so that your financial data is always usable, review-ready, and aligned with your firm’s standards.
What That Looks Like in Practice
Financial records that stay consistently updated, not just periodically corrected
Reconciliations that match without last-minute adjustments
Reports that are ready when you need them
Bookkeeping that supports your workflow instead of interrupting it

Our Experience at a Glance

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How We Approach
Bookkeeping Differently

With 19+ years of experience, Unison Globus approaches outsourced bookkeeping for CPAs as a continuous process rather than a set of isolated tasks.
Bookkeeping challenges often build gradually. Our approach ensures that your firm stays ahead of them rather than reacting to them later.

How Our Teams Work with Your Firm

  • Dedicated bookkeepers aligned with your firm and client accounts
  • Processes built around real bookkeeping cycles, including daily entries and reconciliations
  • Consistent execution across transaction recording, classification, and reporting
  • Outputs prepared in your preferred format for faster review
  • Flexible capacity to support both steady workloads and peak periods

 

A Structured Bookkeeping Delivery Model

Consistency in bookkeeping comes from having a clear system in place. Our one-of-a-kind bookkeeping outsourcing
for accounting firms delivery model is designed to ensure accuracy, visibility, and control across all bookkeeping activities.
Defined workflows for transaction recording and classification
Standardized reconciliation procedures
Clear timelines for daily, weekly, and monthly activities
Dedicated point of contact
Direct communication with assigned team members
Faster resolution of queries
Regular updates based on your preference
Task tracking for complete transparency
Review checkpoints to maintain alignment
Multi-level checks before finalizing records
Early identification of discrepancies
Continuous monitoring for consistency
ISO 27001:2022 certified processes
SOC 2 compliant systems
Controlled access to financial data
Flexible support based on workload
Continuity across changing volumes
Support for both ongoing work and peak periods
Work within your accounting software
Follow your formats and documentation practices

What We Handle for Your Firm

Bookkeeping is a combination of multiple interconnected activities.
Our offshore bookkeeping services USA cover the full scope required to keep your books accurate and up to date.

Chart of Accounts Setup

  • Structuring accounts for clarity and reporting
  • Aligning account categories with your requirements

Ledger Maintenance

  • General ledger and sub-ledger management
  • Accurate classification of transactions

Bank and Credit Card Reconciliation

  • Matching records with statements
  • Identifying discrepancies and unusual entries

Accounts Payable and Receivable

  • Tracking vendor invoices and payments
  • Monitoring customer balances and collections

Daily Bookkeeping

  • Recording transactions consistently
  • Categorizing income and expenses
  • Keeping books continuously updated

Cash Flow Tracking

  • Monitoring inflows and outflows
  • Identifying patterns and potential gaps

Financial Reporting

  • Balance sheets, income statements, and cash flow reports
  • AR/AP aging and supporting schedules

Bookkeeping Cleanup Support

  • Catch-up bookkeeping for delayed records
  • Correction of inconsistencies and errors
  • Preparing books for accurate reporting

Software Landscape

Xero
sage
Quickbooks
DrakeSoftware
quicken
Pro connect

Hire Dedicated Bookkeeper Experts in India

Extend your team with experienced professionals through reliable
remote bookkeeping services and offshore bookkeeping services tailored for CPA firms.

Flexible Hiring Models

Full-Time Dedicated Bookkeeper

  • 8 hours a day aligned with your time zone
  • Works as part of your team
  • Suitable for ongoing bookkeeping requirements

Part-Time Bookkeeping Support

  • Flexible hours based on workload
  • Ideal for controlled or growing requirements

Project-Based Engagement

  • Cleanup and backlog work
  • Tax season bookkeeping support
  • One-time reconciliation or reporting projects

Roles You Can Hire

  • Bookkeeper
  • Senior Bookkeeper
  • Accounting Supervisor

Who Our Services Are For

  • CPA firms handling multiple client accounts
  • Accounting firms looking to outsource bookkeeping services
  • Firms requiring daily bookkeeping support
  • Practices preparing for high-volume periods
Want to see how this fits your firm?
Book Free Consultation

Trusted by 350+ Firms Globally

Tony Frezza

Advanced Tax & Investments Inc.

This year, we began offering the offshore option to clients. I expected maybe a 20% acceptance rate and some pushback, but the response has been overwhelmingly positive. In fact, I’m now adding more volume to our relationship. For example, the other day six files came in, and five clients agreed to the 7216 compliance. Last night, 18 files came in, and more than half agreed. If I had known the response would be this strong, I honestly would have implemented this years ago.

Priscilla Thomasevich

Sawgrass CPA

I have been very pleased with the addition of Unison staff for Tax and Accounting to our team. I am a very active member of the AICTP and I have been quite successful in transforming my firm from a traditional CPA firm to an Advisory firm, providing concierge level service and advanced tax reduction strategies to our clients. Unison has played a huge role in allowing me to shift to this new model. The work is reliable, professional and they use clear workpapers and standardized procedures that are quite easy to review and follow. I highly recommend them.

Julie Smith

Harper & Company CPAs Plus

It felt like magic. In less than a month, we were ahead on deadlines, our team wasn’t drowning, and I finally had time to think like a business owner again. The quality of work is outstanding, and they jumped right into our systems and processes. Despite losing a key employee during tax season, we didn’t miss a beat

Frank Stitely

SK CPAs and Business Advisors PLLC

We have been working with Unison Globus for 5 years. We are impressed with the diligence and knowledge of our Unison Staff. They are an essential part of our operations. We rely on them for both tax return preparation and in support of our client accounting services. They are such a part of us that we couldn’t operate without them. Beyond the value of their professional contributions, we value their friendship.

Joe Hopkins

Hopkins CPA Firm P.C

Excellent Excellent Excellent, The tax return preparation & bookkeeping services provided by Unison Globus are far superior to any other competitor services. Their team provides detailed excel spreadsheet reconciliation to support the timely tax return processing. Being in the tax resolution business myself as a CPA I trust the Unison team to produce sometimes as many as 10 tax returns for a single client. Unison is a proven service with vetted employees and a top-notch security policy. DO NOT GO ANYWHERE ELSE. Trust me

Snehal Patel, Accountant

Tax & Business Solutions, CPA & Co., LLC

Working with Unison Globus has been the most rewarding experience I’ve encountered with an international team. The remote accountant I collaborated with blends effortlessly into our firm, truly becoming part of the team.

Beyond Bookkeeping

As your firm grows, your requirements often extend beyond bookkeeping.
Unison Globus supports firms across additional areas to maintain continuity across finance and accounting functions.

  1. Tax Preparation & Compliance

  2. Audit & Assurance Support

  3. Payroll Services

  4. Financial Reporting & Analysis

  5. Virtual CFO & Advisory Support

  6. Looking for something specific?

Looking for something specific?

Book Free Consultation

FAQs

You can choose to outsource bookkeeping services at any stage of your firm’s growth. Many CPA firms and accounting firms consider bookkeeping outsourcing services when managing multiple clients, experiencing increased transaction volume, or facing capacity constraints during peak periods such as tax season. Outsourcing helps maintain consistency in records while reducing internal workload.

Yes, Unison Globus provides dedicated professionals as part of our outsourced bookkeeping services for CPA firms. You can hire dedicated bookkeepers in India who work as an extension of your team, follow your workflows, and ensure continuity across bookkeeping tasks.

You can outsource a wide range of bookkeeping activities, including daily transaction recording, ledger maintenance, bank and credit card reconciliation, accounts payable and receivable tracking, financial reporting, and bookkeeping cleanup support for CPA firms. Our services are designed to handle both routine and complex bookkeeping requirements.

Once requirements are finalized, onboarding is typically completed within 48 hours. Our team can begin working on your bookkeeping tasks immediately after onboarding, ensuring a smooth and uninterrupted transition.

Yes, our team works within your existing systems such as QuickBooks, Xero, NetSuite, and other platforms. This ensures seamless collaboration and consistency in how your financial data is managed.

Accuracy is maintained through structured workflows, standardized processes, and multi-level review systems. Each task is executed using defined checklists and reviewed before final delivery to ensure records remain consistent and error-free.

We follow ISO 27001:2022 certified processes and are SOC 2 compliant. This ensures secure handling of financial data, controlled access, and strict confidentiality across all bookkeeping activities.

Yes, we offer a 15-hour free trial so you can evaluate our bookkeeping outsourcing services and understand how our team works before committing to a long-term engagement.

Yes, our services are designed to be flexible. You can scale your team up or down based on your workload, whether you need ongoing support, daily bookkeeping, or additional capacity during peak periods.

Keep Your Books Consistent Without Increasing Internal Workload

Whether you need ongoing daily bookkeeping for CPA firms support, help during peak periods, or assistance with cleanup, Unison Globus provides a structured approach to managing your bookkeeping.

What You Can Do Next

 

  • Discuss your bookkeeping requirements
  • Identify the right support model
  • Start with a 15-hour free trial
Book Free Consultation