Workpaper preparation
Lead schedules, tie-outs and supporting workpapers in your firm's format.
Practice support
A dedicated offshore team inside your practice
Trained accountants and practice staff who work in your software, follow your procedures and take on the preparation and admin work that keeps your firm running. We handle recruitment, training and supervision.
- To a productive team
- 2–3 wks
- Staff dedicated to you
- Full-time
- Countries' rules covered
- 5
- Long-term lock-in
- No
01 What we take on
The work firms hand to us most
Start with one task or build a whole offshore team. Every team member is matched to your jurisdiction, your software and the way your reviewers like work presented.
Tax return preparation
Returns prepared with full workpapers: 1040 and 1120, ITRs, IR3 and IR4, SA100 and CT600, Form 11 and CT1.
Financial statement preparation
Year-end adjustments and financial statements to US GAAP, FRS 102 / 105 or local frameworks.
Client bookkeeping
Transaction coding, reconciliations and month-end close across your client base.
Data entry
High-volume data entry and document processing, accurately and on time.
ASIC / Companies House administration
Annual reviews, confirmation statements, registers and company secretarial filings.
Client onboarding
Engagement letters, AML and KYC document collection, and new-client setup.
Practice administration
Document chasing and workflow updates in Karbon, XPM or FYI — freeing your team for billable work.
Need a specialist role?
We can source people for niche needs too — from US multi-state sales tax to audit support or NetSuite administration.
02 Why firms build a team with us
More capacity, less overhead
A dedicated offshore team isn't just a cheaper hire. Done well, it gives your firm room to take on more clients and more advisory work.
01
A fraction of local hiring costs
Skilled staff for much less than a local hire, with no recruitment fees, office space or software seats to fund.
02
Work moves overnight
Jobs sent at the end of your day come back finished in the morning, so turnaround gets faster, not slower.
03
Trained on your jurisdiction
Staff trained on US, Australian, New Zealand, UK or Irish rules and forms — ready from week one.
04
Your software, your checklists
Your team works in your systems and follows your procedures, so files look as if they were prepared in-house.
05
Secure from day one
NDAs, role-based access and MFA are in place before any client data is shared.
06
Scale with the season
Add people ahead of busy season and scale back afterwards, without permanent hiring.
03 How it works
From first call to a working team
A structured process gets you from discovery call to a productive offshore team in two to three weeks.
- 01
Scope the work
We learn your clients, software, volumes and review standards, and agree the skills the team needs.
- 02
Match & vet
We shortlist and test candidates against your requirements. You can interview them before anyone starts.
- 03
Train on your way of working
Your new team members learn your checklists, templates and systems, with secure access set up.
- 04
Deliver & review
Work starts, with a senior reviewer checking quality and regular check-ins to fine-tune the fit.
Typical timeline: two to three weeks from discovery call to your team being fully productive.
No costRisk-Free Trial Task
Send us 2 trial files. Test our review-ready turnaround before signing.
Not ready to outsource your whole workflow? Pick two real jobs and we'll prepare them in your software, to your standard, free of charge — for example:
- One company year-end workpaper
- Two monthly reconciliations
- 1Sign NDA
- 2Share 2 files securely
- 3Review our workpapers
- 4Decide — no obligation
- Files shared only after your NDA is signed, via a secure link.
Consultation
Ready to add capacity before busy season?
Tell us about the work you need covered. We'll come back with a team plan, candidate profiles and a quote — usually within two working days.
- Free capacity assessmentWe'll look at your workload and suggest the right roles.
- Try with a pilot taskSee real work before you commit to a hire.
- No long-term lock-inFlexible terms that grow or shrink with you.