Process FAQs

We’re a CPA firm, not a staffing agency. You partner with our existing team of qualified professionals (CPAs, CAs, US-CMAs) rather than interviewing individual candidates. We assess your needs and assign the right specialists from our team who can start immediately.

1 week to 1 month, depending on assignment complexity. Simple work like bookkeeping starts faster, while specialized engagements need more training time. We prioritize getting it right over rushing the process.

CPA Parth Shah oversees all client engagements. Department heads report directly to him and conduct daily check-ins with their teams. You have direct access to leadership, not just account coordinators.

Our team holds CPAs, CAs, US-CMAs, and advanced accounting degrees with 15+ years combined experience. All professionals are trained in US GAAP and taxation, with specialists in tax, audit, and bookkeeping.

We customize training to your specific needs covering your software, processes, quality standards, and client requirements. The process includes discovery, hands-on training, and a supervised pilot period before full deployment.

Yes. We work with QuickBooks, Xero, CCH, Thomson Reuters, Drake, Lacerte, and virtually any other software you use. If we haven’t used it before, our team learns it quickly.

If Required, we maintain flexible schedules with overlap during US business hours for real-time communication. The time difference becomes an advantage you send work at day’s end and receive completed deliverables the next morning.

We use your preferred tools (Email, Slack, Teams, Zoom). Our team is trained specifically in US business practices, tax seasons, and professional standards. Many clients say we feel like a natural extension of their office.

Absolutely. We can add team members quickly for busy seasons, growth, or new service lines. Scale up or down as needed no restrictions or penalties.

We’ll replace them immediately at no additional charge. Your satisfaction is our priority. Replacements typically take 1-2 weeks with seamless handover to avoid disrupting your work.

We adapt to your changing needs whether it’s scope adjustments, new services, or workflow modifications. No penalties for small changes. Flexibility is built into our partnership model.

We measure what matters: on-time delivery, accuracy, and your satisfaction. You receive regular performance reports showing completed work, quality metrics, and upcoming deadlines without micromanagement overhead.

Yes, we welcome visits! Our office is in Ahmedabad at A/916 Ratnakar Nine Square, Vastrapur. Meet the team, tour our facilities, and see our operations firsthand. Virtual tours are also available.