An accountant reconciling printed statements with a calculator and laptop

/Accounting & Bookkeeping

Outsource bookkeeping to Mexico. Clean books, every month.

Bilingual bookkeepers who keep your books current, your reconciliations done and your month-end close on time, working in your systems during your day.

Books you can
close on time

Bookkeeping is the work everyone needs done and nobody wants to do. An outsourced team takes the daily entries, reconciliations and close off your finance team's plate, so they can spend their time on decisions.

The team handles daily bookkeeping, monthly closes, AP/AR, bank reconciliations, payroll preparation for your review, and financial reporting, in QuickBooks, Xero, NetSuite or whatever you already use.

Your CPA firm keeps the sign-off. We do the daily work so the numbers they review arrive clean.

What we deliver

Bookkeeping

Daily transaction recording, categorization, bank reconciliations and month-end close.

Accounts Payable

Invoice processing, vendor management, payment scheduling and expense tracking with your approval rules.

Accounts Receivable

Invoicing, payment tracking, collections follow-up and aging reports.

Payroll Preparation

Payroll preparation for your review, run in the payroll system you already use.

Financial Reporting

Monthly statements, cash flow reports, budget versus actual and the management reports you ask for.

Year-End Support

Year-end preparation, organized documents and 1099 preparation, working alongside your CPA on the filing.

How it works

01

Financial Assessment

We review your processes, software, chart of accounts and reporting needs.

02

Team & Tool Setup

We assign bookkeepers with experience in your software and set up named logins in your system.

03

Process Documentation

We document procedures, approval rules and report templates, and the documentation is yours.

04

Parallel Run

For at least one close, both teams do the work and you compare the results before we take over.

05

Ongoing Management

Regular reconciliations, on-time reports and a periodic review of what can be simplified.

What to outsource, and what to keep

Outsource the volume: transaction coding, reconciliations, AP and AR processing, and the month-end checklist. It's repeatable, it's checkable, and it eats the most hours.

Keep the judgment: tax positions, revenue recognition calls, anything your auditors will question. Your controller or CPA firm should own those, with clean books underneath.

Payroll sits in the middle. Preparing it can be outsourced; approving and submitting it should stay with someone on your side.

How a handover works without breaking your close

Run in parallel first. For at least one month-end close, your current process and the new team both do the work, and you compare the results line by line. Differences show up before they matter.

Document the chart of accounts, approval rules and recurring entries as you go. That documentation is yours, and it's what makes the next handover painless, whoever it's to.

Outsourcing or hiring a bookkeeper in-house

Hiring in-house gives you the most control and the highest cost: salary, benefits, software seats, and a gap every time someone leaves. It's the right call when the role is mostly judgment, or when you need someone on site.

An outsourced team costs less for the same hours, comes with review built in, and doesn't stop when one person is out. You give up some day-to-day control, which is why the work should run in your systems under named logins, where you can see every entry.

The common middle path keeps a controller or CPA on your side for decisions and outsources the volume underneath. That's the split this page is built around.

Questions to ask an accounting outsourcing partner

  1. Ask who reviews the work. Every entry should pass a second, more senior pair of eyes before it reaches your reports.
  2. Ask how access works. Bookkeepers should use named logins in your systems, with permissions that match the job, and lose them the day they leave.
  3. Ask who keeps the sign-off. An outsourced team prepares; your CPA or controller approves. Be wary of anyone blurring that line.
  4. Ask what the first month looks like. A partner that skips the parallel run is asking you to find their mistakes in your close.

Choose how
we run it

Nearshore · Mexico & Colombia

Nearshore bookkeeping that closes on your hours.

Nearshore bookkeeping from Mexico and Colombia: which tasks fit, how the close runs on shared hours, how to keep access safe and when offshore fits.

 Offshore · Philippines, India & Egypt

Offshore bookkeeping that runs on written process.

Offshore bookkeeping from the Philippines, India and Egypt: which tasks fit, how overnight handoffs work, how to keep access safe and when nearshore fits.

Choose where
the work happens

Nearshore

Mexico & Colombia

Bilingual teams in US hours. The default for live, judgment-heavy work.

 Offshore

Philippines, India & Egypt

Overnight, overflow and high-volume work in partner centers we manage and report on.

 Onshore

On request

For roles that must be US-resident, arranged case by case.

Compare onshore, nearshore and offshore →

Frequently asked questions

When does accounting outsourcing to Mexico make sense?

When your books are behind, your finance team spends its time on data entry instead of analysis, or the volume doesn't justify a full-time US hire. A team in Mexico works your hours, so questions get answered the same day. It makes less sense if your accounting is mostly judgment calls rather than volume: those belong with your CPA.

Do outsourced bookkeepers in Mexico understand US GAAP?

We staff to your standard. Tell us whether you report under US GAAP or IFRS and which software you use, and we'll match bookkeepers with that experience and have a senior accountant review their work before it reaches you. Your CPA firm keeps the sign-off, and the first month runs in parallel so you can check for yourself.

What accounting software do you support?

QuickBooks (Online and Desktop), Xero, NetSuite, Sage, FreshBooks, Wave and other common platforms. We work inside your accounts with named logins, so your data stays in your system and you can see every entry as it's made. If you're thinking about switching software, we'll tell you whether it's worth the disruption.

How do you keep financial data secure?

Named accounts only, never shared logins. Access is granted per role and removed the day someone leaves, connections are encrypted, and everyone with access signs an NDA. The work happens inside your systems, so your data stays where it is. Where you have specific obligations, we write them into the agreement rather than give you a general assurance.

Can you work with our existing CPA firm?

Yes, and you should keep them. Your CPA firm handles tax filing, audits and advice; we handle the daily work, so the books they receive are clean and reconciled. We agree with them up front what they need each month and in what format, so year-end isn't a scramble to rebuild twelve months of entries.

What's the typical team structure?

Usually a dedicated bookkeeper for the daily work, with a senior accountant who reviews their entries and prepares the monthly reports. Higher volume adds a second bookkeeper rather than a bigger title. You get one named contact, and you always know who touched which entry, because everyone works under their own login in your system.

Is nearshore or offshore better for bookkeeping?

Nearshore, in Mexico or Colombia, fits work that needs answers the same day: the month-end close, AP approvals, anything waiting on someone in your finance team. Offshore, in the Philippines, India or Egypt, can suit high-volume work with clear rules, like invoice coding, where a next-morning turnaround is fine. Offshore costs less; nearshore keeps the close inside your working day. You can split the work between them.

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Tell us where
your books stand.

Send us your software, monthly volume and how far behind you are, if at all. We'll reply within 24 hours with how we'd staff it and how the parallel month would run.

Get a bookkeeping plan