Trusted by 30+ CPA & Accounting Firms

Offshore Financial Analysis That Powers Your Advisory Growth

92% of CFOs say forecasting accurately is a challenge, per PwC's 2024 Pulse Survey – yet 60% now rank strategic planning as their top priority (McKinsey, 2024). Accountably provides dedicated offshore analysts who build the models, dashboards, and forecasts your firm needs to deliver advisory at scale.

30+
Firms Served
$52K
Avg. Savings/Analyst
3 Wks
To Full Production
25%
More Accurate Forecasts

Your Clients Need Insight. Your Team Is Stuck Crunching Numbers.

The FP&A software market has surged to $3.9 billion (Verified Market Research, 2024), but tools alone don't solve the problem. 89% of finance professionals still rely on Excel despite having planning software (Vena Solutions, 2025) – because there aren't enough skilled analysts to run the models. The talent gap is the bottleneck.

Reporting Takes 10+ Days

Bottom-quartile firms take 10+ days to close the month (APQC). Clients lose patience. Advisory stalls.

You Hire. They Leave. Repeat.

87% of CFOs report a persistent talent deficit (CFO Pulse Survey, 2025). Young accountants turn over at 39% in 24 months.

Spreadsheet Errors Cost Money

94% of business spreadsheets contain errors (Frontiers of Computer Science, 2024). 50% of mid-to-large models have material defects.

Cash Forecasts Miss the Mark

Only 1% of treasurers achieve 90% forecast accuracy 30 days out (HighRadius, 2024). Unreliable forecasts cost mid-size businesses ~$660K/year (Agicap).

Where Finance Team Time Goes

Average CPA firm – weekly breakdown

Manual Reconciliation & Reporting32%
Data Gathering & Cleanup28%
Error Correction & Rework18%
Strategic Analysis & Advisory22%

Outsourced Financial Analysis Built for CPA Firms

56% of CPA firms already outsource or offshore, and firms over $20M see 63% adoption (Rosenberg Associates, 2024). CAS practices that embraced this model reported 17% median growth and project 99% cumulative growth over three years (CPA.com/AICPA, 2024). Accountably gives you the analyst capacity to capture that growth – with SOPs, multi-layer QC, and U.S. management from day one.

55–65% Cost Reduction

Senior analysts at $28–35K vs $85–100K in the U.S. Median finance spending runs 1.26% of revenue (Gartner) – we help you keep it lean.

3-Layer Quality Control

Analyst → senior review → your U.S. team. Standardized templates with built-in error checks eliminate the 94% spreadsheet error rate.

Deliverables Ready by Morning

Time zone advantage – dashboards, models, and reports land before your team logs in.

Scale Advisory Without Hiring

Net client fees per CAS professional rose 29% to $156,250 (CPA.com). Add analyst capacity without the 15–22% annual turnover cost.

U.S. Hire
Traditional
Accountably
Offshore
Senior FP&A Analyst$95,000$32,000
Financial Analyst$75,000$26,000
Reporting Analyst$65,000$22,000
Time to Productive8–12 weeks3 weeks
$52,000
Average Annual Savings per Analyst

From Kickoff to Full Production in 3 Weeks

A 50-person firm with 20% turnover spends $400K–$600K per year on replacement costs (IMA/Resource Company). Our onboarding gets your dedicated analyst team producing before most firms finish a single interview round.

Day 1
1

Discovery Call

We learn your advisory services, client mix, reporting templates, and model standards.

Week 1
2

Team Assembly

Analysts matched to your industry and tools – trained on your SOPs, templates, and platforms.

Week 2–3
3

Supervised Production

Practice models and reports with feedback, then real engagements with quality oversight.

Ongoing
4

Full Delivery

Consistent output with 3-layer QC, turnaround SLAs, and weekly performance reporting.

We Work Inside Your Software

100% of FP&A professionals use spreadsheets at least quarterly (AFP, 2025). Our teams train on your full tech stack during onboarding – no migration needed.

Microsoft Excel Advanced Modeling
Power BI Certified Team
Tableau Certified Team
Fathom Trained Team
Jirav Trained Team
Spotlight Reporting Trained Team
QuickBooks Reporting Certified Team
+ Any Other We'll Train
Your software not listed? Request integration support here

The Results Firms Actually See

Average outcomes across CPA and accounting firms using our financial analysis teams.

55%
Average Cost Reduction per Analyst
4.8 Days
Month-End Close Target
25%
Higher Forecast Accuracy
30+
Partner Hours Freed Weekly

Based on aggregated client data from 2023–2025 and industry benchmarks from APQC, Gartner, and PwC. Firms outsourcing F&A functions report 10–30% efficiency gains (Mordor Intelligence). Individual results vary.

Built for Firms Like Yours

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

CPA Firms Adding Advisory

CAS practices reported 17% median growth (CPA.com/AICPA). Launch CFO advisory services without hiring a full-time analyst team. Our offshore analysts build the models and dashboards – your partners interpret results and advise clients.

CFO Advisory KPI Dashboards Forecasting

Multi-Client Accounting Firms

Manage financial reporting across dozens of clients without drowning in month-end. Our teams deliver standardized management packages, variance reports, and cash flow analyses at scale – so your U.S. staff handles exceptions, not spreadsheets.

Month-End Close Management Reports Multi-Entity

Growing CAS Practices

Firms with industry niches report 38% higher median CAS revenue (CPA.com/AICPA). Scale your CAS capacity with dedicated analysts who understand your niche – from SaaS metrics to construction WIP schedules – and deliver client-ready analysis every cycle.

CAS Scaling Industry Niches Client Packages

Firms That Scaled With Us

Real results from CPA firms and accounting practices using offshore financial analysts.

"We'd been talking about launching advisory for years but never had the capacity. Our offshore analysts now build all the dashboards and models – we just interpret results and advise clients. It's become our fastest-growing service line."

DP
David Park
Partner, Park & Associates CPA
$95K Saved 35 Client Dashboards

"Month-end close went from 12 days to 5. Our offshore reporting team delivers management packages before we even open Slack in the morning."

RS
Rachel Sullivan
Managing Partner, Sullivan CPA Group
58% Faster Close 40 New Clients

"We were skeptical after a bad offshore experience. Accountably's structured QC changed everything – cash flow models arrive review-ready with full assumption documentation."

MK
Michael Kim
Partner, Westlake Accounting Group
99%+ Accuracy 70% Less Review

"Our CAS revenue grew 38% in one year. The offshore team handles variance reports and forecasting models for 45 clients – all to our templates, on our timeline."

LP
Lisa Patel
CAS Director, Patel & Co. Accounting
$48K New Revenue 38% CAS Growth

Questions Answered

Common questions from firm owners evaluating outsourced financial analysis and offshore delivery.

FP&A (budgeting, forecasting, variance analysis, scenario modeling), cash flow management (13-week forecasts, working capital analysis, liquidity planning), and financial reporting (month-end close support, KPI dashboards, management packages, board presentations). They follow your SOPs inside your systems – strategic interpretation stays with your U.S. team.
3-layer QC: analyst self-review, senior peer review, then your U.S. team's final check. We use standardized templates with built-in error checks and reconciliation procedures. Per Gartner and EY, FP&A teams leveraging structured processes and AI achieve 25% higher forecast accuracy – our structured approach is designed to capture that same improvement.
87% of CFOs report a consistent accounting talent deficit – up from 83% in 2024 (CFO Pulse Survey, 2025). The need for structured offshore delivery has never been greater. Most prior failures happen because vendors supply staff without structure. We build delivery systems – SOPs, QC layers, turnaround SLAs, and U.S. management. That's also why we offer a 30-day pilot guarantee.
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. Zero local storage policy – all work happens on secured, monitored systems.
Your dedicated team is producing in 3 weeks. Week 1: SOPs and software training on your templates and models. Week 2: practice work on actual client data. Week 3: supervised production with quality oversight. By week 4, full delivery with turnaround SLAs. Compare that to the U.S. average of 4–5 weeks just to fill a single finance role.
No long-term contracts. We offer a 30-day pilot guarantee so you can see results before making any commitment. Start with one analyst or a full team – scale up or down as your advisory practice grows.

Ready to Save $52K Per Analyst?

56% of CPA firms already outsource. CAS practices that made the move report 17% median growth. Start producing in 3 weeks.

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