Trusted by Intuit · SaaS Direct United States 🇺🇸Book a Discovery Call →

Offshore Teams

Offshore Teams for Accounting Firms

Stop turning away work because you can’t hire fast enough.

SaaS Direct builds dedicated offshore teams for accounting firms across audit, accounting, tax, risk, technology and advisory. Your workflow, your systems, your review. Fully staffed in weeks, not quarters.

15,000+ financial system migrations  ·  Big Four trained teams  ·  Trusted by leading national and regional firms

15,000+
Migrations executed
120+
Accounting professionals
85%
Team retention
9
Countries served
2–4
Weeks to productive

Figures as of August 2026

QuickBooks NetSuite Sage Intacct Microsoft Dynamics Xero

The hiring math stopped working.

The talent pipeline into public accounting has been shrinking for a decade. Salaries went up, headcount did not, and the work did not slow down. Most firms are managing the gap by asking their best people to absorb it, which is how they lose their best people.

You can’t hire

Open roles sit unfilled for months. When you finally hire, you’re paying above band for someone who needs six months of training before they’re billable.

You’re turning away work

Good clients are waiting, and some of them stop waiting. Growth is capped by capacity, not by demand.

Your seniors are carrying it

Reviewers are doing preparer work. Partners are doing reviewer work. That is how a busy season becomes a resignation.

Offshoring solves this, but only if the team is trained, managed and secured properly. Most firms have tried it once and been burned. Here is how we do it differently.

We don’t just staff your accounting function. We built it.

Most offshoring firms send you people who then have to learn your systems. We have executed more than 15,000 financial system migrations across QuickBooks, NetSuite, Sage Intacct, Sage 100 and 300, and Microsoft Dynamics. Our offshore teams are trained on those platforms before they ever touch your file, because implementing them is our other business.

That means no 90-day ramp on the tech. No tickets asking how your chart of accounts is structured. And when the system itself is the bottleneck, the same partner can fix that too.

Explore our migration work →
Pillar 01

Fluent in your stack on day one

QuickBooks Online and Enterprise, Intuit Enterprise Suite, NetSuite, Sage Intacct, Sage 100 and 300, Microsoft Dynamics, Xero. Plus the workflow layer: Karbon, Canopy, Financial Cents, Dext, Bill, Expensify.

Pillar 02

One team, not a vendor

Your offshore staff work in your systems, your email, your file structure and your review cadence. You assign the work and you approve it. They operate as an extension of your team, because that is the only model that produces reviewable output.

Pillar 03

Big Four trained, credentialed talent

CA, ACCA, MBA, BTech and CISA qualifications, trained under Big Four methodology with structured internal programmes. Reviewer-grade people, not throughput.

Pillar 04

Six functions, one contract

Add a SOC 2 readiness specialist or an FP&A analyst without running a new vendor procurement. One MSA, one point of contact, one security posture.

Hire a role, not a headcount number.

Every seat is a named professional who works an overnight shift against your business day and reports into your team. You interview them before they start. On an FTE, that person is dedicated to your firm alone. If the fit is wrong, we replace them at no cost.

SeatWhat they ownTypical profile
Bookkeeping SeatBank and credit card reconciliation, AP and AR processing, transaction categorisation, month-end schedules2–4 yrs, B.Com / CA Inter
Senior Accountant SeatFull-cycle close, accruals and adjustments, financial statement preparation, client-ready reporting packs5–8 yrs, CA / ACCA / CPA track
Reviewer SeatFirst-level review of preparer work, exception resolution, quality control before it reaches your partner8+ yrs, CA / ACCA
Cleanup SeatCatch-up and remediation on neglected books, historical reconciliation, opening balance repair4–6 yrs, remediation specialist
US Tax Seat1040, 1065, 1120 and 1120S preparation, workpapers, extensions, notice response support3–7 yrs, EA or CPA track
UK / Europe Tax SeatCorporation tax and VAT returns, statutory accounts, HMRC correspondence3–7 yrs, ACCA / ACA
Audit Associate SeatSubstantive testing, tie-outs, confirmations, workpaper preparation to your firm’s template2–4 yrs, CA Inter / ACCA
Audit Senior SeatEngagement section ownership, planning support, review of associate work5–8 yrs, CA / ACCA
Internal Audit / SOX SeatControl testing, walkthroughs, deficiency documentation, remediation tracking4–8 yrs, CA / CIA
IT Audit / SOC SeatITGC testing, SOC 1 and SOC 2 readiness and fieldwork support, evidence collection4–8 yrs, CISA
FP&A SeatBudgeting, forecasting, variance analysis, management reporting and dashboards4–8 yrs, MBA / CA
Workflow / Ops SeatPractice management hygiene, job tracking, client document chasing, billing prep2–5 yrs, ops background

Two ways to engage.

Start with Pay as You Go while the work proves out. Move to a Full Time Equivalent when you want a dedicated person on your team.

Pay as You Go (PAYG)

Capacity without an annual commitment, so you can try the service before moving to an FTE.

Best forFirms testing the model, or covering a defined seasonal peak.
  • No annual hours commitment
  • Rates are slightly higher than the FTE model
  • Shared resourcing rather than a named dedicated individual
  • Move to an FTE whenever you are ready
CommitmentNo annual minimum

Either party can end an engagement with thirty days’ written notice. Hours already billed under an FTE commitment are not refunded.

Most firms run one full-time equivalent for less than half the fully loaded cost of an equivalent US hire. We scope the exact number on the call, because it depends on role, seniority and volume.

From first call to productive team in about four weeks.

No lengthy procurement, no minimum team size, no obligation to scale before you have seen the work.

01

Scoping call

Day 0 · 30 min

We map the roles, volumes, software and review model. You leave with a written recommendation on seats and structure, whether or not you proceed.

02

Team match

Days 1–7

You receive shortlisted profiles with credentials and relevant experience. You interview. You choose. Nobody is assigned to your account without your approval.

03

Security & access

Days 7–10

MSA and individual NDAs executed. Background verification confirmed. Access provisioned through your controls: VDI or VPN, MFA, least-privilege roles.

04

Ramp

Days 10–30

Two to four weeks of shadowing under your review. We build the SOP documentation as we go, so the process survives any individual leaving.

05

Steady state

Day 30 onward

Weekly check-in, monthly performance review, quarterly capacity planning. Scale up for busy season, scale back after. Thirty days’ notice, either direction.

Security & compliance

Your client data never leaves your environment.

Our teams work inside your systems through controlled remote access. No local downloads, no data at rest on offshore machines, no shadow copies. You keep custody of the data and you keep the audit trail, exactly as you would with an employee down the hall.

Read our security posture

No local data storage

Work happens in a hardened virtual desktop or through your VPN. Local drives, USB ports, printing and clipboard transfer are disabled by policy and by technical control.

Least-privilege access

Every team member gets the minimum access their role requires, provisioned through your identity system with MFA. Access is documented, reviewed quarterly and revoked same-day on role change.

Background-verified staff

Identity, education, employment and criminal record verification before any team member is assigned. Individual confidentiality agreements, not just a company-level NDA.

Secure facilities

Access-controlled delivery floors, CCTV, clean-desk enforcement, no personal devices on the operations floor.

US firm obligations covered

Alignment with IRS Publication 4557 safeguards and your firm’s WISP. We provide the documentation your peer reviewer will ask for, and a §7216 consent template for tax engagements.

GDPR IRS Pub 4557 alignment

The questions partners actually ask.

Is my client data safe offshore?
Your data never leaves your environment. Our teams work inside your systems through a hardened virtual desktop or your VPN, with local storage, USB, printing and clipboard transfer disabled. Every team member is background-verified and signs an individual confidentiality agreement. Access is least-privilege, MFA-enforced, documented and reviewed quarterly.
Do I have to tell my clients I’m using an offshore team?
For US tax engagements, yes. IRC §7216 requires written client consent before taxpayer information is disclosed to a preparer outside the United States, and the consent has specific format requirements. We provide a compliant consent template and guidance on when it applies. For non-tax work the requirement is different and usually governed by your engagement letter, which we will help you review. Most firms find this is a five-minute conversation with clients, not an obstacle.
What hours does the team work?
We run an overnight model. You hand off at the end of your day, typically around 6pm, and the completed work is on your desk with a written handover note by the time you start the next one, typically by 8am. There is a short live handover window at the start of your business day for the stand-up, questions and anything that needs a real-time answer.
What if the person isn’t a good fit?
You interview every candidate before they are assigned, so poor fits are rare. If one happens anyway, tell us and we replace the seat at no cost, with the SOP documentation from the ramp period transferring to the replacement so you are not starting from zero.
What’s the minimum commitment?
Two models. A Full Time Equivalent commits to 1,400 or 1,600 annual hours for a dedicated person, billed monthly in advance. Hours above the minimum are billed at year end, and unused hours are not refunded or carried forward. If you want to test the model with less exposure, start on Pay as You Go, which has no annual commitment and a slightly higher rate.

Find out what your firm could take on with two more people.

Thirty minutes. We map your roles, volumes and software, and you leave with a written recommendation on team structure. No obligation, and no pitch deck.