Question 1

Who is this for?

Accepted Answer

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.

Question 2

What work can be sent offshore?

Accepted Answer

Client-directed preparation, documentation, and analysis work can be supported offshore: reconciliations, schedules, workpapers, PBC organization, research drafts, reporting packages, and data cleanup. Experienced India-based accounting professionals work from your instructions, templates, assumptions, standards, and accounting decisions. Some are chartered accountants; not all are, and they are not presented as U.S. CPAs. Your firm or company verifies all results.

Question 3

Who reviews the work?

Accepted Answer

Andy coordinates resources and handoffs. His limited handoff check covers whether the agreed files are included and open questions are identified. Your firm or company directs the work and verifies its completeness, accuracy and overall appropriateness. Andy's handoff check is not an accounting or assurance review.

Question 4

How quickly can work be turned around?

Accepted Answer

It depends on scope, complexity, and how complete the inputs are. We confirm a target date during scoping. Next-business-day turnaround may be available for eligible, well-scoped tasks — it is not promised for all work.

Question 5

How is engagement data handled?

Accepted Answer

Before receiving engagement data, we agree the client-approved systems, permitted access, team locations, confidentiality arrangements, and document-sharing procedures. Source documents are never requested through the public inquiry forms. We do not claim certifications or technical controls that have not been established and agreed.

Question 6

Do you prepare tax returns?

Accepted Answer

No. Tax return preparation is outside our scope.

Question 7

Do you provide audit or assurance opinions?

Accepted Answer

No. We provide support work. We do not perform audits, issue audit opinions, or provide reviews, compilations, or other assurance conclusions.

Question 8

How can we work together?

Accepted Answer

Start with resources for a defined task or period, ongoing monthly capacity, dedicated capacity, or a custom arrangement. Tell us the experience and capacity you need, and we will agree the working arrangement and terms before work begins.

Question 9

Where will my data live?

Accepted Answer

We agree on approved systems, storage locations, access and retention before live data is shared. Where practical, work stays in your environment; otherwise we can agree a segregated engagement workspace.

Question 10

Can you work inside our VDI, VPN, remote desktop or secure portal?

Accepted Answer

Yes, where access is supported and agreed. We review your workflow and permissions first; client-controlled access can be the preferred approach.

Question 11

Do your India team members download client data locally?

Accepted Answer

The permitted download and storage locations are agreed before work begins. We can configure restrictions within the approved environment where feasible; do not assume local downloads are permitted.

Question 12

How do you transfer files?

Accepted Answer

Through the secure channel agreed with you, such as your portal or approved workspace. Sensitive source documents should not be sent through ordinary email or public inquiry forms.

Question 13

Do you use shared logins or passwords?

Accepted Answer

No shared credentials in the agreed operating model. Access should use named accounts for authorized personnel, with permissions limited to the task.

Question 14

Do you require MFA?

Accepted Answer

MFA is part of our preferred access model. We agree how it is enabled in your systems or the engagement workspace before access is granted.

Question 15

Can we restrict who can access our data?

Accepted Answer

Yes. We agree named users, roles and need-to-know permissions; access should be limited to authorized personnel working on the engagement.

Question 16

Can we require IP/device/download restrictions?

Accepted Answer

We can review and configure those restrictions where the selected systems support them and the workflow permits them. Requirements should be agreed before live data access.

Question 17

What happens when someone leaves the team or an engagement ends?

Accepted Answer

We agree an offboarding process, including prompt access removal and handling of retained information, before work begins.

Question 18

How long do you retain data?

Accepted Answer

Retention and deletion expectations are agreed for each engagement before live data is shared. We do not publish a universal retention period.

Question 19

Do you use AI with our data?

Accepted Answer

Client data is not entered into public or consumer AI tools without your express written approval. Any approved AI-assisted workflow is subject to agreed tools, data rules and human review.

Question 20

Can you sign our NDA, DPA or security addendum?

Accepted Answer

We can review proposed confidentiality and data-protection terms during onboarding. Requirements must be agreed before live data is shared; we cannot promise acceptance of every term in advance.

Question 21

Can we require that our data stays in our environment?

Accepted Answer

We can scope an in-environment workflow where practical, subject to your system capabilities and the work required. We agree access, storage and any exceptions before starting.

Question 22

Do you use subcontractors or other delivery locations?

Accepted Answer

The current delivery team is based in India. Team locations, personnel access and any proposed subprocessors are disclosed and agreed before live data access; no unapproved delivery locations or subprocessors in the agreed model.

Question 23

Where is the offshore team located?

Accepted Answer

Our current delivery team is based in India. Our model is U.S.-led, India-enabled; delivery and access locations are agreed during onboarding.

Question 24

What experience does the India team bring?

Accepted Answer

Our India-based resources include experienced accounting professionals, some of whom are chartered accountants. Not all are chartered accountants, and none are presented as U.S. CPAs. Resources are matched to the experience required and perform preparation under your direction.

Question 25

How does the time-zone handoff work?

Accepted Answer

Client-directed work handed off late in the U.S. day can progress during the India workday and may be ready for your team to review the following workday when instructions and inputs are complete and timing and capacity permit.

Question 26

Is work guaranteed overnight?

Accepted Answer

No. Timing depends on complete instructions and inputs, complexity, resource availability, holidays, handoffs, and your review needs. We confirm a target date for each task.

Question 27

Who do I communicate with?

Accepted Answer

Andy is the U.S.-based point of contact for resource coordination and handoffs; communication roles and escalation contacts are agreed for the engagement.

Question 28

Who owns final review and professional judgment?

Accepted Answer

Andy coordinates resources and handoffs. His limited handoff check covers whether the agreed files are included and open questions are identified. Your firm or company directs the work and verifies its completeness, accuracy and overall appropriateness. Andy's handoff check is not an accounting or assurance review.

Question 29

Can you support different U.S. time zones?

Accepted Answer

We can structure handoffs around your team's schedule across U.S. time zones, subject to scope and agreed availability. We do not promise 24/7 staffed support.

Question 30

Can you support companies outside the U.S.?

Accepted Answer

Potentially, depending on the scope, accounting framework, location and access requirements. Ask us about the specific work before we confirm a fit.

Question 31

Are all offshore team members chartered accountants?

Accepted Answer

No. The resources include experienced accounting professionals, some of whom are chartered accountants. Not all are chartered accountants, and none are presented as U.S. CPAs. Each resource is matched to the experience required and prepares work under your direction.

Question 32

What experience does Andy have leading offshore teams?

Accepted Answer

Andy has 20 years of Big Four experience, including years integrating India-based professionals into U.S. client delivery and more than 150 business days in India personally training and developing offshore teams. His experience includes hands-on training, weekly technical office hours, national technical leadership, resource coordination, and cross-border handoffs.

Question 33

What accounting systems do you work with?

Accepted Answer

Experience across platforms including QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft Dynamics 365 / Business Central, plus Excel and Power BI workflows. We review access and fit before starting.

Question 34

Do we have to change our ERP?

Accepted Answer

No. We aim to work in your existing stack where practical, after a workflow and access review.

Question 35

Can you work in QuickBooks Online?

Accepted Answer

Yes, we have QuickBooks Online experience. We agree permissions, scope and workflow first; no product certification is claimed.

Question 36

What about Xero, NetSuite, Sage Intacct, or Dynamics 365?

Accepted Answer

We have experience across these environments, including Microsoft Dynamics 365 / Business Central. The exact workflow and access requirements are reviewed for each engagement.

Question 37

Can you work in our Excel/Power BI workflow?

Accepted Answer

We can work with existing Excel models and reporting workflows, including Power BI outputs where relevant. Specific work is scoped first; this is not an advertised Power BI build service.

Question 38

What if our system is not listed?

Accepted Answer

Other systems may be supported after a workflow, permissions and access review. Tell us what you use and what work you need done.

Question 39

What work can you take off our plate?

Accepted Answer

Experienced offshore resources can support client-directed preparation for accounting and close, audit support, U.S. GAAP research drafts, financial analysis, and data and automation work. Your team supplies the applicable instructions and accounting decisions and verifies all results.

Question 40

What do you not do?

Accepted Answer

No tax preparation, audit opinions, reviews or compilations requiring a report, other assurance conclusions, or legal services.

Question 41

Can you prepare workpapers?

Accepted Answer

Yes. Offshore resources can prepare and organize workpapers from your templates, instructions, and standards for your review. Your team verifies the work; andy.cpa does not provide an assurance conclusion.

Question 42

Can you draft U.S. GAAP memos?

Accepted Answer

Yes. Offshore resources can collect research and prepare draft technical accounting memoranda from the facts, policies, sources, and accounting direction your team provides. Your responsible professionals verify the research, analysis, and conclusions.

Question 43

Can you help convert work across accounting frameworks?

Accepted Answer

Yes, when your team defines the frameworks, accounting decisions, methodology, and conversion instructions. Offshore resources can prepare draft adaptations of models, workpapers, schedules, and policy documentation—for example, an IFRS lease model in a U.S. GAAP format. Your firm or company verifies the accounting logic, completeness, accuracy, and overall appropriateness.

Question 44

Can you support internal controls / SOX documentation?

Accepted Answer

Andy's background includes ICFR/COSO experience. Client-directed documentation preparation may be discussed and scoped individually; andy.cpa does not advertise an internal-controls or SOX service package or provide assurance.

Question 45

Can you help with audit PBCs and workpaper preparation?

Accepted Answer

Yes. Offshore resources can support PBC organization, request tracking, tie-outs, and workpaper preparation under your instructions. Your firm verifies the work; andy.cpa does not perform audits or issue opinions.

Question 46

Do you provide assurance?

Accepted Answer

No. We do not perform audits, issue opinions, provide reviews or compilations requiring a report, or give other assurance conclusions.

Question 47

How is work reviewed?

Accepted Answer

Andy coordinates resources and handoffs. His limited handoff check covers whether the agreed files are included and open questions are identified. Your firm or company directs the work and verifies its completeness, accuracy and overall appropriateness. Andy's handoff check is not an accounting or assurance review.

Question 48

What if the work is wrong or needs rework?

Accepted Answer

Your team identifies accounting errors, omissions, or needed changes through its review. The response to rework, resource fit, and revisions follows the agreed working arrangement; unlimited revisions are not promised.

Question 49

Who approves accounting judgments?

Accepted Answer

Your firm or company supplies the accounting decisions and verifies the work. Its responsible professionals retain all accounting judgments, approvals, and decisions about use.

Question 50

Can we start with one project?

Accepted Answer

Yes. We can begin with resources for a defined task or period. We agree the experience, capacity, client instructions, timing, handoffs, and working arrangement before work begins.

Question 51

How does monthly support work?

Accepted Answer

We agree the experience required, expected capacity, client direction, timing, handoffs, and working arrangement for ongoing monthly resource support.

Question 52

Can support scale with our workload?

Accepted Answer

Yes. Let us know when your needs change, and we can revisit the scope and capacity together.

Question 53

Can we arrange dedicated capacity?

Accepted Answer

We can discuss resource capacity for a sustained workload and agree the experience, availability, duration, client direction, and working arrangements together.

Question 54

How quickly can we start?

Accepted Answer

Timing depends on the experience required, resource availability, expected capacity, duration, onboarding, and access setup. We confirm a realistic start and working schedule before work begins.

Question 55

What happens before live data is shared?

Accepted Answer

We agree scope, named users, systems, access and security requirements, communication channel, data handling and retention expectations before any live engagement data is shared.

Question 56

Can we cancel?

Accepted Answer

There is no published cancellation policy. Any notice and termination terms are agreed in the engagement arrangement before work starts.

Question 57

How much could my firm save?

Accepted Answer

It depends on the resources, capacity, duration, and working arrangement. Compare a tailored quote with your actual preparation cost, including your own supervision and review effort—not client billing rates. Added capacity may not reduce payroll, and savings are not guaranteed.

Straight answers before work starts.

At a glance

Data security & privacy

Offshore & global delivery

Software & systems

Work, quality & scope

Engagements & getting started

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