Trusted by 70+ CPA Firms

Your Partners Shouldn't Be Managing Accounts

Free your U.S. team from day-to-day accounting management. Trained offshore specialists handle GL oversight, financial reporting, and controller-level support inside your systems – with 4-tier QC before anything reaches your desk.

40–60%
Cost Savings
70+
Firms Served
3 Wks
To First Deliverables

Accounts management shouldn't be your firm's bottleneck

Partners and senior staff waste hours on routine accounting management that should be handled at production level – freeing zero time for advisory, client development, or growth.

Reporting Delays

Monthly financial packages arrive late. Board meetings happen without current numbers. Clients lose confidence in your firm's delivery.

Staff Turnover

Senior accountants leave in 12–18 months. You lose deep client knowledge, reporting preferences, and relationship continuity.

Quality Gaps

Without standardized processes, financial packages vary in format, accuracy, and depth across different clients and staff members.

Margin Erosion

$65K–$85K per U.S. senior accountant with benefits, plus supervision and rework costs on complex engagements.

The Real Cost of In-House Accounts Management

$85K+Average fully loaded cost per U.S. senior accountant
12–18 moAverage tenure before turnover hits
20–30 hrsPartner review time per month on account management
3–6 moTime to hire and train a replacement
Calculate Your Savings →

Full-Cycle Accounts Management Execution

Everything from GL oversight to board-ready reporting packages – handled by U.S.-trained offshore teams inside your systems.

General Ledger Oversight

Comprehensive GL management including account structure maintenance, reconciliation, and integrity monitoring.

Chart of accounts management
Monthly reconciliation cycles
GL integrity monitoring

Financial Reporting Packages

Client-ready financial statement packages with management commentary, KPIs, and trend analysis.

Monthly financial packages
Management commentary
KPI dashboard creation

Controller-Level Support

Senior accounting oversight including close management, policy enforcement, and financial strategy support.

Month-end close management
Accounting policy enforcement
Process improvement

Multi-Entity Consolidation

Consolidated financial reporting across multiple entities with intercompany elimination and segment analysis.

Intercompany eliminations
Segment reporting
Currency conversion support

Budget & Variance Analysis

Comprehensive budget preparation, variance tracking, and management reporting to drive informed business decisions.

Annual budget preparation
Monthly variance reports
Forecast vs actual analysis

Client Accounting Services

Full-service CAS delivery including monthly packages, advisory support, and client communication management.

Monthly CAS packages
Client meeting preparation
Advisory data support

Your Accounts Management Team in 3 Weeks

A proven onboarding process that gets your accounting management handled fast – without the typical offshore headaches.

1

Discovery Call

We learn your client portfolio, reporting requirements, close calendars, and management expectations.

2

Team Assembly

We match senior accountants with experience in your client industries, entity types, and software.

3

SOP Training

Your team trains on your reporting formats, close procedures, and quality standards.

4

Pilot Engagement

Start with 5–10 clients. We handle the management, you review. Scale when ready.

Most firms complete onboarding in 2–3 weeks and scale to full capacity within 60 days.

In-House vs. Accountably

The average U.S. senior accountant costs $65K–$85K in salary alone. Add benefits, payroll tax, training, supervision, and turnover – you're looking at $90K–$110K fully loaded per head before they even deliver their first financial package.

ComparisonU.S. In-House StaffAccountably
Senior Accountant / Controller (Annual)$80,000 – $100,000$30,000 – $40,000
Staff Accountant (Annual)$55,000 – $70,000$20,000 – $28,000
Time to Productivity3–6 months2–3 weeks
Multi-Entity ExperienceVaries✓ Standard
Multi-Layer QC Built In✗ Not included✓ 4-tier review
Backup Coverage✗ No coverage✓ Always covered
Financial Package SLANo guarantee✓ By the 10th monthly
Turnover RiskHigh – 12–18 mo avg✓ 98.7% retention

We Work Inside Your Software

Our teams train on your tech stack during onboarding – no migration needed.

Q
QuickBooks

QuickBooks Online

Certified Team
Q
QB Desktop

QuickBooks Desktop

Certified Team
»
Xero

Xero

Certified Team
+
Sage Intacct

Sage Intacct

Certified Team
N
NetSuite

NetSuite

Trained Team
K
Karbon

Karbon

Trained Team
B
Bill.com

Bill.com

Trained Team
+

+ Any Other

We'll Train
Your software not listed? Request integration support here
Case Study
55+Clients managed
$112KAnnual savings
30+ hrsFreed per week
Day 8Close target met
Get Similar Results →

How Whitfield & Partners Freed 30+ Hours Per Week From Client Accounting Management

A 14-person CPA firm with 55+ CAS clients but no scalable delivery system. Partners were buried in monthly financial packages and client meetings. Within 90 days, Accountably built a structured management workflow – close dates moved from the 18th to the 8th.

"Our partners finally have time for advisory conversations instead of data entry."

– Robert Whitfield, Managing Partner

Common Questions

Everything you need to know about our offshore accounts management services.

Most offshore failures come from vendors who send untrained staff with no process structure. Accountably is different – every accountant is trained on U.S. GAAP, works inside your systems, follows your SOPs, and goes through 4-tier QC before anything reaches your desk. Our 30-day pilot guarantee lets you test the difference risk-free.
During the 2–3 week onboarding, your dedicated team maps each client's reporting format, KPIs, close calendar, and management preferences. Everything is documented into SOPs so the work stays consistent regardless of who handles it. We support custom financial packages for every client.
We maintain 98.7% retention, but we also plan for it. Every engagement has documented SOPs, backup-trained staff, and a U.S. manager who owns continuity. If a team member transitions, the backup steps in with full context.
Absolutely. Most firms start with a pilot of 5–10 clients covering a mix of complexity levels and entity types. No pressure to go all-in – we earn the expansion based on pilot results.
We work inside your systems – QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, and more. We also integrate with Karbon, TaxDome, Canopy, Bill.com, and other workflow tools. If you use it, we train on it.
SOC 2 aligned controls, NDA-backed confidentiality, role-based access, encrypted file exchange, secure VPN, zero local storage, background-verified staff, and full audit logs.

Ready to Free Your Team From Accounts Management?

Get started today and see how much your firm could save with a dedicated offshore accounting management team.

30-Day Pilot Guarantee
3-Week Deployment
SOC 2 Aligned Security