Built for licensed CPA firms

Your CPAs Should Be Advising. Not Preparing Returns.

Licensed CPAs cost $90–130K and bill at $200–400/hr. Yet most spend their days on prep work an offshore professional could handle at a fraction of the cost. Accountably builds structured offshore delivery teams so your CPAs can focus on attestation, advisory, and firm growth.

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

Your License is Too Valuable for This

CPA firms don't struggle because of a lack of clients. They struggle because licensed professionals are buried in production.

Partners with the credentials to grow your advisory and attest practice are instead spending their days reviewing 1040s, managing review loops, and handling work that a structured offshore team could execute at a fraction of the cost–with no compromise on quality or compliance.

Partners Billing $300/Hr Doing $60 Work

Your licensed CPAs are drafting workpapers, reconciling accounts, and preparing returns–tasks that structured offshore professionals could handle at 35 cents on the dollar. Every production hour costs you advisory capacity you'll never recover.

Peer Review Exposure from Workpaper Inconsistency

Rushed engagement files, inconsistent documentation, and poorly structured workpapers create real exposure during your triennial peer review. One negative cycle affects your AICPA membership, your state board standing, and your firm's ability to retain attest clients.

Attest Practice Growth Blocked by Capacity

You have the license to expand your audit, review, and compilation practice–higher-margin, stickier work than tax compliance. But your CPAs are maxed on production. You can't take on new attest clients when there are no available hours left in the day.

CAS Growth Stalled by Team Bandwidth

Client advisory services represent your highest-growth revenue line–but every month, production backlogs delay financial packages, slow client reporting, and push your best CPAs away from advisory conversations. You're leaving margin on the table because delivery can't keep pace.

Getting Started

Your Offshore Team in 3 Weeks

We've designed onboarding specifically for CPA firm workflows–trained on your software, your engagement standards, and your peer review documentation requirements.

1

Firm Assessment

We map your service lines, software stack (CCH Axcess, UltraTax, Lacerte, CaseWare–whatever you run), attest scope, and current bottlenecks. 30 minutes, no commitment.

2

Team Matching

We select professionals with specific CPA firm experience–pre-trained on U.S. GAAP, IRS workflows, AICPA documentation standards, and your engagement types.

3

CPA-Standard Onboarding

Your team completes a 3-week delivery readiness framework–your templates, workpaper structure, review notation conventions, and firm communication protocols.

4

Pilot & Scale

Start with a defined engagement set during a 30-day pilot. We validate quality, refine process documentation, and scale based on your workload and capacity targets.

After pilot: Your team operates within your engagement workflow with turnaround SLAs, multi-layer QC review, and peer review–ready documentation standards built in. Backup coverage ensures zero disruption if a team member is unavailable–your deadlines are never at risk.

Firm Profiles

Real Results by CPA Firm Size

From two-partner boutique CPA firms to regional multi-office practices–see the savings, services, and outcomes at every stage of growth.

Two-Partner CPA Firm

Tax + compilations, 180 clients

Tax Prep Compilations Bookkeeping
2
Offshore Staff
$104K
Annual Savings
"We passed peer review with zero findings for the first time in years. Having consistent workpaper standards built into every engagement made the difference. Accountably changed how we think about delivery."
DW
David Whitfield, CPA
Managing Partner, OH

Mid-Size CPA Firm

Full-service, 10 CPAs + staff

Tax Prep Audit Support CAS
6
Offshore Staff
$342K
Annual Savings
"Our partners finally have time to actually advise clients. We grew our CAS revenue 40% last year because we stopped letting our CPAs get buried in bookkeeping and prep work. Accountably made that possible."
KP
Karen Park, CPA
Managing Partner, IL

Regional Multi-Office Firm

3 offices, 35 CPAs, audit practice

Tax Prep Audit CAS Advisory
20
Offshore Staff
$1.2M
Annual Savings
"The SOC 2 certification and structured access controls were non-negotiable for us given our attest practice. Accountably checked every box–security, quality, workflow control. Our audit partners trust the process."
TN
Thomas Nash, CPA
Managing Partner, GA
What We Handle

Services for CPA Firms

Our offshore teams handle the full CPA firm delivery stack–from tax prep to attest support and CAS execution. SOP-driven with multi-layer QC on every engagement.

Tax Preparation

Individual and business returns across all entity types–1040, 1120, 1120-S, 1065, 1041, 990, and multi-state. Multi-layer review built in so your CPAs sign off on clean, ready files.

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Attest & Audit Support

Workpaper preparation, substantive testing documentation, confirmation tracking, and engagement file organization structured to your peer review standards. Your licensed CPAs retain all judgment and sign-off responsibility.

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Bookkeeping & Month-End Close

Full-cycle bookkeeping, reconciliations, financial statement preparation, and month-end close packages for your CAS clients. Consistent, on-time delivery that lets your CPAs focus on review and client strategy.

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CAS & Advisory Backend

Financial reporting packages, KPI dashboards, forecasting models, and profitability analysis. Dedicated backend support that scales your client advisory services without adding licensed CPA hours to production work.

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Financial Reporting & Compilation Support

Compilation workpaper preparation, financial statement drafting, and supporting schedule assembly. Structured documentation that meets SSARS standards and reduces partner preparation time on every engagement.

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Payroll & SALT Compliance

Full-cycle payroll processing, multi-state tax filings, and sales tax compliance for your client base. Deadline-driven execution with accurate filings–so your CPAs don't carry the compliance burden themselves.

Why Accountably

Compare Your Options

See how Accountably compares to other staffing approaches for CPA firms that need production scale without compliance risk.

Feature
U.S. Hire
DIY Offshore
Accountably
Avg. Annual Cost per FTE
$80–100K
$35–45K
$28–35K
Cost Savings vs. U.S.
–
40–50%
55–65%
Time to Deploy
3–6 months
2–3 months
2–3 weeks
CPA Software Pre-Training
Varies
Peer Review–Ready Workpapers
Multi-Layer QC Review
SOC 2 Certified
N/A
Backup Coverage

What CPA Firms Like Yours Actually Save

Most CPA firms see measurable ROI within 90 days–not just in cost savings, but in partner time recovered and advisory capacity unlocked. Here's what typical outcomes look like.

55–65% Cost Reduction Per FTE

Compared to equivalent U.S. staff costs including salary, benefits, and overhead

20–40% More Partner Advisory Time

Freed from production cycles and redirected to attest, CAS, and client growth

40–100% Capacity Increase

Without adding U.S. headcount, office space, or compliance overhead

Savings by Firm Size

U.S. Staff Cost (2 FTE) $160,000/yr
Accountably Cost (2 FTE) $56,000/yr
Your Annual Savings
$104,000
65% reduction in staff costs
Get Your Custom Estimate
FAQ

Common Questions

Answers to the questions CPA firm partners and managing partners ask most often.

Yes. Offshore preparation and support work is fully consistent with AICPA professional standards when your licensed CPAs maintain supervisory control and final sign-off. Our teams perform preparation, documentation, and support work–your CPAs review, exercise professional judgment, and take responsibility for all reports. This is the same model used by Big 4 firms and Top 100 practices globally.
Yes, for support and preparation work. Our teams assist with workpaper preparation, substantive testing documentation, confirmation tracking, and engagement file organization. Your licensed CPAs perform all judgment-based procedures and sign off on all attest reports. Offshore support reduces preparation time significantly and lets your CPAs spend more time on review and client interaction.
We're SOC 2 Type II certified with comprehensive confidentiality controls: encrypted file exchange, role-based data access, secure VPN and server protection, zero local storage policy, background-verified staff, and NDA-backed confidentiality agreements with full audit logs. Our security standards meet the requirements CPA firms face under state board rules and client engagement letters.
Our teams are proficient in all major CPA software including UltraTax, CCH Axcess, Lacerte, ProConnect, Drake, ProSeries, Thomson Reuters, CaseWare, QuickBooks, Xero, NetSuite, Sage, Karbon, TaxDome, Suralink, Canopy, and more. We train on your specific stack during onboarding–no software changes or transitions required on your end.
Our teams are trained on AICPA documentation standards and structured workpaper requirements. We build your firm's peer review–ready templates and naming conventions into every engagement from day one. Our multi-layer QC review catches documentation gaps before files reach your licensed CPAs for sign-off. Multiple partner firms have reported peer review results improve after implementing our delivery model.
Time zone differences work in your favor. Work assigned at end of day–returns, schedules, reconciliations–is often completed overnight and ready for partner review when you arrive the next morning. For real-time coordination, our teams maintain flexible schedules with meaningful overlap with U.S. business hours.

Your CPAs Deserve Better Than Production Work.

Join 70+ CPA firms that freed their licensed professionals for attest, advisory, and growth–backed by structured offshore delivery.

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