Outsourced Accounting & Tax Prep for CPA and EA Firms
Take On More Clients This Busy Season. Without Hiring Anyone.
NSI CAPITALS is a white-label accounting partner for US CPA firms and enrolled agents. Our 120+ US-focused accounting specialists prepare tax returns, monthly books, and audit schedules inside your software, under your brand, and hand them to your reviewer ready to sign off. We stay behind your brand, and your firm owns every client relationship.
- Your brand, your clients
- NDA + non-solicit signed before day one
- Review-ready files, open items listed
- Completed reconciliationsbank, card, payroll liability & clearingPendingReady
- Supporting schedulestied to source documents & trial balancePendingReady
- An open-item listevery question or missing document listedPendingReady
- Your conventionschart of accounts, naming & standardsPendingReady
Problem Finder
The Busy-Season Problems We Take Off Your Desk
If this is your firm…
“We turned away clients last season.”
You didn't have the people to take them.
…here's what changes
Route returns and books to a dedicated NSI pod. Volume steps up before peak weeks and back down after. No seasonal hiring cycle.
You keep the client relationship. We add the capacity behind it.
Who We Serve
Built for US Accounting Practices
Designed specifically for firm leaders who demand review-ready quality, rigorous data security, and seamless software integration.
CPA Firms & Partnerships
Add seasonal and year-round capacity without adding headcount.
Enrolled Agents
We handle prep and bookkeeping behind the scenes, so you focus on representation and advisory.
Independent Tax Preparers & Solo Practitioners
Grow past the number of returns one person can carry.
Bookkeeping & Accounting Firms
Structured support that holds one standard across every client file.
White-Label Delivery
White-Label Services for CPA & EA Firms
Review Standards
What Lands in Your Review Queue
Every file we hand over includes:
Completed reconciliations
bank, card, payroll liability, and clearing accounts
Supporting schedules
tied to source documents and the trial balance
An open-item list
every question or missing document, with context, so nothing is guessed to close a return
Your conventions
your chart of accounts, naming, and documentation standards
Clear Process
Start Small. Scale Before Peak.
- 01
Scope call
Your software, return types, volumes, and where your season breaks down. You talk to an accountant, not a salesperson.
- 02
Pilot with a few files
Most firms start with a handful of returns or client books to test standards and handoff.
- 03
Scale for busy season
Lock in capacity before January, so work routes with no lead time when volume arrives.
We Work Inside Your Tax and Accounting Software
Work directly inside Drake, UltraTax, ProConnect, QuickBooks, and Xero — tied to your firm's standards and workpaper templates.
Common Questions
CPA Firm Outsourcing FAQ
What is white-label accounting for CPA firms?
White-label accounting means an outside team prepares bookkeeping, tax returns, or workpapers for a CPA firm under that firm's brand. The firm keeps the client relationship and signs off on the work. NSI CAPITALS works this way: inside your systems, to your standards, with no client contact.
Do our clients need to know you're involved?
Your clients deal only with your firm, and deliverables arrive in your format. IRS rules (Treas. Reg. 301.7216-3) require your firm to get each taxpayer's written consent before disclosing tax return information to a preparer outside the United States, and AICPA ethics rules require you to inform clients before sharing confidential information with a third-party service provider. NSI CAPITALS provides consent wording you can add to your engagement letter.
Who reviews and signs the returns?
Your firm. Review and signature stay with you. We prepare the return and supporting workpapers to your standards and deliver them into your review process.
What protects our client relationships?
Confidentiality and non-solicit terms covering every client file, signed before work begins. We do not approach or contract with your clients.
Can we start with a small number of files?
Yes. Most firms start with a handful of files to confirm standards and handoff, then scale volume from there.
Do we have to commit to volume year-round?
No. Volume flexes with your calendar. It scales up through busy season and steps back afterward, so you don't carry fixed capacity through quiet months.
Do you represent our clients before the IRS?
No. Representation stays with your firm's CPA, EA, or attorney. We prepare the records and draft response packages behind it.
Lock In Busy-Season Capacity Before January
Firms that set up intake before peak season route work on day one, with no lead time. Book a 30-minute scope call and start with a few files.
