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Outsourced bookkeeping for CPA firms
Add bookkeeping capacity without hiring. We work under your firm's name, follow your checklists, and hand back review-ready files.
Capacity for your firm, without new headcount
Most CPA firms don't struggle to find clients. They struggle to find people to do the work. Bookkeeping and monthly close tasks take hours every week, and they leave less time for the tax and advisory work your clients value most.
CoastBridge works as an extension of your team. We take on defined bookkeeping and close tasks for your clients, in your software and to your documentation standards. Your staff reviews the work, and the client relationship stays entirely with your firm.
Because our team is based in India, routine work happens during your night. Files are ready for review when your day starts, which helps during busy season and month-end peaks.
What's included
We agree the exact scope with you before work begins.
Client bookkeeping
Transaction categorization, bill entry and invoicing for your client files.
Bank and card reconciliations
Monthly reconciliations tied to statements, with open items documented.
Month-end close support
Accruals, prepaids, payroll entries and close checklists completed for review.
Catch-up projects
Bringing behind-schedule client files current before tax season.
Tax-ready financials
Clean trial balances and supporting schedules for your tax team.
Workpaper preparation
Reconciliation and schedule workpapers in the format your firm uses.
How it works
A clear start, then a dependable monthly rhythm.
Discovery call
We learn about your books, software and what you need.
Proposal
You receive a clear scope and a fixed quote.
Onboarding
You grant access to your systems and we review past records.
Delivery
Work is completed on schedule, with questions flagged clearly.
Why CoastBridge
US accounting experience
Our team is led by an accountant with 7+ years in accounting, most of it serving US clients.
Work done overnight
Our India-based team works during your night, so updates are ready each morning.
Documented processes
Written checklists and review steps keep quality consistent month to month.
Access you control
We work through user access you grant and can remove at any time.
Questions about CPA firm support
Will our clients know we use CoastBridge?
Only if you tell them. We work under your firm's name and deliver work to your staff, not directly to your clients, unless you prefer otherwise.
Who reviews the work?
Your firm keeps final review and sign-off. We complete the work to your checklist and flag questions or unusual items for your reviewer.
Which software do you work in?
QuickBooks Online, Xero and Sage Intacct, plus tools such as Bill.com, Ramp, Gusto, Rippling and Stripe. We work in your firm's existing setup.
How is pricing set?
We quote per client file or as a monthly capacity arrangement, based on volume and the scope of work agreed on a discovery call.
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Ready to talk about your books?
Tell us what you need and we'll reply by email to set up a call.