Built exclusively for CPA firms · 2–10 staff · US market

Your CPA firm needs capacity. not another employee to manage.

We are a dedicated offshore accounting team built specifically for small US CPA firms. certified on QBO and Xero, trained to US standards, white-label delivery. you grow the practice — we handle the execution. Learn more about our dedicated staff model or browse our full services catalogue.

Book a discovery call See how onboarding works →

QBO ProAdvisor certified

Xero Certified Advisor

White-label delivery

NDA from day one

2-week onboarding

The three concerns we hear every time

Every CPA firm that calls us has the same three worries. here is how we answer each one.

These aren’t objections we dismiss. they’re the right questions to ask before outsourcing anything to do with your clients’ finances. here’s what the honest answer looks like.

Concern one

Data security — can I trust you with my clients’ financial data?

“My clients trust me with their most sensitive financial information. I can’t risk that going to someone I don’t fully control.”

Valid concern. here’s what we do about it: mutual NDA executed before access is granted, role-based software permissions (your accountant sees only what you authorise), no data stored locally on our machines, and we operate under ISO 27001:2013 certification. you control the access. you can revoke it at any time. we treat your client data the way you do — because if we don’t, we have no business.

Concern two

Quality — will the work actually meet the standard my clients expect?

“I’ve built my firm’s reputation on accuracy and reliability. if something goes wrong, it’s my name on it — not yours.”

That’s exactly why we built a structured certification program rather than relying on general accounting degrees. every accountant is QBO ProAdvisor and Xero Certified before touching a client file. our internal QA layer reviews every deliverable before it reaches you. and we start with a soft trial on a single low-complexity client — you review everything before we go further. the quality removes the hesitation faster than any reassurance could.

Concern three

Communication — will time zones and language make this painful?

“I’ve tried offshore before. the communication lag killed productivity and I spent more time managing them than doing the work myself.”

This is the most common reason offshore arrangements fail — and it’s usually a process problem, not a people problem. we operate with a structured daily check-in protocol, agreed turnaround SLAs for every task type, and direct communication between you and your assigned accountant. most of our CPA firm clients tell us their offshore accountant responds faster than their in-house staff. we build communication into the workflow from day one — not as an afterthought.

The honest comparison

Local hire vs offshore accountant — the numbers most CPA firms haven’t run yet.

This isn’t a sales table. it’s what the comparison actually looks like when you account for everything — not just the salary line.

Factor	Local bookkeeper hire	Nimblechapps Finance
Annual cost (all-in)	$55,000–$75,000 salary + benefits + payroll taxes	✓Significantly lower — monthly retainer, no overhead
Time to productivity	4–8 weeks minimum including hiring and onboarding	✓2 weeks from discovery call to first deliverable
Certification level	Varies — no guaranteed certification on your platforms	✓QBO ProAdvisor + Xero Certified before they start
Turnover risk	High — local bookkeepers leave, taking institutional knowledge	✓Continuity built in — we reassign and retrain if needed
Tax season scaling	One hire can’t scale — you’re capped at their capacity	✓Add capacity as needed, reduce after season ends
Commitment	Employment contract, notice periods, legal exposure	✓Monthly engagement — no long-term lock-in
Quality control	You are the QA — your review is the only check	✓Internal QA layer reviews every deliverable before you see it
Software coverage	Usually one platform — QBO or Xero, rarely both	✓Certified on QBO and Xero — plus Drake, Lacerte, CCH

Download the cost comparison calculator →

Engagement models

Three ways to work with us — choose the one that matches where your firm is right now.

There’s no one-size-fits-all engagement. we offer three models so you can start in the right place and scale from there. Compare them in detail on our engagement models page.

Model one

Dedicated offshore accountant

One certified accountant, working exclusively on your firm’s clients. fully embedded in your workflow. fixed monthly retainer.

Exclusive to your firm — not shared

Learns your style, clients, and standards

Direct communication — no account manager layer

QBO & Xero certified from day one

Ideal for firms with consistent monthly volume

Enquire about this model

Your workflow. your software. our expertise.

We don’t ask you to change how you work. we integrate into the tools you already use — certified and proficient before the engagement starts.

Accounting platforms

QuickBooks Online

ProAdvisor Certified · Full platform coverage

Xero

Xero Certified Advisor · All modules

Sage 50cloud

Trained · Level 1 certified

Tax software

Drake Tax

1040 · 1120 · 1065 · 1041

Lacerte (Intuit)

Individual & business returns

ProConnect Tax

Cloud-based tax preparation

CCH Axcess / ATX

Available on request

Payroll

Gusto

Full-cycle US payroll

ADP Run

SMB payroll processing

QBO Payroll

Integrated QBO workflow

Document & workflow

Google Workspace

Secure file sharing & comms

ShareFile / Citrix

Secure client document portals

Karbon / Canopy

Practice management integration

Don’t see your software? Email us — we adapt to most platforms used by US CPA firms.

Data security

Your clients’ data is protected at every step. here’s exactly how.

Security isn’t a policy document we hand you. it’s the architecture of how we work. every control listed below is active on every engagement, from day one.

Full security documentation

Mutual NDA before access is granted

Legal confidentiality agreement executed before any client data, software credentials, or file access is shared. non-negotiable on every engagement.

Role-based software access controls

Your accountant is granted only the permissions required for their work. they see only what you authorise. you can revoke access instantly at any time.

ISO 27001:2013 information security certification

Our parent organisation Nimblechapps Pvt. Ltd. holds ISO 27001:2013 certification — the international standard for information security management systems.

No local data storage on our devices

All work is performed within your cloud environment. no client files are downloaded, stored locally, or transferred to any third-party system outside the agreed workflow.

Certifications & compliance

✓ Certified

ISO 27001:2013

International standard for information security management. covers risk assessment, access controls, incident management, and business continuity.

✓ Certified

ISO 9001:2015

International standard for quality management systems. ensures consistent delivery processes, error tracking, and continuous improvement protocols.

Standard practice

Mutual NDA — every engagement

Bilateral non-disclosure agreement covering all client data, business information, and engagement details. executed before any access is granted.

In progress

SOC 2 Type II

Working toward SOC 2 Type II audit readiness. this will further validate our security, availability, and confidentiality controls to US enterprise standards.

The onboarding process

Discovery call to first deliverable. two weeks. every time.

We’ve removed every reason to hesitate. here’s the exact sequence from your first contact to your first file reviewed and approved.

Day 1 · Discovery call

30 minutes. honest. no pitch.

We learn your firm’s volume, client base, software stack, and the specific problem you’re trying to solve. we tell you which engagement model suits your situation — including if we’re not the right fit. if we are, we agree a start date and send you a summary of next steps within the same day.

Firm volume assessmentSoftware auditEngagement model recommendationSame-day follow-up

Days 2–5 · Legal & access setup

NDA signed. accountant assigned. access configured.

Mutual NDA executed. your dedicated accountant is assigned and briefed on your firm’s clients, style, and expectations. we configure role-based software access — you control what they can see. they receive no access until you confirm everything is correct.

NDA executedAccountant assigned & briefedSoftware access configuredYou approve before go-live

Week 2 · Soft start

One client. you review everything. we calibrate.

We begin on a single low-complexity client you select. your accountant completes the work. you review it against your exact standards. we revise until it’s right. most CPA firms ask us to take on additional clients before the end of this week. the quality removes the hesitation.

Single client trialFull review cycleStandard calibrationRevision until perfect

Week 3 onward · Full handoff

Your extended team. running at full capacity.

Your accountant takes on the full agreed scope. regular check-in cadence established. internal QA layer active on every deliverable. your review time drops — not increases — because work arrives clean, formatted to your standards, with any queries flagged before they become problems.

Full scope liveRegular check-insInternal QA on every fileScale when you’re ready

Common questions

Everything CPA firm principals ask before they start.

Straight answers. no marketing language.

Full FAQ page →

How quickly can you start on my clients’ work?

From discovery call to first deliverable is typically 10–14 days. the timeline is: day 1 discovery call, days 2–5 NDA and access setup, week 2 soft start on one client, week 3 full handoff. if your situation requires faster onboarding we can discuss compressing the timeline.

Do my clients know their work is being handled offshore?

Only if you tell them. all work is delivered white-label — to your clients, everything comes from your firm. we operate as an invisible extension of your team. many CPA firms choose not to disclose the offshore arrangement and that is entirely their prerogative.

What happens if I’m not happy with the quality of work?

We have a clear revision policy. if a deliverable doesn’t meet your stated standards, we revise it at no additional charge. if quality issues persist beyond the soft-start calibration period, we will reassign your accountant or offer you the option to exit the engagement. we don’t lock you in if the quality isn’t right.

What are the working hours and how do we communicate daily?

Your accountant works US business hours with overlap. communication is primarily via email and your preferred messaging tool (Slack, Teams, or email). we agree a daily check-in protocol during onboarding — typically a morning update and an end-of-day status note. turnaround SLAs for each task type are agreed in advance so you always know when to expect work back.

Can I add more accountants as my firm grows?

Yes. scaling is the point. you can add additional dedicated accountants as your client volume grows, or increase per-entity capacity during tax season. there’s no ceiling on how many accountants you can have working under your firm’s umbrella through us.

What if my assigned accountant leaves Nimblechapps Finance?

We manage succession internally. if your accountant leaves, we assign a replacement who is briefed on your firm’s standards and client base before they take over. all institutional knowledge about your workflow is documented on our end — the relationship continues without disruption on yours.

Services

QBO & Xero bookkeeping — certified, accurate, on time

For CPA Firms

How a CPA firm adds a certified offshore accountant in 2 weeks

Industries

Real estate accounting — trust accounts, rent rolls, CAM reconciliations

Resources

The true cost of a local bookkeeper vs a certified offshore accountant

Company

Build your accounting career with a structured path to EA and CMA