Illustrative Case Study-
Offshore Accounting Support for Small/Mid-Sized CPA Firms
Scenario:
A mid-sized CPA firm in New York (10–15 employees) managing small business tax and bookkeeping faces seasonal staffing shortages and month-end close delays.
Illustrative Approach by IntelliGlobal:
- Dedicated offshore accounting team including US-trained accountants and Indian CAs
- Expertise in QuickBooks and Xero
- Support for bookkeeping, bank reconciliations, month-end close, and audit prep
- Team acts as an extension of the firm, following internal policies and US GAAP standards
Potential Outcomes:
- Faster month-end close and reconciliations
- Improved accuracy in bookkeeping and audit preparation
- Reporting delivered on time every month
- Staff able to focus on higher-value advisory work
- Reduced need for temporary hires and additional local staffing costs
Note: This is a hypothetical scenario illustrating the types of results our team is capable of delivering for firms with similar challenges.