Outsource & Offshore Consulting
Offshore that works.
On your terms.
We consult on offshoring strategy, then deliver the execution.
Your second office in India staffed by partners, not sales teams.
Outsource & Offshore Consulting Services
Every CPA firm has the same challenge: how to scale delivery without scaling permanent payroll. Offshoring feels like the answer until you’re managing an offshore team that doesn’t understand your clients, turns over every 18 months, or requires constant rework. That’s not offshoring. That’s staff augmentation with distance. We offer something different. We don’t place talent. We deliver outcomes. We consult on whether offshoring makes sense for your firm, which services to offshore first, and how to structure the engagement so it actually works. Then we become your second office staffed by qualified accountants and overseen by partners with deep offshore and international accounting practice experience. Your clients’ work gets done in India, on time, at the quality standard you demand. You retain the client relationship. We handle the delivery.
What We Deliver
Offshoring Strategy Consultation
We audit your current delivery model and recommend which services, clients, or transaction types are best suited for offshore delivery
Pilot Engagement Setup
We design and run a controlled pilot – typically one or two high-volume clients – to test the model before full-scale deployment.
Workflow Integration
Your clients’ files, instructions, and approval process integrate directly into our operation. No separate offshore inbox or delayed turnarounds.
Team Structure and Accountability
A dedicated team supports your firm, overseen by a partner who reviews quality and manages escalations.
Training and Compliance Onboarding
Our team learns your clients’ specific compliance requirements — industry, geography, internal standards — from day one.
Knowledge Base and Process Documentation
We build a living playbook of your clients’ needs, preferences, and compliance quirks, so every month gets better.
Turnover Protection
Unlike typical offshore staff augmentation, our team stability is governed by a service-level agreement. Our partners are accountable for retention.
By Market
Best candidates for offshore delivery: Bookkeeping, routine tax return assembly (below Form 1120), payroll processing, document management.
Why it works: Core compliance frameworks (GAAP, IRS) are stable. Software (QuickBooks, Xero) is global. Our team handles multi-entity structures, estimated tax tracking, and 1099 reconciliation without escalation.
Best candidates for offshore delivery: Bookkeeping, VAT return preparation and calculation, payroll administration, HMRC correspondence drafting.
Why it works: HMRC rules are codified. Our team handles CJRS/SEISS claims, directors’ loan accounts, and construction industry scheme reconciliation. We understand UK MTD requirements.
Best candidates for offshore delivery: Bookkeeping, GST return preparation, payroll processing, ATO correspondence.
Why it works: ATO compliance is rules-based. Our Australia practice lead is ATO-qualified and handles NDIS, aged care, and SCHADS compliance. No surprises. Partnership with specialists available.
Best candidates for offshore delivery: Bookkeeping, payroll administration, GST/HST return preparation, CRA correspondence.
Why it works: CRA requirements are clear. We handle multi-provincial complexity without requiring local resources. T4/T1 assistance included.
Best candidates for offshore delivery: Bookkeeping, GST returns, payroll
processing, depreciation and tax schedules.
Why it works: IRD compliance is standardised. We handle imputation credits, FIF rules, and maori authority compliance as routine.
Best candidates for offshore delivery: Bookkeeping, monthly VAT, corporate compliance calendars, payroll administration.
Why it works: UAE VAT is codified. We manage freezone and onshore structures. Local corporate compliance calendars built in.
How Offshoring Works With Us
Week 1: Strategy Consultation
We meet with you and your team, audit your current delivery, and identify
which services and clients are right for offshore execution.
Week 2–3: Pilot Design
We design a controlled pilot with one or two high-volume clients, set SLAs, and
establish approval workflows.
Week 4: Go-Live
Your pilot clients’ files move to our India operation. Your firm retains client
communication and final sign-off.
Ongoing: Weekly Operations
Our team delivers on schedule. Your firm reviews and approves. Partner escalation available 24 hours if needed.
Monthly: Partner Review
The partner leading this practice reviews operations, flags quality concerns, and recommends process improvements.
Why Offshore Fails - And How We Avoid It
Most offshore fails because:
- Offshore teams don’t understand your clients’ specifics your processes
become rigid constraints rather than helpful guidelines. - Staff turnover is high you’re constantly retraining people who don’t stay.
- Escalation takes days time zones, communication delays, unclear accountability.
- Quality suffers work comes back requiring rework, which defeats the savings.
We avoid all of these.
- Your compliance requirements are our baseline, not our learning curve.
- Our staff is managed by the same partners overseeing your delivery no separate sales team, no separate profit centre.
- Partner escalation happens inside hours, not across time zones.
- Rework is a service failure, not a normal cost of offshoring.
