Accountant Offshore Inc.

BACKGROUND

Introduce your business and what you do there.

I am the President of a financial services and business consulting company that provides client accounting services to SMEs. We support businesses with bookkeeping, end-to-end accounting, financial statement preparation, and business advisory services to help them maintain accurate financial records and make better business decisions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountant Offshore Inc. to accomplish for your business?

We hired Accountant Offshore Inc. to help us increase our accounting and administrative capacity by providing an offshore accountant and virtual assistant. Our goal was to get reliable support for bookkeeping, end-to-end accounting, financial statement preparation, CRM setup, lead management, prospect calls, follow-ups, and calendar coordination, so our internal team could focus more on client service and business growth.

SOLUTION

What was the scope of their involvement?

For the US accountant role, the scope included bookkeeping, end-to-end accounting support, account reconciliations, monthly financial reporting, and preparation of financial statements. The accountant helped keep our books updated, organized our accounting records, and supported the financial reporting process so we could have more accurate and timely financial information. For the virtual assistant role, the scope included CRM setup and support, creating and organizing leads, calling leads, assisting with calendar management, and contacting prospective clients. The VA helped improve our lead management process, supported outreach activities, and ensured follow-ups and appointments were properly coordinated.

What is the team composition?

We work with 2–5 teammates from Accountant Offshore Inc.

How did you come to work with Accountant Offshore Inc.?

We found them through an online search and a referral. We chose them over other options because they were a great culture fit, had good value for the cost, and had company values that aligned with ours.

How much have you invested with them?

We’ve spent around $10,000–$50,000.

What is the status of this engagement?

We started working with them in September 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve seen better turnaround time in bookkeeping and financial statement preparation, more organized accounting records, and a reduced workload for our internal team. The virtual assistant support has also helped improve CRM organization, lead creation, prospect calls, follow-ups, and calendar coordination. Overall, Accountant Offshore Inc. has helped us increase capacity and operate more efficiently. After working with Accountant Offshore Inc., bookkeeping and financial statement preparation have become approximately 30%–40% faster, mainly because the offshore accountant handles the recurring bookkeeping, reconciliations, end-to-end accounting, and financial statement preparation. For our internal team, the workload has been reduced by around 25%–30% since routine accounting tasks, CRM updates, lead creation, prospect calls, follow-ups, and calendar coordination have been delegated to the offshore accountant and virtual assistant. Overall, this has helped us improve turnaround time, stay more organized, and allow our internal team to focus more on client service and business growth. Moreover, the team’s support has helped improve the accuracy and organization of our financial records because bookkeeping, reconciliations, and financial statement preparation are handled more consistently. We’ve also seen better client follow-up and communication through the virtual assistant support, which has helped improve responsiveness and client satisfaction. While we don’t attribute revenue growth solely to this project, the added accounting and admin capacity has helped us support more business development activity and operate more efficiently.

How did Accountant Offshore Inc. perform from a project management standpoint?

Accountant Offshore Inc.’s project management is organized, responsive, and easy to work with. They communicate clearly, help coordinate the accountant and virtual assistant roles, and ensure tasks are properly assigned and followed up on. Moreover, they deliver on time. We use virtual meetings and emails or messaging apps to communicate.

What did you find most impressive about them?

What impresses us most about Accountant Offshore Inc. is that their management team is composed of CPAs who understand the accounting and financial services industry. They speak the same professional language we do, which makes communication easier, clearer, and more efficient. They also understand our business needs quickly and are easy to work with. Their combination of accounting expertise, offshore staffing support, and hands-on management makes the engagement smooth and valuable for us.

Are there any areas they could improve?

There’s nothing major they could do differently. Overall, the engagement is smooth, organized, and delivered as expected.

BACKGROUND

Please describe your company and position.

 I am the Principal of an accounting firm.

Describe what your company does in a single sentence.

We provide Client Accounting Services (CAS), bookkeeping, and outsourced accounting solutions for small and medium-sized businesses. Our services include day-to-day bookkeeping, accounts payable and receivable management, bank and credit card reconciliations, financial reporting, month-end close, cash flow monitoring, payroll support, and accounting system management. We help business owners maintain accurate financial records, improve visibility into their financial performance, and make informed business decisions without the cost of a full in-house accounting department.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Accountant Offshore Inc. to accomplish?

• Hire two offshore accountants to assist with client bookkeeping.
• Increase efficiency and scalability of our accounting operations.

SOLUTION

How did you find Accountant Offshore Inc.?

Referral

Why did you select Accountant Offshore Inc. over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Accountant Offshore Inc. were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Accountant Offshore Inc. provided two offshore accountants to support our client bookkeeping operations. Their work included transaction recording, bank reconciliations, accounts payable and receivable support, and month-end bookkeeping tasks. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The offshore team made our bookkeeping process more efficient and easier to manage. We were able to handle a higher volume of client work, reduce turnaround times, maintain accurate financial records, and allow our senior staff to focus on review, quality control, and client service.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We directly manage and supervise the offshore accountants, including training, assigning client work, and monitoring deliverables. Accountant Offshore Inc. provides excellent administrative support, proactively checking on day-to-day operations and providing regular updates. They are responsive to our needs and help ensure a smooth working relationship by providing secure office facilities, computer equipment, and ongoing support for their employees.

What was your primary form of communication with Accountant Offshore Inc.?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their honesty and transparency. They helped us find qualified accountants in the Philippines at a reasonable cost, creating great value for our firm. We also appreciate that their management team understands our needs because they have accounting industry experience themselves. Communication is straightforward, and they are always honest and proactive when challenges arise, which has helped build a strong working relationship.

Are there any areas for improvement or something Accountant Offshore Inc. could have done differently?

Overall, we have been very satisfied with their services. As with any growing organization, there are always opportunities to improve processes and communication, but Accountant Offshore Inc. has been responsive to feedback and willing to make adjustments when needed. We have not encountered any significant issues that would require major changes.

BACKGROUND

Introduce your business and what you do there.

I’m a Philippine operations manager of Pink Harbor, CPA, a business services company. We provide tax preparation and planning, business consulting, nonprofit support services, and client acquisition and loyalty programs for organizations and individuals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Accountant Offshore Inc.?

We needed help with bookkeeping and US tax return preparation. We also needed an executive assistant to help with the day-to-day responsibilities of the team.

SOLUTION

What was the scope of their involvement?

Accountant Offshore Inc. has helped us look for candidates for interviews and given us recommendations. The team has also provided office space and helped set up work equipment for the employees.

What is the team composition?

We’ve worked with 2–5 members of Accountant Offshore Inc.’s team.

How did you come to work with Accountant Offshore Inc.?

I found them through a referral. We chose them because their pricing fit our budget, they were a great culture fit, and they were referred to me.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve been impressed with the number of returns prepared and books done by the people Accountant Offshore Inc. has hired.

How did Accountant Offshore Inc. perform from a project management standpoint?

They deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

The people they find are more like actual help to the team instead of someone who does simple mindless work.

Are there any areas they could improve?

There’s nothing they need to improve.