Services

Everything your CPA firm needs handled — bookkeeping, tax, payroll, and reporting — done to US standards by certified offshore accountants.

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Accounting
Bookkeeping & reconciliationQBO & Xero · month-end closeFinancial reportingP&L · balance sheet · cash flowAccounts payable & receivableFull-cycle AP/AR managementAudit supportWorkpapers · schedules · GL prep
Tax
Tax return preparation1040 · 1120 · 1065 · 1041Tax season staffingScale up Jan–Apr, down afterSales tax complianceMulti-state · nexus · filings
Payroll
US payroll processingGusto · ADP · QBO PayrollUK payroll outsourcingPAYE · RTI · pension
Advisory
Virtual CFO supportFP&A · budgeting · forecastingKPI dashboards & reportingManagement accounts
CPA firm bookkeeping
Most requested

QBO & Xero bookkeeping — certified, accurate, on time

Our most popular starting point for CPA firms new to offshore accounting.

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For CPA Firms

Built specifically for 2–10 person CPA firms who need certified accounting capacity without the overhead of local hiring.

Why outsource to us →
Engagement models
Dedicated offshore accountantOne certified person, fully yoursPer-entity modelFlexible, client-by-client pricingTax season capacityScale Jan–Apr without permanent hiresHybrid modelDedicated + per-entity combined
Trust & security
Data security & NDAsAccess controls · confidentialityOur onboarding processFrom call to first deliverableSoftware we work withQBO · Xero · Drake · Lacerte · CCHQuality controlMulti-layer review process
Proof points
Client testimonialsWhat CPA firms say about usCase studiesReal problems, real resultsOur certifications14-cert roadmap · EA · CMA
CPA firm team
Start here

How a CPA firm adds a certified offshore accountant in 2 weeks

Step-by-step: discovery call to first deliverable.

See the process →

Industries

We’ve built accounting depth in the sectors that drive the most outsourcing demand from US CPA firms.

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Core sectors
Real estate & property managementE-commerce & retailProfessional servicesHealthcare & medical practices
Growth sectors
NonprofitsConstruction & contractorsStartups & SaaSAmazon & marketplace sellers
Real estate accounting
Highest demand

Real estate accounting — trust accounts, rent rolls, CAM reconciliations

Where one error in a trust account has legal consequences.

See the detail →

Resources

Practical guides, tools, and insights written for CPA firm principals — not generic accounting content.

Visit the blog →
Learn
Blog & insightsFor CPA firm owners & partnersFAQsSecurity, quality, process — answeredUS accounting glossaryTerms every CPA firm should know
Free downloads
Offshore accounting checklistWhat to verify before you outsourceCapacity cost calculatorLocal hire vs offshore — the real numbersDownload our NDA templateSee our confidentiality standard
CPA firm resources
Most read

The true cost of a local bookkeeper vs a certified offshore accountant

The numbers most CPA firms haven’t run yet.

Read the breakdown →

Company

11 years of operational excellence. Building toward 1,000 certified accountants by 2030. Accounting First. Certified Always.

About Nimblechapps Finance →
About us
Who we areLeadership & teamOur certification programData security & compliance
Join & connect
Careers — we’re hiringBuild your accounting career hereCase studiesContact usaccounting@nimblechapps.finance
Join our team
We’re hiring

Build your accounting career with a structured path to EA and CMA

Company-sponsored certifications. Real US client work from day one.

View open roles →
Services
Bookkeeping & reconciliationTax return preparationPayroll processingFinancial reportingAudit supportVirtual CFO support
For CPA Firms
Why outsource to usDedicated offshore accountantTax season capacityData securityHow onboarding works
Industries
Real estate & propertyE-commerce & retailHealthcareConstruction & contractorsNonprofits
Company
About usCareers — we’re hiringBlog & resources
Book a call →
Home/For CPA Firms/Software Compatibility
We work in your software. you change nothing.

The platforms your CPA firm already uses — we’re already certified in them.

The most common question before an offshore engagement is “do you work in our software?” the answer is almost certainly yes. here is the full list — every platform our team is trained and certified on, organised by category. See how this plugs into our bookkeeping and payroll services, or review the full CPA firm programme.

Bookkeeping platforms
✓ ProAdvisor Certified
QuickBooks Online
Our primary bookkeeping platform. every accountant holds QBO ProAdvisor certification before their first client engagement. all QBO features covered including payroll, reporting, and advanced settings.
✓ Xero Certified
Xero
Full Xero certification including Xero Certified Advisor Level 1. bank feeds, reconciliation, Xero HQ, and third-party integrations fully covered. growing UK client base serviced here.
✓ Level 1 Certified
Sage 50cloud
Sage 50cloud Level 1 certified. covers core bookkeeping, payroll processing, and financial reporting within the Sage environment.
Supported
Wave Accounting
Wave bookkeeping and invoicing for smaller clients. if your firm uses Wave for specific clients, we can accommodate it.
Tax preparation software
Supported
Drake Tax
The most widely used software at small and mid-size CPA firms. individual, business, and specialty returns. the majority of our tax season engagements run in Drake.
Supported
Lacerte
Intuit's professional tax software for complex returns. supported for individual, partnership, S-corp, C-corp, fiduciary, and nonprofit returns.
Supported
ProConnect Tax
Intuit's cloud-based professional tax software. integrates directly with QBO, which makes it a natural fit for firms already on the Intuit ecosystem.
Supported
CCH Axcess
Wolters Kluwer's cloud platform for larger CPA firms. supported for all major return types including multi-state returns.
Supported
ATX Tax
Popular at smaller CPA firms. supports all core return types. if this is your primary software, confirm in the discovery call.
Supported
UltraTax CS
Thomson Reuters' professional tax solution. supported for individual and business return preparation.
Payroll platforms
Supported
Gusto
Full-cycle payroll processing in Gusto. employee setup, pay run management, tax filings, and W-2 preparation. the most common platform for small business payroll.
Supported
ADP Run
ADP's small business payroll platform. pay runs, compliance filings, and year-end W-2 preparation.
✓ QBO Payroll Certified
QBO Payroll
QuickBooks Online Payroll — Intuit's integrated payroll solution. seamless with QBO bookkeeping, which reduces reconciliation overhead significantly.
UK Supported
BrightPay
UK payroll software for PAYE, RTI submissions, and pension auto-enrolment. used for our UK payroll client base.
Document management & portals
Supported
ShareFile
Citrix ShareFile — used by many CPA firms for secure client document exchange. we work within your existing ShareFile environment.
Supported
Google Drive
Google Drive with appropriate sharing restrictions. the simplest setup for firms already in Google Workspace.
Supported
Dropbox Business
Dropbox for document sharing and version control. supported with folder-level access controls.
Supported
Microsoft 365
OneDrive and SharePoint for firms in the Microsoft ecosystem. Excel-based workpapers and Word documents handled natively.
Our principle on software

We work in your environment. you change nothing about how your firm operates.

The only thing that changes when you add offshore accounting capacity is the volume of work your existing team handles. your software, your workflow, your client portal, your communication tools — all stay exactly as they are.

No platform migrations required.if you’re on Drake, we work in Drake. if you’re on Xero, we work in Xero. we never ask you to switch software to accommodate us.
Role-based access — you stay in control. we are added as an accountant-level user to your existing software. you grant the access. you revoke it at any time. no admin privileges requested, ever.
Your preferred communication tool.email, Slack, Teams, or anything else your firm uses. we adapt to you — not the other way around.
Don’t see your software listed?contact us. if your platform is widely used by US CPA firms, we’ve likely supported it. if we haven’t, we’ll tell you honestly rather than commit to something we can’t deliver.

Your software is covered. Let's talk about your clients.

Book a call and confirm your platform. We'll verify coverage and walk through exactly how access and workflow are configured for your firm's specific setup.

Book a discovery call

Or email us directly at accounting@nimblechapps.finance — no forms, no bots.