Clean Ledgers. Accurate Cash Flow. Trusted Under Your Brand.
Outsourced Bank and Credit Card Reconciliation Services for CPA Firms
White-label bank and credit card reconciliation delivered with precision. Offshore reconciliation specialists provide daily to monthly transaction matching, error detection, and reporting, fully integrated with your firm's systems and workflows.
UP to.95%
Accuracy in matching bank and credit card transactions
X faster
reconciliation cycles compared to in-house teams
-75%
Cost savings vs. hiring full-time reconciliation staff
/5
Availability of reconciliation professionals
Timely Matching. Strong Controls. Scalable Consistency.
Globus Finanza’s Outsourced Reconciliation Services: Built for CPA Firms, Designed for Trust
For us, reconciliation is not just a core part of the firm’s financial reliability strategy; it is the whole strategy. Our bank reconciliation outsourcing services, which are meant for CPAs in the USA, carry the message that we go beyond just verifying each transaction to being thorough and consistent while also categorizing and recording the transactions for the entire process. Our commitment to accuracy and regulatory compliance allows us to extract valuable information from the reconciliations rather than just being a data matching exercise.
Our experts become a natural part of your firm’s existing workflows, thus guaranteeing full trust and instant access to information. We combine automated matching along with the human factor; therefore, we spot and fix not only over-sights but also misunderstands that could grow into audit problems. Additionally, the format of the reconciliations adheres to your firm’s brand, they arrive in your chosen schedule and are always handy for effortless reporting.
If you oversee transactions in high volumes or complex financial workflows, our reconciliation staff is there to provide support for ensuring that you are always audit-ready, cleaning up cash positions, and enjoying a smooth closure of the period, every month.
- Monthly bank statement reconciliation
- Daily transaction matching and verification
- Credit card reconciliation solutions
- Exception reporting and error detection
- Integration with QuickBooks, Xero, NetSuite & ERP systems
- Transparent, audit-ready reporting
Whether you serve seasonal businesses or high-transaction firms, our services deliver precise account reconciliation without overhead or delays.
Reconcile With Confidence
Ensure timely, accurate cash flow tracking without hiring additional staff with our outsourced bank and credit card reconciliation services.
End-to-End Bank & Credit Card Reconciliation Support for CPA Firms
End-to-End Remote Bank & Credit Card Reconciliation Services for CPA Firms
Our reconciliation services provide your firm with a complete, hands-off solution for maintaining cash accuracy. We begin with secure bank and card feed connections, then execute automated transaction matching to detect inconsistencies. Manual review steps ensure exceptions are handled with the rigor your clients expect. By delivering branded reconciliation reports under your firm’s name, we reinforce trust and professionalism in every interaction.
As part of our white-label offering, our offshore team becomes an extension of your back office, aligned with your tech stack and your quality controls. Whether you're reconciling multiple accounts or high-transaction clients, our scalable model adjusts as your needs evolve. Best of all, you retain visibility through dashboards and exception alerts while avoiding the overhead of internal reconciliation staff.
Secure Account Feed Integration
Connect bank and credit card data with industry-standard encryption
Exception Review and Resolution
Manual reconciliation for unmatched items with clear audit notes
Keep Cash Flow Crystal Clear
Enhance your firm’s value with reliable reconciliation without adding headcount.
Hire a Reconciliation Specialist with Globus Finanza
Precision Matching, Under Your Brand.
Scale your reconciliation capacity with offshore specialists trained in CPA workflows. Fully integrated into your team, they provide timely reconciliation expertise with the confidence and reliability clients expect.
- Virtual reconciliation experts with bank & card transaction experience
- Full-time, part-time, or surge availability
- SOP-led workflows tailored to your processes
- Proficient in major accounting platforms and reconciliation tools
- Focus on accuracy, completeness, and error resolution
Why Choose Globus Finanza for Reconciliation Outsourcing?
Why Opt for Globus Finanza for Your Reconciliation Outsourcing?
Financial management has a primary and indispensable condition of cash flow accuracy, which implies perfection in the reconciliation of accounts. Our services combine automation, well-trained people, and verification processes to bring accuracy and no compromise. At Globus Finanza, the bank and credit card reconciliation services that we offer to CPAs in the USA are done by using this combination of automation and human resources. We are aware that a small mistake that has come out of reconciliation can become the source of audit issues and client mistrust, so we have prepared controls that are more than matching—our systems guarantee that each transaction is reviewed, documented, and delivered simply under your brand.
We provide various solutions. If you are a reconciler who does hundreds of transactions a day or you have a situation where the number of clients increases seasonally, our solutions are scaled effortlessly. We send you exception alerts in real time, compliance documentation, and branded reports designed for the CPA workflow. Take control and have clear visibility with Globus Finanza, because outsourcing saves you the trouble of adding more employees to your in-house team.
- Specialists trained in bank and credit card reconciliation best practices
- White-label delivery keeps clients unaware of outsourcing
- Multi-tier review process for high accuracy
- Real-time exception alerts for fast resolution
- Scalable services during high-transaction periods
- Secure, compliant workflows with audit trail tracking
- Regular quality assurance and process improvement
Straighten Out Cash Flow, Seamlessly
Keep your books clean, your audits smooth, and your clients satisfied with reconciliation support that scale. Experience our white-label precision with a free trial today.
How We Deliver Top-Tier Reconciliation Services for Your Firm
At Globus Finanza, we blend reconciliation precision with client-focused adaptability. Our outsourced bank and credit card reconciliation services are structured for accuracy, consistency, and seamless integration within your existing processes—whenever and however you need them. We do more than just match transactions; we provide controls that safeguard finances and build trust, all delivered in your style.
From secure onboarding to branded reconciliation reports, we craft a full-featured remote reconciliation and reporting service for CPAs. Each engagement is supported by repeatable workflows, real-time dashboard visibility, and escalation protocols for exceptions or anomalies.
- Dedicated Reconciliation Onboarding & SOP Setup
- Integration with your firm’s accounting platforms (QuickBooks, Xero, NetSuite, etc.)
- Automated Matching with Manual Exception Review
- Daily, Weekly or Monthly Closing Cycles
- Scalable Reconciliation Staffing for High-Volume Periods
- Regular Process Reviews & Quality Improvements
- Audit-Ready Reports & Secure Documentation
Got a Question?
Frequently Asked Questions
Based on your workflow and client preferences, daily, weekly, or monthly bank and credit card reconciliations can be done.
All exceptions were reviewed manually, which means we investigate, document, and resolve mismatches with audit trails and notes.
Yes, indeed, we notified you that we integrate feeds with QuickBooks, Xero, and NetSuite through secure APIs or file imports.
Branded reports are delivered to you, showing matched transactions, exceptions, and unresolved items, usually accompanied by commentary and recommendations.
Depending on how busy the season gets, our offshore team will scale to support your firm's reconciliation surges.
Yes, indeed, each transaction will have audit trail documentation and notes on its resolution.
Yes, you can try it on one account to validate its quality; then, scale it up accordingly across your client base.
Latest Insights on Reconciliation & Cash Flow
Stay current with best practices for reconciliation automation, cash accuracy, and auditing insights.
