Free Resource Kit · PDF
The CPA Firm's Guide to Outsourcing Your First Accountant
A practical playbook for US CPA firm owners hiring their first offshore accountant covering costs, vendor evaluation, onboarding, and mistakes to avoid, plus 7 ready-to-use tools.
7
Tools Included
40%
Cost Savings
48 hr
Onboarding
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- Pre-outsourcing readiness checklist (11 questions)
- Vendor evaluation scorecard with passing threshold
- Cost comparison worksheet, fill-in fields
- 10-question interview bank for offshore candidates
- 48-hour, day-by-day onboarding checklist
- Red flags guide plus a Week-1 handoff email template
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What's Inside
Your firm's fastest path to
confident outsourcing
Cost & Readiness
Know if your firm is ready and what outsourcing actually costs versus an in-house hire.
Vendor Evaluation
A 10-criteria scorecard and interview question bank to vet providers with confidence.
Onboarding & Red Flags
A day-by-day 48-hour onboarding checklist plus 7 warning signs an engagement is broken.
