18+ Years into Finance & Accounting | Manage Books Over $1 Billion | Small, Medium to
Fortune 500 Companies
Deliver Nationwide | Support Multiple Software Platforms | Certified Data Security Practices
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.
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!
See How Much You Can Save with Velan
Tired of the rising costs of hiring, training, and retaining in-house bookkeepers? Get a Customized Quote Now
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 & 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
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 & 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
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
Utilize AI to predict cash flow, perform conduct trend analysis, and provide prescriptive insights into client profitability, thereby enriching your advisory position.
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
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
Ready to Automate Your Bookkeeping?
Discover how AI bookkeeping for accounting firms can give your firm the edge. Talk to Velan’s Automation Experts Today – Get started with affordable,
efficient, AI-powered bookkeeping for accounting firms tailored for small and mid-sized accounting firms.
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
Let Velan Handle the Numbers While You Scale
Book a Free Consultation Today Discover how we support CPA firm growth with stress-free bookkeeping.
Our property management company has been working with Velan Bookkeeping for the past 5 months, and I'm quite impressed! Velan Bookkeeper is really knowledgeable, and helpful. They were able to take a lot off my plate, allowing me to focus more on providing excellent service to my clients. I would highly recommend their services.
Glen Allen
CEO, Property Management Company in San Francisco CA
The service is outstanding, and all of my requests are responded to promptly. I am completely certain that they will assist me in maintaining the figures, allowing me to interact with clients and build our management business. I strongly recommend Velan Bookkeeping for your bookkeeping requirements.
Kristy Burns
Property Manager, Property Management Company in Midland, TX
We have been working with Velan Bookkeeping for a few years, and they've been great! There was a massive amount of back reconciling that needed to be done because our previous accountant had abandoned us, but they persevered, accounted for all of the data, and now keep us up to date regularly.
Gilbert Flores
Manager, Real estate Company in San Diego, CA
Velan has been able to develop alongside us as we transitioned from a single product to a multi-product business. The team knows e-commerce enterprises and has industry understanding of the systems we should employ to make our bookkeeping go smoothly.
Patrick Adams
Co-Founder, E-Commerce Business Owner in Dallas, TX
We've been using Velan Bookkeeping for over a year now. Their team is really responsive; they assist with any complicated accounting concerns. They keep our books up to date, and we also enrolled in the plan that includes income tax filing, which is excellent. Highly recommended.
Jack Benzaquen
CEO, Healthcare Provider in Florida
News, Tips & More!
Bookkeeping case Study
NJ Chemical Manufacturer Trusts Velan's Accounting Services
Velan supports a New Jersey speciality chemical manufacturer with top-notch accounting services. Velan completes accounts receivables and payables on time with 100% accuracy and earned the client’s trust.
Michigan property owners rely on Velan for professional cleanup and retainer services. Discover how our trusted property management firm can assist you
Velan | Transitioning from Sage to QuickBooks for Service Firm
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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.
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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