Offshore bookkeeping for US small businesses
How offshore bookkeeping works for US small businesses: what to delegate, controls, monthly workflow, working with your CPA and choosing a provider.
The short answer
Offshore bookkeeping means a bookkeeper abroad handles your day-to-day books, such as categorization, reconciliations, bills, invoicing and month-end close, inside your QuickBooks Online or Xero. It works safely when the bookkeeper has a named user with limited permissions, never holds banking passwords, prepares but doesn't approve payments, and hands clean books to your US CPA.
Step by step
- Decide the scope. Daily entry, reconciliations, AP/AR, close; tax stays with your CPA.
- Set controls. Named user, least privilege, prepare/approve split, vendor-change verification.
- Agree the monthly workflow. Document cut-off, question batch, close pack.
- Connect with your CPA. Accountant access and a year-end checklist.
Every article in this topic
Offshore Bookkeeping Controls: A Checklist for US Small Businesses
The financial controls to set up before an offshore bookkeeper starts: user access, approvals, vendor changes, reconciliations and the CPA hand-off.
Read →BookkeepingWhat to Send Your Offshore Bookkeeper Each Month
A monthly checklist of documents and answers an offshore bookkeeper needs from you, so the books close on time without back-and-forth.
Read →BookkeepingHow Much Does Bookkeeping Cost in 2026? US, Online and Offshore Compared
Real 2026 pricing for US in-house bookkeepers, online bookkeeping services and offshore dedicated bookkeepers — with sources — and how to choose.
Read →BookkeepingThe Month-End Close Checklist for Small Businesses (12 Steps)
A practical 12-step month-end close checklist for QuickBooks Online and Xero users — from bank feeds to reconciliations, accruals, review and reporting.
Read →BookkeepingBank Reconciliation, Step by Step: A Guide for Small Businesses
What bank and credit card reconciliation is, why it matters, a step-by-step process in QuickBooks Online or Xero, and how to fix common differences.
Read →BookkeepingThe Weekly Bookkeeping Routine That Makes Month-End Easy
A practical weekly bookkeeping routine — categorization, reconciliation, AR, AP, receipts and a short owner report — that keeps books current and month-end close fast.
Read →BookkeepingPreparing Your Books for Your CPA at Year-End: A Bookkeeper's Checklist
A year-end checklist for small-business bookkeeping — reconciliations, cleanup, documents and the package your CPA needs — so tax season goes smoothly.
Read →BookkeepingBookkeeper vs Accountant vs CPA: Who Does What?
The differences between bookkeepers, accountants and CPAs — scope, credentials and when you need each — and how they work together.
Read →Offshore Bookkeeper vs Local Bookkeeper: Which Is Better?
Offshore vs local bookkeeper for a US small business: scope, controls, CPA hand-off and when each makes sense.
Open →Remote Bookkeeping Services: QuickBooks & Xero
Dedicated or fractional bookkeepers from the Philippines for QuickBooks Online and Xero: reconciliations, AR/AP, payroll support, month-end close and cleanup.
Open →Get your evenings back.
Book a 20-minute fit call. We'll map the work you want off your plate and tell you honestly whether a dedicated assistant is the right move.