CPA, CIA and MBA
Professional credentials and formal business training, applied to how work is scoped, documented, and reviewed.
About
Leadership that knows why offshore models work—or fail.
Andy has led offshore delivery inside a Big Four environment and trained and supported teams in India. He brings that operating experience to every scope, handoff, and review.
Nearly 20 yrs
Big Four experience
CPA, CIA
Professional-practice and audit-quality leadership
Global MBA
Thunderbird, cum laude
The discipline behind the model
Offshore delivery succeeds when the scope is clear, teams are trained, handoffs are complete, review ownership is explicit, communication is direct, and work is matched to the right resource level. It fails when those basics are treated as administrative details. Andy's role is to make them part of the work—not an afterthought.
Why Andy
What sits behind the work
Nearly 20 years at a Big Four firm
Audit and advisory experience across public and private companies, including national professional-practice, technical-accounting, and audit-quality leadership.
US GAAP and technical accounting
Research, memo drafting, and disclosure work performed to the documentation standards reviewers actually expect.
ICFR and COSO
Process documentation, risk and control matrices, control evidence, and deficiency tracking built on the COSO framework.
Data, AI, and automation
Excel builds, data cleanup and normalization, GL and TB analysis, and recurring-report automation under human review.
Offshore delivery leadership
Big Four offshore-delivery leadership, including training and supporting teams in India and leading cross-border handoffs, review, and accountability.
Global MBA, cum laude
A Global MBA from Thunderbird School of Global Management, an internationally focused global-management business school. That cross-border education is directly relevant to leading U.S.–India delivery.
Why Offshore
Global talent. Lower-cost delivery. U.S.-based 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; this does not imply U.S. CPA licensure.
Larger firms figured this out years ago and built their own offshore operations. The advantages are real: a lower delivery cost structure, the ability to scale with your workload, and a time-zone offset that lets preparation work move while your U.S. team is offline. That keeps your U.S. professionals focused on review, judgment, and client relationships. Team and access locations are agreed during onboarding.
We don't guarantee outcomes or quality in the abstract. We define the scope, set the documentation standard, and review the work before it reaches you. You judge the result.
What 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.
Talk it through before you send anything.
Twenty minutes is usually enough to know whether this fits how your team works.