Outsource Accounting & Bookkeeping Support Services for U.S. CPA Firms

Outsource the Best and Reliable Accounting & Bookkeeping Support Services for U.S. CPA Firms

White-Label Financial Operations, Payroll, AP & AR Assistance | Serving Firms from Victoria, BC

Boost the efficiency of your firm, deal with hiring issues, and take on additional workload without having to hire more employees. Canadian Cypress offers white-label accounting support USA firms can count on, offering secure, reliable, and fully managed accounting support services for CPA firms as a trusted white-label backend extension for public accounting firms, independent CPAs and bookkeeping professionals across the United States.

Our team of university-qualified professionals, led by our family, has more than 26 years of corporate accounting experience and today's cloud technology to keep your clients' financial information consistent and accurate. We deliver a full range of services in your name behind your brand, so you can focus more time on advisory services, tax planning, and growing and deepening your relationships with clients.

Canadian Cypress White Label Accounting Support

Flexible Back-Office Accounting Support for U.S. CPA Firms

We seamlessly integrate with your software, work processes and communication, and are a part of your internal operations. We can offer you comprehensive virtual bookkeeping services for accounting firms that can help support your practice behind the scenes.

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White-Label Bookkeeping & Financial Record Management

Daily Financial Transaction Processing

We identify and sort banking transactions and business credit card transactions on a daily basis with accuracy, keep ledgers well organized, and complete all financial entries in a timely and uniform manner.

Bank & Credit Card Reconciliations

We reconcile banking records with accounting data monthly to identify discrepancies in a timely manner, to keep financial statements balanced and to provide reliable reporting in all reporting cycles.

Monthly & Annual Financial Close Support

We create organized general ledgers, trial balances, and financial reports with clean documentation for year-end, tax preparation and reviews for your CPA team.

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Accounts Payable (AP) Processing & Vendor Management

Digital Invoice Collection & Processing

Supplier invoices are collected using a centralized cloud-based workflow that collects and arranges key invoice data for speedy and efficient processing and approval.

Purchase Order & Invoice Verification

A comparison is performed between Purchase Orders, Receiving Documents and Vendor Invoices to identify discrepancies, minimise payment errors and eliminate the risk of duplicate transactions.

Electronic Approval Workflows

Our approval processes are structured, ensuring that multiple levels of approval are completed prior to payments being released, maintaining good financial control and internal accountability for our clients.

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Accounts Receivable (AR) & Cash Collection Support

Professional Customer Invoice Preparation

We provide accurate customer invoices and send them out electronically in a standard format that is designed to encourage timely payments and ensure professional client communication.

Accounts Receivable Follow-Up Services

We follow up outstanding invoices via email and telephone, while keeping customers happy and maintaining a professional image.

Integrated Digital Payment Solutions

Payment collection is made simple with secure payment options provided by Stripe, Melio and Plooto, helping businesses to cut down on extended periods of time for payments to be outstanding.

stripe melio Plooto
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Comprehensive Payroll Administration Support

Payroll Processing Services

We process payroll weekly, bi-weekly, and semi-monthly cycles for salaried, hourly and contract workers, and we ensure accuracy for all payroll periods.

Payroll Tax Reporting Assistance

Employers can rely on our experts to assist them in payroll reporting, keeping accurate withholding data, and creating organized records that streamline compliance with federal, state, and local payroll regulations, such as Forms 940 and 941.

Independent Contractor Documentation

We provide 1099 independent contractor tracking for managing contractor files, verifying required documents, and creating full 1099 files to make reporting year-end 1099-NEC and Form 1099-MISC easier.

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Ongoing Support That Grows With Your Firm

Dedicated Team

Experienced professionals who work as an extension of your in-house team.

Scalable Solutions

Easily adjust the level of support based on your workload and client needs.

Faster Turnaround

Streamlined workflows and proactive processes that help you deliver faster to your clients.

Cost Effective

Reduce overhead costs while increasing operational efficiency and profitability.

Focus on Advisory

Free up your time to focus on tax planning, advisory services and growing your practice.

Built Around U.S. Security Standards & Regulatory Compliance

We follow reliable security procedures and operational controls to be put in place to manage sensitive finances. Canadian Cypress protects your company's files with safe file handling and procedure, which comply with the FTC GLBA Safeguards Rule compliance, and ensure that U.S. accounting experts keep their clients informed in all engagements.

Security Controls Designed for U.S. Financial Firms

Administrative, technical and physical safeguards have been implemented in our internal processes to meet the requirements of the FTC GLBA Safeguards Rule compliance. These measures will provide safeguards to protect sensitive financial data and to meet the security expectations of accounting and financial service firms doing business throughout the United States.

Role-Based Access & Multi-Factor Authentication (MFA)

Permission-based environments protected with required multi-factor authentication are used to limit access to clients' information. All workspaces are handled with great care and only authorized and background-checked team members can access or utilize confidential financial documents.

Audit-Ready Digital Documentation

Client Invoices, receipts, supporting documents, tax records and financial transactions are stored in encrypted cloud systems, which are easy to access, document orderly and financial records are always available for audits, reviews and compliance.

Proficient Across Leading U.S. Accounting Software Platforms

We work seamlessly with today's most trusted accounting applications and financial cloud platforms in the United States, enabling us to fit into your current processes without disrupting your daily operations or client processes.

  • Core Accounting Platforms: Certified QuickBooks ProAdvisors, experienced Xero professionals, and NetSuite accounting specialists.
  • AP & AR Management Tools: Bill.com, Melio, Stripe, Plooto and Hubdoc for efficient "bookkeeping,payroll,AP and AR services".
  • Payroll Software Expertise: Gusto, ADP, QuickBooks Payroll and Paychex payroll management solutions.

Why U.S. CPA Firms Trust Canadian Cypress as Their White-Label Partner ?

Over 26 Years of Experience

Decades of corporate accounting experience and financial knowledge to bolster your firm's daily performance and client service.

University-Qualified Leadership

Management team has advanced qualifications in Finance and Business Management from Vancouver Island University (VIU) that ensure reliable leadership and professional advice.

A Practical Answer to Staffing Challenges

Reduce your hiring costs, payroll requirements, recruitment process delays and training budgets by bypassing these issues with scalable accounting support services for CPA firms, backed by a reliable, white-label backend extension.

Confidentiality You Can Count On

We are a family business, and as such, we value long-term partnerships and treat our clients' reputations and financial info with utmost professionalism.

Looking to simplify accounting processes and expand your firm's growth with peace of mind?
Schedule Your Free Consultation Now

Frequently Asked Questions

What is your role as a white label extension of our U.S. accounting practice?
We work behind the scenes as a seamless white-label extension of your firm—not as Canadian Cypress. Our team communicates using your firm's email addresses (e.g., bookkeeping@yourfirm.com) and works within your existing communication platforms, including Slack, Microsoft Teams, and other collaboration tools. To your clients, we operate as an integrated part of your team, ensuring a consistent, professional, and seamless client experience.
Is your team familiar with multi-state U.S. accounting requirements and compliance standards?
Absolutely. We adhere to accounting practices set by the United States, and design workflows around state-specific sales tax and payroll withholding regulations and tracking of 1099 independent contractor tracking. This enables you to have organized records that will be ready for review for your CPA's compliance and reporting process.
How do you share the sensitive financial files with your team safely?
Security is an integral part of each engagement. Client details are not downloaded or stored on unsecured devices. Rather, we communicate directly with your firm's cloud-based protected environment, protected document portal, or accounting software systems like QuickBooks Online and Xero—helping your firm meet the FTC GLBA Safeguards Rule compliance and ensure data is protected.

Boost Your U.S. CPA Practice with a Reliable White-Label Partner

Increase the capability of your company with reliable bookkeeping, payroll, accounts payable, and accounts receivable support delivered by experienced accounting professionals. As an extension of your team, Canadian Cypress works behind the scenes to relieve workforce pressure, boost operational effectiveness, and provide consistent service to your clients without increasing internal overhead.

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Contact Form Demo (#3)
GET A FREE QUOTE

Request Your Free Quote

Complete the form below and our team will contact you shortly.

Contact Form Demo (#3)