CPA firms
Add capacity for privately held clients, close and busy-season workload, and recruitment constraints—while partners and managers retain client relationships and final professional judgment.
For CPA firms, growing companies and startups
Lower-cost accounting support. Built for smaller teams.
Experienced offshore accounting talent with U.S.-based CPA quality review, available as ongoing support or a defined project—without building a full department or offshore operation yourself.
- Scope confirmed before work starts
- Reviewed before it reaches you
- You keep final approval
Built for smaller teams
A disciplined hybrid offshore model.
Larger firms have long used global delivery to expand capacity and lower delivery costs. andy.cpa brings a practical version of that model to teams that cannot justify building it themselves.
Growing companies and startups
Get practical accounting, reporting, and analysis support without building a full accounting department before the business is ready.
Services
Where the hours actually go.
Preparation, documentation, and analysis work — the categories that consume your team's month.
Accounting & Close
Month-end capacity that keeps your close on schedule.
- Account reconciliations
- Account schedules and rollforwards
- Journal-entry support
- Close checklists and status tracking
- Flux and variance analysis
Audit Support
Preparation and organization work that shortens fieldwork.
- Workpaper preparation
- PBC organization and request tracking
- Tie-outs and cross-referencing
- Confirmations administration
- Sampling schedules
Support work only. We do not perform audits, issue opinions, or provide assurance.
US GAAP & Technical Accounting
Research and documentation drafted for your review.
- Technical research
- Draft accounting memos
- Disclosure checklists
- Accounting-policy documentation
- Research packages with source references
Financial Analysis
The analysis layer your leaders keep asking for.
- Budgeting and forecasting
- Variance analysis
- KPI and management reporting
- Board and lender reporting packages
- Financial models
Data & Automation
Cleaner data, faster reporting, fewer manual hours.
- Excel builds and recurring-report automation
- Data cleanup and normalization
- GL / TB analysis and reconciliations
- Transaction and anomaly analysis
- Agent-assisted workflows, when approved
Don't see it? Ask us.
If it is accounting or finance work that does not require us to sign an audit report, provide assurance, or prepare a tax return, there is a good chance we can help. Describe the task and we will tell you honestly whether it is a fit.
Real work we can help with
Take a complete work product off your desk.
Start with the source data, instructions, and review standard. Get back an organized package built for your review—not a generic service category.
Month-end close package
You send us
A trial balance, close calendar, prior schedules, and your reconciliation templates.
We return
Reconciliations, rollforwards, journal-entry support, a close checklist, and flux or variance analysis.
Financial & management reporting
You send us
Current-period results, budget, prior-period data, and the questions management needs answered.
We return
Budget-to-actual and prior-period comparisons, KPI reporting, cash visibility, and a management-ready package.
U.S. GAAP research package
You send us
A defined accounting question, the facts, agreements, and relevant company policies.
We return
Authoritative-source research, a draft technical memo, policy documentation, and a disclosure checklist.
Final judgments and approval remain with client management or the responsible CPA, as applicable.
Audit support package
You send us
The PBC list, prior workpapers, current support, deadlines, and auditor requests.
We return
PBC organization, workpaper preparation, tie-outs, rollforwards, confirmations administration, sampling schedules, and request tracking.
Support work only—andy.cpa does not issue audit opinions or assurance conclusions.
How it works
Five steps, and you stay in control of all of them.
You retain final review and approval on everything we deliver.
- 01
Send it.
Send a high-level request with what you need and the target date. Engagement data and source documents are exchanged only through the secure workflow agreed after onboarding.
- 02
We scope it.
We confirm the deliverable, assumptions, inputs, timing, review needs, and tailored quote before work begins.
- 03
Our offshore team gets to work.
Offshore Chartered Accountants prepare the work using the templates, standards, and instructions agreed in scoping. The current delivery team is based in India; this does not imply U.S. CPA licensure.
- 04
Quality review.
A U.S.-based CPA reviews the work against the agreed scope and review standards before it reaches you, with open items and assumptions clearly flagged.
- 05
It's back in your hands.
You receive the deliverable with a summary of what was done and what is still open. You retain final review and approval.
Timing, stated honestly
Turnaround depends on scope and the completeness of inputs. Next-business-day delivery may be available for eligible, well-scoped tasks — we confirm a target date during scoping rather than promising it for everything.
Time-zone advantage
Put the offshore time difference to work.
A complete, properly scoped request handed off late in the U.S. workday can move forward during the offshore team's normal daytime hours—and may be ready for U.S. review the next morning when the task is eligible.
U.S. handoff
Complete scope and inputs
Offshore workday
Chartered Accountants prepare the work
No blanket overnight promise. Timing depends on scope, input completeness, complexity, available capacity, holidays, and review needs; the target date is confirmed during scoping.
Data protection, agreed before work starts.
Before receiving engagement data, we agree client-approved systems, permitted access, team locations, confidentiality arrangements, and document-sharing procedures. Source documents are exchanged only through that agreed workflow—not these public inquiry forms.
We stand behind our work.
Each deliverable is checked against the agreed scope and review standards. If it falls short of those agreed requirements, we work with you to make it right within that scope.
Modern tools. Professional judgment.
AI, automation, and agent-assisted workflows can support efficiency and quality when appropriate and agreed. People review the work, client data stays within approved tools and security rules, and the responsible professional keeps final judgment.
Why Offshore
Offshore economics, professional talent, accountable review.
Our offshore team includes Chartered Accountants with U.S. GAAP and cross-border delivery experience, supported by U.S.-based CPA oversight. The current delivery team is based in India; they are not presented as U.S. CPAs. Delivery and access locations are agreed with each client during onboarding.
Lower delivery cost
A cost structure that makes preparation-heavy work economical again.
Scale with the calendar
Add support for close and busy season, then adjust as the workload changes.
Time-zone advantage
Preparation work moves while your U.S. team is offline.
Focus where it counts
Your U.S. professionals stay on review, judgment, and client relationships.
Why Andy
Big Four offshore-delivery leadership, applied practically.
Andy has led offshore delivery inside a Big Four environment, trained and supported teams in India, and seen what makes cross-border work succeed—or fail.
- Nearly 20 years of Big Four experience
- CPA, CIA and Global MBA, cum laude
- National professional-practice leadership
- Technical-accounting and audit-quality leadership
- Big Four offshore-delivery leadership
- Training and supporting teams in India
- US GAAP, ICFR, and COSO expertise
- Data, AI, and automation background
The operating disciplines are concrete: scope clarity, training, clean handoffs, review, accountability, direct communication, and matching each task to the right resource level.
More about AndyWhat we don't do
- Tax preparation
- Audit opinions
- Reviews or compilations requiring a report
- Other assurance conclusions
- Legal services
We support the work. We don't replace the professional judgment of your CPA firm, management, auditor, or other responsible professional.
FAQ
Questions we get first
- Who is this for?
- U.S. CPA firms serving privately held clients, growing small companies, and startups without an established accounting function. The model is designed for teams that need skilled capacity without building a full department or offshore operation.
- What work can be sent offshore?
- Preparation-heavy, documentation-heavy, and analysis-heavy work: reconciliations, schedules, workpaper preparation, PBC organization, research drafts, reporting packages, and data cleanup. Our current delivery team is based in India and includes Chartered Accountants with U.S. GAAP and cross-border delivery experience; this does not mean they are U.S. CPAs. Delivery and access locations are agreed during onboarding. Work requiring signed reports, assurance conclusions, or tax filings stays with you.
- Who reviews the work?
- A U.S.-based CPA reviews work against the agreed scope and review standards before delivery. Client management or the responsible CPA still retains final decisions and approval.
Add capacity without adding headcount.
Tell us what needs to move. We'll discuss the scope, review needs, timing, and a tailored quote before work begins.