Every CPA and accounting firm owner I talk to right now is dealing with the same problem. The talent shortage in the U.S. accounting industry is no longer a temporary issue, and it is reshaping how firms think about growth. The 2024 PCPS survey ranked attracting skilled professionals as the top concern for firms of every size; the number of accounting graduates in the U.S. has fallen to its lowest level in roughly two decades, and the CPA retirement wave is accelerating faster than new talent can replace it. Firms that used to fill a senior associate role in three weeks now report month-long vacancies for even basic accounting positions.
This is exactly why offshore accounting partners have become such a major part of how modern CPA firms operate. Outsourced and offshore staffing is a core operating strategy that lets firms scale capacity, take on more clients, and free up their U.S. team for the high-value advisory work that actually grows the practice. The right offshore partner can save your firm up to 70% on staffing costs while delivering the same quality of work your clients expect.
The challenge is choosing the right partner. The offshore accounting market has dozens of providers, each with different specializations, pricing models, and levels of focus on CPA firms specifically. Some are massive global staffing platforms that serve every industry. Others are tightly focused on accounting and bookkeeping only. Some give you full-time dedicated staff that feel like part of your team. Others operate more like back-office processing centers.
I have put together this list of six offshore accounting partners that consistently come up in conversations with the firm owners I work with.
If you would rather talk through which partner is the right fit for your specific firm before reading the whole list, schedule a call here.
CREDFINO is built specifically for first-time offshoring accounting firms that want more than just a staffing arrangement. The model focuses on helping firm owners build their own offshore team that operates like a true extension of their U.S. practice, complete with the firm’s culture, communication style, and client service standards. Over 100 CPAs and accounting firms across the U.S. and Canada currently work with CREDFINO.
The thing that makes CREDFINO different from most offshore staffing providers is the end-to-end approach. The team does not just send you a resume and step away. They handle the recruitment, the training, the cultural onboarding, and the ongoing performance management so that you get a team member who is fully integrated into how your firm operates. This matters most for smaller and mid-sized firms that do not have a dedicated in-house manager to oversee an offshore team.
The services span the full back office of an accounting firm. Bookkeeping, tax preparation, admin support, tax planning, and management roles can all be staffed offshore. Beyond staffing, CREDFINO also helps firms develop entirely new service lines like tax planning and advisory, figuring out tech stack and marketing for CPA firms. The idea is that the cost savings from offshore staffing free up capital that you can reinvest into the marketing, sales, and new service offerings that actually grow your firm.
Emapta is a large global outsourcing company that has been operating for over 14 years and now supports more than 800 clients across 30+ countries with a workforce of over 10,000 team members. The accounting practice is one of several industries Emapta serves, and the model is built around dedicated offshore staffing rather than project-based outsourcing.
Emapta’s pitch centers on transparent pricing with no hidden salary markups, and the company claims clients save up to 70% on staffing costs compared to local hiring. The talent pool includes accountants, bookkeepers, CPAs, tax accountants, auditors, payroll specialists, controllers, AP and AR specialists, and financial analysts. Most staff are based in the Philippines, though Emapta has expanded into Latin America, Malaysia, India, and Vietnam to give clients more options for time zone overlap and language coverage. The compliance posture is strong, with ISO 27001, SOC 2, HIPAA, and PCI certifications.
One feature worth highlighting is the Emapta Academy, which provides ongoing AI training for offshore team members so they stay current as accounting work increasingly uses AI tools and automated workflows. The average attrition rate of 2.4% is also notably lower than the industry average, which means the team member you onboard tends to stay with your firm for the long term.
TOA Global is one of the most established names in offshore accounting talent, with over a decade of experience working exclusively with accounting and bookkeeping firms. The company has helped more than 1,100 international firms in the U.S., Canada, Australia, and New Zealand build offshore teams, and operates from delivery centers in Manila, Clark, Tarlac, and Cebu in the Philippines with more than 4,180 elite accounting professionals on the team.
What sets TOA Global apart is the depth of accounting industry focus. Unlike general outsourcing platforms that staff for every industry, TOA Global only works with accounting and bookkeeping firms, which means the talent pool is trained specifically in U.S. accounting standards and the partnership with Ab² Institute of Accounting ensures continuous professional development. Among Australia’s top 25 accounting firms in 2024, one in three are TOA Global clients, which gives you a sense of the scale and credibility.
The services include outsourced accountants, bookkeepers, CPAs, tax preparers, audit support staff, and management-level roles. The model is dedicated staffing, meaning the offshore team member works exclusively for your firm and integrates into your existing processes. Data security is treated as a first-class concern, with enterprise-grade security platforms and ongoing training focused on protecting client information.
Datamatics Business Solutions brings over 50 years of overall business solutions experience and serves more than 200 CPA firms across the U.S., U.K., Australia, and Ireland. The CPA-focused arm operates as DatamaticsCPA and combines traditional outsourcing with workflow automation and AI-driven process improvements.
The service catalog covers accounting and bookkeeping, tax preparation, audit and assurance, M&A research support, payroll, and compliance services. Datamatics emphasizes the technology layer that sits underneath the people, including robotic process automation for tax filing workflows and intelligent workflows for accounting work. The claimed accuracy rate of 99.7% is one of the highest in the industry, and the data security posture includes ISO certifications.
Datamatics tends to work well with larger firms that need scale and process automation alongside their offshore staff. The U.S. shift coverage ensures maximum overlap with American business hours, which solves one of the most common complaints firms have about offshore work. The dedicated tax processing teams are particularly geared toward firms that experience extreme peak-season workload spikes and need a partner that can absorb large volumes without sacrificing quality.
CapActix has been operating since 2015 and serves CPA firms, accounting firms, and small to mid-sized businesses across the globe. The headquarters is in India with additional offices in the USA, Australia, East Africa, and Dubai, and the team includes more than 85 qualified accounting and bookkeeping professionals.
The service range is broad and covers bookkeeping, accounting, tax preparation, reconciliations, virtual CFO services, payroll, audit support, and QuickBooks-specific services. CapActix is particularly known for the CPA partnership model, where the offshore team acts as pure back-office support with no direct client contact, and the CPA firm maintains all client-facing communication under its own brand. This is a useful model for firms that want to scale capacity without changing how clients perceive the firm.
The compliance posture is strong, with ISO 27001:2013, ISO 9001:2015, and GDPR certifications. CapActix claims clients save up to 75% on bookkeeping costs through the offshore model, and the team is experienced across multiple industries, business types, and accounting software platforms. The smaller team size compared to some larger competitors means CapActix can be more flexible and responsive for firms that want a closer working relationship.
Best fit for: Small to mid-sized CPA and accounting firms that want a flexible offshore partner with strong back-office support, virtual CFO capability, and an ISO-certified security posture.
Unison Globus is an outsourced accounting and taxation services provider headquartered in Ahmedabad, India, with operations supporting the U.S., U.K., Australia, and Canada. The firm has over 19 years of industry experience, serves more than 350 clients, and has 500+ skilled accounting professionals on the team. The focus is exclusively on serving CPAs, EAs, and accounting firms in those four regions, which means the team understands the specific compliance and regulatory environments your firm operates in.
The service catalog is comprehensive and includes accounting and bookkeeping, tax preparation, audit and assurance, payroll services, sales tax services, management consultation, and 1099 filing. The tax preparation depth is particularly notable, with experience across Form 1040, 1120, 1120S, 1065, 990, 1041, 2555, and 5471, plus IRS representation and expat tax services. Multi-state sales tax compliance is another area Unison Globus has built a reputation around.
Transparency is positioned as a core value, and Unison Globus operates with a paperless, IRS-compliant workflow. The model is designed to function as a true extension of your firm rather than as a separate vendor relationship, which several client testimonials specifically call out. For firms transitioning from a traditional CPA model to an advisory firm model, Unison Globus has experience supporting that transition by absorbing the routine work so senior staff can focus on higher-value client advisory services.
The biggest mistake I see firm owners make in this category is treating offshore staffing as a commodity decision based purely on hourly rate. The hourly rate matters, but it is rarely the variable that determines whether the partnership actually works for your firm.
The factors that matter more are these. How well does the partner understand the accounting and CPA industry specifically, versus serving every industry under one roof. How much hands-on support do they provide during the onboarding and ramp-up period when an offshore team member is learning your firm’s processes. How do they handle quality control, performance management, and replacements if the first team member is not the right fit. What is their security and compliance posture, especially around the sensitive client data your firm handles every day. And how transparent is their pricing model, including whether you can clearly see what you are paying for staff time versus management overhead.
The right partner for a fifteen-person CPA firm in Ohio looking to offshore tax prep capacity is not the same right partner for a three-person bookkeeping firm in California looking for one full-time bookkeeper. Match the partner to your firm’s size, growth stage, and the type of work you want to offshore first.
If you want a second opinion on which offshore accounting partner makes the most sense for your specific firm, schedule a call here. We work with CPA firm owners every week on exactly this kind of decision and can give you an honest perspective on which option is likely to deliver the best outcome for your situation.
Now go take the next step toward building the offshore team that gives your firm the capacity it needs to grow.
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