For Accounting Firms
Capacity for your firm, without year-round overhead
Focused.Financial places vetted remote production staff into CPA and accounting firms: bookkeepers, client accounting services staff, and tax-season capacity. Seasonal surge or year-round dedicated, matched to your software stack and review workflow, typically starting within two weeks.
You know the math already
Every firm owner runs the same February arithmetic: partners reviewing at midnight, seniors burning out on work a staff accountant should be doing, and the choice between turning away clients or carrying year-round salaries for four months of peak. The talent pipeline isn't refilling — fewer accounting graduates, fewer CPA candidates, and every firm in your market recruiting from the same shrinking pool.
Remote staffing is how firms are breaking the trade-off: capacity that scales with your season, from a talent pool that isn't limited to commuting distance of your office.
Seats we fill
| Role | Typical work | Engagement |
|---|---|---|
| Production bookkeeper | Client write-up, categorization, reconciliations at volume | Year-round or seasonal |
| CAS staff | Dedicated client accounting services seats — monthly closes, client deliverables | Year-round dedicated |
| Tax preparer | 1040/1120/1065 production into your review workflow | Seasonal surge |
| Staff / senior accountant | Workpapers, adjusting entries, first-level review support | Either |
Rates follow our published bands — see pricing — and firms typically save 50–70% versus a fully-loaded local seasonal hire, without the recruit-train-release cycle.
Three engagement models
- Seasonal surge. Scope in the fall, onboard by early January, release after deadline season — or convert the ones you want to keep. Built for the February–April cliff.
- Year-round dedicated. A named person on your team, in your workflow, every week. The model that makes CAS practices scale profitably.
- Trial-to-hire. Every engagement can convert to a permanent placement — the trial period is the interview.
How placements integrate
- Your workflow, not ours — placements work inside your practice management, your review notes, your deadlines
- Software-matched — QBO and Xero for CAS; Lacerte, UltraTax, Drake, or ProConnect on the tax side
- Your review standards — we ask for your review-note conventions during onboarding, not after the first misfire
- Security under your controls — least-privilege access, your logins, signed confidentiality, no shared credentials
- Backstopped by us — 30-day check-in, ongoing quality review, and a replacement guarantee on every seat
Vetted like accountants, not gig workers
Every candidate on the bench passed credential verification, a role-specific technical assessment — production candidates reconcile a deliberately messy book; tax candidates work a return with planted errors — a live case interview, and reference checks. The full pipeline is on our process page. You interview two or three finalists and choose; if the fit is wrong, we re-match at no cost.
Frequently asked questions
Do you place US-based or offshore staff into firms?
Our bench is remote-US-first with vetted nearshore options. For client-facing CAS roles and review-level work we usually recommend domestic; for high-volume production, nearshore economics often win. We'll recommend honestly based on the seat, not the margin.
Can we bring someone on for busy season only?
Yes — seasonal surge is one of our core engagement models. The practical timeline: scope in October–November, onboard by early January, release or convert after April 15. Trial-to-hire conversion is built in, not a negotiation.
Who supervises the work?
Your reviewers, inside your workflow. Our placements slot into your review hierarchy and note standards like any staff member — we staff seats, we don't run a parallel firm. The 30-day check-in and replacement guarantee backstop quality on our side.
What software do your people know?
QuickBooks Online and Xero deeply on the CAS side; on tax production, staff are matched by your stack — Lacerte, UltraTax, Drake, ProConnect, and the usual workpaper tools. Software fit is part of matching, not on-the-job discovery.
How do you handle client data security?
Least-privilege access under your firm's controls: your logins and permission tiers, no shared credentials, signed confidentiality agreements, and work performed inside your environment wherever your workflow allows. We follow your data-handling policy — and if you don't have one written, we'll flag that too.
What does firm staffing cost?
Production bookkeepers and CAS staff run the same published bands as our business placements — see pricing — with weekly-equivalent structures for seasonal engagements quoted in your capacity-planning call. Firms typically save 50–70% versus a fully-loaded domestic seasonal hire.
Plan next season before it plans you
A 20-minute capacity-planning call: your pipeline, the seats that would relieve it, and exact pricing. October conversations make for calm Februaries.
Book a capacity-planning callPrefer email? Use the contact form instead.