CPA and MBA
Andy's individual professional credentials and formal business training, informing how he coordinates resources and handoffs—not a promise of CPA services or accounting review.
About
Years leading offshore delivery. Firsthand experience making it work.
Andy has spent more than 150 business days in India personally training and developing offshore teams. His two decades of Big Four experience include years integrating India-based professionals into U.S. client delivery, building the training, handoffs, review discipline, and accountability that make the model work.
150+ business days
In India, personally training and developing offshore teams
20 years
Big Four experience
CPA
Professional-practice and audit-quality leadership
Global MBA
Thunderbird, cum laude
The discipline behind the model
From in-person training in India to weekly technical office hours and national technical leadership, Andy knows what it takes to coordinate offshore resources and clear handoffs. He brings that background to CPA firms and growing businesses while each client directs the preparation, verifies the accounting work, and retains all judgments and decisions.
Why Andy
What sits behind the work
20 years of Big Four experience
Experience across audit and advisory work for public and private companies, including national technical, professional-practice, and audit-quality leadership.
US GAAP and technical accounting
Historical experience with research, memo drafting, and disclosure documentation; current offshore resources prepare under client-provided standards and decisions.
ICFR and COSO
Process documentation, risk and control matrices, control evidence, and deficiency tracking built on the COSO framework.
Data, AI, and automation
Historical experience with Excel builds, data cleanup and normalization, GL and TB analysis, and recurring-report automation; current preparation remains subject to client direction and review.
Offshore delivery leadership
More than 150 business days in India personally training and developing offshore teams, plus direct leadership of 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. Accountable handoffs.
Andy coordinates experienced accounting resources in India for work directed and reviewed by your firm or company. Some resources are chartered accountants; not all are, and they are not presented as U.S. CPAs.
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.
Your firm or company sets the accounting instructions and standards, supervises the work, and verifies completeness, accuracy, and overall appropriateness. Andy coordinates resources and handoffs; he does not provide an accounting or assurance review.
What we don't do
- Tax preparation
- Audit opinions
- Reviews or compilations requiring a report
- Other assurance conclusions
- Legal services
Offshore resources support preparation under your direction. Your firm or company reviews and verifies the work and retains all accounting judgments and decisions.
Talk it through before you send anything.
Twenty minutes is usually enough to know whether this fits how your team works.