The CPA-Led Team Behind Your Offshore Staff
Led by a Washington-licensed CPA who has signed the return. 200+ accounting professionals trained on your systems. We recruit, train, and review the offshore preparers we place inside your firm, so the work is proven before your name is on it.
Meet the team running your delivery
Deep expertise in U.S. tax, accounting operations, and offshore delivery management.
Jugal Thacker
A Washington-licensed CPA with 7+ years inside US firms – PwC, a real-estate tax practice, then a full-service firm, rising from reviewer to manager to advisory. Built Accountably's staffing model from the ground up – an accountant who learned staffing, not a staffer who learned accounting.
Shivani Mehta
Oversees talent acquisition, onboarding, and retention across the India delivery center. Ensures every professional deployed meets Accountably's training and readiness standards.
What drives our delivery
Offshore fails on trust, not talent. A partner's name is on every return, so these aren't aspirational values on a wall – they're the proof we engineer into every engagement before the work reaches your desk.
SOP-Driven Execution
Every process documented, every workflow mapped. Consistent delivery regardless of who does the work.
Multi-Layer Review
Preparer → Senior → Quality → Final review. Errors are caught internally before work reaches your desk.
Turnaround SLAs
Predictable delivery windows for every engagement – not vague timelines, but measurable commitments.
SOC 2 Aligned Security
Encrypted exchanges, role-based access, zero local storage, audit logs, and background-verified staff.
Built for CPA Firm Standards
Not generic offshore – purpose-built for U.S. accounting
U.S.-Led Management
Every engagement overseen by experienced U.S. professionals who understand your firm's compliance needs and review expectations.
3-Week Onboarding Framework
Team members are trained on your systems, templates, review preferences, and IRS workflows before touching live work.
Continuity by Design
Work follows the system, not the individual. If a team member exits, a trained replacement steps in with zero disruption.
As Featured In
Our offices
U.S.-led management in Austin. Cost-effective delivery from Ahmedabad. Two locations, one seamless operation.
United States
5900 Balcones Dr Ste 100
Austin, TX 78731
India
Block-B, 1306, East Face, Ambli
Ahmedabad, Gujarat 380058
Common questions
What CPA firm partners ask before working with our team.
How does onboarding work when we start with Accountably?
Every team member goes through a 3-week delivery readiness framework covering your firm's systems, templates, review preferences, and IRS workflows. By day one of live work, they understand your documentation logic, naming conventions, and deadline expectations.
Is the team trained on U.S. accounting standards?
Yes. Every Accountably professional is trained on U.S. GAAP, IRS workflows, and firm-specific processes. Our training covers review notes, documentation logic, and deadline accountability before team members work on any client engagement.
What tools and platforms does your team work in?
We work inside your systems – UltraTax, CCH Axcess, ProConnect, Lacerte, Drake, QuickBooks, Xero, Karbon, TaxDome, Suralink, and more. Our team trains on your specific workflows, not generic processes.
How do you handle data security and confidentiality?
SOC 2 aligned controls, NDA-backed confidentiality, role-based data access, secure VPN and server protection, audit logs, zero local storage, encrypted file exchange, and background-verified staff. Security is structural, not an afterthought.
What happens if a team member leaves – is there continuity?
Yes. Our SOP-driven model means every process is documented and standardized. If a team member exits, a trained replacement steps in with zero disruption – the work follows the system, not the individual.
How do time zones work between the U.S. and India?
Our India team overlaps with U.S. business hours for communication and handoffs. Work also progresses while your U.S. team sleeps – giving you completed deliverables by the time your morning starts.
Don't trust us. Test us.
The team behind your offshore staff adds tested capacity to your firm. Start with 1-3 trained preparers and scale as trust builds. Not a fit in the first 30 days? We replace them free.