Segment the work before delegation
Separate routine transaction work from judgement, advisory, tax and assurance responsibilities. Choose an initial client or workflow where records, instructions and reviewer availability are clear.
Work inside the approved stack
Tell us whether your workflow uses QuickBooks Online, another ledger or practice-specific workpapers. Platform competence, access permissions and any restrictions on offshore handling must be confirmed before work starts.
Retain professional authority in your firm
Your CPA practice controls client acceptance, technical positions, final review and regulated delivery. Dhake & Associates supplies agreed accounting support from India and does not hold itself out as a US CPA firm or an IRS representative.
Start with a defined assignment.
Which repeatable workflow would be suitable for an initial assignment? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for cpa firm outsourcing?
Begin with defined client or process scope; approved software and working-paper conventions; cpa practice reviewer and escalation instructions. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include bookkeeping or reconciliation work within scope; supporting schedules for practice review; documented exceptions and progress updates. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.