Frequently Asked Questions About Accounting Outsourcing for CPA Firms
General Questions
Who does FintraSure work with?
FintraSure works exclusively with CPA firms and professional accounting practices. We do not provide services directly to end clients or businesses. Our operating model is designed to support accounting firms as an extension of their internal teams.
What types of firms typically partner with FintraSure?
We work with solo practitioners, mid-sized CPA firms, and multi-partner practices across North America, the UK, Europe, and the APAC region. Firms typically engage us to address capacity constraints, improve turnaround time, or scale without adding permanent headcount.
How is FintraSure different from traditional outsourcing providers?
FintraSure is not a generic outsourcing vendor. We provide dedicated, CPA-trained professionals who work within your systems, follow your workflows, and align with your documentation and review standards. The engagement feels like hiring offshore team members rather than handing work to a third party.
Engagement Models
What engagement models do you offer?
FintraSure offers flexible accounting outsourcing models, including:
• Full-time dedicated accounting staff
• Full-time dedicated reviewers or managers
• Ad hoc or on-demand accounting support
• Monthly retainers
• Project-based engagements
This allows CPA firms to select a model aligned with workload, seasonality, and growth plans.
Will the team work exclusively for our firm?
Yes. Under the full-time dedicated model, resources work exclusively for your firm and are not shared with any other client.
Can we start with a small engagement before committing long-term?
Yes. Many firms begin with a trial work batch, limited-scope project, or short-term engagement before scaling to a dedicated offshore team.
Can we scale the team up or down over time?
Yes. Engagements are designed to be flexible. Firms can increase or reduce capacity based on workload, seasonality, or business growth.
Services & Capabilities
What accounting services does FintraSure support?
FintraSure supports bookkeeping, accounting, tax preparation, audit and assurance support, FP&A, management reporting, and special accounting projects such as cleanups, system migrations, and due diligence support.
Do you support both tax preparation and tax review work?
Yes. Depending on the engagement, our teams support tax return preparation, review assistance, clearing review notes, and preparing tax working papers under the direction of the client CPA firm.
Do you support audit and assurance engagements?
Yes. We assist with audit file preparation, lead schedules, substantive testing, vouching, walkthrough documentation, review note clearing, and financial statement tie-outs. Audit opinions are issued by licensed audit firms as required.
What accounting software and tools do you work with?
Our teams work within your existing systems, including QuickBooks, Xero, Sage, CaseWare, CaseWare Cloud, CCH, Lacerte, UltraTax, IRIS, TaxPrep, Microsoft Excel, and other commonly used CPA firm tools.
Quality & Review
How does FintraSure ensure quality in offshore accounting work?
We follow defined SOPs, internal quality control checks, and structured review processes. Deliverables are prepared to your firm’s standards and reviewed internally before submission, where applicable.
Who manages the offshore accounting team?
Each engagement has a designated point of contact and experienced team leads who oversee delivery, quality, timelines, and communication. Escalation protocols are clearly defined during onboarding.
How do you adapt to firm-specific workflows and standards?
During onboarding, we invest time to understand your templates, documentation style, review preferences, and internal processes. Our teams adapt to your workflows rather than imposing standardized outputs.
Communication & Time Zones
How do CPA firms communicate with offshore teams?
Communication is handled through your preferred channels such as email, Microsoft Teams, Citrix, or other collaboration tools. Regular check-ins and status updates are part of standard engagements.
Are our offshore teams aligned with our business hours?
Yes. Teams can be aligned with North American, UK, European, or APAC business hours to ensure smooth collaboration and timely delivery.
What is the typical turnaround time for accounting work?
Turnaround time depends on scope and complexity, but many CPA firms use FintraSure for same-day or overnight completion of recurring accounting and bookkeeping work.