CPA firm

When the firm discussed offshore, the managing partner was the biggest skeptic in the room. In year one, with a team of 8, its tax prep costs fell 42%.

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Client

Withheld under NDA

Firm type

CPA firm

Timeline

First year

Team

8 people

Before the team started

When the firm discussed offshore, the managing partner was the biggest skeptic in the room.

The team

The firm's offshore team has 8 people working on its tax preparation.

The firm signs. The firm's licensed professionals reviewed, signed and filed every return. We are not preparer of record.

Year one

Tax prep costs fell by 42% in year one. Six months in, the managing partner had gone from the biggest skeptic to the biggest advocate.

42%

Lower tax prep costs in year one

8

People on the team

6 months

From skeptic to advocate

Managing partner, CPA firm

I was the biggest skeptic in the room when we discussed offshore. Six months in, I'm the biggest advocate. The quality of workpapers coming through is better than what we produced in-house, and my partners finally have time for client-facing work.

This engagement was run by Accountably, the company that operates OffshoreAccounting.com.

Other case studies

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Tax preparation · White-label team

Mid-size CPA firm

600 returns due in a 12-week season, with the staff that had handled roughly 400 the year before. The firm sent the preparation to a white-label team of four.