Trusted by 70+ CPA & Accounting Firms

Offshore Advisory & Consulting Support That Scales Your Practice

Demand for fractional CFO services surged 103% year-over-year (NowCFO 2024) – but your team is buried in production. Accountably provides dedicated offshore analysts who build forecasts, model entity structures, and prepare advisory deliverables – so your partners sell and advise, not spreadsheet.

70+
Firms Served
55–65%
Cost Savings
3 Wks
To Full Production
17%
Median CAS Growth

Clients Want Advisory. Your Team Can't Deliver It.

Per the PwC 2024 Pulse Survey, 92% of CFOs say accurate forecasting is a challenge – and 84% are delaying investment decisions due to uncertainty. Your clients need advisory. But 87% of CFOs report a consistent talent deficit (CFO Pulse Survey 2025), and CPA roles now take 73 days to fill – 41% longer than non-CPA positions (Talentfoot 2025).

Partners Buried in Production

Your highest-paid people build forecasts instead of advising clients. Only 1% of orgs hit 90% forecast accuracy 30 days out (HighRadius 2024).

Advisory Talent Is Vanishing

Accounting graduates fell 6.6% YoY and CPA exam candidates dropped from 42,626 to 28,082 (AICPA 2025). Advisory-level hires are even harder to find.

CFO-Level Costs Are Prohibitive

Traditional CFOs earn a median $436,636 (Expert CFO 2025). Virtual CFO services cost $40K–$60K/year – but you still need the analyst bench.

Spreadsheet Errors Kill Trust

94% of spreadsheets contain errors (Poon et al. 2024), yet 89% of FP&A teams still rely on Excel despite having planning software (AFP 2025).

Where Advisory Revenue Gets Stuck

Common bottlenecks blocking CAS growth

Forecasting Challenges92%
Talent Deficit87%
Delaying Investment Decisions84%
Firms Growing CAS Revenue17%

Advisory Delivery Built for CPA Firms

56% of CPA firms already outsource or offshore (Rosenberg Associates 2024). For firms over $20M, that number hits 63%. And 80% of one consultant's clients now offshore advisory work specifically (CPA Trendlines 2025). Accountably gives your firm the analyst bench to deliver forecasting, tax planning, and CFO-level services – without hiring a single U.S. analyst.

55–65% Cost Reduction

Senior advisory analysts at $30–38K vs $90–110K in the U.S. Firms with CFO/advisory services earn 30%+ higher monthly recurring revenue (CPA.com 2024).

Multi-Layer Quality Control

Analyst → senior review → your U.S. team. Structured QC catches errors before deliverables reach clients.

Deliverables Ready by Morning

Time zone advantage – forecasts, models, and presentations land before your team logs in.

Scale Advisory Without Hiring

Net client fees per professional rose 29% to $156,250 in CAS (CPA.com 2024). Add capacity without adding overhead.

U.S. Hire
Traditional
Accountably
Offshore
Senior Advisory Analyst$110,000$38,000
Advisory Analyst$85,000$30,000
FP&A / Forecast Analyst$95,000$32,000
Time to Productive8–12 weeks3 weeks
$63,000
Average Annual Savings per Role

Offshore Advisory & Consulting Delivery

Strategic planning is now the top priority for 60% of CFOs, up from 38% in 2023 (McKinsey/PwC 2024). Here's the advisory scope your offshore team handles – inside your systems, following your frameworks.

From Kickoff to Advisory Delivery in 3 Weeks

Public accounting turnover runs 15–22% annually, and replacing advisory-level talent costs $400K–$600K/year for a 50-person firm (Rosenberg MAP 2024). Our onboarding gets your dedicated team producing in less time than most firms spend interviewing.

Day 1
1

Discovery Call

We learn your advisory services, client types, frameworks, and deliverable standards.

Week 1
2

Team Assembly

Analysts matched to your advisory focus – trained on your templates, tools, and SOPs.

Week 2–3
3

Supervised Production

Practice deliverables with feedback, then real client work with quality oversight.

Ongoing
4

Full Delivery

Consistent advisory output with multi-layer QC, SLAs, and weekly performance reporting.

We Work Inside Your Software

58% of finance departments started using AI in 2024 – a 21% rise from 2023 (EY 2024). Our teams train on your full tech stack during onboarding.

Microsoft Excel Advanced Modeling
PowerPoint Presentations
Power BI Dashboards
QuickBooks Certified Team
Xero Certified Team
Tableau Data Visualization
Sage Intacct Certified Team
+ Any Other We'll Train
Your tools not listed? Request integration support here

The Results Firms Actually See

Average outcomes across CPA and accounting firms using advisory offshore support.

55%
Average Cost Reduction per Role
30%+
Higher MRR with Advisory
3x
More Advisory Capacity
70+
Partner Hours Freed Weekly

Based on aggregated client data from 2023–2025. CAS Benchmark data from CPA.com/AICPA 2024 survey. Individual results vary by engagement scope.

Built for Firms Like Yours

Whether you're launching advisory or scaling an existing CAS practice, our delivery model adapts to your stage of growth.

CPA Firms Adding Advisory

Launch forecasting, tax planning, and entity selection services without hiring senior analysts. Free your partners from production so they can lead client strategy.

Tax Planning Forecasting Entity Analysis

Established CAS Practices

Scale your existing advisory revenue with dedicated offshore analysts handling the backend – dashboards, financial packages, and board materials at volume.

CFO Services KPI Dashboards Scaling

Multi-Partner Firms

Build a dedicated offshore advisory bench that supports multiple partners and service lines – from tax strategy to full-scope consulting engagements.

Multi-Service Dedicated Teams Full Advisory

Firms That Scaled Advisory With Us

Real results from CPA firms delivering advisory with offshore support.

"We launched CFO services in 90 days. Our offshore team builds all the dashboards and monthly packages – our CPAs just interpret results and meet with clients. It's our highest-margin service line now."

MT
Michael Torres
Managing Partner, Torres CPA Group
$320K New Revenue 42 Advisory Clients

"Entity selection used to be a one-off conversation. Now our offshore team runs the full analysis – LLC vs S-Corp vs C-Corp with projected tax savings. We present structured recommendations, not back-of-napkin advice."

AW
Angela Washington
Partner, Washington & Associates
$165K Saved 3x More Clients

"Forecasting accuracy was our biggest client complaint. Accountably's team builds scenario models and rolling forecasts that actually hold. Our reforecast turnaround dropped from two weeks to three days."

RK
Robert Kim
Managing Director, Pinnacle Advisory
77% Faster Reforecasts 25% More Accuracy

"Tax planning used to be something we squeezed into November. Now our offshore team preps multi-year projections, PTET analysis, and entity modeling year-round. We've turned it into a recurring revenue line."

SP
Sarah Park
Partner, Greenfield CPA
$89K Saved Year-Round Planning

Questions Answered

Common questions from firm owners evaluating offshore advisory and consulting support.

Financial forecasting, rolling budgets, cash flow modeling, entity selection analysis (LLC/S-Corp/C-Corp), tax planning research, SALT/PTET analysis, KPI dashboards, board materials, and financial packages. Your U.S. advisors own all client relationships – our team handles the analytical heavy lifting behind the scenes.
Per the PwC 2024 Pulse Survey, 92% of CFOs struggle with forecasting accuracy. Our structured QC process, scenario modeling approach, and multi-layer review consistently deliver higher-accuracy results. FP&A teams leveraging structured processes achieve up to 25% higher forecast accuracy (Mercur/EY 2024). Organizations using scenario modeling can reforecast earnings within a week 77% of the time (HighRadius 2024).
Yes. Our analysts model LLC vs S-Corp vs C-Corp scenarios including self-employment tax savings, QBI deduction impact, and state-level PTET analysis. Per the U.S. Census, 73% of small businesses are sole proprietorships – many of which could save $5,400+ annually by electing S-Corp status on $100K net income. The QBI deduction now allows up to 20% on qualified business income – that's up to $24,000 on $120K profit (LTax Consulting 2025).
SOC 2 Type II certified, ISO 27001 compliant. Biometric-access facilities, encrypted data in transit and at rest, VPNs, MFA, strict role-based access, and annual penetration testing. All team members sign NDAs and follow your firm's data handling requirements.
3 weeks. CPA roles take 73 days to fill – 41% longer than non-CPA positions (Talentfoot 2025). We get your advisory team producing far faster. Week 1: your frameworks, templates, and software training. Week 2: practice deliverables. Week 3: supervised production. By week 4, full delivery with SLAs.
No long-term contracts. We offer a 30-day pilot guarantee so you can evaluate advisory support quality before making any commitment. Scale up or down as your advisory practice grows – 56% of CPA firms already outsource or offshore some capacity (Rosenberg Associates 2024).

Ready to Scale Your Advisory Practice?

CAS practices project 99% cumulative growth over three years. Join 70+ CPA firms already delivering advisory with offshore support. Start producing in 3 weeks.

30-day pilot guarantee
3-week deployment
SOC 2 certified