Outsourced Accounting &
Bookkeeping Services
WestBook Consulting provides outsourced accounting
and bookkeeping services for U.S. businesses, CPA firms,
and accounting firms. Our services include bookkeeping,
payroll support, tax preparation support, financial reporting,
and accounting back-office support.
Request a Free Consultation

Accuracy

Accurate and dependable financial records

Reliability

Consistent and dependable support

Dedicated Team

Dedicated accounting professionals

Data Security

Protecting your financial information

Certified Professionals

Experienced accounting professionals

Your Outsourced Accounting & Bookkeeping Partner

We provide outsourced accounting, bookkeeping, payroll support, tax preparation support, and financial reporting services to help businesses and professional firms maintain accurate financial records and streamline their accounting operations.

Accounting & Bookkeeping

Accurate bookkeeping and accounting support to keep your financial records organized.

View Accounting Services

Financial Reporting & Statement Preparation

Accurate financial statement preparation and reporting to support better business decisions.

View Financial Reporting

Tax Preparation & Tax Support

Tax preparation support and accounting assistance for accurate and organized tax work

Explore Tax Support

Payroll Processing & Support

Reliable payroll processing and support with accuracy, confidentiality, and timely reporting.

View Payroll Services

Financial Analysis & Business Reporting

Financial insights and reporting to help businesses understand performance and make informed decisions.

Explore Financial Analysis

Industries We Serve

We provide outsourced accounting, bookkeeping, and financial support for businesses and professional firms across a range of industries.

Retail & E-commerce

Accurate bookkeeping and financial reporting for growing retail and e-commerce businesses.

Construction

Accounting and bookkeeping support for construction businesses and contractors.

Manufacturing

Accounting support for manufacturing operations, expenses, and financial reporting.s.

Technology

Scalable accounting and bookkeeping support for technology businesses.

HOA & Property Management

Accounting and bookkeeping support for HOAs and property management businesses.

Professional Services

Accounting and bookkeeping support for professional service firms.

Non-Profit Organizations

Organized bookkeeping and financial reporting for nonprofit organizations..

CPA & Accounting Firms

Outsourced bookkeeping, accounting, and tax support for CPA and accounting firms.

Tax Preparation Firms

Outsourced bookkeeping and tax preparation support for tax professionals and firms.

Healthcare

Accounting and bookkeeping support for healthcare practices and businesses.

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Our Technical Partners

Gusto payroll services logo for efficient employee management.

Gusto

ADP logo representing payroll and HR services for businesses.

Always Designing for People. (ADP)

QuickBooks logo representing payroll and accounting solutions.

Quickbooks

Excel logo representing payroll data management and financial calculations.

Excel

Xero logo representing cloud-based accounting software for businesses.

Xero

Dropbox cloud storage logo for WestBook Consulting website.

Dropbox

CCH logo with colorful pixelated circle and text for WestBook Consulting.

CCH

Jetpack logo with green circle and white lightning bolt for WestBook Consulting.

Jetpack

Microsoft 365 logo with hexagonal shape in blue and purple shades.

Microsoft 365

WestBook Consulting logo with colorful plus signs representing data visualization.

Tableau

Power BI logo with a bar chart icon for data visualization.

Microsoft Power BI

Why Us

WestBook Consulting combines experienced professionals, proven processes,
and advanced technology to deliver reliable financial outsourcing services.

Experienced Accounting Professionals

Skilled experts in bookkeeping, accounting, and tax services

Client-centric Approach

delivering personalized, reliable financial solutions.

Transparent Communication

Clear updates and complete visibility throughout engagement.

Dedicated Team Support

A committed team aligned with your business goals.

Data Security & Confidentiality

Your financial data remains secure and confidential.

Scalable Resource Model

Easily scale resources as your workload changes.

Cost-Effective Services

Reduce operational costs without compromising quality.

Seamless Integration

Works smoothly with your existing systems and processes.

Benefits of Outsourcing

Outsourcing your accounting and financial tasks can help you focus on core business activities while we take care of the numbers.

Cost Savings

Reduce overhead costs and improve your bottom line.

Improved Accuracy

Minimize errors with expert oversight and quality control.

Enhanced Productivity

Save time and focus on strategic growth initiatives

Scalability

Easily scale services up or down based on your business needs.

Better Compliance

Stay compliant with changing regulations and standards.

Transparent Reporting

Regular updates, clear workflows and dedicated points of contact.

Latest Insights

Frequently asked questions (FAQs)

Accounting & Bookkeeping Services

What accounting and bookkeeping services do you provide?

We provide comprehensive accounting and bookkeeping support for businesses, CPA firms, accounting firms, tax professionals, and other professional-service organizations. Our services include day-to-day bookkeeping, transaction recording, account reconciliation, accounts payable, accounts receivable, general ledger maintenance, journal entries, month-end close, financial statement preparation, payroll accounting support, account cleanup, and accounting data management.

Our accounting team follows an organized process to maintain accurate and up-to-date financial records and provide dependable support throughout the accounting cycle.

Our bookkeeping services cover the core activities required to maintain organized financial records. Services include transaction categorization, bank and credit card reconciliations, accounts payable and receivable support, journal entries, general ledger maintenance, account cleanup, monthly closing procedures, financial reporting, and bookkeeping review.

The scope of work is aligned with the client’s accounting requirements, existing processes, software, reporting needs, and month-end schedule.

We provide recurring monthly bookkeeping support based on the client’s accounting cycle and reporting requirements. Monthly services typically include transaction recording, bank and credit card reconciliations, account review, adjustments, general ledger maintenance, and preparation of financial reports.

A consistent monthly process helps keep accounting records organized and provides a reliable financial information base for management, tax preparation, and year-end accounting.

We provide bookkeeping cleanup and catch-up services for businesses with incomplete, outdated, or inconsistent accounting records.

Our team reviews available financial information, identifies unreconciled accounts and posting issues, organizes transactions, makes required adjustments, and brings the books up to the agreed reporting period.

We provide accounts payable and accounts receivable support as part of outsourced accounting services. Accounts payable support includes invoice organization, vendor transactions, payment tracking, and account reconciliation. Accounts receivable support includes customer invoices, payment tracking, outstanding receivables, and reconciliation.

These processes help businesses maintain better visibility over payables, receivables, and operating cash flow.

We provide month-end accounting support covering account reconciliations, journal entries, adjustments, account reviews, and financial statement preparation.

A structured month-end close process helps identify outstanding accounting items and keeps financial records current for management reporting and tax-related requirements.

Our team works with commonly used accounting and bookkeeping platforms, including QuickBooks, Xero, Zoho Books, FreshBooks, and other client-specific accounting systems.

Software support includes bookkeeping, transaction processing, reconciliations, account setup, data migration, reporting, and accounting data maintenance.

Outsourcing & CPA Firm Support

Do you provide outsourced accounting support for CPA firms?

We provide outsourced accounting and bookkeeping support for CPA firms, accounting firms, tax preparation firms, and other professional practices.

Our team works as an extension of the firm’s existing operations and supports recurring bookkeeping, accounting, financial statement preparation, tax-related accounting work, cleanup projects, data entry, reconciliations, and other agreed accounting processes

Our CPA firm support process begins with understanding the firm’s workflow, client requirements, accounting software, reporting standards, deadlines, and review procedures.

We then follow the agreed workflow for transaction processing, reconciliations, financial reporting, cleanup work, and other accounting tasks. Work is organized according to the firm’s internal process so that accounting support integrates with existing operations.

Yes. Our outsourced accounting team works as an extension of the client’s existing accounting or CPA practice.

The engagement is structured around the firm’s workflow, communication process, deadlines, software environment, and quality-control requirements. This provides additional accounting capacity without requiring a separate internal process.

We provide white-label and behind-the-scenes accounting support where the engagement requires the outsourced team to work within the firm’s established client-service structure.

The work follows the firm’s instructions, processes, documentation requirements, and quality standards.

We support accounting workflows involving multiple client accounts and recurring bookkeeping requirements.

Each client file is handled according to the applicable accounting process, reporting requirements, software environment, documentation, and engagement instructions.

We provide accounting and tax-season support for CPA firms and tax professionals, including bookkeeping cleanup, transaction categorization, reconciliations, financial statement preparation, account review, supporting schedules, and accounting data organization.

Organized books and complete supporting information help tax professionals work from a more structured accounting record.

Process, Quality & Security

What process do you follow for bookkeeping and accounting work?

Our accounting process generally follows a structured cycle:

Source Documents → Transaction Review → Data Entry & Categorization → Reconciliation → Adjustments → Review → Financial Statements → Month-End/Year-End Close

The exact workflow is customized according to the client’s accounting system, business requirements, reporting period, and engagement scope.

We treat financial, business, tax, payroll, customer, vendor, and accounting information as confidential.

Access to client information is handled according to the agreed engagement procedures, authorized access requirements, and applicable security practices. Confidential information is used only for the services and activities covered by the engagement.

Confidentiality requirements are addressed as part of the engagement process. Where required, appropriate confidentiality or non-disclosure documentation is incorporated into the client relationship.

We use standardized procedures, documented workflows, account reconciliations, review checkpoints, and recurring quality-control procedures.

Consistent processes help maintain accounting accuracy and provide continuity from one reporting period to the next.

Accounting discrepancies are identified through transaction review, account reconciliation, supporting documentation, and financial statement review.

When an issue is identified, our team investigates the underlying transaction or account activity, documents the required adjustment, and updates the accounting records according to the approved accounting process.

We use structured accounting procedures, account reconciliations, transaction reviews, supporting documentation, standardized workflows, and quality-control checks.

Our team reviews accounting records for issues such as duplicate transactions, unreconciled balances, incorrect classifications, missing entries, and inconsistencies before completing the agreed reporting process.

Pricing, Engagement & General FAQs

How is outsourced accounting and bookkeeping pricing determined?

Pricing is based on the scope and complexity of the engagement. Factors include transaction volume, number of accounts, frequency of bookkeeping, accounting software, number of entities, reporting requirements, cleanup requirements, payroll-related work, and additional accounting services.

A defined scope of work provides a clearer basis for establishing the engagement and pricing structure.

Communication is organized according to the client’s preferred workflow and engagement requirements. Communication may include email, scheduled meetings, task-management systems, secure document sharing, and other agreed communication channels.

Clear communication helps maintain visibility over accounting tasks, questions, deadlines, and outstanding information.

We provide remote accounting and bookkeeping support for U.S.-based businesses, CPA firms, accounting firms, tax professionals, and other organizations.

Remote accounting workflows allow documents, accounting data, tasks, and reports to be managed through digital systems and secure communication processes.

Our onboarding process begins with understanding the business and reviewing the existing accounting environment.

The process generally includes:

Business & Accounting Assessment → Scope Definition → Access & Document Setup → Accounting File Review → Process Alignment → Bookkeeping Begins → Ongoing Review & Reporting

This approach helps establish a clear workflow before recurring accounting work begins.

We provide both recurring and project-based accounting support.

Recurring engagements may include monthly bookkeeping, reconciliations, financial reporting, and ongoing accounting support. Project-based services may include bookkeeping cleanup, catch-up bookkeeping, accounting software migration, account setup, data conversion, and other defined accounting projects.

Outsourced bookkeeping provides structured accounting support for businesses that require reliable financial recordkeeping without building every accounting function internally.

Our services help maintain organized books, timely reconciliations, consistent financial reporting, and an established accounting workflow as business activity grows.

Tax Preparation Support

What tax preparation support services do you provide?

Our tax preparation support includes:

  • Tax-related bookkeeping support
  • Financial statement preparation
  • Tax workpaper preparation
  • Supporting schedules
  • Excel tax file preparation
  • PDF-to-Excel data conversion
  • Transaction categorization
  • Account reconciliation
  • Year-end bookkeeping cleanup
  • Fixed asset schedules
  • General ledger review
  • Accounting data organization
  • Tax-season bookkeeping support
  • Data migration and accounting file setup

The exact scope follows the requirements of the CPA firm, tax professional, or business engagement.

We provide outsourced tax preparation support to CPA firms and tax professionals as part of their accounting and tax workflow.

Our team handles the agreed accounting, bookkeeping, workpaper, data preparation, and supporting-schedule tasks while the firm’s designated professionals maintain control over the overall tax engagement.

Our services are structured primarily around accounting, bookkeeping, tax preparation support, workpapers, schedules, and tax-related data organization. Where tax return preparation is included in an engagement, the scope follows the applicable professional requirements and the client’s engagement arrangement.

We provide year-end accounting and bookkeeping support designed to help organize records before tax preparation.

Services include account reconciliation, transaction review, cleanup, adjustments, financial statements, supporting schedules, and accounting data organization.

We prepare accounting schedules and supporting workpapers based on the requirements of the engagement. These may include account details, transaction summaries, fixed asset schedules, expense schedules, general ledger information, and other supporting accounting documentation.

Accurate bookkeeping provides organized financial information for tax preparation. Proper transaction classification, reconciliations, year-end adjustments, financial statements, and supporting schedules help create a more complete accounting record for the tax preparation process..

Data Security & Confidentiality

Do you follow data-security procedures for CPA and accounting firm clients?

Yes. Our processes are designed around controlled access, confidentiality, secure information handling, and defined accounting workflows.

For CPA and accounting firm engagements, security procedures are aligned with the firm’s requirements and the nature of the information being handled.

Remote accounting work follows controlled access and secure communication procedures. Accounting systems, document-sharing platforms, user permissions, and access credentials are managed according to the requirements of the engagement.

The objective is to maintain confidentiality and controlled access while allowing accounting work to be performed remotely.

Access is restricted to authorized personnel involved in the applicable engagement and based on the information and systems required for the assigned work.

Access controls help limit unnecessary exposure of sensitive financial information.

 

Yes. Client financial and business information is treated as confidential and is used only for authorized accounting, bookkeeping, tax-support, reporting, and related engagement activities.

Confidentiality requirements are established as part of the client engagement and supported through documented processes.

We use defined procedures for handling confidential accounting, financial, tax, payroll, customer, and business information.

Client information is handled through controlled workflows, authorized access, secure document exchange, and appropriate system permissions based on the requirements of the engagement.

Sensitive financial documents are handled through established document-management and secure-sharing procedures.

Bank statements, tax records, financial reports, payroll information, invoices, and other accounting documents are organized according to the engagement workflow and accessed only by authorized personnel.

Let's Build a Stronger Financial Future, Together

Partner with WestBook Consulting and experience the difference of working with a team that cares.

Get a Free Consultation

Helping CPA firms, accounting firms, and businesses achieve greater efficiency through expert accounting, payroll, tax, financial reporting, and business analytics outsourcing solutions.

  • D-39 Lal bagh Indrapuri, Ghaziabad – India
  • +1 (917) 993-5216
  • info@WestBook Consulting.com
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