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How CPA Firms Can Use Outsourcing to Overcome Staffing Shortages

CPA Firm | By John Miller | 2026-01-23 12:05:42

How CPA Firms Can Use Outsourcing to Overcome Staffing Shortages

The U.S. accounting industry is experiencing the worst shortage of accounting talent since the nineties. With fewer students graduating and joining the profession, growing turnover, rising client expectations, and heavier compliance demands, CPA firms across the country have found it increasingly difficult to maintain the right levels of staff at the right time, especially during busy seasons.

Now, with 2026 approaching, more firms see the outsourcing of accounting services and offshore accounting services for CPA Firms as a practical, strategic solution. Continuity, accuracy, and scalability are assured for CPA firms in partnership with teams across the globe-even as local hiring becomes increasingly difficult and expensive.

This blog discusses why outsourcing is an important strategy today, how CPA firms can make use of available teams offshore, and why hiring a bookkeeper or any accounting expert through outsourcing companies represents one of the most intelligent moves toward long-term stability.

Why Staffing Shortages Have Become a Major Challenge for CPA Firms in the USA

The accounting talent crisis is not temporary. There are several reasons for these long-term shortages:

1. Fewer Students Choosing Accounting

Over the past decade, enrollments in programs of accounting have seen steady declines. Students increasingly prefer careers related to technology or finance, and the gap is only getting wider regarding new talent entering into the workforce.

2. Increased Workload and Compliance

Tax laws, like reporting standards and audit requirements, are in a constant state of evolution. Though demand by the firms for proficient professionals has never been this high, supply is on a decline.

3. High Pressure and Burnout

In most CPA firms, the atmosphere for staff accountants is high-pressure, especially during the tax seasons. Because of this, they tend to burn out quicker, resulting in higher turnover rates.

4. Rising Labour Costs

Compensation expectations have likewise increased considerably, even when firms are able to find qualified staff, which creates financial challenges in scaling a local team.

5. Peak Season Sales

CPA firms need more hands during tax seasons, and hiring seasonal employees is expensive and inefficient.Due to insufficient internal capacities, a number of companies, unfortunately, lose revenue by having to refuse to serve potential clients.

Such difficulties compel businesses to consider outsourcing not only as an option but rather as a pure strategic necessity.

How Outsourcing Helps CPA Firms Overcome Talent Shortages

Outsourcing global accounting talent to a CPA firm opens the door for efficient scaling at lesser costs. Here's how outsourcing solves staffing gaps:

1. Immediate Access to Qualified Talent

Rather than spending months looking for a senior accountant or bookkeeper, a CPA firm can hire through an offshore accounting provider in a very short period.

2. Scale up or down at any time

Offshore teams make it easier to expand capacity during peak seasons and allow scaling back of workloads when demand goes down, without layoffs.

3. Lower Costs With Higher Output

Hiring locally is expensive. Outsourcing accounting for CPA firms provides competent and well-trained professionals at a fraction of the cost, without compromise on the accuracy and compliance of the work.

4. Workflow Efficiencies Improved

Large international accounting firms outsource bookkeeping services for CPAs, with processes organized and standardized with quality controls in place, making operations considerably smoother.

5. More Time for High-Value Advisory

In fact, outsourcing these routine tasks offshore will free CPAs to devote more time to strategic consulting with clients, building relationships, and long-term planning.

Key Outsourcing Areas for CPA Firms in 2026

Outsourcing is not confined to bookkeeping. The services that can be offshored by a CPA firm vary and include:

1. Bookkeeping services

One of the more common needs for outsourcing is the need to hire a bookkeeper. The offshore bookkeepers manage, among other things:

  • Bank reconciliations
  • General ledger entries
  • Payroll processing
  • Monthly financial statements

2. Tax Preparation

The following are some of the services that offshore-based tax professionals can offer:

  • Individual returns
  • Corporate taxes
  • Taxes on partnership
  • State filings
  • E-filing support

This ensures faster turnaround and fewer filing errors.

3. Audit Support

The teams behind the scenes can help with the following types of activities:

  • Testing
  • Workpapers
  • Sampling
  • Data validation

This greatly reduces the internal workload at audit season.

4. Financial Reporting

Third-party accountants prepare:

  • Income statements
  • Balance sheets
  • Cash flow statements

Monthly and quarterly reports

5. Cleanup and Catch-Up Work

Backlogs mean stress. Outsourcing helps finish months of pending work by firms in quick time.

Why Offshore Accounting Services for CPA firms are Becoming Indispensable

With staffing shortages, increased wages, and rising client expectations, reliance on offshore teams becomes much more critical to CPA firms. Offshore accounting partners bring:

1. Expertise Across Software Platforms

Professionals who are proficient in QuickBooks, Xero, NetSuite, CCH, Drake, Lacerte, UltraTax, and many other systems.

2. Productivity 24/7

Working in different time zones means that work will be accomplished beyond U.S. hours, reducing turn-around times significantly.

3. Strong Quality Control

The offshore companies have a separate QC team that reviews for accuracy and compliance.

4. Lower Training Requirements

Most of the accountants who are based offshore already have expertise in US accounting and therefore require hardly any training.

5. Security and Confidentiality

Trustworthy outsourcing companies use very strict methods to secure the data, such as SOC 2, GDPR, and ISO certifications.

How to Outsource a Bookkeeper: A Step-by-Step Guide

If your CPA firm decides to hire a bookkeeper through outsourcing, the following will be the outline of the process:

Step 1: Determine the Workload

Make a list of bookkeeping tasks that you want to be outsourced:

  • Reconciliations
  • Monthly close
  • Payroll
  • Clean-up work

Step 2: Select a Reliable Offshore Partner

Evaluate the outsourcing firms in terms of:

  • Experience with U.S. CPA firms
  • Software skills
  • Security standards
  • Customer reviews

Step 3: Interviews

Most outsourcing companies will let you interview the candidates of your choice and allow you to select a bookkeeper you would want to work with.

Step 4: Setting Up Tools and Access

Limit access to accounting software, communications tools, and SOPs.

Step 5: Creating Workflows

  • Reporting timelines
  • Weekly check-ins
  • File-sharing techniques
  • Quality review checkpoints

Step 6: Check Output & Adjust

Workflows are further refined over the first couple of weeks. When the system is up and running, your firm will enjoy smoother operations with less supervision required.

Real Benefits CPA Firms Gain by Outsourcing in 2026

Here are some of the real benefits that CPA firms can gain by outsourcing in 2026:

1. More Revenue Opportunities

With ongoing back-office support, CPAs can accept additional clients without worrying about shortages in staffing.

2. Improved Client Satisfaction

Increased trust and retention are ensured with faster turnarounds and more accurate reports.

3. Less Burnout Among Locally-Based Staff

This will give your internal staff some time to perform more value-added work like strategic and analytical duties.

4. Overhead Expenses Decreased

By outsourcing, there’s no requirement for office space, hiring fees, staff perks, and technology since they are additional costs.

5. Competitive Edge

This makes CPA firms with overseas teams more productive and hence the pricing becomes not just competitive but also alluring.

The staffing shortage of the accounting profession is a major problem for CPA firms all over the US in 2026, but outsourcing will still be the solution offering a dynamic, flexible, and highly scalable solution. Firms can relieve heavy workloads, handle peak-season pressure better and with more control, improve the quality and accuracy of financial reporting, expand without incurring additional costs, and provide faster and more reliable service to their clients if they rely on offshore accounting services and hire a bookkeeper or outsourced accountant. 

Related Resources

Outsourcing is no more just about saving costs—rather, it has turned into a strategic advantage that keeps CPA firms in the USA competitive, profitable, and ready for the future. If your firm desires to grow securely in 2026, outsourcing is not just useful but necessary. Contact The Fino Partners today and build an outsourced accounting team that is stronger, more scalable, and ready for the future.

Frequently Asked Questions (FAQs)

Outsourcing allows CPA firms to reach skilled, experienced accountants far sooner and more economically than trying to hire locally. Outsourcing provides consistent staffing, reduces burnout, and helps firms scale confidently through busy seasonal periods.

Onboarding for most offshore accountants takes about 48–72 hours. They are already trained in U.S. accounting practices, thus very little orientation is required, which allows the firms to get back to business as usual very quickly.

Yes, reputed outsourcing companies ensure their teams are trained in U.S. GAAP, IRS regulations, and major accounting software. As a matter of fact, many offshore accountants have years of experience working exclusively with U.S. CPA firms.

Leading outsourcing companies ensure strict data security protocols, like SOC 2 compliance, encryption, and VPN workstations, are applied to guarantee protection over confidential client information.
Aishwarya-Agrawal

John Miller

With extensive experience in accounting and finance, John Miller brings clarity and expertise to complex financial topics. His in-depth knowledge of bookkeeping, year-end accounting, and tax preparation empowers business owners to make informed decisions. John’s writing simplifies the essentials of accounting, making it accessible and valuable for small businesses and entrepreneurs.

Why Choose The Fino Partners?

With Fino partners you get more than just accounting and bookkeeping in the USA. You get an accurate, clear process that makes you satisfied. We made money management easy so you can grow your business instead. The advantages of utilising Fino partners for accounting outsourcing USA are:

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