Bookkeeping
Daily, weekly, and monthly reconciliations across your client portfolio - bank, credit card, merchant payouts, intercompany. QuickBooks, Xero, NetSuite, Sage.
Offshore Accounting for CPA Firms
Dedicated Offshore Accounting & Tax Team for CPA Firms
Datastub gives your CPA firm a white-glove offshore accounting and tax team - qualified, trained, experienced professionals. We work as your extended team, under your firm's brand name, inside your environment and workflows. That frees you to elevate your CPA practice: win new clients, and keep your experienced staff and senior CPAs on tax planning, advisory, and CFO services - not reconciliations and tax prep.
What We Bring
6+
Years Serving US CPA Firms
25+
CPA Partner Firms
250K+
Billable Hours Delivered
20+
Expert Professionals
All 50
States
Our Services
Twelve Services for CPA Firms
Add capacity without adding headcount. Whatever your clients need across bookkeeping, accounting, tax, and audit support, your firm can deliver it with Datastub - without another job posting, another desk, or another payroll line. Same quality, more capacity.
Bookkeeping & Accounting
Tax
Audit & Advisory
Engagement Models
Three Engagement Models. Pick What Fits Your Needs.
Per-FTE
Most commonPer-FTE
A dedicated full-time accountant on your engagement.
- Learns your workflow, your client portfolio, and your review standards
- Works as a consistent member of your extended team
- Best when you have steady monthly volume across multiple clients
Per-Project
Per-Project
A scoped engagement for a defined deliverable.
- A backlog cleanup, a system migration, or a busy-season tax push
- Fixed scope and fixed timeline, agreed before we start
- Best when the work has a clear start and finish
Per-Hour
Per-Hour
Variable work that does not fit the first two models.
- Flexible hours for niche projects or overflow
- Good for firms testing the partnership before scaling
- Best when volume is unpredictable month to month
Complimentary trial
Pilot offer
Try a complimentary pilot project. Start with a one-week pilot - free, with no obligation. See our work quality, our experienced professionals, and how we communicate and run your workflow firsthand, before any commitment.
Security & Compliance
Your Data Never Leaves Your Systems
Specifics, Not Vague Claims.
Where your data lives
We work inside your environment - no data moves to our local systems. Inside your RDP/VDI, data never leaves your systems.
Who can access it
Office-only, with role-based access. Only the team assigned to your engagement can access your files. Full audit trails on every action.
Where our team works
Dedicated in-office only. No public networks, no personal devices. NDAs with each employee on day one.
Coverage we carry
We carry E&O insurance and cyber security insurance - so you're covered.
From the Founder
Meet Your Partnership Lead
Nimesh Soni
Founder - CPA (US)
I'm a US CPA, and I started Datastub in 2019 after years running accounting and tax seasons - so I know exactly how much of a senior CPA's and partner's time gets lost to work that should never reach a partner's desk.
Over 6+ years in accounting, I've worked across industries - eCommerce, real estate, construction, retail, restaurants, contractors, wholesale, and tech/IT - building teams that handle everything from complex reconciliations and multi-state sales tax to business and international tax filings. My focus has always been the same: books that are accurate, review-ready, and built to fit how a firm already works.
That's the standard I built Datastub on, and it's the one I hold every partnership to.
Real Partnerships
How We've Helped Firms Like Yours
Three firms, three different problems - here's what partnering with us actually looked like.
Client story
A 15-Person Miami Accounting Firm's Clients Were Waiting on Financials
Outcome
Every set of financials delivered by the 5th
The firm was onboarding new clients, but quality bookkeeping staff were hard to find. They handed over five construction clients, each around $1M in revenue. That first month, we delivered every set of financials by the 5th, clean and ready to pass to clients with no rework. Within three months they moved another 10 clients to us, and today we handle their entire accounting client base.
Client story
CPA Firm in DC: 350 Returns, Four People
Outcome
240 returns prepared during tax season
They were looking at 350+ returns with only three preparers and one reviewer. In February, they brought us in for overflow. We completed 240 returns - prepared, checked, and ready for final sign-off - giving the owner enough room to take on additional extended-deadline clients.
Client story
A CPA Firm in Columbus Was Ready to Leave Its Offshore Team
Outcome
Pilot led to nearly three seasons together
They tested us with one complex tax return involving Forms 5471, FBAR, and FATCA. Our international tax team prepared the return, our in-house CPA reviewed it, and we kept the firm updated daily. The finished return showed the precision and communication they had been missing.
The Workflow
Here's Exactly How We Work Together
One-time setup
Access & Setup Review
We connect to your environment, tools, and required access, then review how each client is currently set up - books, chart of accounts, open items, and where things stand.
One-time setup
Understanding Your Workflow
We learn how your firm works - your standards, your close process, your review expectations, your month-end deadlines - so we fit into your system.
Monthly cycle
Daily Accounting
Day-to-day work begins: recording transactions, reconciliations, and keeping the books current across your client portfolio.
Monthly cycle
Month-End Reporting
We close the month and prepare financials and management reports on the deadline you set - clean, accurate, and review-ready.
Monthly cycle
Review & Ongoing Support
You review the month-end close, financials, and reports. From there the monthly cycle continues, with daily or weekly check-ins on your schedule.
Where We Go Deep
Industries We Know Deeply
We work with businesses in every industry. These are some we know inside out.
eCommerce
Multi-channel sales, inventory by SKU, marketplace fees, returns, multi-state sales tax.
We reconcile Shopify, Amazon, eBay, and Etsy into clean books and handle the nexus filings.
Read More ->Cell Phone Repair
Parts inventory across 30K+ SKUs, multi-location, repair vs. resale sales tax rules.
This is the industry we started with in 2019. We've handled the messiest cases.
Read More ->Contractors
Job costing, WIP, retainage, schedule-of-values, 1099 vs. W-2 classification.
We track every job to a real margin so you know which work is making money.
Read More ->Real Estate
Per-property books, depreciation, 1031 exchanges, operator vs. investor entity structure.
One client. Multiple LLCs. Books that roll up cleanly at year-end.
Read More ->Home Care
Caregiver payroll, multi-state compliance, Medicaid billing reconciliation.
We handle the payroll mechanics and the S-Corp election questions that come with growth.
Read More ->We also serve industries
Construction
Professional Services
Restaurants & Food
SaaS & Tech
Healthcare Practices
Salons & Spas
Property Management
Auto Repair
Non-Profits
Creative Agencies
Logistics
Many More
Don't see yours here? We've handled plenty that aren't on this list.
Let's talk
Can we start with just one client, or a pilot?
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Yes. Most partnerships start with a one-week pilot — free and no-obligation, on a single client or a defined task — so you can judge our quality, communication, and workflow before committing.
How quickly can you onboard a new partnership?
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Within 7 days of signing. The first 24–48 hours covers software access, NDAs, and knowledge-transfer setup. The rest is shadow review or an SOP walkthrough. By the end of week one, your assigned team is producing work for your review.
What services do you offer to CPA firms?
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Bookkeeping, accounting and CAS, payroll, month-end and year-end close, and the complete range of tax: individual, business, international, sales and use, and 1099s. Plus audit support and advisory production.
What software are your accountants trained on?
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QuickBooks Online and Desktop, Xero, NetSuite, Sage, Drake, ProConnect, Bill.com, Ramp, Gusto, and ADP. If you use something outside this stack, we'll evaluate it before we commit.
How do you communicate day-to-day?
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Through your channels — email, Slack, Microsoft Teams, and your project management system. Your assigned accountant keeps in touch daily or weekly, so you get status updates continuously.
Can you handle busy-season volume spikes?
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Yes, with scope agreed in advance. Per-FTE engagements scale by adding seats; per-project scaling is common around year-end close and Q1 tax season. The earlier you flag the volume, the cleaner the ramp-up.
How is our client data protected?
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In most partnerships we work inside your environment — your RDP or VDI, on the licenses you provide — so your data never leaves your systems. Our team works office-only, with role-based access, no personal devices, and NDAs signed on day one.
What if it's not working, or we want to exit?
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No long-term contracts. Exit with 30 days' notice. Simple.
LET'S PARTNER
Let's Partner for Your Firm's Growth
Fill in the form. We'll respond within 24–48 hours to schedule a 15-minute partnership call.