Outsourced FP&A Services for CPA Firms

Accountably is a staffing and recruiting agency that helps US CPA, EA, and accounting firms hire talent from India across tax, accounting, payroll, and finance. Accountably offers offshore staffing services, placing full-time offshore employees from India who work inside your firm's workflow, on your software and SOPs.

Accountably places FP&A professionals in India across the planning cycle, from the annual budget and the rolling forecast refresh to driver-based and scenario models and the monthly variance pack.

If an FP&A role can be performed remotely, Accountably can fill it with A-players from India.

Here are some examples of the roles we can fill:

• Budgets, forecasts, and variance packs: financial analysts, with senior analysts for annual models and scenario work
• Model review and the planning calendar: finance managers
• Board packs and decision cases behind your CFO engagements: virtual CFO support staff

Accountably's staffing model is fully managed: we handle the employment contract, payroll, tax compliance, benefits administration, and salary disbursement for every hire, so you get the talent without the administrative overhead.

This matters most for firms that don't have an established entity or employer of record (EOR) infrastructure in India.

You direct the day-to-day work; Accountably handles everything on the back-end.

Our staffing model also includes onboarding support, equipment coordination if needed, and ongoing HR support for as long as the engagement runs.

Dedicated hires and build-operate-transfer teams go through the same vetting and shortlisting process; a white-label team is staffed and run by its assigned manager.

The core difference between dedicated offshore talent and a white-label delivery team is who directs the work. With dedicated offshore talent, your analyst works inside your workflow and you direct the work like any member of your team; with a white-label delivery team, Accountably's manager runs the team, with its own reviewers, and you review the finished work.

Recruiting differs between the models. Dedicated hires go through the same recruiting process as build-operate-transfer teams, while a white-label team is staffed and run by its assigned manager.

Dedicated offshore talent is the right fit if you have round-the-year FP&A work and want full-time staff inside your workflow.

A white-label delivery team makes more sense if your volume spikes around your clients' budget season and you'd rather review finished work. Firms serious about long-term offshore control can also choose build-operate-transfer.

If you're not sure which fits your situation, mention it on the discovery call, and the team will walk you through all three options.

Accountably quotes every FP&A seat before you commit. Financial analyst seats start from about $11 an hour, which comes to roughly $1,800 to $2,500 a month for a full-time seat. Senior seats, such as a senior financial analyst for annual models and scenario work or a finance manager who reviews every model, are quoted on request.

The rate can vary by role and seniority, so you will get the specific figures on your discovery call, where we will walk you through the total cost for the role you need to fill.

But even with Accountably's fee included, an FP&A hire in India through Accountably can still save your firm up to 70% compared to an equivalent US hire.

For firms that don't have an existing international payroll setup or in-country legal infrastructure, the staffing model removes that work entirely. Accountably handles the employment contract, payroll processing, tax compliance, and benefits administration for your hires.

You direct the work. Accountably owns the employment relationship.

Also, with Accountably you pay nothing until you hire. The search, sourcing, shortlisting, and your interview stages all happen before any fee is due. If Accountably does not place someone, you owe nothing. A dedicated hire has a 60-day minimum commitment.

The 45-day replacement guarantee is included. If a placement does not work out within 45 days, Accountably finds a replacement at no additional charge.

Outsourced FP&A is the practice of handing the build behind your clients' financial planning and analysis to a team outside your firm instead of hiring in-house analysts. That team builds the budgets, refreshes the rolling forecasts, and prepares the variance analysis on your templates, while your advisors keep the interpretation and the advice.

Financial planning and analysis is the forward-looking side of a client's finances. Accounting records what happened; FP&A sets the budget, compares actual results to it, and re-projects the year as conditions change.

For a CPA or accounting firm, the work usually covers:

• Annual operating budgets by department or entity, built top-down or bottom-up
• Rolling 12-month forecast refreshes on a set cadence
• Driver-based models tied to volume, headcount, and price
• Budget-to-actual and prior-period variance packs, with commentary drafted to your house format
• Price, volume, and mix bridges and margin analysis by line
• Scenario and sensitivity models for hiring, pricing, and capital expenditure cases
• Three-statement models and long-range plans for lender or board conversations

The reporting packs FP&A reads from and the short-term cash forecast sit on their own pages: financial reporting and cash flow management.

Outsourced means the work is done by a team outside your firm. Offshore means that team is in another country. With Accountably it is both: your analyst sits in India and works inside your workflow like any other member of your team.

The main difference is cost. An FP&A hire in India can save your firm up to 70% compared to a US-based equivalent, due to the lower cost of living in India compared to the US.

With dedicated offshore talent, your firm manages the day-to-day work. Your analyst reports to your managers, follows your workflows and processes, and works as part of your team, just like any other remote employee.

Accountably doesn't direct their daily work or assign client files. You have complete control over their responsibilities and schedules. Think of Accountably as the hiring and administrative partner, not a management layer.

If you'd rather review finished work than direct it, a white-label delivery team comes with Accountably's own manager and reviewers.

Yes, analysts in India working with US firms work in the same tools your team already relies on: QuickBooks and Xero for the client ledgers their models read from, and Karbon and TaxDome for workflow and client documents.

During vetting, Accountably screens explicitly for your stack rather than assuming tool familiarity and runs the assessments you already use.

Onboarding then ramps your analyst on your firm's software and SOPs, from your model templates to your assumption log format and review checklist.

If there is a specialized system in your clients' environment, such as a planning or BI tool, we identify transferable skill paths and flag any ramp time upfront so you can make an informed decision.

Accountably puts every candidate through a rigorous screening process before presentation.

Every candidate goes through Accountably's vetting process, which includes:

• Skills assessment: technical evaluation specific to the role requirements
• Experience validation: Accountably verifies work history
• Software experience: we check every candidate's experience building on the ledgers your clients keep, such as QuickBooks and Xero
• Cultural fit: Accountably screens for alignment with US business practices, work style, and your specific firm culture
• Motivation check: Accountably rules out candidates who are just looking for short-term contracts or salary bumps
• Background checks: we run background checks, and every hire works under an NDA

You only see candidates who meet all these criteria. Experienced hires start with onboarding on your software and SOPs. Newer hires first complete our 6-week US tax and accounting program.

Bookkeeping and the close record and summarize what already happened: transactions, ledgers, and financial statements. FP&A takes that history and looks forward, building the budget, comparing actuals to plan, and re-projecting results as conditions change.

Close work is backward looking and rules-driven. FP&A is forward looking and assumption-driven, which is why every model needs a documented assumption log and a review that tests the logic as well as the arithmetic.

An FP&A seat reads from a ledger someone else keeps. If a client's books aren't reliable yet, a bookkeeper or staff accountant is the right first hire, and we will say so on the discovery call.

Your firm gives the advice. Your analyst builds the model, prepares the variance workings, drafts the commentary in your house format, and lists the movements that need your explanation rather than a guess.

Your advisors decide which assumptions are defensible for each client, make the recommendation, and run the client meeting. Sign-off on every model that leaves your firm stays with your people.

The analyst works inside your firm and your systems and never appears in front of your client unless you decide otherwise.

Every file goes through preparer, senior, quality and final review before it reaches you:

• The preparer builds it on your template, with drivers and assumptions documented as they go.
• A senior reviewer traces the logic, tests the formulas and links, and checks the opening balances against source data.
• A quality reviewer runs the error checks, ties the outputs back to the books, and confirms the format matches your standard.
• A final review checks the presentation and the commentary, with the assumption log attached.

Your firm keeps the final judgment on assumptions and scenarios, and the sign-off on every model before it reaches a client.

Yes, client models and forecasts are handled under SOC 2-aligned controls by background-verified staff who work under NDAs.

A client's budget is one of the most sensitive files a firm holds, so access is role-based and limited to the files your analyst is assigned. It runs over a secure VPN, files move by encrypted exchange, audit logs record activity, and nothing is stored on a personal machine.

See data security and compliance for the full set of controls.