1. Understand your firm
We clarify your entity types, systems, volume, and review standards.
- Map recurring tasks: weekly, monthly, quarterly.
- Identify work appropriate for offshore execution vs. in-house.
CPA & bookkeeping firms
Offshore accounting capacity for CPA and bookkeeping firms.
Add trained offshore accountants and bookkeepers to your firm without losing control over quality, client relationships, or review standards.
Handle more clients and deadlines with a consistent team.
Scale CAO gives you access to U.S.-trained offshore accountants who plug into your existing processes. They handle recurring work while your partners and managers stay focused on review, advisory, and client conversations.
- Support for month-end closes, clean-up projects, and ongoing bookkeeping.
- Staff and senior-level resources for GL, AP/AR, and reconciliations.
- Standardized workpapers that fit your review and audit workflows.
- Capacity that scales up or down without local recruiting cycles.
How it works
A CPA-friendly model that keeps you in control.
2. Match and onboard talent
We match you with accountants trained on U.S. GAAP and firm workflows.
- You can interview candidates if you’d like.
- We document processes as we go so your firm retains the IP.
3. Run a stable monthly rhythm
We build repeatable close and bookkeeping routines around your deadlines.
- Standard checklists and workpapers for each client.
- Clear cutoffs for offshore work vs. partner/manager review.