Scaling capacity for 70+ firms

Your Growth is Stuck. We Fix the Delivery Side.

You don't have a sales problem. You have a delivery problem. Accountably builds structured offshore teams that handle tax prep, bookkeeping, audit support, and advisory–so your partners can stop drowning in production.

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70+
Firms Served
55–65%
Cost Savings
SOC 2
Certified
The Real Problem

Delivery is the Ceiling

Most firms don't struggle because of a lack of clients. They struggle because of delivery.

Growth stalls not because partners can't sell, but because the firm can't consistently deliver work on time, at quality, and at scale–without burning out teams or losing control of process.

Can't Find Qualified Staff

Open positions sit for months. When you do find someone, they cost more than last year's hire–and they're gone in 18 months for a higher offer. You're stuck in a cycle of recruiting, training, and losing.

Busy Season Burnout

January to April, your team is maxed out. You're turning away work, missing deadlines, and watching your best people burn out. Off-season, you're carrying overhead you can't fully utilize.

Partners Trapped in Review Loops

Your partners are spending 60% of their time reviewing workpapers instead of advising clients and growing the business. Rushed prep creates rework. Rework eats review time. The cycle never ends.

Shrinking Margins

Staff costs keep rising but you can't raise fees fast enough. Compliance work is getting commoditized. You know advisory is the future–but your team is too buried in production to get there.

Getting Started

Your Team in 3 Weeks

We've refined our onboarding to get your offshore team productive quickly–trained on your software, your SOPs, and your quality standards.

1

Discovery Call

We learn your firm's service lines, software stack (UltraTax, Lacerte, QBO, CCH–whatever you run), and staffing needs. 30 minutes, no commitment.

2

Team Selection

We match you with professionals experienced in your service areas–tax, bookkeeping, audit–pre-trained on U.S. GAAP and IRS workflows.

3

SOP Training

Your team goes through a 3-week delivery readiness framework–learning your processes, templates, review notes, and communication preferences.

4

Pilot & Scale

Start with a few clients during a 30-day pilot. We refine processes, validate quality, and scale up based on your feedback and workload.

After pilot: Your team is fully embedded in your workflow with turnaround SLAs, multi-layer QC review, and backup coverage. If a team member exits or is unavailable, we provide continuity–zero disruption to your clients.

Firm Profiles

Real Results by Firm Size

From solo practitioners to regional firms–see the savings, services, and results at every stage of growth.

Solo Practitioner

Tax-focused, 200+ clients

Tax Prep Bookkeeping
1
Offshore Staff
$52K
Annual Savings
"I was skeptical at first, but the quality exceeded my expectations. My offshore team member is now one of my most reliable preparers. I wish I'd done this years ago."
JM
Jennifer Martinez
Solo Practitioner, FL

Mid-Size Firm

Full-service, 12 CPAs

Tax Prep Bookkeeping Audit Support
5
Offshore Staff
$285K
Annual Savings
"The ROI was clear within 90 days. We went from turning away work during busy season to actively growing. Our margins improved by 15 points in the first year."
RC
Robert Chen
Managing Partner, CA

Regional Firm

Multi-office, 45 CPAs

Tax Prep Audit Advisory Payroll
18
Offshore Staff
$1.1M
Annual Savings
"What sold me was the SOC 2 certification. My clients trust us with sensitive data, and I needed to know it would be protected. Accountably delivered on security and quality."
SM
Sarah Mitchell
Partner, TX
What We Handle

Services for Accounting Firms

Our offshore teams handle the full range of accounting firm services–from tax prep to advisory support. SOP-driven execution with multi-layer QC on every engagement.

Tax Preparation

Individual and business returns (1040, 1120, 1120-S, 1065, 1041) with multi-layer quality review. Scale up for tax season, scale down after.

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Bookkeeping & Accounting

Full-cycle bookkeeping, monthly closes, bank reconciliations, and financial statement preparation. Support for your clients' month-end processes.

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Audit & Compliance

Workpaper preparation, substantive testing, confirmations, and compliance documentation. Your U.S. CPAs focus on judgment and sign-off.

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Financial Analysis

Financial modeling, forecasting, KPI dashboards, and profitability analysis. Power your advisory services with dedicated analyst support.

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Advisory Support

CFO services support, strategic planning research, and client presentation creation. Backend support that makes your advisors more effective.

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Payroll Services

Full-cycle payroll processing, tax filings, and compliance support for your clients. Multi-state payroll handling with accurate deadline management.

Why Accountably

Compare Your Options

See how Accountably compares to other staffing approaches for accounting firms.

Feature
U.S. Hire
DIY Offshore
Accountably
Avg. Annual Cost per FTE
$75–90K
$35–45K
$28–35K
Cost Savings vs. U.S.
–
40–50%
55–65%
Time to Hire
3–6 months
2–3 months
2–3 weeks
Pre-Trained on CPA Software
Varies
Multi-Layer QC Review
Backup Coverage
SOC 2 Certified
N/A
Seasonal Flexibility
Limited

See What Firms Like Yours Actually Save

Most accounting firms see ROI within 90 days of implementation. Here's what typical savings look like based on firm size and services.

55–65% Cost Reduction

Compared to equivalent U.S. staff costs

10–15 Point Margin Improvement

On compliance services like tax and bookkeeping

40–100% Capacity Increase

Without adding office space or U.S. headcount

Savings by Firm Size

U.S. Staff Cost (1 FTE) $80,000/yr
Accountably Cost (1 FTE) $28,000/yr
Your Annual Savings
$52,000
65% reduction in staff costs
Get Your Custom Estimate
FAQ

Common Questions

Answers to the questions we hear most often from accounting firm partners.

We offer a 30-day pilot period so you can evaluate fit before making a long-term commitment. If a team member isn't working out at any point, we'll replace them at no additional cost. Our goal is to build long-term partnerships, which means ensuring you're completely satisfied with your team.
Yes. We're SOC 2 Type II certified with comprehensive security protocols including encrypted connections, secure facilities with access controls, and strict data handling procedures. All staff sign NDAs and confidentiality agreements. We enforce a zero local storage policy with role-based data access and audit logs on all activity.
We provide dedicated offshore team members who work exclusively for your firm. They're trained on your processes, software, and quality standards through a 3-week delivery readiness framework. You manage them like any other team member–assigning work, providing feedback, and tracking progress. We handle HR, facilities, equipment, and infrastructure.
We work with firms of all sizes–from solo practitioners to Top 100 firms. Our flexible model lets you start with one team member and scale as needed. Most firms start with 1–3 team members and grow from there as they see results.
Our teams are proficient in all major accounting and tax software including QuickBooks, Xero, Sage, NetSuite, Drake, Lacerte, UltraTax, ProSeries, CCH Axcess, ProConnect, CaseWare, Canopy, Karbon, TaxDome, Suralink, and more. We train on your specific software during onboarding–no changes required on your end.
Time zone differences actually work in your favor. Work assigned at end of day is often completed overnight–ready for review when you arrive the next morning. For real-time collaboration, our teams have flexible schedules with several hours of overlap with U.S. business hours.

Ready to Add Capacity Without Adding Overhead?

Join 70+ CPA firms who've transformed their delivery with structured offshore teams.

Get Started Call (512) 264-4291
30-Day Pilot Guarantee 3-Week Deployment SOC 2 Certified