Trusted by 70+ CPA Firms

28+ Offshore Services. One Delivery System That Works.

Tax, accounting, audit, and advisory execution – handled by trained teams in your systems, following your SOPs, with 4-tier quality control built in.

30-Day Pilot Guarantee: Full refund if not satisfied
CPA
CPA
CPA
CPA
Join 70+ firmsscaled with Accountably
4.9/5 on Clutch

You Don't Have a Sales Problem. You Have a Delivery Problem.

You're not short on clients – you're short on capacity. And every week you spend buried in production work is a week you're not growing.

Partners Trapped in Reviews

Your highest-value people are fixing workpapers instead of serving clients and closing deals.

Bookkeeping Backlogs

Month-end close is consistently late, and reconciliation errors are piling up across client accounts.

Turning Away Work

You're declining audit support and advisory engagements because there's no one available to staff them.

What If You Could Scale Delivery Without the Chaos?

Accountably builds structured offshore delivery systems for CPA firms. We don't just send bodies – we deploy trained teams with documented processes, multi-layer QC, and U.S. management.

U.S. GAAP Trained
Your Systems & SOPs
4-Tier Quality Review
SOC 2 Security

We work in the platforms you already use

QuickBooks
xero
UltraTax CS
ProConnect
Lacerte
Drake
CCH Axcess
Karbon
TaxDome
Canopy
QuickBooks
xero
UltraTax CS
ProConnect
Lacerte
Drake
CCH Axcess
Karbon
TaxDome
Canopy

Choose Your Engagement Model

Pick the model that fits your firm, then explore the services below. Every model covers any combination of our 28+ services.

Complete Offshore Delivery Across Every Service Line

From routine compliance to complex advisory – we handle the execution so your team can focus on client relationships and growth.

Not sure which services you need?

Get started and we'll map your firm's needs to the right service mix.

Get Started →

Not All Offshore Is Created Equal

Most offshore vendors provide bodies. We provide systems. Here's what that means for your firm.

Capability Typical Offshore Vendor In-House Hiring Accountably
Quality Control Self-review only Partner-dependent 4-tier multi-layer QC
U.S. Management Offshore-managed Direct oversight U.S.-led delivery managers
SOPs & Documentation You create them You create them We build & maintain them
Security & Compliance Basic NDA Office-controlled SOC 2 aligned protocols
Deployment Speed4–8 weeks typical3–6 months recruiting 2–3 weeks to production
ScalabilityLimited bench depthSlow hiring cycles Scale up/down in days
Cost vs. U.S. Hire30–40% lessFull burden cost 40–60% less
Risk Mitigation No guarantee At-will employment 30-day risk-free pilot

Real Results From Real Firms

Case Study

How a 12-Person CPA Firm Scaled to 2,800+ Returns Without Adding U.S. Staff

A growing firm in Texas was turning away clients during tax season. Their partners were buried in review work, and recruiting wasn't keeping pace. Within 3 weeks of onboarding with Accountably, they deployed a 6-person offshore team covering tax prep, bookkeeping, and financial reporting.

Tax Preparation Bookkeeping Financial Reporting Workpaper Prep
"We went from turning away clients to actively pursuing new business. The quality is indistinguishable from our in-house work."
– Managing Partner, Texas CPA Firm
2,800+
Returns Processed
42%
Cost Reduction
3 Wks
To Production
"The 4-tier QC process caught errors our internal team was missing. Our clients have no idea the work is done offshore – the quality is that seamless."
Robert K.
Robert K.
Managing Partner, Top-50 CPA Firm
Tax Preparation
"Month-end close went from 15 days to 5. Our bookkeeping team is now processing 3x the volume with better accuracy than before we engaged Accountably."
Sarah M.
Sarah M.
Director of Operations, Regional Firm
Bookkeeping & Accounting
"We needed audit support fast. Accountably had a trained team preparing workpapers in our system within two weeks. The SOC 2 alignment gave our compliance team confidence."
James L.
James L.
Audit Partner, Multi-Office Firm
Audit & Compliance

From Call to Capacity in 3 Weeks

A simple, proven onboarding process that gets your offshore team producing quickly without disrupting your existing operations.

1

Discovery Call

We map your service needs, systems, volume, and current bottlenecks. You get a custom staffing recommendation within 48 hours.

2

Team Assembly

We select and pre-train professionals matched to your service mix, software stack, and workflow preferences.

3

Integration & SOP Setup

Your team is onboarded into your systems with documented SOPs, QC checkpoints, and communication protocols.

4

Production & Scale

Work begins under 4-tier quality control. Scale the team up or down as your needs evolve – no long-term lock-in.

Questions Answered

What happens during the 30-day pilot?

During the pilot, your offshore team handles real client work under full 4-tier QC. You have a dedicated U.S. delivery manager checking in weekly. If the work quality, turnaround time, or team fit doesn't meet your standards within 30 days, you pay nothing. Most firms convert to full engagement within the first two weeks.

How does the 4-tier quality control work?

Every deliverable passes through four review stages: preparer self-review, peer cross-check, team lead technical review, and U.S. manager final sign-off. Each stage has documented checklists specific to the service type. This catches 99%+ of errors before work reaches your partners – so your review becomes a quick confirmation, not a correction session.

How do you handle multi-entity or multi-state clients?

We assign team members who specialize in complex, multi-entity structures. For multi-state work, our teams are trained on nexus analysis, apportionment calculations, and state-specific filing requirements. We maintain internal compliance checklists for all 50 states and common multi-entity scenarios including consolidated returns, intercompany eliminations, and tiered partnership structures.

Can I start with one service and add more later?

Absolutely. Most firms start with their highest-volume need – usually tax preparation or bookkeeping – and expand into audit support, financial analysis, or advisory as they see results. Scaling is built into every engagement model. You can add new service lines, increase headcount for busy season, or reduce during off-peak – usually with just a few days' notice.

What's the minimum engagement size?

Our smallest engagement is a single full-time dedicated professional. Most firms find the best ROI starts at 2–3 team members, which provides enough depth for cross-training and coverage. There's no minimum contract term beyond the 30-day pilot – though the average engagement lasts 3+ years because the model works.

What does pricing look like?

Most firms invest 40–60% less than equivalent U.S. hires, including all management, QC, and infrastructure costs. Exact pricing depends on your team size, service mix, and engagement model. We provide a detailed, transparent quote during your initial consultation – no hidden fees, no surprise markups. You'll see a clear per-person or per-team monthly rate.

How do you keep our client data secure?

Our security infrastructure is SOC 2 aligned with encrypted connections, multi-factor authentication, role-based access controls, and monitored delivery centers. Team members work in controlled environments with no personal device access to client data. We sign NDAs and can accommodate your firm's specific security requirements including VPN mandates and DLP policies.

What if a team member isn't the right fit?

We replace them – fast. Our bench depth means we can swap in a new team member with comparable skills within days, not weeks. During the 30-day pilot, any replacement is at no cost. Even after the pilot, we guarantee team fit as an ongoing commitment. Your delivery manager monitors performance and proactively flags issues before they affect your work quality.

Ready to Scale Without the Hiring Headaches?

70+ CPA firms already made the call. In 30 minutes, we'll map your capacity gaps, build a custom staffing plan, and show you exactly what it costs – with a risk-free pilot to prove it works.

30-Day Money-Back Guarantee
No Long-Term Contracts
Live Team in 3 Weeks