Accounting & Tax Firms

Targeted back-office support to help your firm handle seasonal workloads, document collection, and daily reporting.

Accounting Professional Workspace

Outsourcing Adoption in Accounting

Due to nationwide talent shortages and margin compression, the adoption of outsourced operational support by accounting and tax firms has nearly doubled over the past five years.

34%
2021
42%
2022
51%
2023
58%
2024
66%
2025

The Round Table Advantage

The biggest challenge for modern accounting firms is not a lack of clients. It is a lack of capacity. Partnering with Round Table Outsourcing turns this liability into a competitive edge.

By offloading document collection, inbox management, and repetitive data-entry, your senior accountants reclaim their billable hours. We handle the backend workload so your team can focus entirely on high-value, strategic advisory work.

Our Impact on Accounting Firms

$80k - $100k
Annual Cost Savings

The average yearly capital saved by our accounting clients working with us, compared to the costs of sourcing, hiring, training, and maintaining in-house administrative or bookkeeping staff.

24 - 32 Hrs
Time Reclaimed Monthly

The average amount of time saved per month for senior accountants and firm partners. By taking over the administrative workload, we allow your leadership to focus strictly on high-value, billable advisory services.

How We Support Your Firm

Administrative Support

Managing client communications and expediting the document collection process to ensure project continuity.

Workflow Management

Executing daily, weekly, and monthly bookkeeping routines with efficiency and precision.

Reporting & Delivery

Assembling preliminary financial packages and management reports, allowing your senior staff to concentrate on advisory review.

Document Collection

Proactively managing client outreach to secure source documents, receipts, and bank statements within required deadlines.

General Back-Office

Clearing administrative backlogs through accurate data entry and timely system updates.

Full-Cycle Bookkeeping

Conducting thorough bank reconciliations, maintaining general ledgers, and overseeing accounts payable and receivable.

Frequently Asked Questions

How do you ensure data security and confidentiality?
We operate under strict confidentiality protocols and utilize enterprise-grade encryption. Our team can also work directly within your secure environment (via VPN or remote desktop) to ensure sensitive client financial data never leaves your firm's infrastructure.
Are your teams familiar with standard accounting software?
Yes. Our professionals are well-versed in industry-standard tools, including QuickBooks Online, Xero, Sage, and various tax preparation software. We seamlessly adapt to the software stack and workflows you already have in place.
Can we scale our support up during busy tax seasons?
Absolutely. We understand the highly seasonal nature of the accounting and tax industry. You can quickly scale up your dedicated support during peak periods like tax season, and adjust it back to normal maintenance levels once the rush is over.
What time zone will my dedicated support team work in?
We align our working hours precisely with yours. Whether your firm is on the East Coast, West Coast, or anywhere in between, your team will be online and available during your standard business hours for seamless real-time communication.

Ready to expand your accounting capacity?

Stop letting your senior team get bogged down in administrative tasks. Let's discuss how dedicated support fits your firm.

Book a Free Consultation