Outsourced Accounting & Bookkeeping for CPA & Accounting Firms
Get dedicated accountants, bookkeepers, tax professionals, and finance teams that work within your systems and processes, giving you additional finance capacity without building every role in-house.
Trusted by creators, agencies and fast-growing teams.
The Accounting Challenges That Slow You Down
As accounting work builds up, minor gaps between larger processes can turn into delays, reconciliation problems, additional costs, and excessive pressure on your accounting team.
Beyond Traditional Outsourcing: AI-Enabled Accounting & Bookkeeping That Works Smarter
Traditional Outsourcing
DynaSUM BPO Approach
More Than Outsourcing. Finance Expertise. Intelligent Operations. One Connected Model.
From day-to-day accounting to specialist finance work, choose the services you need and engage DynaSUM BPO at the level that fits your business.
Accounting
Keep your core accounting accurate and moving with our experienced professionals. At DynaSUM BPO, we handle your day-to-day work, reconciliations, close, and reporting with utmost expertise.
Accounting & Bookkeeping
Maintain well-organized, timely, and precise bookkeeping and transactional records with reliable daily support.
Daily Bookkeeping | Account Reconciliations
Accounts Payable
Manage vendor records, invoice processing, payments, and reconciliations to keep your payables workflow moving.
Invoice Processing | Payment Management
Accounts Receivable
Strengthen cash-flow visibility by supporting cash-based processes such as invoicing, posting, tracking receivables, and, based on it, the collections follow-up.
Invoice Management | Collections Support
Month-End Close
Deliver accurate financials on time through the completion of financial reconciliations, adjustments, accruals, and closing processes.
Close Management | Balance Reconciliations
Financial Reporting
Provide consistent financial statements that enable business owners, finance teams, and CPAs to track performance and make business decisions.
Management Reporting | Financial Statements
Tax & Compliance
Get additional help with the tax work behind your deadlines. We work with you through information preparation, filings, audits, and ongoing compliance.
Tax Preparation
Collect and organize tax information, supporting schedules, and documents to help your team prepare timely, accurate tax returns.
Tax Workpapers | Filing Support
Business Tax
Support business tax workflows with organized financial information, documentation, and preparation support across the reporting cycle.
Tax Compliance | Return Preparation
Sales Tax
Support sales-tax processes with accurate transaction data, documentation, reconciliations, and filing-related preparation across applicable jurisdictions.
Tax Calculations | Filing Support
Audit Support
Compile and maintain financial documentation, schedules, reconciliations, and backup papers in a way that facilitates the efficient response to audit needs.
Audit Schedules | PBC Support
Compliance Support
Help ensure financial and regulatory requirements are met by keeping required documentation and supporting recurring compliance activities.
Regulatory Support | Compliance Tracking
Advisory
Bring greater structure to financial planning, performance management, and decision-making with flexible advisory support built around your business needs.
Virtual CFO
Provide financial leadership, planning, and decision support without the cost of building a full-time CFO function in-house.
Financial Strategy | CFO Advisory
Controller Services
Implement a more robust financial control framework, reporting, processes, and accounting oversight with guidance from a controller.
Financial Controls | Close Oversight
FP&A
Make financial information actionable through budgeting, variance analysis, management reporting, and performance planning.
Budget Planning | Variance Analysis
Forecasting
Develop realistic financial projections based on past performance, trends, and business assumptions to improve planning.
Cash Forecasting | Scenario Planning
Business Analytics
Evaluate and interpret financial and operational information to uncover trends, drivers, and learnings for effective business decisions.
Performance Analysis | Decision Support
Business Operations
Take recurring administrative and back-office work off your internal team’s plate. Our team offers expertise across data and documentation, customer support, and administrative tasks.
Back Office
Run key business and administrative tasks efficiently, while keeping your internal teams focused on business priorities.
Process Support | Workflow Management
Virtual Assistants
Include dynamic remote assistance for routine administrative functions, coordination, scheduling, and daily business operations.
Administrative Support | Task Coordination
Data Entry
Enter, update, and maintain accurate business information through multiple systems and processes your team uses.
Data Processing | Record Updating
Customer Support
Extend your customer service capacity with responsive support for routine inquiries, requests, and ongoing customer interactions.
Customer Queries | Service Support
Admin Assistants
Support scheduling, documentation, coordination, and other administrative functions that ensure the running of your business.
Calendar Management | Document Support
Data Management
Implement, use, and oversee business information systems and rebuild systems for consistency, availability, and efficiency.
Data Organization | Data Maintenance
Specialist Support
Extend your team’s capacity with specialized operational support for accounting firms and finance-driven businesses with specific workflow requirements.
CPA Firm Support
Paraplanning
Mortgage Support
Handle mortgage-related administrative and data processes with dedicated support designed around your team’s workflow and requirements.
Fund Accounting
Support fund accounting workflows with accurate transaction processing, reconciliations, reporting, and related accounting activities.
Transaction Support
Extend your team with structured support for transaction-related accounting, financial data, documentation, and operational processes.
Ready to Outsource Your Accounting and Bookkeeping Work?
From bookkeeping and tax support to advisory and specialist services, build the right offshore finance support for your business.
Finance Solutions Built Around Your Business Needs
Whether you’re leading a CPA firm, finance function, growing company, or specialized financial operation, DynaSUM BPO aligns its support to the challenges and priorities specific to your business.
Delivery Model at DynaSUM BPO
Not every business needs the same outsourcing model. You can build a team, move a function offshore, outsource a process, or have colleagues top up the existing team performing the functions. Select the model you have to suit your workload, operating structure, and level of control.
Dedicated Finance Team
Build a dedicated offshore finance team around your workload, processes, and reporting requirements. DynaSUM BPO manages the team while your business gets consistent, long-term finance capacity.
Best for:
Businesses and CPA firms seeking a stable, dedicated team.
Includes:
- Dedicated Professionals
- Managed Delivery
- Long-Term Capacity
Workforce Migration
Move existing finance processes or roles to DynaSUM BPO with a structured transition designed to preserve business knowledge, workflows, and continuity.
Best for:
Businesses looking to transition an existing finance function offshore.
Includes:
Knowledge Transfer
- Process Transition
- Continuity Planning
Outsourcing
Hand over defined accounting, tax, finance, or back-office processes to DynaSUM BPO while retaining visibility and control over the outcomes that matter to your business.
Best for:
Organizations ready to outsource specific finance functions or processes.
Includes:
Defined Scope
- Managed Processes
- Service Accountability
Team Extension
Add DynaSUM BPO professionals to your existing finance team when you need additional capacity, specialist expertise, or support without transferring ownership of the function.
Best for:
Finance teams that need flexible support without full process outsourcing.
Includes:
Flexible Capacity
- Specialist Support
- Team Integration
We Work Inside Your Finance Environment
Keep your existing finance systems. DynaSUM BPO works within your technology environment, connecting people, processes, and platforms without forcing unnecessary system changes.
Accounting & ERP Platforms
Microsoft Business Environment
Broader Business Systems
Already have a system in place? Keep it.
DynaSUM’s finance and accounting teams are designed to work within your existing environment, whether it’s Microsoft, another ERP, cloud accounting software, or a mixed technology stack.
Case Studies
See how DynaSUM BPO helps businesses and CPA firms strengthen finance operations, overcome accounting challenges, and build scalable support through measurable results.
DynaSUM’s Trust Architecture
When you hand over critical finance work, trust comes from more than good intentions. It comes from expertise, controls, accountability, continuity, and clear communication.
Accounting Expertise
Your finance work is handled by professionals who understand accounting processes, reporting requirements, and the standards your business depends on.
Quality Assurance
Important work should not depend on one person’s review. Defined checks and review processes help catch issues before they reach you.
Data Security
Financial information requires careful handling. DynaSum BPO applies controlled access and secure working practices to protect sensitive business and client data.
Service Levels
Reliable outsourcing means knowing what to expect. Clear turnaround expectations and service commitments keep critical finance work moving when deadlines matter.
Business Continuity
Your finance operations should not stop when one person is unavailable. Backup resources and team-based delivery help maintain continuity.
Communication & Governance
You should always know who owns the work, where things stand, and what needs your attention. Clear communication keeps the engagement accountable.
Clear Commitments. Predictable Delivery.
Outsourcing works best when expectations are clear from the start. DynaSUM BPO sets practical commitments around responsiveness, reconciliation, reporting, and time-zone alignment, helping your team stay informed, meet critical deadlines, and work with greater confidence throughout the engagement.
- Emails answered within ONE business day
- Bank reconciliations completed within THREE business days
- Month-end financials delivered by the 10th of every month
- FOUR to SIX hours of daily overlap
Security & Confidentiality Built Into Every Engagement
Your finance data is sensitive by nature. DynaSUM BPO applies layered controls across confidentiality, access, data handling, compliance, and continuity to protect information throughout the engagement.
Confidentiality From Day One
Signed NDAs cover the firm and every individual team member handling client work, establishing clear confidentiality obligations from the outset.
Role-Based Access
Access is granted according to job responsibilities and business need, with privileged or administrator credentials restricted to authorized situations.
Secure Data Handling
Encrypted file transfers, VPN access, controlled USB usage, and printing restrictions help limit how sensitive information is accessed and transferred.
Identity & Access Controls
Authentication controls, permission management, and access reviews help ensure systems and financial information remain available only to authorized personnel.
Compliance & Security Standards
We demonstrate applicable security and privacy commitments through recognized standards and frameworks, including ISO 27001, SOC 2, and GDPR, where genuinely held or applicable.
Business Continuity & Resilience
Every engagement has a named point of contact and backup resource, supported by continuity practices designed to reduce dependence on any single individual.
Our Process: A Clear Path to Outsourced Finance Delivery
From the first conversation through ongoing delivery, DynaSUM BPO follows a structured process designed to understand your needs, establish the right workflow, and transition work with confidence.
Step 1: Discovery Call
30 minutes · No cost
Start With Your Current Reality
We discuss your transaction volumes, entity structure, accounting systems, existing processes, and pain points to understand where support can make the greatest difference.
Step 2: Scope & Proposal
Within 48 hours
Know Exactly What Comes Next
You receive a written scope covering responsibilities, turnaround expectations, pricing, NDA, and engagement terms, so both teams begin with clear expectations.
Step 3: Secure Onboarding
3–5 days
Set Up the Right Foundation
We establish restricted system access, review your accounts and prior periods, document business-specific procedures, and assign a named accountant and reviewer.
Step 4: Catch-Up & Cleanup
If needed
Bring Your Books Up to Date
If you’re behind, we work through historical reconciliations, outstanding items, and cleanup before moving into the regular operating cycle.
Step 5: Ongoing Bookkeeping
Daily · Weekly · Monthly
Work Runs to Your Agreed Cadence
Your DynaSUM BPO team handles the agreed finance activities according to your schedule, workflow, responsibilities, and documentation requirements.
Step 6: Review, Reporting & Close
Every reporting cycle
Finish With Review and Visibility
Each reporting cycle goes through a two-level review before delivery, followed by the agreed reporting pack and regular review conversations.
Why Choose DynaSUM BPO?
Choose a finance outsourcing partner that combines accounting expertise, technology, AI, and operational delivery to build a more capable finance function around your business.
Technology + Operations
Unlike providers focused solely on consulting or outsourcing, DynaSUM BPO connects technology transformation with the teams and processes that operate your finance function.
AI-Enabled Delivery
We incorporate AI and automation into finance operations where they can reduce repetitive work, improve processes, and increase operational efficiency.
Business Understanding
Our dedicated team looks beyond individual tasks to understand the processes, systems, and business objectives behind the finance work being outsourced.
Platform Flexibility
Work within your existing accounting and business systems without being forced into a single platform or technology environment.
Flexible Engagement
Choose dedicated teams, workforce migration, managed outsourcing, or team extension based on how much capacity or operational ownership you need.
Outcome-Led Partnership
We stay involved beyond initial delivery, helping transform, automate, operate, and continuously improve selected business functions.
Put Your Finance Work in Better Hands.
Get the people, processes, technology, and expertise to take critical finance work off your team’s plate and move it forward with confidence.
Frequently Asked Questions
1. Can DynaSUM BPO work with our existing accounting and business systems?
Yes. DynaSUM BPO works within your existing finance environment and adapts to established accounting platforms, ERP systems, business applications, and mixed technology stacks without requiring unnecessary system changes.
2. How do you maintain quality when finance work is handled offshore?
At DynaSUM BPO, our professionals use documented workflows, defined review processes, service commitments, and named resources to create accountability throughout delivery. Reporting cycles can also undergo two-level review before reaching the client.
3. Can we start with one finance process before outsourcing more?
Yes. You can begin with a defined accounting, tax, advisory, or operational requirement and expand the engagement as your workload, priorities, and confidence in the model grow. This allows you to evaluate the working relationship before broadening the scope.
4. How does DynaSUM BPO measure the success of an outsourcing engagement?
Success can be evaluated against agreed service levels, turnaround times, quality expectations, reporting requirements, workload capacity, and operational improvements identified during the engagement. These measures provide a practical basis for reviewing performance and identifying opportunities to improve delivery over time.
5. How quickly can DynaSUM BPO begin supporting our finance function?
The timeline depends on the engagement’s scope and complexity. We begin with a no-cost discovery call, provide a proposal within 48 hours, and typically complete secure onboarding within 3–5 days. Our team offers 100% transparency throughout delivery.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.