Documented close
The team runs a repeatable close process with working papers, so the books do not depend on one person.
BPO Service
Accounting Outsourcing Services
Published · Last updated
Direct answer
Accounting outsourcing moves recurring bookkeeping and close work to an external team. Actigy BPO prepares ledgers, reconciliations, month-end schedules and management reports. Delivery teams work from Bulgaria, Romania, Poland and Ukraine. Work follows your chart of accounts, systems and review rules. Your controller keeps accounting judgments, approvals and final sign-off.
Describe your workflow, volume and required coverage. You decide on a pilot after reviewing the written scope.
Defined data-access controls · You own the SOPs · Pilot before you scale
Accounting scope: outsourced accounting is a controlled close process. Every reconciliation needs a source, owner, exception note and review status.
At a glance
Accounting outsourcing at a glance
| Provider | Actigy BPO (Prague; delivery in Bulgaria, Romania, Poland and Ukraine) |
|---|---|
| Service | Accounting Outsourcing |
| Work in scope | Bookkeeping & ledgers, Bank & card reconciliations, Month-end close support, AP & AR processing, Management reporting, Fixed assets & schedules |
| Pricing model | Monthly rate per FTE by role; entities, transaction volume and close complexity determine staffing |
| Engagement | Managed team or staff augmentation |
| Team includes | Trained operators, a Tech Lead, and QA |
| Coverage | Up to 24/7, set per engagement |
| Delivery region | Bulgaria, Romania, Poland and Ukraine (Central and Eastern Europe) |
| Controls | Agreed access, data handling and maker-checker QA; ISO 9001-aligned and SOC 2-aligned, not certified or audited |
| Time to pilot | Agreed after source records, access, close procedures and training are ready |
| You keep | Policy, approvals, and final decisions |
What does accounting outsourcing include?
Accounting outsourcing covers the recurring work that keeps your books accurate: ledgers, reconciliations, accounts payable (AP) and accounts receivable (AR) processing, schedules and reports. The team runs this work while your controller or CPA keeps oversight and final sign-off.
The team works inside your accounting platform, follows your chart of accounts and close calendar, and delivers a documented close package each period. The goal is a predictable monthly close with fewer adjustments and full visibility, not a black box.
Capabilities included
Which accounting tasks can the team handle?
The team handles the accounting tasks named in the scope, using your procedures, source records and review rules. The team prepares entries, reconciliations and schedules; your controller keeps accounting judgments and approval. Full AP or AR operations are separate workstreams unless the contract adds them.
Bookkeeping & ledgers
Day-to-day transaction recording and ledger maintenance kept current and clean.
Bank & card reconciliations
Actigy BPO provides account reconciliation services with source evidence, open differences and client review.
Month-end close support
Accruals, prepayments, journals, and schedules prepared to your close calendar.
AP & AR processing
Invoice processing, billing, and collections support feeding clean subledgers.
Management reporting
MIS packs, P&L, and variance commentary prepared for review each period.
Fixed assets & schedules
Fixed-asset registers, depreciation, and recurring schedules maintained accurately.
Audit & review prep
Working papers and reconciliations organized to support your auditors.
Which finance teams need outsourced accounting?
This accounting service fits:
- Founders and CFOs who need a reliable close without building a full in-house team
- Controllers buried in transactional work instead of analysis and review
- Accounting and CPA firms needing scalable delivery capacity
- Companies that have outgrown a single bookkeeper but not a full finance department
- Businesses preparing for audit, fundraising, or due diligence
Actigy BPO describes offshore accounting for CPA firms, including client review and white-label delivery boundaries.
Scenarios
Which accounting bottlenecks can a managed team address?
If any of these sound familiar, a managed accounting team is worth a conversation.
Month-end close keeps slipping past day ten.
The team runs a documented close calendar with reconciliations to shorten it.
You're heading into an audit or raise and the books are messy.
The team organizes reconciliations and working papers for your controller and auditors to review.
Your bookkeeper left mid-quarter.
The team reviews the available records and agrees which ledger and close tasks it can take over.
You've outgrown one bookkeeper but don't need a full finance team.
The service provides controller-supervised capacity that scales.
When is accounting outsourcing a fit?
When the service is a strong fit
- You want to keep controller or CPA oversight while offloading execution
- Your close is slow, manual, or dependent on one person
- You need documented, repeatable procedures and clean working papers
- You are scaling and need capacity that flexes with transaction volume
- You want clear management reporting on a predictable cadence
When another model may fit better
- You need a licensed firm to issue an audit opinion or sign as CPA of record - this service supports your accountant, it is not your auditor
- You need complex tax advisory or to file as your tax preparer of record
- You want bare-minimum bookkeeping with no reconciliation or reporting
- Your volume is so low that a single part-time bookkeeper is sufficient
Accounting delivery
What supports a reliable accounting process?
Reporting you can act on
Management packs and variance commentary delivered on a predictable cadence.
QA before sign-off
Reconciliations and reviews catch issues before your controller approves the period.
Capacity that scales
Agree staffing changes for additional entities, accounts or transaction volume, including the training and review each change needs.
Delivery method
Pilot plan for accounting outsourcing
The team pilots accounting outsourcing on selected accounts and schedules before the team touches the full ledger. In the anonymized B2B SaaS engagement, the team proved reconciliation accuracy on a pilot cycle before it took on full month-end volume. The proposal names the team, locations, coverage and controls, and the pilot tests them on your work.
| Stage | What happens |
|---|---|
| Readiness | Process audit of ledgers, entities, bank accounts, source systems and close dates. Close checklist, reconciliation standard and evidence rule written into the SOP. Access set up in your accounting platform. |
| Controlled pilot | Paid close pilot on selected accounts and schedules. Higher QA sample during the pilot. Your controller reviews each reconciliation before sign-off. |
| Scale gate | You approve scale when reconciliation quality and review timing meet the thresholds in the SOP. The team then adds accounts, entities and close tasks. |
See the full delivery method: How the pilot works
Accounting handoffs and related finance processes
Connect accounting work to these related finance services, industries and resources.
Services
Payroll outsourcing Accounts payable outsourcing Finance & accounting outsourcing Accounts receivable outsourcing
Industries
Resources
Visibility
Which close reports will you receive?
The team reports close status every month and reviews it with you on a fixed cadence. Outsourced accounting should make quality more visible, not less. The same discipline applies whether you run lean or at enterprise Finance & Fintech scale.
- Reconciliation completion and reviewer status by account and entity
- Close-calendar attainment for schedules, journals, reports, and controller review
- Open accounting exceptions, late source data, and aging by owner
- Adjusting entries and reconciliation defects with the approved procedure update
- A close review with the controller, accounting lead, and named delivery owner
Engagement model
How is outsourced accounting priced?
Actigy BPO quotes accounting per FTE by role after reviewing the entities, accounts, source quality and close calendar. Compare the cost-to-quality ratio using reviewed schedules and rework, not just the monthly fee. Payroll outsourcing and accounts payable outsourcing can be added with separate authority limits and workload assumptions.
Start with a pilot
A paid close pilot tests selected accounts and schedules before you assign the full ledger.
Staffing-based pricing
The proposal names the preparation, review and leadership roles, with assumptions about account and entity volume.
You own the documentation
You retain the close checklist, reconciliation rules and working papers for internal review and future handover.
Clean exit and transfer
If you wind the engagement down, the team returns current documentation and supports knowledge transfer.
Scope boundary
When should you outsource accounting instead of the full finance function?
Use accounting outsourcing when the main problem is the integrity and speed of the books. The team then runs bookkeeping, bank and balance-sheet reconciliations, journal support, month-end schedules, and management reports. Your controller or CPA keeps policy, review, tax, audit, and final sign-off.
The team treats this as a close process. The team works to your chart of accounts, accounting calendar, materiality rules, and evidence standard. A clean output is a reconciled schedule with an owner, source, exception note, and review status.
Choose the broader finance and accounting outsourcing service when one managed team must also run accounts payable, accounts receivable, payroll operations, and other transaction streams. Choose outsourced accounting services when the scope is bookkeeping, reconciliation and month-end close.
Need preparation capacity under your own finance manager? Accounting staff augmentation keeps daily task assignment and output review with your team. Choose a managed accounting scope when you need a provider lead to run the agreed books and close workflow.
Accounting close evidence
What should an outsourced balance-sheet reconciliation contain?
A reconciliation should identify the entity, account, period, ledger balance, source balance, reconciling items, preparer, reviewer, due date, and status. The team also records an amount, source, age, reason, owner, next action, and expected clearing date for each open item. The supporting file should let the controller trace the balance without asking the preparer to explain it from memory.
The team prepares bank, receivable, payable, payroll, prepaid, accrual, fixed-asset, intercompany, tax-control, and other agreed reconciliations. The client defines materiality, accounting policy, write-off authority, journal approval, and the accounts that need specialist or CPA review. The team must stop and escalate when source records disagree, an item lacks evidence, or a proposed entry exceeds its authority.
A useful close dashboard separates not started, in progress, prepared, returned, reviewed, and approved work. It also shows overdue source inputs, old reconciling items, late journals, post-close adjustments, and repeated defects. This evidence gives the controller a clear close status and a record for the next period.
Accounting outsourcing output pack
The team delivers this output pack each period:
- Account reconciliation with source evidence and review status
- Close checklist with dependency, owner, due date, and completion time
- Journal support with purpose, calculation, source, and approval route
- Open-item register with age, amount, action, and clearing expectation
- Management reporting pack tied to the approved ledger period
This is narrower than full finance and accounting outsourcing. It focuses on ledger integrity, reconciliation, close evidence, and reporting. AP, AR, payroll operations, treasury support, and multi-process governance remain separate workstreams unless the contract adds them.
QuickBooks bookkeeping and cleanup for US businesses
Actigy BPO fits businesses that need someone to work the books in QuickBooks or another client-approved system. Scope can include transaction categorization, reconciliations, AP and AR schedules, and month-end preparation. Your controller or CPA approves accounting judgments, corrections and final reports. Software access alone is not a qualification or a ProAdvisor certification.
Your books are behind or do not reconcile
Start with the missing months, bank statements and unresolved opening balances. Reconcile source records before proposing adjustments. Actigy BPO prepares exceptions and supporting schedules for approval, then tests whether the recurring monthly process can prevent the same backlog from returning.
Your CPA handles tax but you need day-to-day production
Keep tax advice, audit opinions and filing sign-off with the licensed firm. For a CPA practice that needs delivery capacity behind its own client relationships, review offshore accounting for CPA firms. Separate client files, permissions and review queues; do not reuse one client's information across another account.
Compare outsourced accounting firms and operating teams by the work retained by your controller, not just the headline monthly price.
FAQ
Frequently asked questions
What is accounting outsourcing?
Accounting outsourcing is delegating recurring accounting work - bookkeeping, reconciliations, month-end close, and reporting - to an external team that works within your systems and under your controller's oversight. The team provides outsourced accounting services: bookkeeping, reconciliations, month-end close and management reports, delivered to your chart of accounts. The team delivers a documented close package each period rather than a black box.
Will the team replace our accountant or CPA?
No. The team executes the transactional and close work and prepares clean schedules, while your controller, accountant, or CPA keeps review authority and final sign-off. For audit opinions and tax filing as preparer of record, you retain your licensed firm.
Which accounting systems can the team work in?
Actigy BPO operates inside your existing accounting platform and follows your chart of accounts and close calendar. The service is process execution and controls, so it adapts to your tooling rather than forcing a migration.
How are the books checked for accuracy?
The team follows documented procedures, reconciles source records and performs QA before your controller signs off. Recurring errors enter an issue log with an owner and proposed procedure change. Track adjustment rates and review timing to see whether those changes help.
Can the team help us get audit-ready?
Yes. The team organizes reconciliations, working papers, and supporting schedules so your auditors have what they need. Clean documentation is a core part of the delivery, which is especially useful ahead of audit, fundraising, or due diligence.
How much does outsourced accounting cost?
Actigy BPO quotes a monthly rate per FTE role, with a Tech Lead and QA in the proposed model. The number of entities, accounts, transactions, exceptions and close deadlines determines the staffing required. Your controller retains oversight in both managed-team and staff-augmentation engagements.
Is outsourcing accounting a good idea?
It can fit when recurring ledger and close work has clear instructions and your controller can review the output. Test the team on selected accounts before transferring more work. Outsourced operations do not replace a licensed firm for an audit opinion or tax advice, and very low volume may not justify a managed team.
What should you check before an accounting pilot?
Use these six questions to review the proposed accounting scope.
Start with a paid pilot
Set acceptance criteria for the pilot's reconciliations, supporting records and reviewer turnaround.
Staffing-based pricing
Ask which roles prepare and review each schedule, and how an added entity changes staffing.
You own the documentation
Confirm how the team returns current working papers, open items and close instructions.
Clean exit
If you end the engagement, the team returns current documentation and supports the handover.
Data protection
Review account permissions, records retention and data-processing terms. ISO 9001 and SOC 2 alignment is not certification or an audit report.
Time zones
Agree preparation and review hours around your close calendar. Extended coverage is a contract choice, not an automatic feature.
Outsource the process. Keep control of the outcome.
Tell us what process you want to outsource. The team will assess scope, complexity, staffing model, and delivery cost.
Describe your workflow, volume and required coverage. You decide on a pilot after reviewing the written scope.
Scope a pilot
What happens next
The team reviews the workflow before proposing a written scope. You decide whether to start a paid pilot after reviewing it.
Thank you. Your request was received. The team will review the workflow before discussing next steps.