How it works
Define the work and instructions, agree the resources and secure handoff, then review and verify preparation completed under your direction.
Five steps
The resources, instructions, handoff, timing, and responsibilities are agreed before work starts.
Tell us the task, target date, and the instructions, templates, assumptions, standards, mappings, and accounting decisions your team will provide. Do not send source documents through the public form.
We agree the experience required, capacity, timing, working arrangement, secure data workflow, and handoff expectations before work begins.
Experienced accounting professionals in India perform the preparation under your firm's or company's direction, using the instructions, templates, assumptions, standards, and accounting decisions you provide. Some are chartered accountants; not all are, and they are not presented as U.S. CPAs.
Andy coordinates resources and handoffs. His limited handoff check covers whether the agreed files are included and open questions are identified. Andy's handoff check is not an accounting or assurance review.
Your firm or company reviews the preparation, verifies its completeness, accuracy, and overall appropriateness, resolves accounting questions, and decides how the work is used.
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.
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.
Time-zone advantage
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 permits.
U.S. handoff
Complete scope and inputs
Offshore workday
Experienced India-based accounting professionals prepare the work
No blanket overnight promise. Timing depends on instructions, input completeness, complexity, resource availability, holidays, and your review needs; the target date is confirmed during scoping.
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.
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.
AI, automation, and agent-assisted workflows may support preparation when appropriate and agreed. Client data stays within approved tools and security rules, and your responsible professionals review the results and retain every accounting judgment.
Before live data
A practical pre-flight checklist, tailored to your systems and the task—not a certification claim.
Your role
You provide the instructions, templates, assumptions, standards, and accounting decisions. You review completeness, accuracy, and overall appropriateness and decide what is used, adjusted, or discarded.
Tell us the experience and capacity you need. We'll agree the resources, working arrangement, timing, and terms before work begins.