Outsourced Bookkeeping For CPAs

How Outsourced CPA Bookkeeping Services Help Accounting
Firms Scale Faster

“You play the game and we'll keep score!”

At Velan, we offer outsourced bookkeeping for CPAs that is accurate, made on time, and 100% compliant. Binding books, documentation, and maintenance, or simply providing steady monthly reporting, our professional staff will keep your books accurate and in proper audit or tax-ready condition when you require it.

As a CPA or accounting firm, your expertise lies in tax planning, audits, and strategic financial consulting, not in repetitive, time-consuming bookkeeping tasks. This is where Velan comes in. Over 500 CPA firms rely on Velan because of our experience and expertise in outsourced CPA bookkeeping services that drive profitability and efficiency.

The majority of CPA firms are bogged down with year-long compliance duties and deadlines. However, bookkeeping for accounting firms, although a very essential tool, still tends to be a time-consuming activity, which can result in failing to concentrate on high-value services such as audits, tax planning, and financial advising.

Why CPA Firms Trust Velan’s Outsourced Bookkeeping

“Tax-season ready. Scalable support. Clean books always.”

We understand the importance of precision and timeliness in CPA workflows. Our CPA bookkeeping solutions are designed to lighten your workload, especially during peak seasons. Let your team focus on client growth while we handle the numbers behind the scenes.

"Velan has been revolutionary to our tax firm. Their bookkeeping staff is efficient, rapid, and familiar with the needs of CPA work. We have cut down our internal expenses by about 40 percent with outsourced bookkeeping services for CPA firms."

— Michael R., CPA Firm Partner, New Jersey

In-House Accountant vs Velan Accountant Cost Comparison

In-House Accountant Velan Bookkeeping Expert
Base Salary $55,000 – $75,000/year Included in the plan
Payroll Taxes + 12% of salary No extra cost
Benefits & Vacation Health, bonuses, paid time off Not applicable
Training Time Weeks/months Zero onboarding
Availability 9–5, Mon–Fri 24x5 or tailored availability
Total Cost $80,000+ annually < 60% of in-house cost — Do the math!

How AI is Changing Outsourced Bookkeeping for CPAs?

With the incorporation of Artificial Intelligence (AI), modern bookkeeping in accounting firms is experiencing a paradigm shift. At Velan, we are at the forefront of this transformation by harnessing the power of AI-enabled CPA bookkeeping services to enable CPA firms to record higher precision, quicker turnaround time, and enhanced operational efficiency.

Key Benefits of AI-Powered Bookkeeping Services for CPAs

Automated Data Entry

Automated Data Entry & Categorization

Artificial intelligence tools automatically process and classify financial transactions, thereby decreasing manual work and significantly reducing the number of errors.

Real-Time Financial Insights

Real-Time Financial Insights

Use AI-enabled dashboards and reports to provide you with timely, accurate decisions as well as to guide CPAs on making better decisions.

Faster Reconciliations

Faster Reconciliations & Error Detection

AI algorithms identify discrepancies in the bank reconciliation process and resolve them quickly, keeping your books clean and audit-friendly.

Improved Compliance & Accuracy

Improved Compliance & Accuracy

Ensure that taxes are categorized correctly, that 1099/W-2s are prepared automatically, and that payrolls are in order, all of which rely on intelligent bookkeeping for accounting firms' automation.

Predictive Financial Forecasting

Predictive Financial Forecasting

Utilize AI to predict cash flow, perform conduct trend analysis, and provide prescriptive insights into client profitability, thereby enriching your advisory position.

Seamless Integration

Seamless Integration with Software Tools

Velan allows integration with business systems such as QuickBooks, Xero, NetSuite, Sage, and others, which allows smooth and tech-enabled operation.

Velan - Your trusted bookkeeping service provider with
the experience and expertise that you deserve!

18+
Years in Business
$1B
Manage Books
900+
Clients Handled
5000+
Invoices Processed Per Month
2000+
Bank & CC Reconciliations
in a Month

Our Bookkeepers Certifications

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  • velan bookkeepers in texas

Choosing the Right Tools: Velan's Expertise in Accounting Software

Online Bookkeepers & Accountants

How Secure is Your Data With Us?

Velan understands the importance of safeguarding customer data throughout its entire operational lifecycle. We ensure the uttermost protection of customer property throughout the entire product development process, including storage and logistics. We demonstrate our dedication to data security through the implementation of ISO 27001 in our office.

Why CPA Firms Prefer AI Bookkeeping with Velan?

  • Smart, scalable, cloud-based bookkeeping support
  • Reduced turnaround times and lower overhead costs
  • Enhanced planning for tax and audit through data-driven insights
  • Ability to manage high-volume transactions without additional hiring
  • ISO-certified data protection with AI-enhanced security protocols

Velan’s Specialized Bookkeeping Services for CPA Firms

CPA Write-Up & Setup Services

  • Account Setup
    • Create a proper structure in the software of your choice.
  • Book Clean-Up
    • Correct errors and bring records up to date for financial clarity.
  • Bank & Credit Card Reconciliation
    • Match transactions for a reliable audit trail.

CPA Financial Statement Preparation

  • Profit & Loss Statements
    • Get detailed insights into revenues and expenses.
  • Balance Sheets
    • Visualize assets, liabilities, and equity clearly.

CPA Payroll and Tax Compliance

  • State Payroll Returns
    • Prepare filings per state regulations.
  • Tax Forms (941, 940, 1099, W-2)
    • Complete and file all federal forms on time.
  • Sales/Use Tax Filing
    • Ensure accurate and on-time filings.

Core Bookkeeping Services

  • Accounts Reconciliation
    • Ensure all records align with bank/credit card accounts for complete accuracy.
  • General Ledger Entries
    • Maintain a clean, detailed ledger for accurate statements and tax prep.
  • Accounts Receivable Management
    • Monitor collections and boost cash flow with proactive follow-ups.
  • Billing Services
    • Generate invoices for tenants or clients with accuracy.
  • Accounts Payable Management
    • Track bills, avoid late fees, and maintain vendor trust.

Why Outsourcing Bookkeeping to Velan is a Smart Choice for CPA Firms?

Managing client books in-house often comes with hidden costs- hiring, training, infrastructure, and constant supervision. That’s where Velan’s outsourced bookkeeping for CPAs makes all the difference. By accounting outsourcing to Velan, you can focus entirely on high-value services like tax planning, financial disclosures, audit readiness, and profitability consulting, without the operational burden. Our CPA bookkeeping services for accounting firms are designed to work as a natural extension of your team, giving you

Zero training overhead – Our experts are ready from day one

Reduced infrastructure costs – No office space, systems, or admin needed

Scalable support – Easily adapt to seasonal surges or new clients

Reliable accuracy – We deliver clean books, reconciled reports, and CPA-ready data

More time for strategic growth – Offer more value-added services without adding internal workload

Let’s not forget: in-house bookkeeping staff often require constant supervision and have limited availability, which can increase your operating costs over time. Why stretch your internal resources when you can access CPA support bookkeeping for accounting firms that’s accurate, cost-effective, and professionally managed? Partner with Velan—your trusted team for outsourced bookkeeping for CPAs firms

Velan The Smarter Alternative to In-House Bookkeeping

Velan is your strategic partner in the success and expansion of your CPA practice. With our unparalleled experience, specialized solutions, and dedication to quality, we empower CPAs to confidently manage the complexity of accounting. Here's what you get from virtual bookkeeping services for CPAs with Velan!

Efficient, certified & trustworthy Bookkeepers Easy-to-adapt processes - outsource in minutes! Quick Turnaround Time
Flexible hiring & pricing models Error-free accounting coupled with ISO Certified data security standards Well-Established Infrastructure

How Velan Works with CPAs

Free consultation
Secure file transfer
Bookkeeper assignment
Weekly/monthly updates
Year-end closing

Why Our Clients Trust Us

Testimonials

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Frequently Asked Questions

What are the benefits of outsourced bookkeeping for CPA firms?

Outsourcing helps CPA firms save time, cut costs, scale fast, and focus on tax, audit, and advisory services.

How does Velan ensure data security for offshore bookkeeping services?

Velan follows ISO-certified protocols, encrypted transfers, and access controls to ensure top-tier data security.

How quickly can Velan onboard a new CPA firm for bookkeeping services?

With a more straightforward setup and a dedicated bookkeeper, we can provide a CPA firm onboarding within 24 to 48 hours

How much does outsourced bookkeeping cost compared to in-house bookkeepers?

The costs of using cloud bookkeeping for accounting firms' services are considerably lower than those of hiring in-house employees, which come with no training, benefits, expenses,, or overheads.

Do you offer AI-powered bookkeeping solutions for CPA firms?

Yes, Velan provides AI-enabled bookkeeping solutions that can automate, enhance precision, and provide predictive insights for bookkeepers and CPAs.

What’s the difference between outsourced bookkeeping and virtual CFO services for CPAs?

Bookkeeping involves daily entries; virtual bookkeeping services for CPAs encompass financial planning, forecasting, and strategy development.

Is there a reliable outsourced bookkeeping service for CPAs near me?

Yes, Velan offers remote outsourced bookkeeping for CPAs, consistent support, and local compliance to CPA firms throughout the U.S.

Can bookkeeping be customized for CPA workflows?

Absolutely. Velan customizes the remote bookkeeping services for CPAs tasks, reports, and activities to the individual needs of your accounting practice.

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