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Offshore accounting providers give CPA firms extra preparers and bookkeepers who work inside the firm's own review process. This guide describes seven providers using only what each states on its own website. Botkeeper closed in 2026, so six remain active. Check security, US tax experience and Section 7216 consent before choosing.
There comes a point in every growing CPA firm where the maths stops working. Staff are exhausted, partner hours vanish into review work, and yet turning away clients feels unthinkable. That is usually when "we should look at offshore" appears on the partners' meeting agenda.
Search for offshore help and you are quickly buried in options: India or the Philippines, dedicated staff or pay-per-return, human teams or automation. This guide narrows it down to providers that market themselves to accounting firms, and describes each one neutrally so you can build your own shortlist.
Offshoring is now mainstream. The 2025 PCPS/CPA.com National MAP Survey found that 29% of CPA firms use offshore resources, rising to 74% of firms with $10 million or more in revenue. Of those firms, 65% use India and 33% use the Philippines.
Firms typically go offshore because:
Offshore is not about cheap labour. Done well, it is a way to build reliable capacity underneath a quality-focused firm.
Descriptions below are based on each provider's own website as of November 2026. The order is not a ranking; confirm details directly with each provider.
Madras Accountancy (the publisher of this guide) works with US CPA firms. According to its website, the company began in 2014, works with more than 60 clients, and has offices in India. Services include tax preparation, accounting and bookkeeping, audit and assurance support, payroll and 1099 work, sales tax compliance and fractional CFO support.
Teams work inside the client firm's own software and review process. The website lists SOC 2 and ISO 27001 certification. As with any provider, ask to see current reports and certificates before signing.
Unison Globus says on its website that it has supported US-based CPAs, EAs and accounting firms for over 19 years. Listed services include tax preparation, accounting, bookkeeping, audit and assurance, payroll, sales tax and 1099 filing. The site states ISO/IEC 27001:2022 certification and has contact options for the US, UK, Canada and Australia.
Finsmart Accounting serves both CPA and accounting firms and small and mid-sized businesses, according to its website. It says it was founded in 2007 in Pune, India, and lists a US address in Delaware. For CPA firms it offers white-label accounting and bookkeeping, tax preparation, CFO services and accounting cleanup. The site names the US, UK, Europe and UAE as markets.
Datamatics Business Solutions offers a CPA outsourcing service covering accounting, bookkeeping, tax, audit support and payroll for accounting firms, delivered from India. The company announced SOC 2 Type II compliance in its newsroom. It is part of a larger business-process outsourcing company that also provides services beyond accounting.
Whiz Consulting describes itself on its website as an outsourced accounting provider for bookkeeping and financial reporting, with regional sites for the US, UK, Australia and India. Services include accounts payable and receivable, reconciliations, payroll, budgeting and forecasting, and virtual CFO and virtual accountant staffing. The site states that it does not provide services that require a license to practice public accountancy. Firms considering it for client work should agree review standards and documentation up front.
Frontline Accounting offers firms the option to "build your own dedicated offshore team", according to its website. It says it has operated since 2012, sources staff from the Philippines, and provides recruitment, IT and HR support for the teams it places. Its testimonials come from firms in Australia, the UK and the US. Because you manage the staff day to day, check US tax experience and training during recruitment.
Botkeeper offered automated bookkeeping with human oversight for accounting firms. In February 2026 its CEO announced an orderly wind-down of the company (CPA Practice Advisor). Botkeeper is no longer an option for new engagements. Firms that relied on it should confirm how they will get their client data and move bookkeeping workflows to another provider or in-house tool.
Offshore selection is a strategic decision, not just a price comparison. Practical questions to ask:
Many firms start with one service, such as bookkeeping or 1040 preparation, and expand once the review process is working. Some use more than one provider for different work types.
The main thing is to be intentional. Offshore done well feels like extra oxygen for your firm. Done poorly, it adds another layer of confusion to a busy season that was already too long.
The section 4960 excise tax is 21% of nonprofit pay over $1M. From 2026 it covers all employees. See the medical carve-outs, Form 4720 and a worked example.
The paid family and medical leave tax credit is permanent from 2026. See the 12.5% to 25% rates, the premium option, the 6-month rule and how Form 8994 works.
Opportunity zones become permanent in 2027 under the One Big Beautiful Bill. See the new deferral, rural bonus, and the 2026 handoff.
