Etisson Resource Kits
The Resource Kits for CPA Firms Building an Offshore Team
Checklists and playbooks for delegation, close, onboarding, and tax season free, no paywall, and growing.
Find The Right Kit For Where You're At
Playbooks for delegation, close, onboarding, tax season, scaling and more pick the one that matches where you're stuck
All Resource Kits
Every kit, cover included.
01
Month-End Close
The Month-End Close Playbook
Close in eight days instead of fifteen.
7 tools
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02
Delegation
The 60-Task Offshore Handoff List
Sixty tasks, tiered by how ready you are to let go.
60 tasks
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03
Onboarding
The 30-Day Offshore Onboarding Kit
Week one planned out, all the way to day 90.
30-day plan
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04
Tax Season
The Tax Season Survival Guide
A 90-day runway into busy season, month by month.
9 tools
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05
Scaling
How to Scale Without Hiring Locally
Five staffing models, costed side by side.
5 models
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06
Tech Stack
How to Build Your Firm’s Tech Stack
Seven layers, and what belongs in each one.
7 layers
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07
Leadership
Stop Doing Junior Work as a Partner
Where partner hours are really going, and how to get them back.
7 frameworks
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08
Offshore Staffing
The Offshore Myths Guide
Twelve myths including where the concern is fair.
12 myths
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09
Getting Started
Outsourcing Your First Accountant
For firms hiring offshore for the first time.
7 tools
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10
AI + Offshore
Claude for Accountants
What AI-first offshore staffing actually looks like.
Benchmarks
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