Your Offshore Team, Built in
3 Weeks – Here's Exactly How
Most offshore fails because of bad process, not bad people. Walk through the system 30+ CPA firms use to cut delivery costs 40% – without the chaos.
Which of These Sounds Like Your Firm?
Select all that apply – we'll show you how we solve each one.
We've Solved This Before
Our structured offshore model addresses each pain point you selected – with built-in quality control, predictable costs, and zero disruption to your current operations.
See How We Solve It↓ Here's exactly how we'd fix that for your firm
Discovery & Assessment
In 45 minutes, you'll know exactly where your firm leaks capacity – and how many offshore staff it takes to fix it. We send a custom proposal within 24 hours, not a generic pitch deck.
Workflow Mapping
We identify where time is lost, what's repeatable, and what can move offshore immediately.
Capacity Sizing
You'll walk away knowing the exact team size for your current workload and growth goals.
Security & Compliance Scoping
We document your quality standards, communication preferences, and data security requirements.
What You'll Walk Away With
Team Selection & Matching
We reject 85% of applicants before you see a single profile. You interview the finalists, approve your pick, and never get a resume dump.
Multi-Stage Vetting
Technical assessment, U.S. GAAP competency test, and communication evaluation before anyone reaches your desk.
Your Stack, Their Expertise
We match against your specific software, service lines, and client complexity – not generic "accounting experience."
You Make the Call
Interview 2–3 finalists over video. Ask anything. No one starts without your sign-off.
Our Vetting Pipeline
3-Week Delivery Readiness
Week 1: U.S. standards. Week 2: Your systems and SOPs. Week 3: Supervised client work with sign-off. By day 21, they're producing – not still learning your file naming.
Week 1: U.S. Standards
Deep dive into U.S. GAAP, IRS workflows, and documentation requirements specific to your service lines.
Week 2: Your Systems & SOPs
Training on your specific software, templates, naming conventions, and firm-level workflows.
Week 3: Practice & Validation
Supervised work on real deliverables with feedback loops and competency sign-off before going live.
3-Week Onboarding Breakdown
Foundation & Standards
U.S. GAAP, IRS workflows, documentation standards
Your Systems & Workflows
Software training, templates, naming conventions
Practice & Validation
Supervised work, QC review, competency sign-off
The onboarding was the game-changer. Our offshore team understood our workflows better than some local hires we've had. They hit the ground running.
Pilot & Integration
Your offshore team works on real client engagements from day one – inside your systems, under your standards. If the work doesn't meet your bar within 30 days, you pay nothing.
Real Work, Real Systems
No sandboxes – actual client engagements from day one, inside QuickBooks, UltraTax, CCH, or whatever you use.
Dedicated Success Manager
Daily check-ins during week one, then weekly syncs. Fast feedback loops so issues get resolved in hours, not weeks.
Zero-Risk Guarantee
Full refund within 30 days if the work doesn't meet your standards. 97% of firms continue past pilot.
What You'll See During Pilot
Every deliverable passes 4 checkpoints before it reaches your desk
Preparer
Self-review checklist
Senior Review
Technical accuracy
QC Check
Compliance & completeness
Final Sign-Off
Manager approval
Scale & Optimize
One firm started with 2 tax preparers. Eighteen months later, they run 8 offshore staff across tax, bookkeeping, and CAS – and partners haven't touched a workpaper since month three. That's the path.
Add Team Members
Same proven onboarding process. New staff ramp faster because your SOPs are already documented.
Expand Service Lines
Move from tax prep into bookkeeping, audit support, CAS, or financial analysis as your firm grows.
Free Partners for Advisory
With delivery handled, partners shift from reviewing workpapers to selling advisory services and deepening client relationships.
Growth Paths Our Firms Take
Accountably vs. Typical Offshore
Not all offshore is created equal. See where the standard model falls short – and how our approach fills the gaps.
| Feature | Typical Offshore | Accountably |
|---|---|---|
| Onboarding Process | Resume-based staffing, minimal onboarding | 3-week delivery readiness program |
| Quality Control | You handle all review in-house | 4-tier QC before delivery |
| U.S. Standards Training | General accounting background | U.S. GAAP & IRS workflow certified |
| Turnaround Guarantees | Best-effort turnaround, no SLAs | SLA-backed delivery timelines |
| Staff Continuity | Turnover risk with no backup plan | Backup coverage + free replacement |
| Security | Standard NDA, limited controls | SOC 2 Type II + VPN + zero local storage |
| Risk | Long-term contracts, no performance guarantees | 30-day pilot, full money-back guarantee |
See What Your Firm Could Reinvest
Adjust the sliders to match your situation. The savings aren't just a number – they're capacity for advisory services, partner distributions, or growth hires.
Reinvest in Growth
Redirect savings into advisory hires, technology, or distributions.
Savings from Month One
No ramp-up costs. Predictable monthly pricing from the start.
$2,200/mo per staff member. Includes training, 4-tier QC, management, infrastructure, and backup coverage. No hidden costs.
Common Questions
Everything you need to know about working with Accountably.
How long does it take to get started?
From initial discovery call to a fully trained team member working in your systems typically takes 3–4 weeks. That includes our complete 3-week onboarding program with U.S. GAAP training, your systems setup, and supervised practice work. For urgent seasonal needs, white-label teams can start within 5–7 business days.
What systems do your teams work in?
Your systems – QuickBooks, Xero, UltraTax, CCH Axcess, Lacerte, Drake, Karbon, TaxDome, Canopy, and more. We train every team member on your specific tech stack during onboarding, so there's no new software to buy or learn. If you use something niche, we'll build training around it.
What if a team member doesn't work out?
During the 30-day pilot, you get a full refund if the engagement isn't working – no questions asked. After the pilot, we provide free replacement of any team member who isn't meeting your expectations. We also maintain backup coverage so your workflows never stall during transitions.
How is data security handled?
We're SOC 2 Type II certified with enterprise-grade security protocols. All team members connect through encrypted VPN, work on monitored systems with zero local storage, and undergo thorough background verification. Role-based access controls ensure staff only see the data they need for their specific assignments.
Do I need to create SOPs and training materials?
No. Our teams come pre-trained on U.S. standards and common accounting workflows. During onboarding, we actually help document and standardize your firm's processes – which means you end up with better SOPs than you started with, even beyond the offshore engagement.
What's the minimum commitment?
Month-to-month after the 30-day pilot. No long-term contracts, no lock-in periods. You can scale up during tax season and scale down after – or keep growing year-round. Most firms choose to expand because the economics and quality speak for themselves.
How The Strauss Group Scaled Tax Season Without the Chaos
A 15-person firm in Atlanta was losing senior staff, drowning in tax season, and watching margins shrink year over year. Here's how they turned it around with Accountably in under 90 days.
"We went from dreading tax season to actually growing during it. The offshore team feels like an extension of our firm – not a vendor."– David Strauss, Managing Partner, The Strauss Group, Atlanta
Your Partners Deserve
Their Time Back
Book a 45-minute discovery call. Walk away with a capacity plan and custom proposal – whether you choose us or not.