Because Every Client You Turn Away Is Revenue Walking Out the Door
Your clients need tax prep, bookkeeping, and advisory—but you don't have the bandwidth. Get instant access to white-label outsourcing support and see how you can handle 2X the client load, cut costs by 60%, and deliver faster—all without managing new employees.
This isn't just cheap labor offshore. It's a strategic partnership that keeps your firm name front and center while we handle the heavy lifting.
Handle 3X the returns without weekend marathons. Dedicated tax preparers work your timezone, use your software, follow your processes. You review and sign—clients see only your firm.
Offshore bookkeeping teams reconcile accounts, code transactions, generate reports. You get clean books faster, clients get responsive service, you keep the relationship and the margin.
Stop drowning in data entry. Delegate compliance work, free up your calendar for high-value consulting. Build the advisory practice you always wanted.
Outsource the work, keep the relationships, grow the revenue
We handle the execution. You handle the client relationships. Everything is delivered under your brand with your quality standards.
Individual returns (1040), business returns (1120, 1120S, 1065), state and local filings, amended returns, and extension support. Your team in India works your tax season schedule—nights, weekends, March madness—all covered.
Monthly bookkeeping, bank reconciliations, AR/AP management, payroll processing, financial statement preparation. We use your chart of accounts, follow your procedures, deliver clean books on your timeline.
Financial modeling, budgeting and forecasting, KPI dashboards, management reporting. Give your clients CFO-level insights without building an in-house analytics team.
See how CPA firms are using offshore teams to double capacity, cut costs, and reclaim their calendars.
"I was turning away $80K in annual revenue because I couldn't handle more tax clients during busy season."
White-label tax prep team (3 preparers) working nights and weekends U.S. Eastern Time.
"My clients have no idea I'm outsourcing. The work quality is identical, turnaround is faster, and I'm not working 80-hour weeks anymore."
"We were losing advisory clients because we were stuck doing data entry and bookkeeping. High-value work was slipping through the cracks."
Offshore bookkeeping and accounting team (5 full-time staff) handling all compliance work for 60+ clients.
"This isn't just cost savings—it's a strategic business decision. We're now doing the work we went to school for, not just processing transactions."
"Payroll compliance and multi-state tax filings were eating our margins. We needed scale without overhead."
Dedicated offshore team for payroll processing and state tax compliance across 15 states.
"We thought offshore meant 'cheap and risky.' Turns out it means 'professional, reliable, and profitable.'"
Bank-level data security. Your client information is protected with the same protocols used by Fortune 500 financial institutions.
Our India-based team includes CPAs, chartered accountants, and finance graduates trained in U.S. GAAP, tax code, and CPA firm workflows.
We don't just work "offshore hours." Our teams match your schedule—East Coast, West Coast, or Central—with real-time collaboration.
We've processed over 50,000 tax returns, reconciled $2B+ in client transactions, and supported 200+ CPA practices across the U.S.
No long contracts. No hiring headaches. No "offshore handoff" excuses. Just seamless support that feels like your in-house team.
We study how you work—your software, your templates, your communication style, your quality standards. We don't force you into our system.
Within 2 weeks, you have trained professionals working exclusively on your firm's clients. Same people, same assignments, no rotation.
Your team in India works your evening and overnight hours. You wake up to completed reconciliations, drafted returns, clean reports—ready for your review.
You maintain full oversight. Every deliverable is review-ready, client-ready, branded with your firm name. You're the CPA of record. Always.
We'll walk through your current workflow, show you real cost comparisons, and map out what a 30-day pilot would look like. Zero pressure. Zero commitment.
SCHEDULE 20-MIN DISCOVERY CALLStop guessing. Here's what white-label outsourcing actually costs compared to hiring in the U.S.
| Cost Category | U.S. Full-Time Hire | Offshore Team (DNA Growth) | Your Savings |
|---|---|---|---|
| Annual Salary | $55,000 – $75,000 | $18,000 – $25,000 | 60–65% |
| Benefits & Taxes | $16,500 – $22,500 (30%) | $0 (handled by us) | 100% |
| Office & Equipment | $6,000 – $8,000/year | $0 (remote infrastructure) | 100% |
| Recruiting & Training | $5,000 – $12,000 | $0 (we handle it) | 100% |
| Turnover Risk | High (avg. 18-month tenure) | Low (dedicated long-term staff) | Stability |
| Total Annual Cost | $82,500 – $117,500 | $18,000 – $25,000 | ~$70K–$90K/year |
Not every CPA firm needs the same thing. We offer flexible engagement models—from project-based support to dedicated teams.
You get a dedicated team (1–10 professionals) working exclusively for your firm. Same people, every month, trained in your processes.
Pay only for the project. We scope it, assign the right talent, deliver on deadline. Flat fee or hourly rate, no long-term commitment.
Maintain a dedicated core team for consistent work, then scale up/down with flex capacity during busy periods.
We'll review your current workload, client mix, and growth goals—then recommend the model that makes the most financial and operational sense.
TALK TO AN OUTSOURCING SPECIALIST100% white-label. All communication with clients comes from you. Our team uses your email templates, your firm branding, your communication style. Clients interact only with you. We're invisible.
We build a 30-day trial into every engagement. If the work doesn't meet your quality bar, you walk away—no long-term contract, no penalty. In 15 years, our quality rejection rate is under 2%.
We're SOC 2 Type II certified, meaning we meet the same data security standards as your bank. All data is encrypted in transit and at rest. Our team signs NDAs. We've never had a data breach.
We scale with you. If you need weekend coverage, night shifts, or extended hours during March and April, we staff for it. Our India-based teams can work U.S. evening and overnight hours seamlessly.
We work with your existing software—QuickBooks, Xero, Drake, Lacerte, ProSeries, CCH, Thomson Reuters, whatever you use. We don't force platform changes.
Standard work (bookkeeping, reconciliations, routine tax prep): 24–48 hours. Rush projects: same-day turnaround available. Complex advisory work: quoted based on scope.
Absolutely. Many firms start with 1–3 test clients, see the results, then expand. No minimum client commitment required.
You have full input on team selection. If someone isn't a fit, we swap them out—no questions asked. You're in control.
Join 200+ CPA firms that have doubled capacity, cut costs by 60%, and reclaimed their calendars—all without hiring full-time U.S. staff.
Book a 20-minute consultation. We'll review your firm's workload, show you real cost comparisons, and map out what a 30-day pilot could look like.