Your clients need tax prep, bookkeeping, FP&A and tax preparation services but you do not have the bandwidth. So every client you turn away is revenue walking out the door.
This is not just offshore. It is a strategic partnership that keeps your firm name front and center while we handle the heavy lifting.
Financial modeling, budgeting and forecasting, KPI dashboards, and management reporting for CFO-level client insights.
Monthly bookkeeping, bank reconciliations, AR/AP management, payroll processing, and financial statement preparation using your procedures.
Individual returns, business returns, state and local filings, amended returns, and extension support. Your India team works your tax season schedule.
Outsource the work, keep the relationships, grow the revenue
See how CPA firms are using offshore teams to double capacity, cut costs, and reclaim their calendars.
White-label tax prep team with 3 preparers working nights and weekends U.S. Eastern Time.
"My clients have no idea I am outsourcing. The work quality is identical, turnaround is faster, and I am not working 80-hour weeks anymore."
Offshore bookkeeping and accounting team handling all compliance work for 60+ clients.
"This is not just cost savings. It is a strategic business decision."
Dedicated offshore team for payroll processing and state tax compliance across 15 states.
"We thought offshore meant cheap and risky. Turns out it means professional, reliable, and profitable."
ISO 27001 certified, ensuring your firm's sensitive data is protected by the most rigorous international standards for information security management.
India-based CPAs, chartered accountants, and finance graduates trained in U.S. GAAP, tax code, and CPA firm workflows.
Teams match your schedule, East Coast, West Coast, or Central, with real-time collaboration.
Over 10,000 tax returns processed, $2B+ reconciled, and 100+ CPA practices supported across the U.S.
No long contracts. No hiring headaches. No offshore handoff excuses. Just seamless support that feels like your in-house team.
We study how you work: your software, templates, communication style, and quality standards.
Within 2 weeks, trained professionals work exclusively on your firm's clients.
Wake up to completed reconciliations, drafted returns, and clean reports ready for review.
You maintain full oversight. Every deliverable is branded with your firm name.
We'll walk through your current workflow, show real cost comparisons, and map out what a 30-day pilot would look like.
Schedule 20-Min Discovery CallFlexible engagement models, from project-based support to dedicated teams.
Best for: Consistent year-round workload.
You get 1-10 professionals working exclusively for your firm, trained in your processes.
Pricing: Fixed monthly fee per team member.
Best for: Seasonal spikes or one-time initiatives.
We scope the project, assign talent, and deliver on deadline without long-term commitment.
Pricing: Quoted per project.
Best for: Baseline work plus seasonal spikes.
Maintain a dedicated core team and scale up or down during busy periods.
Pricing: Fixed monthly core plus flex capacity.
We'll review your workload, client mix, and growth goals, then recommend the model that makes the most financial and operational sense.
Talk to an Outsourcing Specialist100% white-label. All communication comes from you. Our team uses your email templates, firm branding, and communication style.
We build a 30-day trial into every engagement. If the work does not meet your bar, you walk away with no long-term contract.
We are ISO 27001 certified. Data is encrypted in transit and at rest, our team signs NDAs, and security controls are built into delivery.
We scale with you for weekend coverage, night shifts, and extended March and April hours.
We work with your existing tools, including QuickBooks, Xero, Drake, Lacerte, ProSeries, CCH, and Thomson Reuters.
Standard bookkeeping, reconciliations, and routine tax prep are typically 24-48 hours. Rush work can be same-day when scoped.
Yes. Many firms start with 1-3 test clients, see the results, and expand from there.
You have input on team selection. If someone is not a fit, we swap them out.
Book a 20-minute consultation. We'll review your firm's workload, show real cost comparisons, and map out a 30-day pilot.