From Bookkeeping to Tax, Audit, and Advisory: How North American Accounting Firms Are Building Full Offshore Teams

Most firms start by offshoring bookkeeping.

The top ones don’t stop there.

Today’s smartest US and Canadian accounting firms are building full offshore teams, across bookkeeping, tax, audit, valuations, and advisory.

• Not through outsourcing.
• Not with freelancers.
• But through structured, direct hiring, integrating elite offshore professionals into their client delivery teams without ever lowering the bar.

Here’s how it works, and why firms across North America are scaling globally with Talent Gems.

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Full-Cycle Bookkeeping & Compilation; The Foundation of Client Delivery

Firms aren’t just hiring offshore for cleanup work anymore.

They’re hiring full-time bookkeepers to manage external client files across:

• Full-cycle bookkeeping (bank recs, AR/AP, payroll)
• Monthly close and management reporting
• GST/HST/QST filings (Canada) and state/local sales tax (US)
• Cloud accounting setups in QuickBooks Online, Xero, NetSuite
• Year-end prep and compilation (NTR) file support
• Journal entries, working papers, and account reconciliations

These professionals work EST/PST hours, report to your local leads, and handle live client engagements like they’re part of your in-office team.

Tax, Beyond Prep, Fully Embedded in Your Practice

We’re helping US and Canadian firms hire offshore tax staff with real experience across:

• Personal tax: 1040s (US), T1s (Canada)
• Corporate tax: 1120, 1120-S, 1065 (US), T2 (Canada)
• Partnerships, Trusts, and Estates
• Provisions, year-end planning, reorganizations
• M&A and cross-border strategy support
• Compliance tools: CCH, TaxPrep, Drake, UltraTax, and more

Most are fluent in GAAP/IFRS, and many hold Enrolled Agent, CPA-equivalent, or Chartered Accountant credentials.

They’re not support staff, they’re producing real client work under your review process.

Audit: Yes, You Can Offshore Client Audit Work

Audits used to be considered “offshore-proof.”
That’s changed.

We’re placing trained professionals across LATAM, South Africa, Southeast Asia, and Eastern Europe to support:

• Audit planning and documentation
• Fieldwork and testing (remotely managed)
• Working paper packages
• Compilation and assurance reports
• Standards: US GAAS, Canadian ASPE, IFRS, and US GAAP
• Tools: CaseWare, AuditFile, Jazzit, Excel

They support client audits across sectors, fully embedded in your team, reporting to your local seniors or managers.

Valuations & Transaction Support; Scaled Without Sacrifice

For firms offering valuation, M&A, or advisory mandates, offshore analysts now support:

• Modeling and financial analysis
• Valuation reporting
• Due diligence
• Quality of earnings support
• Presentation materials for client delivery

Many are CFA-trained, ex-Big 4, or previously worked in investment firms.

They follow your process, your templates, your firm’s tone,  without the overhead of hiring locally.

Advisory, Admin, and Client-Facing Ops Support

Offshore hiring goes beyond technical work.

We help North American firms add support roles that drive client delivery and operational efficiency:

• Executive Assistants to partners
• Billing and collections (client-facing AR)
• CRM and portal management
• Proposal support and engagement letter prep
• Client onboarding coordinators

All working your hours, inside your systems, and trained to serve North American clients.

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Why It Works; When You Hire Right

It works because these aren’t outsourced files.
They’re offshore professionals integrated directly into your firm,  working under your:

• Standards
• Review
• Name

You:

• Hire directly
• Choose talent who speak your client’s language (literally and professionally)
• Maintain control, quality, and timelines
• Gain flexibility and scale,  without burning out your local team

And when you hire through Talent Gems; we handle all of it:

• Headhunting
• Screening
• Market insight
• Compliance guidance
• Candidate replacement guarantee

Final Thought

Bookkeeping may be the starting point, but the best North American firms are scaling global teams across every service line.

If you want to build a real offshore team that acts like your local one,  not an outsourced workaround,  we’ll help you do it right.

Talent Gems specializes in helping US and Canadian accounting firms hire elite offshore talent across tax, audit, valuations, and advisory.

Book a call. Let’s build the team your firm actually needs.

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