Outsourced Bookkeeping Services For CPAs

Velan's bookkeeping services unique for CPAs & Accounting Firms?

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

As most of the outsourced bookkeeping services for CPAs is busy providing value added services to their clients, such as audit, tax planning and consulting, they have less time to cleaning up of their client books. Velan’s bookkeeping services provide the CPA and tax preparer with the accurate data and clear reports they require to perform tax and audit work.

We employ professional CPA accountants who are expert with a variety of accounting software applications, including Sage, Intuit, Peachtree, QuickBooks, Quicken, NetSuite, Intuit, and Microsoft Dynamics GP.

Furthermore, outsourcing offers scalability and flexibility, allowing you to adjust to changing workloads while focusing on providing high-value services to your clients. Say goodbye to hiring and training in-house bookkeepers and welcome the cost-effective benefits of working with an outsourced accounting firm.

In-house Accountant Cost

Salary + Tax + Incentives + Vacation Pay

A Velan Accountant Cost

< Salary Do the Math

Our Bookkeepers Certifications

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  • velan bookkeepers in texas
  • velan bookkeepers in texas
  • velan bookkeepers in texas

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

How Does Outsourcing Bookkeeping Services to Velan Save CPA Firms Time and Money?

Velan takes care of your clients bookkeeping and allows you to focus more on financial disclosures, tax planning and other customer profitability strategies. CPAs can provide value-added services with no additional cost.

Did we mention an in-house resource is not always available, needs training and increases the need for infrastructure in your office?

You need proper business processes in place and more often than not, an in-house resource demands a quantum of supervision effort from you or a supervisor. Are you ready to shell out all of these additional operating costs? Reach out to Velan instead.

What Services Are Velan's CPA Bookkeeping Service Offerings?

Bookkeeping for CPAs
  • Setup of Accounts
  • Clean-up of Books
  • Bank and Credit Card Statements
Financial Services for CPAs
  • Billing - Tenant & others
  • Profit & Loss Statements
  • Preparation of Balance Sheets
Payroll & Tax for CPAs
  • Preparation of State Payroll Returns
  • 941, 940, 1099, W-2, W-3
  • Sales/User Tax Preparation
Write-up Services for CPAs

The Preferred Partner for Bookkeeping Solutions. Here's what you get from Velan!

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 enable CPAs to confidently manage the complexity of accounting. Here's what you get from 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
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 Do CPAs and Accounting Firms Prefer Velan for Outsourced Bookkeeping?

Experience Matters

Experience Matters

Velan's Decade of Excellence in Outsourced Bookkeeping

Velan has 18 years of experience offering robust, reliable, and quick outsourced bookkeeping & accounting services to CPAs and accounting firms across the USA.

Scalability Simplified

Scalability Simplified

Velan's Flexible Hiring Models
for CPAs

Flexible hiring models of our cloud bookkeepers allow our CPA clients to scale their operations quickly and manage seasonal demands effectively.

Anywhere, Anytime

Anywhere, Anytime

Velan's Cloud-Based Bookkeeping Solutions

Our cloud model allows the delivery of bookkeeping services remotely, regardless of our client’s locations.

Security First

Security First

Velan's Commitment to Data Confidentiality in Bookkeeping

Certified processes and security controls practiced by our team ensure consistent delivery of outsourced bookkeeping services without compromising data security and confidentiality.

Seamless Integration

Seamless Integration

Velan's Established Processes for Efficient Outsourcing

Our established processes and communication protocols allow our team to act as an extended office, serving you relentlessly, day-in and day-out.

Excellent talent pool

Excellent talent pool

Velan’s Experienced Bookkeeping Professionals

You may rely on Velan for competent support from bookkeeping experts with years of expertise! We have experienced specialists in the sector who are proficient at bookkeeping. We add value to your business by assisting you in finding the best candidate for your bookkeeping needs.

A variety of engagement models

A variety of engagement models

Velan offers dedicated and hourly plans

Velan offers a variety of engagement models. Our dedicated and hourly plans for bookkeeping services give you the flexibility to scale the service terms based on your workload.

Advantages of Outsourcing Bookkeeping for CPAs and Accounting Firms?

As additional bookkeeping is necessary, CPA companies might increase scalability by outsourcing their clients' bookkeeping services. Because bookkeeping services are better able to handle this additional workload, you can avoid hiring additional employees or hiring a new accountant to handle low-profit ventures. Outsourcing your bookkeeping services might save you money in a variety of ways.

  • Have accurate financial details to proactively serve your client.
  • Smaller CPA firms can grow Multifood businesses; - no need to hire an additional work force.
  • Larger CPA firms can work on the important aspects of client’s profitability strategies, as you don't need to spend much time cleaning up their books.
  • More focus on providing value added services to clients and retaining them for a long time.
  • Handle fluctuating volumes of work - we support you during both lean and peak periods.
  • Partner with us and reap the benefits like other CPAs/CPA firms, associated with us.
key advantage

Why Our Clients Trust Us


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Frequently Asked Questions

Certainly not! You retain full autonomy over all decisions and continue to authorize all financial transactions. You have the authority to determine which vendors receive payment and the timing of those payments. We offer the necessary information and carry out the designated task, while you are responsible for authorizing all invoices for payment and endorsing all checks.
Currently, if you are similar to the majority of individuals, your accounting records are stored in an unsecured file cabinet or, even worse, left unattended on someone's desk. We conduct regular system audits and prioritize security measures. Our servers employ 128-bit SSL encryption, which allows clients to authenticate and securely communicate with us. To obtain your data file, it is necessary to successfully enter two levels of restrictions and passwords.
Velan will assign one bookkeeper exclusively to your account. This individual will be assigned to handle your account, thoroughly understand your distinct procedures, and assume the responsibility for the daily management of your account. Every Velan bookkeeper is assisted by an account team that offers internal support and serves as a backup and reviewer for your account.
Access to your data is strictly prohibited without the explicit consent of your company, including by your CPA, advisors, or specific employees.Additionally, we have the capability to establish limitations, thereby restricting access to specific functions only for those individuals whom you grant permission.
Subject to your authorization! If you provide your advisors and accountants with access to your data, they will have the ability to examine or make changes to your data files whenever they choose.

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