Accountably Launches as the Delivery-First Offshore Partner for CPA, EA, and Accounting Firms

About Accountably

• Accountably is a delivery first offshore partner that integrates trained teams into your systems with SOPs, clean workpapers, multi layer review, and turnaround SLAs.
• The model is designed for CPAs, EAs, and accounting firms that need year round U.S. tax, accounting, advisory, and audit support execution at scale, not resume bundles.
• You get review ready files, predictable timelines, visibility into status and risks, and security aligned to SOC 2 principles and NDA backed confidentiality.
• Engagement options include Dedicated Offshore Talent, White Label Delivery Teams, and Build, Operate, Transfer units for firms ready to own their offshore center.
• Outcome, not hours, is the operating philosophy. Delivery infrastructure, not staffing, is the product.

The announcement

Accountably announced its public launch today as a delivery first offshore partner for U.S. CPA firms, Enrolled Agents, and accounting practices. Built and refined in live production before the brand reveal, Accountably integrates disciplined offshore teams directly into firm workflows, increasing capacity while protecting quality, timelines, and client trust. The operating system standardizes execution across five pillars, SOP discipline, structured workpapers and file logic, multi level review, turnaround SLAs, and workflow visibility. Teams are trained on U.S. GAAP, IRS processes, and documentation rules, then embedded in your tools with secure, role based access. The outcome is review ready work that moves predictably from preparation to approval.

Why firms get stuck, and what changes with Accountably

Most firms do not have a sales problem, they have a delivery system problem. Peak season overload, unpredictable spikes, high turnover, hiring delays, and escalating costs mirror a familiar pattern. Partner time gets absorbed by review, not strategy. Work quality varies across preparers and reviewers. Workflow visibility is patchy, documentation is inconsistent, and deadlines slip, which strains trust with clients and referrers. Accountably replaces that instability with discipline you can see, SOP driven execution, clean workpapers, clear review lanes, turnaround SLAs, and live tracking.

Leadership perspective

“Firms do not struggle to sell, they struggle to deliver at scale. Hours do not build firms, outcomes do,” said Jugal Thacker, CPA, CA, CEO of Accountably. “We built Accountably to give firms structured offshore execution that behaves like their best internal team. Clean workpapers, review intelligence, and timeline discipline are not optional. They are the foundation.”

Investor perspective

“I back companies that solve real delivery problems,” said Tejas Paresh Lodaya, strategic capital partner. “Traditional outsourcing sells resumes and creates rework. Accountably sells predictability and control. It is delivery infrastructure for accounting firms, which is why I invested.”

Built for CPAs, EAs, and accounting leaders

Who need control If you lead tax, CAS, advisory, or audit support, you need capacity without chaos, workflow discipline that holds under pressure, and review protection that gives partners their time back. Accountably operates as a U.S. led offshore partner on three foundations:

• Capacity without chaos, workload stability and predictable turnaround that scales during peak and shoulder seasons.
• Workflow discipline, structured execution with documented processes and clear handoffs.
• Review protection, layered quality controls that reduce partner minutes in review and limit rework.

What this looks like inside your firm

You keep your systems, your templates, and your client expectations. Accountably teams work inside QuickBooks, Xero, UltraTax, CCH Axcess, ProConnect, Lacerte, Drake, Canopy, Karbon, TaxDome, Suralink, Jetpack, and more. Every professional is onboarded through a three week delivery readiness framework, trained on U.S. accounting work, IRS workflows, documentation logic, and deadline accountability. From day one the team adapts to your engagement workflow and communicates inside your approved channels with documented handoffs for managers and partners.

“Outsourcing did not fail the industry, poor execution did,” added Thacker. “Accountably exists so firms can scale with confidence. Structure protects quality. Quality protects reputation. Reputation protects growth.”

Why delivery breaks when firms grow

Common delivery barriers you told us about

• Capacity crunches during peak season and unpredictable spikes that bury teams.
• Partner time trapped in review loops instead of planning, advisory, and client leadership.
• High turnover and slow hiring that create chronic staffing gaps.
• Rising salaries and overhead that make expansion expensive.
• Inconsistent work quality across preparers, reviewers, and engagements.
• Limited workflow visibility, weak tracking, and unclear ownership.
• Missed deadlines that erode client trust and retention.
• Operational complexity across multiple entities, states, SALT footprints, and tax types.
• Rushed workpaper preparation that slows reviews and causes rework.
• Compliance workload fatigue from constant IRS and state changes.
• Talent shortages in U.S. markets that make experienced hiring difficult.
• Advisory revenue that stalls because teams are buried in production.

Why most offshore attempts fail

Treat offshore like staffing, and you inherit chaos at a distance. Treat it like operations, and you get scale with control. Most failed attempts share the same symptoms:

• No SOPs, so every engagement runs differently.
• Unstructured workpapers, sloppy naming, and missing schedules.
• Vague review cycles that cause revisions and quality noise.
• Weak documentation discipline that slows review and creates blind spots.
• No delivery KPIs or SLAs, so turnaround is unpredictable.
• Vendors supply resumes, not accountable teams and managers.
• No quality control layer to prevent rework.
• Teams unfamiliar with U.S. GAAP and IRS standards.
• Communication that is reactive instead of workflow oriented.
• Security that relies on goodwill instead of governed access.
• Dependency on freelancers with no continuity plan.

How Accountably changes the equation

Structured onboarding for U.S. firm standards

• Three week delivery readiness, U.S. tax and accounting workflows, documentation rules, and review etiquette.
• Training on reading review notes, documenting support, and owning deadlines.
• Work inside your systems and templates, with role based access and audit logs.
• Adapt to your engagement workflow from day one so reviews move faster.

Delivery architecture for control

• SOP driven execution across bookkeeping, month end, tax, CAS, and audit support.
• Structured workpapers, standardized naming, file logic, version control, and PBC ready folders.
• Multi layer review, preparer to senior to quality to final, with defined scope at each step.
• Turnaround SLAs set before work starts, daily or weekly cadences to keep momentum.
• Internal checklists for completeness and accuracy before anything hits partner review.
• Workflow visibility, live status tracking, risk flags, and ownership clarity.
• Early escalation routines to protect deadlines.
• Capacity planning based on utilization, not guesswork.
• Continuity plans so work does not halt if a team member is unavailable.

Engagement models that scale with you

• Dedicated Offshore Talent, for firms needing consistent production capacity, full time accountants and tax staff inside your workflow.
• White Label Delivery Teams, for seasonal spikes and compliance heavy work, pods with a manager and reviewers that deliver end to end.
• Build, Operate, Transfer Offshore Unit, for firms committed to long term control, your exclusive offshore center with team and management transferred on a timetable you approve.

Security, compliance, and work integrity

Security is not a slide, it is a system. Accountably operates with SOC 2 aligned controls, NDA backed confidentiality, role based access, secure VPN, server protections, and zero local storage. Files move via encrypted exchange, activity is logged, and staff are background verified. For U.S. engagements the standards are clear, U.S. GAAP aligned accounting, IRS and state tax workflows, multi state payroll familiarity, sales and use tax automation, and documentation ready for audit support.

2025 regulatory context, what this means for your workflows

• Information return e-file thresholds, the IRS requires electronic filing when a filer has 10 or more total returns in a year, which tightens your filing operations and makes SOPs around 1099, W 2, 1042 S, and related series essential. Accountably enforces that discipline across pods and peak seasons.
• Beneficial ownership reporting under the Corporate Transparency Act shifted in 2025, FinCEN removed BOI reporting requirements for U.S. companies, while foreign entities that register to do business in the United States must meet new deadlines. If your clients were preparing BOI submissions, you still need clear communications and documentation trails. Accountably supports client messaging and workpaper updates so reviews stay clean.

What your team experiences day to day

Partners and managers get review ready files, clearly labeled schedules, and tie outs that match your file logic. Seniors see tasks, due dates, and blockers at a glance. Preparers know the standard, what complete looks like, and how to close review notes quickly. You keep client control, we supply the operating rhythm.

Work we support at scale

Accounting execution

• Month end close, reconciliations, GL reviews, and adjustment entries.
• AP and AR processing, cleanup, and controls support.
• Fixed asset schedules, depreciation, and rollforwards.
• Multi entity consolidation and financial reporting packages.
• Cash flow statements and controller support, with variance narratives managers can trust.

U.S. tax execution

• Federal and state returns, 1040, 1120, 1120S, 1065, 990, and 1041.
• Payroll filings and year end reporting, 940, 941, W 2, 1099, with e-file readiness and recipient copy workflows.
• SALT, corporate, franchise, PTET, sales and use, and multi state compliance.
• Tax cleanup, workpaper preparation for reviews, and first pass accuracy targets that reduce rework.

Client advisory and CFO support

• Monthly financial packages and KPI packs so partners can lead advisory conversations.
• Budget to actuals, forecasting support, project and class reporting, and scenario analysis.
• Cash flow modeling, working capital routines, and banker ready reporting.

Audit and assurance support, non attestation

• PBC list preparation, schedules, and tie outs that make external audits move faster.
• Rollforwards, trial balance mapping, lead schedules, and sample selections as directed by your audit team.
• Documentation discipline that reduces partner time during fieldwork and minimizes rework.

The structure behind predictable outcomes

A simple operating table for engagement clarity Model

Best for	Value
Dedicated Offshore Talent	Stable year-round capacity
White Label Delivery Teams	Seasonal load and compliance work
Build, Operate, Transfer Unit	Long-term offshore control

What firms gain with Accountably

• Production stability, no more capacity panic.
• Delivery efficiency, faster reviews and cleaner approvals.
• Operational maturity, structure that reduces dependency on single people.
• Review protection, smart workpapers and checklists that cut partner minutes.
• Client trust, deadlines met without excuses.
• Margin durability, cost effective delivery without quality loss.
• Growth freedom, partners regain time for advisory and expansion.

What partners are saying

“Accountably behaves like our best internal team. The files are clean, reviews are faster, and we finally have predictable delivery.”

“The difference is structure. SOPs, SLAs, and visibility gave our managers control, not just more emails.”

Availability and how to engage

Accountably partners with firms that want performance, not promises. If you are a CPA, EA, or accounting leader in the United States and you need to scale tax, accounting, advisory, and audit support without losing control, we would value a conversation.

• Start with a workflow alignment and file structure setup.
• Define handoffs and review loops.
• Lock turnaround SLAs and production cadences.
• Launch with a small pod, then scale based on utilization.

“Firms do not struggle to sell, they struggle to deliver at scale,” said Accountably’s CEO Jugal Thacker, CPA, CA. “Structure is how you protect quality, reputation, and growth.” “I invested because Accountably is delivery infrastructure for CPA firms,” said Tejas Paresh Lodaya.

Industry leaders will be watching as Accountably brings a delivery-first approach to offshore accounting support in 2025 and beyond.

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

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