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.
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.
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.
Dedicated Offshore Talent
Full-time professionals embedded in your team, working exclusively on your clients.
Build–Operate–Transfer
We build and manage your offshore team, then transfer full ownership when you're ready.
White-Label Delivery Teams
Complete delivery teams with built-in management, QC, and SOP documentation.
Not sure which model fits? We'll recommend the right one during your initial consultation.
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.
Accounting
Full-cycle accounting – bookkeeping, month-end close, reconciliations, AP/AR processing, and financial reporting.
Bookkeeping
Transaction recording, categorization, and GL maintenance.
Learn morePayroll Management
Payroll processing review and compliance reporting.
Learn moreInventory Management
COGS calculation and inventory valuation support.
Learn moreBooks Cleanup & Historic Accounting
Historical cleanup, catch-up work, and reconciliation.
Learn moreAccounts Receivable
Invoicing, collections support, and aging analysis.
Learn moreAccounts Payable
Invoice processing, vendor management, and 1099 tracking.
Learn moreAccounts Management
Chart of accounts maintenance and reconciliation.
Learn moreTaxation
Individual and business tax preparation by U.S. tax-trained professionals. Workpaper prep and return drafting while you maintain review control.
Individual Tax Return (Form 1040)
Standard and complex individual returns with all schedules.
Learn moreNon-Profit Tax Return (990 Series)
Forms 990, 990-EZ, and 990-PF for exempt organizations.
Learn moreTrust Tax Preparation (Form 1041)
Fiduciary returns for trusts and estates with beneficiary K-1s.
Learn moreMultistate Tax Preparation
Multi-state returns, nexus analysis, and SALT compliance.
Learn moreTax Preparation
General tax prep including workpapers, extensions, and amendments.
Learn moreS-Corp Tax Preparation (Form 1120S)
S-Corp returns with shareholder K-1s and basis tracking.
Learn moreC-Corporation Tax Return (Form 1120)
Corporate returns with state extensions and compliance.
Learn morePartnership Tax Return (Form 1065)
Partnership returns with K-1 prep and allocation schedules.
Learn moreFinancial Analysis
Management reporting, FP&A, cash flow forecasting, and financial reporting for informed decision-making.
Audit & Compliance
Financial audits, compliance reviews, internal controls testing, and specialized audit support.
Financial Audits
Audit preparation, workpaper organization, and document gathering support.
Learn moreCompliance & Regulatory Audit
Filing support, compliance monitoring, and regulatory reporting.
Learn moreOperational & Internal Audits
Audit testing, documentation, and remediation tracking.
Learn moreIT & System Audits
IT controls assessment, system access reviews, and data integrity audits.
Learn moreInternal Controls & Testing
Control documentation, testing, and gap analysis.
Learn moreSpecialized Audits
SOX compliance, benefit plan audits, and industry-specific audit support.
Learn moreAdvisory & Consulting
Strategic financial guidance including forecasting, tax planning, entity selection, and virtual CFO services.
Financial Forecasting & Budgeting
Rolling forecasts, budget prep, and scenario planning.
Learn moreBusiness Entity Selection (LLC, S-Corp, C-Corp)
Entity structure analysis, tax impact comparison, and formation guidance.
Learn moreTax Planning & Strategy
Tax projection support, scenario analysis, and planning docs.
Learn moreVirtual CFO Services
Fractional CFO support, executive reporting, and strategic financial leadership.
Learn moreNot sure which services you need?
Get started and we'll map your firm's needs to the right service mix.
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 Speed | 4–8 weeks typical | 3–6 months recruiting | 2–3 weeks to production |
| Scalability | Limited bench depth | Slow hiring cycles | Scale up/down in days |
| Cost vs. U.S. Hire | 30–40% less | Full burden cost | 40–60% less |
| Risk Mitigation | No guarantee | At-will employment | 30-day risk-free pilot |
Real Results From Real Firms
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.
"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
"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."
"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."
"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."
From Call to Capacity in 3 Weeks
A simple, proven onboarding process that gets your offshore team producing quickly without disrupting your existing operations.
Discovery Call
We map your service needs, systems, volume, and current bottlenecks. You get a custom staffing recommendation within 48 hours.
Team Assembly
We select and pre-train professionals matched to your service mix, software stack, and workflow preferences.
Integration & SOP Setup
Your team is onboarded into your systems with documented SOPs, QC checkpoints, and communication protocols.
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.