Financial Reporting 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 financial reporting professionals in India across the whole reporting cycle, from the close behind the statements to the monthly management package, board packages, and multi-entity consolidation.

If a financial reporting role can be performed remotely, Accountably can fill it with A-players from India.

Here are some examples of the roles we can fill:

• Reporting and analysis: financial analysts
• The close behind the statements: staff accountants, CAS specialists
• Review and oversight: accounting managers, controllers
• The books underneath: bookkeepers, QuickBooks accountants, Xero accountants

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 your clients expect a package every month and you want full-time staff inside your workflow.

A white-label delivery team makes more sense for smaller or seasonal firms that would 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 reporting seat before you commit. Financial analyst and staff accountant 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 analyst for board packages, a senior accountant for multi-entity consolidation, or a controller, 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, a financial reporting 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. And if someone rolls off later, we shadow and hand over during their notice period, so your reporting calendar doesn't take a hit.

Outsourced financial reporting is the practice of handing the recurring production of your clients' financial statements and management reports to a team outside your firm instead of hiring in-house. That team prepares the income statement, balance sheet, and cash flow statement, and builds the management reporting packages on top of them, on your schedule and in your format.

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

• Financial statements: the income statement (P&L), balance sheet, cash flow statement, and statement of changes in equity
• Monthly management reporting packages in your house format
• Board and lender packages, with the commentary drafted for your review
• Consolidated reporting for multi-entity clients, with intercompany eliminations
• Report templates built to your specifications and kept as version-controlled masters
• KPI dashboards refreshed on your schedule

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 systems like any other member of your team.

The main difference is cost. A financial reporting 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.

The sign-off and release of every reporting package, the final judgment on accounting treatment and disclosures, the client relationship, and any partner-level call on what the numbers mean stay with your firm.

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 your clients' books, and Karbon, TaxDome, and Suralink 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 report templates and house format to your close calendar. If you already have templates, your analyst matches them down to the fonts, colors, and layout; if you don't, we help you build them. The work happens inside the files your clients already keep, so there is no migration.

If there is a specialized system in your clients' environment, 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 in the software your clients' books live in, 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 records and reconciles transactions to keep the ledger accurate. Financial reporting takes that clean ledger and turns it into statements, management reports, and commentary that explain performance. Reporting depends on solid bookkeeping, but it is a separate step, and it is only as good as the ledger underneath it.

Between the two sits the month-end close: the accruals, adjusting entries, and balance sheet reconciliations that make the ledger ready to report from. See accounts management for how the close is staffed, and outsourced bookkeeping for the transaction-level work.

A senior accountant prepares each entity's financials, identifies the intercompany transactions, posts the eliminations, and produces one consolidated package alongside the entity-level statements.

The consolidation workpaper ties each entity back to its own trial balance, so your reviewer can follow it without rebuilding the file. Senior seats are quoted on request.

Your analyst drafts the commentary on key variances, trends, and notable items, following your style guide. Every file goes through preparer, senior, quality and final review before it reaches you:

• Preparer: your analyst builds the statements and the management package inside your template, on your SOPs
• Senior review: tie-outs, reconciliations, intercompany eliminations, and the basis of accounting are checked before anything moves on
• Quality review: the package is tested against the checklist, the prior period, and the commentary for consistency
• Final review: formatting, branding, and narrative are confirmed, so what reaches your partner is ready to review

The delivery date for each client's package is agreed during onboarding and tracked every month.

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

Access is role-based and runs over a secure VPN, files move by encrypted exchange, audit logs record activity, and nothing is stored on a personal machine. Your analyst works inside your systems, so the data stays where it already lives.

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