Accountably Expands U.S.-Led Presence With Structured India Delivery

A delivery first offshore accounting partner for CPAs, EAs, and accounting firms, Accountably adds U.S. governance with disciplined execution from India so you can scale tax, accounting, advisory, and audit support with control, quality, and predictable turnaround.

If you run a CPA firm, an EA practice, or a multi service accounting firm, you probably do not have a sales problem. You have a delivery ceiling. Partners can sell all day, then everything slows when files hit review, workpapers come in messy, or peak season turns your calendar into a triage board. That is the moment you wish capacity behaved like an extension of your own team, not a wild card.

Today, Accountably announced an expansion across the United States and India to give you exactly that, a U.S. led client model with structured, review ready delivery from India. Ahmedabad will operate as a core delivery location, with capacity added as demand grows. We designed the model around outcomes, not hours, so you can add production without trading away standards or partner time.

“Firms want capacity that behaves like an extension of their own team,” said Jugal Thacker, CPA, CA, CEO of Accountably. “A U.S. led client model paired with disciplined execution from India gives firms the best of both worlds. Governance stays close to the client, delivery scales with structure, and review stays predictable.”

Investor Tejas Paresh Lodaya added, “This is not expansion for its own sake. It is a measured step toward delivery infrastructure that firms can trust. U.S. leadership with India execution creates reach, speed, and quality control that traditional outsourcing models rarely achieve.”

Accountably operates a U.S. led, India executed model that scales your tax, accounting, advisory, and audit support with predictable SLAs and layered reviews

Delivery runs on SOPs, standardized workpapers, and multi level review, which protects your partner time and improves first pass accuracy.
Security is SOC 2 aligned, with role based access, zero local storage, and encrypted file handling, suitable for U.S. client data.
Engagement models include Dedicated Offshore Talent, White Label Delivery Teams, and Build Operate Transfer (BOT) units for firms seeking long term control.
Teams are trained on U.S. GAAP and IRS workflows, including Forms 1040, 1065, 1120, 1120S, and 990, with multi state compliance.
Collaboration happens inside systems you approve, from QuickBooks and Xero to UltraTax, CCH Axcess, ProConnect, Lacerte, Drake, Canopy, Karbon, TaxDome, Suralink, and Microsoft Teams.

What This Announcement Means For You

What, a delivery partner that acts like your own team. How, U.S. client engagement and governance, paired with disciplined India delivery that follows your workflow, uses your templates, and meets your deadlines. Wow, a capacity engine that adds scale without adding chaos, where review stays clean, documentation stays consistent, and managers see status in real time.

The Expansion, In Plain Terms

U.S. led governance, client success, delivery oversight, and engagement standards are anchored in the United States for proximity and accountability.
Structured India delivery, teams in India follow workpaper standards, documented handoffs, and SLA discipline, producing review ready files that reduce rework.
Secure and compliant operations, role based access, NDA backed confidentiality, encrypted file handling, and audit logs.
Scalable team pods, preparer, senior, team lead, and QA roles are organized to improve first pass accuracy and protect final review.
Microsoft Teams collaboration, communication runs inside firm approved systems with clear ownership, status, and next action rules.

Why Firms Hit A Delivery Ceiling

Most firms are not short on demand. They are short on dependable delivery. Peak season spikes, partner time trapped in review loops, staffing churn that arrives exactly when you need stability, and file quality that changes from preparer to preparer. Costs rise, deadlines slip, and advisory gets pushed to a later quarter that never comes.

The Common Symptoms You Told Us About

Capacity limits during peak season and unpredictable spikes
Partner time pulled into review, away from client strategy
High turnover, hiring delays, and resourcing gaps
Escalating salaries and overhead, expansion becomes expensive
Inconsistent work quality across preparers and engagements
Limited workflow visibility, tracking and accountability issues
Missed deadlines that strain client trust and retention
Operational complexity across multiple entities, states, and tax types
Rushed workpapers that slow review and create rework
Compliance fatigue from constant IRS and state updates
U.S. labor market talent gaps that hinder experienced hiring
Advisory growth stalled because teams are buried in production

A Quick Reality Check

This is not a sales problem. It is a delivery system problem. When your operating model breaks under growth, more leads only make the bottleneck tighter. The fix is structure, not hope. That is what this expansion delivers, a way to grow your production, protect your standards, and free partner time for strategy, advisory, and audit planning.

Why Most Offshore Attempts Fail

If you tried offshore as a quick capacity fix, you may have ended up with rework instead of relief. Offshore fails when it is treated like staffing, not operations. Resumes are not a delivery system.

No SOPs, so each file is handled differently, and review time balloons.
Unstructured workpapers, files are poorly named, missing ties, and missing versions.
Vague review cycles, feedback gets lost, revisions pile up, and quality suffers.
Weak documentation discipline, schedules and support go missing.
No delivery KPIs or SLAs, so turnaround is unpredictable.
Vendors supply bodies, not accountable teams with continuity.
No quality control layer, preventable rework shows up in final review.
Inconsistent U.S. GAAP and IRS standardization, reviewers must fix basics.
Communication is reactive, not workflow oriented.
Security gaps, ungoverned access and weak confidentiality.
Dependency on freelancers, no bench, no continuity plan.

Offshore is not a labor shortcut. Capacity without structure turns into chaos.

What Makes Accountably Different

We are not a staffing vendor. We build controlled offshore delivery systems for CPA firms, EA practices, and accounting firms that need scalable production without trading away quality, security, or workflow control. We integrate trained offshore teams into your operations with an architecture built for speed, review efficiency, file standardization, and real accountability.

Three Foundations You Can Count On

Capacity without chaos, we design workload stability and predictable turnaround SLAs for every engagement.
Workflow discipline, we standardize execution with SOPs and documented processes that your team can audit.
Review protection, we add layered quality control so partners spend less time fixing basics and more time guiding clients.

Structured Onboarding For U.S. Firm Standards

Every professional we deploy is trained on U.S. accounting work, IRS workflows, and firm communication. New team members go through a 3 week delivery readiness framework that covers review notes, documentation logic, deadline accountability, and tool fluency. Your team works inside your systems, your templates, and your client expectations. From day one, the workflow adapts to you, not the other way around.

Our teams work inside your stack, including QuickBooks, Xero, UltraTax, CCH Axcess, ProConnect, Lacerte, Drake, Canopy, Karbon, TaxDome, Suralink, JetPack, OneDrive or SharePoint by request, and Microsoft Teams for daily coordination.

Delivery Structure Built For Control

SOP driven execution, consistent task workflows across bookkeeping, month end close, tax, and CAS.
Structured workpapers, standardized naming, file logic, tick marks, and version control.
Multi layer review, preparer to senior to quality to final review, with documented notes.
Turnaround SLAs, predictable delivery windows per engagement type.
Internal checklists, accuracy and completeness gates before review.
Workflow visibility, live tracking and progress reporting for managers.
Escalation control, issues flagged early so deadlines do not slip.
Capacity planning, workload allocation based on utilization, not guesswork.
Continuity plans, zero disruption if a team member exits or is unavailable.

This structure reduces revision cycles, cuts partner review time, and removes delivery friction that holds back growth.

Engagement Models That Actually Scale

Different firms are at different stages. You can engage Accountably in the way that matches your growth plan.

Model Comparison

Dedicated Offshore Talent

Best for, firms needing stable production capacity across tax, accounting, CAS, and audit support.
Value, full time accountants and tax staff working in your workflow, with your tools and templates.

White Label Delivery Teams

Best for, firms scaling seasonal workload or compliance backlogs.
Value, end to end delivery pods with manager and reviewers who ship review ready files on defined SLAs.

Build Operate Transfer (BOT) Offshore Unit

Best for, firms that want long term offshore control and an exclusive center.
Value, your own offshore unit with dedicated team and management, operated by Accountably, then transferred when you are ready.

No short term band aids. No resume farming. Real offshore execution that you can audit and trust.

Security, Compliance, And Work Integrity

You cannot risk client confidentiality. Neither can we. Accountably protects data with a security posture built for U.S. firms.

SOC 2 aligned controls with documented policies and periodic audits.
NDA backed confidentiality and role based access to limit data exposure.
Secure VPN, server protections, and zero local storage policy.
Encrypted file exchange, audit logs, and activity records for traceability.
Background verified staff with controlled access to client environments.
U.S. client data integrity standards that match your compliance needs.

Compliance Built In

U.S. GAAP aligned accounting processes.
IRS and state tax standardization across forms and schedules.
Multi state payroll familiarity and sales tax automation workflows.
Documentation and audit support readiness for PBC lists and reviewer notes.

Work We Support Across Your Firm

We execute U.S. accounting and tax work at scale, and we support your advisory and audit readiness, so your partners can move upstream.

Accounting Execution

Month end close, reconciliations, and GL reviews
AP, AR processing, cleanup, and write up
Financial reporting packages and multi entity consolidation
Fixed asset schedules and depreciation
Adjustment entries, cash flow statements, and controller support

U.S. Tax Execution

1040 individual preparation with multi state compliance
1120 and 1120S corporate returns and supporting workpapers
1065 partnership returns and partner level allocations
990 nonprofit filings
SALT reviews, tax cleanup, and review support
Workpaper preparation that speeds reviewer sign off

CAS, Advisory Enablement, And Audit Support

Monthly financial packages and KPIs for client conversations
Payroll review, T and E allocations, and year end processing
Client onboarding and cleanup that reduces future rework
PBC list prep, tie outs, and documentation that supports audit fieldwork
Advisory enablement, we clear production so your team can focus on planning, cash flow strategy, and board ready insights

Early Traction And Hiring

We have started onboarding firms through busy season pilots and cleanup engagements. Production pods are scaling across month end close, bookkeeping, reconciliations, controller support, and U.S. tax preparation for Forms 1040, 1065, 1120, 1120S, and 990 with multi state compliance. Delivery leads are in place in India, and U.S. client success is expanding to support growing review volume and keep SLA discipline tight as teams scale.

“Growth is only useful when quality survives it,” said Thacker. “We are expanding capacity in a way that protects review time, protects timelines, and protects reputation.”

Why This Matters For Firms Like Yours

Local hiring has not kept pace with demand. Many firms tried low cost outsourcing that produced more rework than relief. Accountably’s model lets you expand production with structure, not guesswork. We integrate inside your systems, ship clean files, and keep managers informed with workflow visibility. The result is simple, production stability, faster reviews, durable margins, and partner time back for advisory and attest planning. This is not outsourcing. This is offshore operational infrastructure that you can standardize and scale.

If you are serious about scale, and you want capacity that behaves like your own team, we would like to show you the delivery system behind it. Start a pilot, review our SOPs and workpaper standards, and see a turnaround plan built for your calendar, not ours.

Book a discovery session to map your peak season and backlog.
Request a delivery brief on SOPs, SLAs, and quality controls.
Launch a pilot with a dedicated pod and measured review time targets.

About Accountably

Accountably is a delivery first offshore partner for CPA firms, Enrolled Agents, and accounting firms in the United States. We build disciplined offshore teams that integrate into your workflows and deliver review ready accounting, U.S. tax, CAS, advisory enablement, and audit support. Delivery runs on SOPs, standardized workpapers, multi level review, turnaround SLAs, and workflow visibility. Teams are trained on U.S. GAAP and IRS processes and operate with secure access controls. We help firms scale capacity with control, quality, and predictability.

Press Contact

Media Relations, Accountably Email, press@accountably.com Website, https://accountably.com

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