Frequently Asked Question's

Remote staffing is a way to hire employees who work offshore with flexibility to hire partial or full staff as per business requirements. This allows accounting/tax firms to access a wider pool of talent and reduce direct and indirect overhead costs. 

Our firm is highly focused on customer requirement analysis and building the right process for your accounting/tax firm’s delivery. A lot of roles can be done more efficiently though our remote staffing solutions since our staff specialises in accounting and tax firms. However, some roles which may involve travel to the client’s location may be challenging remotely. We recommend a right mix of remote and on-shore staff to optimise growth. We recommend speaking with one of our consultants to learn more about how we can help you achieve your goals and find a solution is a good fit for your firm.

While a large pool of roles can be handled remotely, some roles which may involve travel to the client’s location may be challenging remotely. We recommend a right mix of remote and on-shore staff to optimise growth.

Our company offers a wide range of services to help accounting and tax firms. Our primary plug and play solution are our remote staff for services like accounting, bookkeeping, tax filing, tax resolutions, advisory, CFO services, marketing & sales support and for niche specializations like crypto taxes, property taxes, business funding services, applying to accounting/tax government contracts and cyber security as a service offered by CPA firms. For more details click here.

Term of the contract depends on the kind of assignment we undertake for your company. For recurring services, we can offer contracts as short as 3 months (post a trial period). We can discuss a term most suited for your company over a consultation call.

Our pricing is highly dependent on the level of engagement with your company and the skill of the employee being hired. But to give you an estimate, our services start from as low as $8 per hour. For exact pricing please book an online consultation.

Yes, we offer free trials of our services to help you determine whether they are the right fit for your firm. 

We start with a consultation call where we determine your needs. If needed, there may be more follow-up calls till we work out an approach that best fits your firm. Once we have finalised the services that you will be engaging with us for and a process model, we send an engagement letter to you outlining all details. Post formalities we have several hand holding and integration calls which typically take 1 to 1.5 weeks to ensure that the staff has all the required accesses and understands the standard protocol and culture in our company. We typically have a weekly review call to address any concerns that you may have and once things are seamless, we have monthly follow-up calls.

Yes, we offer a variety of support and assistance options to help our clients transition smoothly to our service. We understand that every firm is unique and has its own set of needs and challenges. Our team will work closely with your firm to assist on setting up systems and processes, providing additional training, and providing ongoing support to ensure that everything runs smoothly.  

If you choose from our existing staff, the transition time may be as less as 1 day after signing of the contract. If you have specific requirements then finalising a staff may take between 2-10 days and onboarding may take around 15 days.

We have strict hiring and training processes in place to ensure that our remote staff are highly qualified and able to provide top-quality work. We also stringently monitor and manage their performance through feedback and KPIS, and we have a dedicated team in place to provide support and guidance as needed. 

While remote staff from our company act like your firm’s onshore employees in every sense of responsibility but in terms of payroll and benefits it does not put any liability of benefits or fringe costs on you. They are on Credfino’s payroll and we take care of all the requirements. 

Yes, our remote staff are fully trained and capable of handling all the same tasks as in-house staff. Our speciality is end to end management which means our staff handles coordinating with the client for documents/queries, delivery of the books/accounts, making sure that the reviewed financials are delivered to the client and that he understands the delivered product and suggestions that your company may want to provide. 

We have strict security and data privacy protocols in place to protect the sensitive information of our clients. Our remote staff are required to sign non-disclosure agreements and comply with all relevant laws and regulations. We also use advanced security measures such as encryption and two-factor authentication to protect data as needed as per cyber security standards. The staff is trained on various cyber security best practises like phishing prevention etc. 

Yes, you can find references and case studies of firms we have worked with on this link. We have helped a wide range of businesses to achieve their goals and are happy to connect you with clients who will be happy to share their experience in working with Credfino. 

Hiring remote staff with us has several benefits like improving business profitability, efficient delivery, customer management, marketing and growth. Our staff is highly qualified and trained for end-to-end service management, our team ensures that we provide a seamless experience of staffing to you. Which means that hiring, vacations, sick days, attrition, creating back-ups and quality of delivery is our responsibility. We provide this premium experience and value-added services at a fraction of the cost of an onshore resource.  

We carefully screen and select all of our remote staff members to ensure that they have the necessary skills and experience to provide high-quality services. We also stringently monitor and manage their performance through feedback and KPIs. We have a dedicated team in place to provide support and guidance as needed.  We also provide ongoing training and support to help them serve you better. 

We have a thorough onboarding process and provide training on company culture and values. We also have regular check-ins and performance evaluations to ensure that they are meeting expectations and behaving in a way that aligns with the company’s culture. 

We have a variety of tools and platforms in place to facilitate communication with remote staff, including email, instant messaging, and video conferencing. We give preference to whichever online tool you use at your firm and follow standard practices.  

We have remote staff members working in different time zones to ensure that we can provide coverage and support based on your needs. We also use scheduling and project management tools to help coordinate work across different time zones. 

Yes, our remote staff can attend client meetings and events in-person if needed. We will work with the client to arrange for travel and accommodations. 

Our remote staff are eligible for vacation and sick leave just like regular employees. We have processes in place to ensure that we have resilience for deliverables during these times. 

If it is necessary to terminate a staff member or someone from the team resigns, we provide necessary backup staff till a new employee is onboarded and ensure seamless transition. 

Our service is designed for accounting/tax businesses of all sizes and niches/specializations that are looking to expand their team with highly-skilled and reliable remote staff. We work with firms to understand their specific needs and goals, and then provide customized solutions that are tailored to their unique requirements. If you’re looking for a flexible, cost-effective way to expand your team, our service may be right for you. 

Yes, we can provide a customised cost-benefit analysis for your firm. We will work with you to understand your specific needs and goals, and then provide you with a detailed analysis of the costs and benefits of our service. This will include a comparison of our service to the costs of hiring in-house staff or using other remote staffing solutions. We can also include projections around any business expansion plans. 

Our service offers many advantages over hiring in-house staff. For one, our remote staff are highly-skilled and reliable, and can be quickly and easily scaled up or down as your needs change. Additionally, our service is typically more cost-effective than hiring in-house staff, as you do not have to pay for benefits, office space, or equipment. Finally, our team ensures that we provide a seamless experience of staffing to you. Which means that hiring, vacations, sick days, attrition, creating back-ups and quality of delivery is our responsibility. 

Our service stands out from other remote staffing solutions in several ways. Firstly, our staff are trained to handle end-to-end services and service clients exactly like an inhouse onshore staff. Additionally, we have a consultative approach that goes beyond just providing staff, and we provide expertise in a plethora of services.  

Our service is designed to seamlessly integrate with your firm’s existing operations and systems. We will work with you to understand your current processes and infrastructure, and then provide remote staff that are fully trained and equipped to work with your systems. Additionally, we have several communication and collaboration tools that we use to ensure that our remote staff are always in sync with your team

No, our services are not limited to small size accounting/tax firms. We work with a wide range of clients, from small businesses to large corporations. Our services are tailored to the specific needs of each client, regardless of the size of their business. Our consultants would have happy to guide you around the services that best suit your need. 

Our consultative approach involves working closely with each firm to understand their unique needs, goals, and challenges. We take a holistic view of the firm’s operations, from staffing and budget constraints to new business opportunities and industry trends. We then work with the firm to develop a customized plan for growth and expansion that considers all these factors. This can include anything from identifying new revenue streams and expanding into new business areas/advisory services, to implementing new technologies and streamlining operations. 

Many solution providers simply provide staff or technology to firms, but our approach goes beyond that. We work closely with each firm to understand their specific needs, and then develop a customized plan to help them achieve their goals. We also provide ongoing training and support to ensure that the firm can continue to grow and expand over time. Additionally, we work closely with the firm’s existing staff to ensure that the plan is tailored to their needs and that they can continue to provide high-quality service to their clients. 

We stay up-to-date on industry trends and changes, and are always on the lookout for new business opportunities for our clients. We also have a wide range of experts on our team, who can provide guidance and support in areas such as lending, government contracting, and technology enabled services. Additionally, we work closely with each firm to understand their specific strengths and capabilities, and then help them identify opportunities that align with those strengths. 

We take a customized approach for each firm, considering their unique needs, goals, and challenges. We work closely with the firm’s existing staff to ensure that the plan is tailored to their needs, and we are always open to feedback and willing to make adjustments as needed. For more details please click here.

We have a wide range of case studies of firms that we have worked with, who have seen significant growth and expansion as a result of our approach. For example, one firm was able to save money on staffing costs and invest in new business opportunities, while another was able to improve efficiency and provide better service to clients For more details please

Our approach to measuring success is twofold. Firstly, we track key performance indicators (KPIs) such as cost savings, increased efficiency, and improved client satisfaction. These metrics allow us to see the tangible results of our approach and adjust as needed. Secondly, we conduct regular check-ins and evaluations with our clients to gather feedback on the effectiveness of our approach and identify areas for improvement. This allows us to ensure that our approach is meeting their needs and achieving their desired outcomes. For more details please click here.

No, our services are not limited to accounting and tax only. We also offer a wide range of business consulting services to help firms grow and expand. 

Our services range from advisory on improving revenue growth, profitability, pricing, marketing/sales optimization, setting up practice automation etc. to providing you the right teams to deliver accounting, tax preparation & review, tax resolution, tax planning, marketing, sales support, and admin roles.