US Offshoring
Scalable finance delivery. Structured for control. Built for growth.
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As US businesses and CPA firms look to scale efficiently, offshoring finance and accounting processes has become a strategic lever—not just a cost decision.
However, successful offshoring requires more than access to talent. It demands:
While delivery is executed from India, clients interact through a clearly defined interface that ensures responsiveness, clarity, and accountability at every stage of the engagement.
Key elements of the coordination model
Built for scale-oriented organisations
Best fit
Our offshoring model is designed for organisations that need scalable finance capacity, stronger process discipline, and structured delivery support without unnecessary operational complexity.
US CPA Firms
- Capacity expansion without increasing onshore headcount
- Support during peak cycles
Startups and Growth Companies
- Scalable finance operations without full in-house buildout
PE-backed and Mid-sized Businesses
- Process standardisation and reporting discipline
- Support for audits, transactions, and growth
Global Capability Centers (GCCs)
- Structured India-based finance delivery capability
Strong controls across data, processes, and delivery
We embed governance and control mechanisms across all engagements.
Data security
- Role-based access controls
- Secure data sharing protocols
Process controls
- Defined workflows and approval hierarchies
- Maker–checker–review mechanisms
Confidentiality
- Controlled access to sensitive information
- Strict confidentiality frameworks
Audit readiness
- Structured documentation and clear audit trails
Business continuity
- Backup resources and continuity planning
Structured delivery frameworks in practice
We support a range of engagement models depending on client size, complexity, and operating requirements. The examples below illustrate how our delivery frameworks are structured in practice.
1. CPA Firm Support Model
Designed for US CPA firms looking to expand delivery capacity without increasing onshore headcount, particularly during peak periods such as tax season and audit cycles.
- Bookkeeping and transaction processing
- Tax return preparation support (corporate and individual)
- Preparation of audit working papers and schedules
- Reconciliations and supporting documentation
- Dedicated offshore team aligned to the CPA firm
- Team composition typically includes:
- 2–4 accountants (execution layer)
- 1 senior reviewer (quality control and coordination)
- Direct coordination with the CPA firm’s onshore team
- Defined turnaround timelines and review checkpoints
- Work allocation managed through shared workflow systems
A mid-sized CPA firm in California was experiencing capacity constraints during tax season, with increasing pressure on internal teams to manage both compliance and advisory work.
Engagement setup:
- A dedicated offshore team of 4 members was deployed
- Workstreams included bookkeeping clean-ups, preparation of tax returns, and audit support schedules
- Daily work allocation was shared by the CPA firm, with structured review cycles
Execution approach:
- Transactions and records were processed overnight (India time), enabling next-day availability for the US team
- All outputs were routed through a senior reviewer before submission
- Weekly review calls ensured alignment on priorities and quality expectations
- Increased processing capacity without additional US hiring
- Improved turnaround time during peak season
- Enabled onshore teams to focus on higher-value advisory work
- Established a scalable offshore model for future growth
2. Startup Finance Model
Designed for startups and growth-stage companies that require a structured finance function without investing in a full in-house team.
- End-to-end bookkeeping and accounting
- Payroll processing and coordination
- Monthly MIS and management reporting
- Support for audits and investor reporting
- Managed services model with defined scope and SLAs
- Monthly reporting cycles with fixed timelines
- Centralised engagement management
- Integration with client’s accounting and payroll systems
A US-based SaaS startup with operations across multiple states did not have a fully built finance team. Bookkeeping was inconsistent, payroll coordination was fragmented, and management reporting lacked structure.
Engagement setup:
- DoubleEntry assumed end-to-end ownership of finance operations
- Monthly close calendar and reporting timelines were established
- Payroll inputs were coordinated with the client’s HR team
Execution approach:
- Daily bookkeeping and transaction categorisation
- Weekly bank and balance sheet reconciliations
- Monthly close completed within a defined timeline
- MIS reports prepared with variance analysis and management insights
- Established a structured and reliable finance function
- Improved accuracy and timeliness of financial reporting
- Enabled founders to focus on business growth rather than operational finance
- Created audit-ready financial records
3. Multi-State Compliance Model
Designed for businesses operating across multiple US states that require structured compliance management and coordination across jurisdictions.
- Federal and state tax compliance
- Payroll tax filings and reconciliations
- Year-end reporting (W-2, 1099)
- Compliance tracking and documentation
- Hybrid model combining:
- Dedicated team for ongoing compliance tracking
- Specialists for jurisdiction-specific requirements
- Centralised compliance calendar and tracking system
- Coordination with client stakeholders and external advisors
A mid-sized US retail business operating across 10+ states faced recurring compliance challenges due to varying state requirements and fragmented tracking of deadlines.
Engagement setup:
- A dedicated compliance team was assigned
- A centralised compliance calendar covering all jurisdictions was implemented
- Filing responsibilities and timelines were clearly mapped
Execution approach:
- Ongoing tracking of federal, state, and payroll tax obligations
- Preparation and review of filings prior to submission
- Reconciliation of payroll tax balances across periods
- Coordination with external advisors for state-specific nuances
- Eliminated missed filings and reduced penalty exposure
- Improved visibility into compliance status across jurisdictions
- Streamlined coordination between internal teams and advisors
- Established a repeatable and scalable compliance framework
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