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Resources

Practitioner resources for offshore accounting engagements.

Compliance templates, evaluation frameworks, and reference guides for firms and businesses evaluating or actively running offshore accounting arrangements. Free to use – no email gate.

Resource library

Available resources

12 templates

Compliance forms & templates

IRS §7216 consent, AICPA §1.150.040 disclosure, offshore NDA, HIPAA BAA, engagement letter addendum, state CPA board matrix, Circular 230 guide, SOC 2 questionnaire, data return checklist, peer review documentation, BAA implementation checklist.

 5 comparisons

Offshore provider comparisons

Honest side-by-side comparisons vs TOA Global, Entigrity/MYCPE One, QX Accounting, Finsmart, Capactix. Pricing transparency, engagement model, talent geography – the factors that actually matter.

 Decision guide

India vs Philippines for offshore accounting

The two dominant markets for offshore accounting, compared honestly. Labor pool, credentials, pricing, time zone, client-facing suitability, technical depth. When each geography wins.

 Process

How offshore engagements work

Onboarding timeline, quality control, supervision model, day-to-day workflow. The operational mechanics of how offshore accounting engagements actually run.

 Infrastructure

Security & compliance infrastructure

The technical controls that sit underneath compliance templates: access controls, encryption, audit logs, workforce training, incident response. The HIPAA Security Rule, SOC 2, and state privacy law mechanics.

 Published pricing

Pricing & engagement models

Published rate structures for dedicated seats, hourly engagements, per-project work. No hidden bundling, no quote-only obscurity – the actual pricing.
Why we publish these

Why open publication matters in offshore accounting

Most offshore accounting providers treat their compliance templates, pricing, and operational details as vendor-gated content – available after a sales conversation, not before. We've taken the opposite approach. Every compliance template we use internally is published openly. Every alternative provider comparison is written as honestly as we can manage. Our pricing is rate-carded on a public page.

The reason is practical, not ideological. Firms evaluating offshore accounting deserve to do the due diligence before committing to a sales conversation. Having the templates, comparison frameworks, and pricing visible lets firms self-qualify: if we're clearly the wrong fit (too expensive for a solo-EA shop, not enterprise enough for a multinational), you figure that out in 15 minutes of browsing rather than 45 minutes of a sales call. Better for you, better for us.

What the resource library doesn't include (and why)

Three categories of content that other providers publish that we don't:

  • Accounting industry commentary and opinion pieces. We're a staffing provider, not a publisher. Industry commentary is better served by AICPA, state societies, and specialized publications.
  • CPE courses or continuing education content. We don't bundle CPE with staffing (see our comparison page for the bundled vs unbundled trade-off).
  • Lead-gen content with email gates. If the content is worth publishing, it's worth publishing openly. Email-gating reference content just to capture contact info is bad-faith behavior that we'd rather avoid.
What's coming: we plan to add blog content covering specific operational topics (onboarding playbooks, quality control frameworks, engagement termination guidance), case studies from specific engagement types, and deeper content on particular industries. The resource library is a starting point, not an endpoint.

For direct scoping conversations, see the get-started page. For firm-specific economics, see the CPA firm page.

Did we miss a resource you need? Let us know on the call.

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