Acculink

Accounting Outsourcing for California CPA Firms

Cut staffing costs by up to 70% with dedicated offshore staff for tax, bookkeeping, payroll, audit support, and virtual CFO work.

SOC 2 Type II certified. IRS §7216 compliant.
A dedicated team of 300+ CPAs, EAs, Chartered Accountants, and Big-4 alumni
that works in your systems, on your schedule, under your review.
$8–$35/hr, all-inclusive, first 40 hours free.

Claim Your 40-Hour Free Trial

We respond within 24 hours. No setup fee. No lock-in.

SOC 2 Type II ISO 27001:2013 IRS §7216 GDPR
300+

Accounting Professionals

80+

US CPA Firm Clients

60-70%

Staffing Cost Reduction

0

Data Breaches in 5+ Years

40 hrs

Free Trial

The Talent Drain

Why California CPA Firms Are Moving to Offshore Accounting

California CPA firms are not losing staff to better accounting practices. They are losing them to the most well-funded employers in the world.

Bay Area · Tech & VC

Google, Apple, Salesforce, and hundreds of venture-backed startups set pay regional practices cannot match.

Los Angeles · Media & Entertainment

Studios, streaming companies, and talent agencies pull accounting staff from Century City, Beverly Hills, and Woodland Hills practices continuously.

San Diego · Biotech

The biotech cluster in Sorrento Valley, La Jolla, and Torrey Pines recruits at a scale most CPA practices cannot reach.

60-70%
Staffing Cost Reduction

California firms that move to Acculink cut staffing costs by 60 to 70 percent, without giving up quality, turnaround, or data security. Our 300+ professionals integrate into your existing workflow and operate on your schedule.

How It Works

Hire Dedicated Staff for Your California CPA Firm

One professional, working only for your firm, under your supervision.

01

Choose the model

The most common way California firms work with Acculink is the dedicated staffing model: one professional, accountant, bookkeeper, tax preparer, or payroll expert, who works only for your firm, on your schedule, under your supervision.

Not a shared service or a task queue. Your person, doing your firm’s work.
02

Meet your hire

Each hire is matched to your return volume, bookkeeping complexity, software, and client industries. You meet the professional before the engagement starts, set the tasks, and review the output.

Acculink handles employment, IT, data security, and compliance.
03

Keep the continuity

CA PTE estimates, non-conformity workpapers, and equity compensation tracking for venture-backed clients are recurring, layered work, and a dedicated professional carries client knowledge forward quarter to quarter.

California CPA Firm Roles

Roles California CPA Firms Hire Through Acculink

Build a dedicated offshore team matched to your work, from entry-level support to senior oversight.

Entry Level

Bookkeeper

Transaction entry, reconciliations, ledger upkeep.

Entry Level

AR/AP Billing Executive

Receivables, payables, and billing management.

Entry Level

QuickBooks Expert

QBO and Desktop bookkeeping and cleanup.

Entry Level

Xero Accounting Expert

Xero bookkeeping, reconciliations, reporting.

Mid Level

Accountant & Staff Accountant

General ledger, month-end close, statements.

Mid Level

Tax Preparer & Reviewer

1040, 1120, 1120S, 1065, 1041 prep and review.

Mid Level

Audit Support Staff

Workpapers for financial, 401(k), and EBP audits.

Mid Level

Payroll Expert

End-to-end payroll, deposits, quarterly filings.

Senior Level

Account Supervisor

Oversees deliverables, coordinates with your team.

Senior Level

Virtual CFO

Budgeting, forecasting, board-ready reporting.

Start Building Your Team Go-live in 5–10 business days

What We Handle

What Your Dedicated Acculink Team Handles

From daily bookkeeping to California tax workpapers, on the platforms your clients already use.

Accounting & Bookkeeping

Transaction entry, bank and credit card reconciliations, AR and AP, general ledger, month-end and year-end close, and financial statements.

Across QuickBooks Online, Desktop, Xero, and Sage, no migrations, no software changes.

Tax Preparation & Compliance

Individual (1040), C-corp (1120), S-corp (1120S), LLC/LLP/partnership (1065), and trust (1041) returns, plus review and planning.

California PTE, non-conformity, LLC fee, and S-corp franchise tax workpapers run alongside federal filings, staged for your CPAs (detailed below).

Payroll Management

End-to-end payroll: calculations, federal and state deposits, quarterly 941 filings, and California EDD filings (DE 9 and DE 9C).

CA SDI and ETT withholding, SUI tracking, W-2 and 1099 prep, garnishments, and year-end close.

Audit Support

Financial audit workpapers, 401(k) audit, and EBP audit documentation.

Prepared to your standards and ready for your CPAs before client delivery.

Virtual CFO & FP&A

Budgeting, multi-year forecasting, cash flow projections, KPI dashboards, and board-ready reporting for clients who need strategic support alongside compliance.

California Industries

California Industries Your Acculink Team Covers

A generic offshore team has not built equity comp workpapers for venture-backed firms, loan-out S-corp returns for entertainment clients, or R&D tracking for clinical-stage biotechs. We match professionals to your clients’ industries.

Technology & Venture Capital

Bookkeeping, reporting, and workpapers for software, SaaS, hardware, and VC-backed startups: cap table accounting, 409A valuation support, R&D tax credit workpapers (including the California R&E credit under RTC §23609), multi-state nexus, and equity compensation across ISO and NSO grants.

Entertainment & Media

Bookkeeping and workpapers for production companies, studios, music publishers, talent agencies, and the loan-out corporations that structure entertainment income, including royalty and residual income, film-investment passive activity, and the interaction between loan-out S-corp income and California’s 1.5 percent entity-level franchise tax on S-corporations.

Biotech & Life Sciences

Financial reporting, R&D expense documentation, grant tracking, and workpapers for clinical-stage biotechs, contract research organizations (CROs), and medical device companies.

Real Estate

Property accounting, rental income, depreciation schedules, 1031 exchange documentation, and investor-facing reporting, including the interaction between federal passive activity rules and California’s own depreciation treatment.

Agriculture

Farm accounting, commodity income tracking, crop insurance proceeds, Subchapter T cooperative returns, and multi-entity farm structures for Central Valley and coastal agricultural businesses.

Cost Comparison

In-House Hiring vs. Offshore Accounting for California CPA Firms

Most partners know the salary for an accounting hire; fewer have run the true cost. In California, employer-side FICA, SUI, SDI, ETT, benefits, retirement matching, paid leave, and office overhead add 30 to 40 percent on top of base pay, higher still in the Bay Area and Los Angeles.

In-House Accounting Staff in California With Acculink CPA
In-House Accounting Staff in CaliforniaWith Acculink CPA
Direct Cost Market-rate salary, among the highest in the US $8–$35/hr, all-inclusive
Employer Overhead Payroll taxes, SUI, SDI, ETT, benefits, and office overhead on top Included in the hourly rate
True Annual Cost Substantially more than the salary figure No hidden additions
Onboarding Timeline 4–8 weeks minimum (recruiting, interviews, training) 5–10 business days
Data Security Depends on your firm’s own infrastructure SOC 2 Type II Certified
Trial Period None 40 hours free
Exit Terms Notice period, potential severance No lock-in, no penalties
CA-Specific Tax Work Separate hire needed, or work sent out CA PTE, LLC fee, CA non-conformity, and S-corp franchise tax workpapers included

For a Bay Area or Los Angeles firm carrying two or three accounting positions, outsourced accounting justifies the shift within the first quarter.

California Tax

The California Tax Environment Your Acculink Team Is Built For

California runs a parallel tax system through the Franchise Tax Board. Your team already works in it, on the right FTB forms, from day one.

California Pass-Through Entity Tax (CA PTE)

Handled on FTB Form 3804, with the June 15 estimate (the greater of 50% of prior-year PTE tax or $1,000) on FTB Form 3893 and the PTE credit on each owner’s Form 540, extended through 2030 under SB 132.

FTB 3804 · FTB 3893 · June 15

California Non-Conformity to Federal Law

California-specific workpapers for the §199A QBI addback, disallowed bonus depreciation, the separate §163(j) calculation, and R&E kept fully deductible despite federal §174.

§199A · bonus depreciation · §163(j) · R&E

California LLC Gross Receipts Fee

We prepare the $800 annual minimum franchise tax and the graduated gross-receipts fee, $900 ($250,000–$499,999), $2,500 ($500,000–$999,999), $6,000 ($1,000,000–$4,999,999), and $11,790 ($5,000,000 or more), with the June 15 estimate on Form 3536 once California receipts pass $250,000.

$800 min + graduated fee

California S-Corporation Franchise Tax

Prepared on Form 100S alongside the federal 1120S, the greater of the 1.5% franchise tax on California net income or the $800 minimum.

1.5% · Form 100S

Your dedicated team works these on the current forms and rates; the filing decisions and sign-off stay with your licensed CPAs.

Compliance

Compliance & Data Security for California CPA Firms

California adds disclosure and privacy duties beyond most states. Acculink operates inside each one.

IRS §7216 (offshore disclosure consent)

Under IRC §7216 and Treas. Reg. §301.7216-2, written client consent is required before return information goes to a provider outside the US, even your own supervised staff (26 CFR 301.7216-2(c)(2)), with the added 1040-series language of Revenue Procedure 2013-14. Acculink supplies the ready-to-use consent templates at onboarding.

CA B&P Code §5063.3 (engagement letter disclosure)

California Business and Professions Code §5063.3 and 16 CCR §54.1 require engagement-letter consent before confidential client information leaves the US, separate from and in addition to §7216. Acculink supplies the engagement-letter disclosure language alongside the §7216 consent templates.

California Privacy Rights Act (CPRA)

Effective January 1, 2023, the CPRA reaches businesses with over $25 million in annual gross revenue, 100,000-plus California consumers or households, or 50% or more of annual revenue from selling or sharing personal information; GLBA-covered financial data is exempt at the data level. Acculink’s SOC 2 Type II and ISO 27001:2013 audited infrastructure already exceeds it.

California Board of Accountancy (outsourcing standards)

The California Board of Accountancy, a division of the California Department of Consumer Affairs, permits offshore support staff where the licensed firm keeps supervisory responsibility and holds client consent under BPC §5063.3 and IRS §7216. Acculink works inside that line: your CPAs approve every deliverable, and our staff do not file returns, contact clients, or represent your firm.

Frequently Asked Questions

California CPA Firms

Everything California partners ask before moving work offshore. Still have a question? Contact Us

Can California CPA firms legally outsource accounting and tax work offshore?

Yes, under California Board of Accountancy standards and the AICPA Code of Professional Conduct, provided your firm retains supervisory responsibility for all work product. For tax work, written client consent under IRS §7216 is required before disclosing return information to a preparer located outside the United States, and this holds even when that provider works as your own supervised staff (26 CFR 301.7216-2(c)(2)). California also requires, under Business and Professions Code §5063.3, that your engagement letter disclose the transfer of confidential information outside the US and obtain written consent. Acculink provides compliant templates for both at onboarding.

What does California law require beyond §7216 before I send client files offshore?

California Business and Professions Code §5063.3 and 16 CCR §54.1 require your engagement letter to state that confidential client information will be disclosed to persons or entities outside the United States, with written client consent before that work begins. That is separate from the §7216 consent, which covers tax return information specifically; both must be satisfied before offshore work starts. Acculink provides engagement letter disclosure templates alongside the standard §7216 consent templates.

Does Acculink handle CA PTE returns and California non-conformity workpapers?

Yes. We prepare CA PTE workpapers including the FTB Form 3804 entity-level calculation, June 15 estimated payment tracking via FTB Form 3893, and PTE credit coordination on each qualified taxpayer’s Form 540. For non-conformity, we handle the §199A addback, California depreciation separate from federal bonus depreciation, §163(j) adjustments where applicable, and California R&E expenditure treatment on every return where federal and California law diverge.

Does Acculink handle entertainment industry and loan-out corporation accounting?

Yes. We handle bookkeeping and workpaper preparation for loan-out S-corporations, production companies, and talent-side entities, including the interaction between loan-out S-corporation income and California’s 1.5 percent franchise tax on S-corporations (Form 100S) and the individual California return, staged for your licensed CPAs before client delivery.

Will my clients know their work is going to an offshore team?

That is your decision, with one California-specific requirement: under California BPC §5063.3, your engagement letter must disclose that client information will be transferred outside the United States and obtain written consent before offshore work begins. Beyond that legal requirement, how you communicate your staffing model to clients is up to you.

How does Acculink handle data security under the California Privacy Rights Act?

Acculink is SOC 2 Type II certified and ISO 27001:2013 certified, with independent audits covering access controls, encryption, audit trails, and incident response, and we sign a data processing agreement with every client firm. Data processed for GLBA-covered financial services purposes is generally exempt from the CPRA at the data level, but our certified infrastructure meets and exceeds CPRA requirements regardless.

How long does it take to get an Acculink team set up for my firm?

Most California CPA firms are fully operational within 5 to 10 business days of signing, covering the scoping call, team matching, and onboarding of your workflows, software access, and file templates. The 40-hour free trial starts on go-live day with live work, so you see real performance from the beginning.

What if the free trial does not meet my expectations?

You are not obligated to continue. No setup fee is charged, and there is no exit penalty. If the quality, turnaround, or working relationship is not right during the 40-hour trial, the engagement ends at no cost.

Ready to Cut Your California CPA Firm’s Staffing Costs?

Staffing gaps in accounting do not resolve on their own. Acculink firms are typically onboarded and delivering within 5 to 10 business days, and the first 40 hours cost nothing.

Claim Your 40-Hour Free Trial

We respond within 24 hours. No setup fee. No lock-in.

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