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Guides for accounting firms

Quick answer

Practical, answer-first guides for CPA firms, Singapore accounting practices and finance teams: what outsourcing costs, how to start, month-end close and audit support checklists, client confidentiality, and Singapore reporting. Search by keyword or filter by topic.

Last reviewed by the Offshore Accounting Hub team: 5 October 2026

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12 guides

Cost & pricing · Getting started

What offshore accounting costs a CPA firm

Offshore accounting cost for CPA firms: pricing per client file, per hour or per FTE, what drives the price, and how it compares with a local hire.

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Getting started

How to outsource bookkeeping as a CPA firm

How to outsource bookkeeping as a CPA firm, step by step: choosing files, client consent, access, SOPs and checklists, test batches and quality checks.

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Close & reporting · Getting started

Month-end close checklist (US GAAP)

A day-by-day month-end close checklist for small and mid-sized businesses under US GAAP: reconciliations, cut-off, accruals, flux review and reporting.

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Audit support

PBC request list for audits and reviews

What to include in a prepared-by-client (PBC) request list for a financial statement audit or review, and how to track it so fieldwork starts on time.

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Audit support

What is a lead schedule?

What is a lead schedule? It summarises one financial statement area, ties it to the trial balance and links to the detailed audit workpapers behind it.

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Security & compliance · Getting started · Singapore practices

Client confidentiality when you outsource accounting work

Client confidentiality when outsourcing: what CPA firms and Singapore practices must check on professional rules, tax rules and data protection.

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Getting started

Busy-season capacity planning for CPA firms

Busy season capacity planning for CPA firms: measure hours by work type, move preparation work early and add offshore support before the peak.

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Getting started

What to test in a 90-day outsourcing pilot

A scorecard for a 90-day outsourcing pilot: quality, turnaround, responsiveness, security and cost per file, with targets to agree before you start.

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Singapore practices · Close & reporting

Management accounts for Singapore companies

What monthly management accounts for Singapore companies should include, how they relate to SFRS financial statements and how to keep them on time.

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Singapore practices · Getting started

Outsourcing for Singapore accounting practices

How Singapore accounting practices can outsource bookkeeping and management accounts: what to send, working hours, data protection and pricing in SGD.

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Close & reporting · Getting started

Cleaning up QuickBooks Online before you outsource

A QuickBooks Online clean-up checklist: uncategorised items, unreconciled accounts, duplicates, opening balances, undeposited funds and old open items.

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Close & reporting

Flux analysis explained

Flux analysis compares account balances between periods, flags movements above a threshold and explains them, catching errors before reports go out.

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General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.

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