Offshore Delivery Model for CPA Firms

A CPA firm offshore delivery model should define which preparation tasks can move offshore, how files are transferred and where professional review remains.

Build the Model Around Workflow

• Select repeatable preparation tasks
• Document firm-specific procedures
• Set file-access permissions
• Define reviewer checkpoints
• Track exceptions and turnaround

Protect the Firm's Professional Role

The offshore team provides execution capacity. Client relationships, professional judgment, engagement responsibility and final sign-off remain with the CPA firm.