Questions? We Have Answers.

Our free trial gives you access to a dedicated accountant for an agreed-upon period — typically 2–4 weeks — with no commitment or contracts required. We assign a senior professional who matches your firm's needs, integrate them into your existing workflow and software, and let the quality of the work speak for itself. If you're satisfied (and we're confident you will be), we move forward with a formal engagement.

Over 80% of our accountants come from Big-4 firms (PwC, Deloitte, EY, KPMG). All team members hold recognized accounting certifications — most are CA (Chartered Accountants), CPA, or EA-qualified. Every team member is vetted through our rigorous multi-stage hiring process, which includes technical assessments, US accounting standards tests, and professional reference checks.

We take data security extremely seriously. All staff sign comprehensive NDAs before accessing any client data. Data is transferred via encrypted portals only — we never use email for sensitive files. Our offices use biometric access controls, no removable media, and continuous monitoring. We follow an ISO 27001 security framework and our processes are SOC 2 Type II aligned. You can read our full security overview on the Data Security page.

That's entirely your decision. Many of our clients choose not to disclose this — just as many US firms don't disclose that they use other vendors for specialized services. Our team operates as a seamless extension of your firm, using your workflows, your software, and your branding. All communication with your clients remains with you and your team. We are a white-label, back-office operation.

Our team is proficient in all major accounting, tax, and communication platforms used by US CPA firms: QuickBooks (Desktop & Online), Xero, NetSuite, Sage Intacct, Drake Tax, ProSeries, ProConnect, Lacerte, Accounting CS, and more. For communication and collaboration we use Zoom, Slack, Microsoft Teams, and Skype. If your firm uses a platform not listed here, just ask — we likely have experience with it.

Most firms are fully onboarded and have their first deliverables within 48–72 hours of signing. We have a structured onboarding process that covers: understanding your firm's workflows, setting up access to your software, introducing your dedicated team member, and establishing communication protocols. Our goal is minimal disruption to your current operations.

We offer flexible pricing tailored to your firm's needs — including full-time dedicated staff, part-time support, and project-based engagements. All pricing is transparent with no hidden fees. Specific rates depend on the service type, experience level of the staff assigned, and the volume of work. The best way to get an accurate quote is to schedule a free strategy call where we can understand your specific requirements.

Absolutely — this is one of the key advantages of our model. Many firms scale up significantly during tax season (January–April) and scale back during slower months. We accommodate these fluctuations with advance notice, ensuring you always have the right capacity when you need it. We can scale from 1 person to entire functional teams within a short time frame.

Yes — and this is what truly sets us apart from a traditional staffing agency. We offer full marketing and growth consulting services for accounting firms: lead generation systems, digital marketing strategy, sales pipeline setup, and advisory service development. Our goal is to help you reinvest the cost savings from offshore staffing into growing your firm's revenue and client base.

Quality is our top priority. Every deliverable goes through a quality review before it reaches you. If you're ever not satisfied with the output, we will revise it at no additional cost — no questions asked. We also have a replacement guarantee: if a team member isn't the right fit for your firm, we'll find a replacement quickly, at our expense. Our 98% client retention rate reflects our commitment to getting this right.