You have probably tried this. It probably failed. If your first instinct is scepticism, it is the correct instinct – and it is why this page exists. Below is what goes wrong, and what a delivery model must look like to avoid it.
The four failure patterns
| What goes wrong | Why it happens |
|---|---|
| A pool, not a team. A different preparer each cycle; nobody who knows your clients. | The vendor optimises for their utilisation, not your continuity. |
| You never chose the people. Names appear on an invoice you did not approve. | Hiring is the vendor’s decision, so the vendor’s standard applies – not yours. |
| The review burden moves; it does not shrink. Work returns needing so much correction you would rather have done it. | Only the task was outsourced – nobody encoded how your firm does the work. |
| Compliance is assumed, not run. §7216 consent treated as a formality – or missed. | The vendor has no US tax practice and no professional standing to lose. |
Every one of these is a design failure, not an execution failure. Which means they are avoidable by design.
What has to be true instead
- A dedicated pod, not a pool. The same people every cycle. They learn your clients and your workpapers – and that learning compounds instead of evaporating each January.
- You approve every hire. Recruited to your brief. If someone is not right we replace them – recruited again at our cost, and you do not pay for the seat while we do.
- White-label, non-poaching both ways. Your client stays your client. Under your brand, your review, your sign-off. We never approach a firm’s clients – contractually.
- §7216 run properly from day one. Prior written consent, SSN masking, data protection – consistent with Circular 230 and the AICPA SSTS. We prepare; we never attest and never issue opinions.
- The method gets encoded, not just the task. We automated our own accounting and audit work first – statement preparation and review, audit planning packs, working papers. The pod arrives with the method in it.
Why us
We are the rare finance firm that also builds software – four production systems shipped in twelve to fourteen weeks, including the practice-management platform an advisory firm runs on today. We understand a practice from the inside because we engineered one. Led by a chartered accountant with 34 years in the profession, fourteen of them at KPMG and EY, and a technologist who built at Ericsson, Cingular and Vodafone. Controls built on ISO 27001 and SOC 2 principles; independent certification is ahead of us, and we will not claim it before it is real.
The economics, and the ask
The economics work – comfortably below the equivalent hire, without the recruiting, the training or the busy-season overtime. But cost is not why offshoring succeeds or fails. The operating model is; we will walk you through the numbers on the call.
Thirty minutes. No deck, no pitch. Bring one client problem – a return backlog, a board ask, a spreadsheet you hate – and we will tell you what we would do about it.
Global-facing, delivered from Kochi, India.