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Home/Resources/Downloads
Free · No registration walls · Useful or it doesn’t go here

Practical resources for CPA firm owners considering offshore accounting.

No padding. no fluff. each resource here was built because CPA firms asked for it in discovery calls. enter your email, get the file, use it. When you’re ready, book a call, browse our services, or see how we work for CPA firms.

Free downloads

Three resources that answer the questions that come up before every offshore engagement.

PDF · Checklist
Offshore Accounting Due Diligence Checklist for CPA Firms
12 questions · 2 pages

Every question a CPA firm should ask before engaging an offshore accounting team — and what a good answer looks like versus a red flag. security, quality, certifications, communication, and contract terms.

Security and data handling questions
Certification verification checklist
Quality and QA process questions
Communication and SLA checklist
Red flag indicators for each category

We'll email you the PDF. no follow-up sequences, no newsletter signup — just the file.

Spreadsheet · Calculator
Tax Season Capacity Calculator for Small CPA Firms
Excel/Google Sheets · 3 tabs

Enter your return volume, complexity mix, and team size. the calculator shows you your capacity gap, the cost of a seasonal hire vs offshore, and the break-even point. takes 5 minutes to fill in.

Return volume and complexity input
Team capacity calculation by role
Seasonal hire full cost comparison
Offshore engagement cost comparison
Break-even and ROI summary tab

We'll email you the spreadsheet. works in Excel and Google Sheets.

PDF · Checklist
Offshore Accountant Onboarding Checklist for CPA Firms
18 items · 2 pages

Everything to do before your offshore accountant starts their first week. NDA, software access, communication setup, first client selection, and the calibration questions to ask. reduces the onboarding to a simple checklist.

Pre-start legal and NDA checklist
Software access configuration guide
Communication protocol template
First client selection criteria
Calibration review questions

We'll email you the PDF. use it when you're ready to start an engagement.

The checklist is useful. a conversation is more useful.

Book a 30-minute discovery call and ask every question on the checklist directly. we'll answer all of them — and you'll know whether we're the right fit before you commit to anything.

Book a discovery call

Or email us directly at accounting@nimblechapps.finance — no forms, no bots.