Find answers to the most common questions about our offshore accounting services, dedicated teams, engagement models, pricing, security, and client onboarding.
We provide offshore tax preparation, bookkeeping and monthly close, accounts payable, financial reporting, and dedicated staffing support for U.S. accounting and tax practices — under Dedicated Team, White Label, Seasonal, or FTE engagement models.
Outsourcing lets your firm add trained capacity during peak season, reduce recruiting and payroll overhead, and free your in-house team to focus on client-facing advisory work instead of production tasks.
Your dedicated team works your existing software stack on secure, monitored infrastructure during hours that overlap with your practice, following your review workflow and quality standards from day one.
Yes — every deliverable, email signature, and workpaper can be fully white-labeled, so your clients only ever see your firm's name.
Every team member signs an NDA before file access, works on encrypted infrastructure with role-based permissions, and follows a documented confidentiality protocol audited on an ongoing basis.
Most engagements are staffed and onboarded within 2–3 weeks of your discovery call — faster for seasonal support ahead of filing deadlines.
Yes — we work exclusively with U.S.-based CPA firms, accounting practices, enrolled agents, and advisory firms, aligned to U.S. tax law, GAAP, and your firm's compliance standards.
Yes — our Dedicated Offshore Team and FTE models let you hire a named accountant, bookkeeper, or tax preparer who works exclusively on your engagement, year-round.
All access runs through encrypted VPN sessions on monitored infrastructure; no client file is ever stored on a local offshore device.
Yes — every team member signs an NDA and a data-handling agreement before they're granted access to any client file.
Beyond NDAs, we enforce role-based access controls, activity logging, and a documented offboarding process that revokes access the moment an engagement or team member changes.
Our infrastructure and workflows are aligned to SOC 2-style controls covering access management, encryption, and audit logging — reviewed on a recurring basis.
Through encrypted client portals and secure cloud platforms only — we never accept files over unsecured email or personal file-sharing links.
Yes — we work directly inside your existing secure platforms (QuickBooks Online, Xero, Sage Intacct, SharePoint, etc.) rather than exporting data to unmanaged local copies.
A named group of accounting professionals who work exclusively for your firm year-round — not a rotating pool shared across other clients.
A fully branded delivery model where our team works entirely under your firm's identity — your clients never know the work was prepared offshore.
Short-term staffing that scales your capacity through filing deadlines, then scales back down once the season ends — no permanent hiring required.
A full-time equivalent hire — a dedicated professional who works your hours exclusively, priced like an in-house employee without the recruiting or payroll overhead.
It depends on your volume and seasonality — most firms start with Seasonal Support or a single FTE, then move to a Dedicated Team as volume grows. A discovery call will point you to the right fit.
Yes — firms regularly move from a single seasonal resource to an FTE, and from an FTE to a full Dedicated Team, usually within days of approval.
Yes — individual, business, and multi-state returns across QuickBooks, Drake, UltraTax CS, Lacerte, CCH Axcess, GoSystem, and OneSource.
Yes — day-to-day bookkeeping, reconciliations, and monthly close for clients of any size or industry.
Yes — invoice processing, approval routing, and vendor payment support through platforms like Bill.com.
Yes — monthly, quarterly, and year-end financial statements and management reports built to your firm's format and standards.
QuickBooks, Xero, Sage Intacct, Drake, UltraTax CS, Lacerte, CCH Axcess, Bill.com, GoSystem, and OneSource, among others.
Yes — year-end close, adjusting entries, and support preparing your clients' books for tax filing.
Pricing depends on your engagement model, volume, and the mix of services required — a discovery call gets you a firm quote within days.
No — your quote covers the full scope discussed on your discovery call; any change in scope is agreed with you before it's billed.
Yes — many firms start with a single seasonal or FTE resource before expanding into a full Dedicated Team.
Yes — add accountants, tax specialists, or bookkeepers as your volume grows, usually within days.
Bank transfer and major credit cards, billed on the cadence agreed in your engagement contract.
Yes — larger or multi-service engagements are quoted individually based on volume and complexity.
A free call to understand your firm, volume, and current pain points.
We map your software stack, review standards, and seasonal workload in detail.
You receive a scoped proposal with pricing and the engagement model that fits your volume.
Terms are finalized and signed before any team allocation begins.
You interview and approve every professional before they start on your account.
Access is provisioned on encrypted, monitored infrastructure — nothing local.
Your team begins work on the cadence and review workflow you've set.
Year-round coverage from the same team, season after season.
Our experts are ready to help you understand our offshore accounting solutions and recommend the best engagement model for your business.