Category: Uncategorized

Categories
Accounting Uncategorized

AI and Offshore: Friends, Not Foes

AI and Offshore: Friends, Not Foes

For many firms, the rise of AI raises a familiar question: If automation is getting better, do we still need offshore teams?
It’s a common misconception and one that quietly limits growth.
The truth is that AI isn’t replacing people. It’s changing how teams operate. When paired with skilled offshore professionals, it creates a faster, more accurate, and more scalable way to deliver accounting services.

That’s exactly what we’ve built at Unison Globus. This collaborative approach was recently featured in Accounting Today, where AI and offshore accounting were recognized as complementary, not competing. Unison Globus further highlighted how AI-powered automation reduced invoice processing time by 40 percent, allowing our offshore teams to focus on review work, client cleanup, and advisory preparation.

If you’re thinking about where AI-powered accounting solutions fit in your business or how to scale without overloading your local team, this article walks you through what works and why.

The Big Myth: AI Will Replace Offshore Accounting Teams

For years, the rise of AI sparked predictions that outsourcing would become obsolete. Automation, many assumed, would be able to handle everything from data entry to tax prep without human intervention.
But that theory hasn’t played out in the real world.
What firms are finding instead is this: while AI can speed up workflows and eliminate repetitive tasks, it doesn’t replace the human lens that accounting still requires. Tasks may be faster, but trust, compliance, and client context still depend on people, often the same offshore professionals firms once thought they’d outgrow.

Prediction vs. Reality in Accounting Automation

What Was Predicted

  • Firms will eliminate offshore roles
  • Firms will reduce headcount
  • AI will significantly lower staffing costs
  • Firms would pick AI or outsourcing, not both

What’s Happening in Practice

  • 80–90% of firms retained or restructured offshore teams to lead review and QA
  • Staff roles evolved—less data entry, more supervision, exception handling, and review
  • Automation reduced task time, but increased oversight and governance needs
  • High-performing firms are combining the two strategically for better output

Why the Myth Hasn’t Held Up

AI works well when rules are clear and data is clean. But real-world accounting rarely fits into that box. Client records are messy. Scenarios aren’t always standard. And the stakes, whether it’s filing taxes or finalizing financials, are too high for unchecked automation.

That’s why firms haven’t replaced their teams. They’ve redefined their roles.

Today, offshore teams aren’t just processing data. They’re reviewing AI-generated drafts, validating results, resolving edge cases, and flagging inconsistencies that machines miss. They’re still essential, just no longer buried in manual work.

Even major publications such as Accounting Today have noted the shift. Their 2024 feature observed that as AI adoption rises, firms are increasingly pairing it with offshore accounting, not as a fallback, but as a strategic combination. AI handles the volume. People ensure the quality.

And it’s this blended model that firms are now leaning into, not because they have to, but because it works.

The bottom line is – AI hasn’t replaced outsourced teams. It’s changed what those teams do. And for firms looking to scale without compromising quality or client trust, that shift isn’t a threat, it’s an advantage.

Offshore Staffing 2.0: An Evolution, Not Just a Cost Strategy


As firms adopt AI to improve delivery speed and task automation, many are also revisiting how their staffing models support that shift. For most, the answer isn’t more headcount, it’s more structure.

That’s why the conversation around offshoring is evolving. It’s no longer about lowering costs. It’s about building capacity that integrates with the firm, adapts to new technology, and supports long-term growth.

At Unison Globus, we refer to this model as Offshore Staffing 2.0. It’s a different approach to offshore support, one designed to fit how firms work today, not how outsourcing used to be done.

Instead of standalone teams completing tasks in isolation, Offshore Staffing 2.0 offers a more technology-driven accounting support model. It’s about offshore professionals working inside your systems, aligned to your workflows, and focused on consistent delivery.

This is what makes it a scalable accounting team model, not just a cost center, but a functional extension of the firm.

What Makes Offshore Staffing 2.0 Different?

Offshore Staffing 2.0 is shaped by the realities firms face today: talent shortages, increasing client expectations, tighter review cycles, and the growing need to integrate new technology without disrupting delivery. This model is designed to respond to those pressures, not just with people, but with structure.

Here’s how it meets the evolving needs of modern accounting firms:
  • Continuous training in AI workflows Firms are adopting AI tools for efficiency, but they still need people who know how to use them responsibly. Offshore teams in this model are trained not just in platforms but in how automation fits within accounting workflows, how to validate AI-generated workpapers, handle system exceptions, and align outputs with firm-level review standards. This reduces rework and makes automation viable, not risky.
  • Direct integration with your tech stack Disconnected systems are one of the biggest sources of delay and duplication in firm operations. Offshore Staffing 2.0 eliminates this by working directly inside the firm’s environment, from accounting platforms like Xero, QuickBooks, and CCH Axcess to workflow and file-sharing tools like Karbon, Jetpack, or SharePoint. That integration minimizes back-and-forth, gives managers visibility, and ensures offshore work feels like a seamless part of the team, not a bolt-on function.
  • Role-based team design Generic outsourcing creates review fatigue. Firms need clarity on who is preparing, who is reviewing, and who is answering client questions. Offshore Staffing 2.0 brings that structure. Teams are built with defined roles and escalation paths, so work moves in line with how the firm is already organized. This makes delegation easier, reduces partner review time, and improves accountability at each stage of the engagement.

    Offshore support isn’t new. But firm expectations have changed. They’re no longer looking for just more hands. They’re looking for a better fit, better flow, and better use of both people and technology.

    Offshore Staffing 2.0 is built for that. It reflects where the industry is headed and how leading firms are adapting.

What We’ve Learned from Supporting 150+ Firms Worldwide

Working with more than 150 firms has taught us that growth isn’t limited by technology or talent; it’s limited by how work is structured.

Most firms we support already use cloud tools, automation software, and even offshore help. But here’s the pattern: the right tools in the wrong hands still create bottlenecks. And the wrong staffing model, no matter how cost-effective, will slow down even the best processes.

The difference comes down to how firms manage flow. The ones that improve delivery consistently do a few things differently:
  • They treat the review as a designed function, not a rescue phase
  • They assign complexity based on skill, not location
  • And they don’t over-rely on partners to fix what prep teams miss
In other words, they don’t just add people or tech. They realign who does what, when, and why.

How This Shows Up in Practice

We’ve helped firms reduce month-end delays, restructure review queues, and shift cleanup work away from senior staff. Not because we did more, but because we helped the team do less of what wasn’t theirs to fix.

As we mentioned earlier, Accounting Today featured our model for how it reduces turnaround time, highlighting a 40% drop in invoice processing. But what’s behind that stat is more important: fewer escalation loops, clearer accountability, and front-loaded quality control.

That’s not just about outsourcing. That’s about building systems that hold up under real deadlines.

How AI and Offshore Teams Work Together in Real Accounting Workflows

AI brings speed. People bring context. But it’s not a handoff, it’s a shared workflow.

Firms seeing the best results aren’t separating tech and talent. They’re designing accounting processes where automation and offshore support operate in sync.

Here’s how those systems work inside growing firms:
  • Document Collection and Draft Generation Clients upload financials such as bank statements, invoices, and payroll exports into the firm’s cloud environment. AI tools extract the data and auto-generate first drafts: journals, reconciliations, and even return templates. But these aren’t ready to file. They’re a foundation.
  • Data Validation and Cleanup Skilled offshore professionals step in next. They don’t repeat the AI’s work; they build on it. Their tasks often include:
    • Cross-checking extracted numbers against source files
    • Matching transactions with prior-year context or client-specific rules
    • Completing entries that the AI left blank or misinterpreted

    In one recent case, a firm reduced review rounds by 30% simply by inserting QA at this point in the process.
  • Exceptions and Edge Cases AI can flag anomalies, but it can’t determine what matters. Offshore teams resolve issues like:
    • Misclassified journal entries
    • Duplicated expenses across systems
    • Incorrect carryforward logic in tax returns

    Trained teams now resolve 90% of these issues before escalation, saving time at the partner level.
  • Final Review and Output Preparation Once the file is complete, it returns to the in-house team, often needing minimal changes. Partner review becomes cleaner and faster. And clients receive a delivery that’s complete, accurate, and on time. This is how AI-powered offshore teams operate: automation handles the routine. People ensure it’s correct. Together, they create AI-powered accounting processes that are built to scale.

Why Combining AI and Offshore Is the Competitive Edge in 2025 and Beyond

As observed above, AI has already proven its value in automating intake, organizing data, and reducing turnaround time. For many firms, it was introduced to save time. But its biggest advantage is something deeper. It allows teams to rethink how work gets done.

Firms that combine AI tools with structured offshore support are no longer patching together deadlines. They are redesigning their workflows to move faster, cost less, and support higher-value services.

Here’s where this model is already delivering results:
  • Invoice processing is faster when AI handles the intake and offshore teams manage cleanup and categorization
  • Month-end close cycles are shortening because reconciliations begin earlier and get flagged automatically
  • Tax review queues are moving faster when AI drafts and offshore staff validate entries before they reach the partner
  • Sales tax and compliance prep is less manual, with automation handling rate mapping and teams focused on exceptions
These are not one-off wins. They are repeatable gains created by systems that combine automation with trained offshore teams from day one.

As Accounting Today pointed out, offshoring is no longer defined by location or labor cost. It is defined by structure, and firms that align it with automation are gaining a clear edge.

The firms that succeed in 2025 will not be the ones that simply adopt AI or outsource repetitive work. They will be the ones that integrate both into a cohesive, accountable model that is ready to flex with client demand.

This is the future of accounting staffing. Not more hours. Not more hires. Just a better way to work.

Final Conclusion

AI is not replacing accountants. Offshoring is not a shortcut. Together, they are reshaping how accounting firms operate by improving speed, accuracy, and team capacity.
Firms that integrate automation with trained offshore support are not just reacting to deadlines. They are building workflows that are more efficient, more scalable, and better aligned with what clients need.
This is the human and AI accounting model in practice. It is already helping firms reduce review cycles, clean up bottlenecks, and create room for advisory growth.
For firms planning, the path is clear. The future is not about choosing one solution over another. It is about building a structure where technology and talent work together from day one.
Categories
Accounting Uncategorized

Offshore Staffing 2.0: The New Standard for Scaling Accounting Firms

For years, offshore staffing was the accounting industry’s version of a quick fix. If you needed help during tax season or wanted to save a little on labor, you looked offshore for: back-office support, data entry, maybe some cleanup work.
That was Offshore 1.0. But here’s the truth: that model was never built for growth. And today, growth is the only way forward.
Firms are drowning in compliance, struggling to hire, and watching their partners burn out. Meanwhile, clients are asking bigger questions and they want someone who has the time and headspace to answer them.
That’s where Unison Globus’ Offshore Staffing 2.0 comes in.
It’s not about just outsourcing. It’s about unlocking capacity. It’s about creating space for strategy, speed, and real advisory work. And it’s already helping leading firms transform how they operate both – internally and with their clients.
In this blog, we’ll break down how Offshore Staffing 2.0 works, what makes it different from the old model, and how it’s giving forward-looking firms the edge they need in a profession that refuses to stand still.

Why Offshore Staffing Needed an Upgrade

Let’s start with the facts.

Between 2012 and 2022, accounting programs in the U.S. saw a 17% drop in graduates. Since 2016, the number of first-time CPA exam takers has fallen by 33%. And according to the AICPA, more than 75% of current CPAs are expected to retire within the next 15 years.
That’s not just a talent shortage. That’s a structural collapse in the making. Firms aren’t just struggling to hire, they’re fighting to stay operational. And when you combine the shrinking pipeline with client expectations that are rising fast, you get a gap that the old system simply can’t close.

Enter Offshore Staffing 1.0

To cope, many firms turned to offshore staffing. It made sense but in theory. Outsource some bookkeeping. Offload some admin. Get through tax season. But the model they turned to wasn’t built for long-term value.

Offshore 1.0 was designed to be transactional.

  • Support with limited training
  • No process alignment
  • No integration into firm culture
  • And ultimately, no scalability
One partner from a mid-sized CPA firm in Ohio summed it up: We tried offshore once. It was clunky. No visibility, constant rework. I said never again. Like many, his firm walked away. The model just didn’t deliver.

But as the pressure built, so did the turnover, unmet client needs and deadlines. They realized avoiding offshore wasn’t a long-term solution either.

Something had to change.

Why the Old Way Fails Today

The traditional offshore model can’t meet today’s demands for three key reasons:
  • It doesn’t scale with complexity. AI can handle routine. So can entry-level staff. But advisory support? Tax review? Real-time client interaction? Offshore 1.0 can’t do that.
  • It reinforces bottlenecks. Without training, integration, and accountability, offshore support ends up requiring more input from onshore leaders, not less.
  • It was never meant to be strategic. It wasn’t about growth. It was about saving money. But saving money doesn’t fix broken workflows. It doesn’t build resilience. It doesn’t future-proof your firm.

Smarter Scale Starts Here
Build Your Offshore Advantage with Unison Globus

Get Started Today!

What Firms Staffing Actually Need

The pressure to do more with less isn’t going away.
Firms need a better operating model. Here’s what that looks like:

A reliable way to increase capacity without increasing overhead.

Hiring locally now takes anywhere from 60 to 90 days and costs firms between $70,000 and $90,000 for a single mid-level accountant, not including benefits, onboarding, or tech licensing. And that’s if you can find the right person. Firms need a faster, more flexible way to expand capacity without overwhelming their budget or burning out their team.

Trained professionals who speak your tech, follow your SOPs, and hit the ground running.

Capacity only works when it integrates. That means talent who already knows tools like QuickBooks, Xero, CCH, and Karbon, and can step directly into your processes. No long ramp-up. No handholding. Just clean, reliable work. Done your way.

A model that allows partners to step out of the weeds and into the advisory role clients are asking for.

76% of clients say they want more strategic guidance from their accountant. But only 4 in 10 firms say they have the bandwidth to deliver it consistently.

Partners can’t lead when they’re stuck in review loops. And clients won’t wait forever for proactive insight.

That’s the need.
That’s the gap.
And that’s exactly what Offshore Staffing 2.0 was built to fill.

What Is Offshore Staffing 2.0?

Think beyond outsourcing.

Offshore Staffing 2.0 is a smarter model for scaling operations, creating space, and shifting firms into strategic mode. It’s not about cheap labor or patchwork support. It’s about building a system that helps accounting firms run better, from the ground up.

In the old model, capacity was reactive. In this one, it’s intentional.

It clears the path to advisory.

That’s the real strength of Offshore Staffing 2.0.

By taking full ownership of prep work, compliance, and routine processes, it gives your team the capacity to focus on what really drives value: client strategy, planning and deeper advisory conversations.

Advisory doesn’t happen in the margins. It needs time, space, and a delivery engine you can rely on.

It brings AI and human expertise together.

AI isn’t here to replace your team. It’s here to support them.

In the Offshore 2.0 model, AI is used where it adds value: automating repetitive steps, reducing manual errors and helping teams move faster.

Think: data categorization, basic reconciliation, document capture or workflow triggers.

But the core work – the judgment, the review, the strategy – stays human.

This balanced model helps firms deliver smarter, more efficient service, without sacrificing quality or control.

It’s built to grow with you.

This model isn’t plug-and-play. It’s structured.

Offshore teams are supported by SOPs, QA processes, and dedicated leads. Thus, ensuring work gets done right, even as demand grows. Whether you’re scaling during tax season or expanding service lines, the model flexes with you.

You get consistency without compromising control.

It supports, not sidelines, your onshore team.

When implemented right, Offshore 2.0 doesn’t compete with your in-house team. It complements it.

It removes the repetitive, time-intensive work that slows everything down, helping your people in doing what they do best: review, lead, build relationships and grow the firm.

It’s not about outsourcing tasks. It’s about structuring your team to operate at its best.

Offshore Staffing 2.0 isn’t just operational. It’s directional. It creates the foundation firms need to evolve towards: higher-value work, healthier teams and scalable growth.

It’s Not Just Offshore. It’s a New Model.

Seeing It in Action

The Offshore 2.0 model sounds good in theory but
what happens when a real firm puts it into practice?

Earlier, we shared how one Ohio-based CPA firm had written
off offshore staffing after a bad experience: clunky communication,
constant rework, and zero visibility.

But with pressure mounting, they revisited the idea.
This time, they approached it differently and the
results speak for themselves.
Challenges Hiring was slow. Tax deadlines were closing in. And advisory work, while high on the priority list, kept getting pushed aside. The partner was still in review loops and couldn’t find the space to lead at the level clients needed.
Our Approach With the right structure, documented SOPs, and offshore staff trained on their systems, the firm didn’t just fill gaps. They built real capacity.

Two hires became four. Turnaround times improved. Review bottlenecks eased. The partner finally stepped into a strategic role, meeting clients, not chasing files.
The Outcome Within one quarter, three clients signed new advisory agreements. Not because the firm worked harder but because it finally had the space to work smarter.

Is Your Firm Offshore 2.0 Ready?

If your team is stretched, hiring is slow, and advisory work keeps getting pushed aside – Offshore Staffing 2.0 might be the reset you’ve been looking for.

At Unison Globus, we help accounting firms build the kind of operational capacity that makes growth sustainable, without burning out their teams.

Curious what that could look like for your firm? Let’s start with a conversation.
Categories
Accounting Uncategorized

Accounting Offshoring in 2025: Top 7 Countries to Consider

In the evolving field of accounting, businesses are continually seeking efficient ways to streamline operations and reduce costs while maintaining quality. Offshoring accounting services is gaining momentum as a strategic move for firms looking to focus on core activities while delegating routine tasks to specialized experts. With the global market adapting to technological advancements, knowing where to outsource can be crucial to achieving sustained growth and efficiency. This blog explores the top 7 countries for offshoring accounting services in 2025 and provides insights into why these locations are ideal for US-based CPAs and accounting firms.

01. India: The Leading Destination for Offshore Bookkeeping and Accounting Services

India continues to dominate the offshore accounting market in 2025, thanks to its robust infrastructure, vast talent pool, and cost-effectiveness. US-based CPAs and firms prefer India for its extensive experience in handling complex accounting tasks, including tax preparation, bookkeeping, and financial analysis.

Indian accounting professionals are not only highly skilled but also familiar with global accounting standards such as GAAP and IFRS. Furthermore, the widespread use of advanced accounting and bookkeeping software and excellent English proficiency among Indian professionals make communication and collaboration seamless.
Key Services Offered: Offshore bookkeeping and accounting services, tax preparation, and compliance management.

02. Philippines: A Upward Hub for Accounting Outsourcing

The Philippines has made a significant mark in the offshoring industry by focusing on high-quality service and customer satisfaction. The country’s accounting professionals are known for their strong grasp of English, and their accounting training aligns well with US standards. The Philippines’ BPO (Business Process Outsourcing) industry is heavily supported by government initiatives, making it a reliable partner for US-based firms.

Filipino accounting professionals are adept at offering offshore bookkeeping for CPAs and accounting firms looking for expertise in managing routine tasks like accounts payable and receivable, payroll processing, and financial reporting.
Key Services Offered: Payroll management, financial reporting, and outsourced bookkeeping.

03. Vietnam: Rising Star in Offshore Accounting

Vietnam is becoming an attractive destination for accounting outsourcing services due to its competitive costs and well-educated workforce. In recent years, Vietnam has focused on developing specialized training programs in finance and accounting to meet international standards. The government’s initiatives to foster a friendly business environment have further boosted its appeal to American firms.

US-based CPAs and accounting firms seeking reliable and cost-efficient solutions often choose Vietnam for basic accounting tasks and offshore bookkeeping and accounting services.
Key Services Offered: Basic bookkeeping, tax processing, and data management.

04. Poland: A European Powerhouse for Accounting Offshoring

For US-based firms with clients or operations in Europe, Poland serves as an ideal destination. Known for its strong financial and accounting expertise, Poland offers the advantage of being in a similar time zone to the rest of Europe. This makes it an ideal partner for accounting firms needing real-time support for their European operations.

Polish professionals are highly skilled in handling tasks such as financial analysis, risk management, and offshore bookkeeping and accounting for American CPAs operating in European markets.
Key Services Offered: Financial analysis, tax consultancy, and regulatory compliance.

Ready to streamline your accounting
practice with offshore expertise?

Connect with Unison Globus today and boost your firm’s efficiency

Contact

05. South Africa: A Strategic Choice for Cost-Effective Offshoring

South Africa has emerged as a promising choice for offshore accounting and bookkeeping services near me searches due to its relatively lower costs and a well-trained workforce proficient in English. The country’s strategic time zone overlap with both the US and European markets makes it a viable option for accounting firms looking for real-time collaboration and support.

South African accounting professionals excel in using modern accounting and bookkeeping software, ensuring seamless integration with US-based firms’ systems.
Key Services Offered: Bookkeeping, financial reporting, and internal audit services.

06. Malaysia: Southeast Asia’s Hidden Gem for Accounting Outsourcing

Malaysia is often overshadowed by its larger neighbor, India, but it’s steadily gaining recognition in the offshoring industry. The country’s accounting professionals are proficient in multiple languages and well-versed in international accounting standards. The Malaysian government’s initiatives to boost the BPO sector have led to an influx of expert accountants and bookkeepers.

With its diverse talent pool and modern infrastructure, Malaysia is an excellent choice for firms seeking a reliable offshore partner for specialized accounting tasks.
Key Services Offered: Management accounting, payroll processing, and tax compliance.

07. Mexico: Nearshore Solution for US-Based Firms

For accounting firms in the USA, Mexico presents a strategic nearshore solution. Its close geographical proximity means easier collaboration and shorter turnaround times. Mexican accounting professionals are increasingly adapting to international standards, making them a viable choice for offshore bookkeeping and accounting services.

Additionally, the cost advantage of offshoring to Mexico, combined with a skilled workforce, makes it an attractive choice for firms seeking bookkeeping and compliance-related services.
Key Services Offered: Tax compliance, financial reporting, and accounts reconciliation.

Strategic Offshoring for Accounting Excellence in 2025

Offshoring accounting services in 2025 is no longer just about cost-cutting; it’s about finding strategic partners who can deliver quality and efficiency. The right choice of an offshore destination can significantly impact a firm’s productivity and profitability. Whether it’s India’s vast experience, the Philippines’ customer-centric approach, or Mexico’s nearshore convenience, each country offers unique advantages to meet the growing demands of US-based CPAs and accounting firms.
By leveraging offshore bookkeeping and accounting services, firms can focus on their core activities and growth strategies while leaving routine tasks to seasoned professionals. As the offshoring landscape continues to evolve, selecting the right destination will remain a critical factor for success.
Ready to explore offshore bookkeeping and accounting solutions fitted for your firm?
Connect with Unison Globus for expert-led services that drive efficiency and excellence.
Categories
Uncategorized

10 Proven Ways to Outsource Tax Preparation for U.S. CPA Firms

In the accounting, U.S. CPA firms constantly seek ways to enhance efficiency, reduce costs, and provide superior services to their clients. One effective strategy to achieve these goals is outsourcing tax preparation. By leveraging the expertise of specialized firms like Unison Globus, CPA firms can access top-tier tax preparation services that align with their operational needs and compliance requirements.
Unison Globus is a leading provider of outsourced taxation and accounting services, specializing in offering tailored solutions to CPAs, EAs, and accounting firms across the USA. With a strong focus on delivering professional, reliable, and efficient services, Unison Globus helps firms navigate the complexities of tax preparation, ensuring accuracy and compliance. Their U.S.-based tax outsourcing services are designed to integrate seamlessly with your firm’s processes, providing a smooth and intuitive experience that enhances your overall productivity and client satisfaction.
Here, we outline ten proven ways to successfully outsource your firm’s tax preparation services, ensuring a seamless integration with your existing operations.

01 01. Partner with Specialized Tax Preparation Firms

Collaborate with firms that specialize in tax preparation outsourcing services. These firms have dedicated teams with expertise in U.S. tax laws and regulations, ensuring accuracy and compliance. Their specialized knowledge can significantly reduce errors and improve the quality of tax returns.

02 02. Leverage Technology for Secure Data Transfer

Utilize secure data transfer methods to share sensitive information with your outsourcing partner. Encryption tools, secure FTP servers, and cloud-based solutions with robust security measures ensure that your client’s data remains confidential and protected throughout the process.

03 03. Define Clear Scope and Expectations

Clearly outline the scope of work and set expectations from the outset. This includes defining the types of tax returns to be prepared, turnaround times, communication protocols, and quality standards. A well-defined scope helps avoid misunderstandings and ensures smooth collaboration.

04 04. Choose U.S.-Based Tax Outsourcing Providers

Opt for U.S.-based tax outsourcing providers who are well-versed in local tax regulations and compliance requirements. Their geographical proximity can also facilitate easier communication and quicker resolution of any issues that may arise during the tax preparation process.

05 05. Integrate Outsourcing into Your Workflow

Seamlessly integrate outsourcing into your firm’s existing workflow. This can be achieved by using compatible software and establishing a clear process for transferring and reviewing completed tax returns. Efficient integration minimizes disruptions and enhances productivity.

Ready to streamline your firm's
tax preparation and enhance efficiency?

Contact us today to elevate tax preparation services

Contact

06 06. Focus on High-Value Tasks

Outsource routine and time-consuming tasks such as data entry, calculations, and initial reviews. This allows your in-house team to focus on high-value tasks such as client consultations, tax planning, and strategy development, thereby enhancing your firm’s value proposition.

07 07. Conduct Regular Training and Updates

Ensure that your outsourcing partner stays updated with the latest tax laws and regulations. Regular training sessions and updates can help maintain the quality and accuracy of tax returns. This is particularly important given the frequent changes in tax legislation.

08 08. Implement Robust Quality Control Measures

Establish robust quality control measures to review the work completed by your outsourcing partner. This includes random audits, double-checking complex tax returns, and using software tools to identify potential errors. Quality control ensures that the final deliverables meet your firm’s standards.

09 09. Communicate Effectively and Frequently

Stay in constant and open contact with your outsourcing partner. Regular meetings, progress updates, and feedback sessions help address any concerns promptly and ensure that both parties are aligned with the project goals.

10 10. Evaluate Performance and Provide Feedback

Regularly evaluate the performance of your outsourcing partner based on predefined metrics such as accuracy, turnaround time, and client satisfaction. Providing constructive feedback helps improve their services and fosters a strong, long-term partnership.

Additional Tips for Successful Outsourcing

  • Get Team Buy-In: Ensure your team understands that outsourcing is to aid them, not replace them. This can ease any concerns about job security and improve collaboration.
  • Document Processes: Create detailed documentation of your tax preparation processes to guide the outsourcing team. This includes step-by-step instructions and visual aids like screenshots.
  • Predetermine Clients for Outsourcing: Decide in advance which clients’ returns will be outsourced based on factors like entity type and fee structure. This helps in planning and managing workloads effectively.
  • Assign a Project Manager: Designate a team member to oversee the outsourcing relationship. This person will handle communication, monitor progress, and ensure quality standards are met.
  • Quality Checks and Feedback: Regularly review the outsourced work and provide feedback to maintain high standards and continuous improvement.
  • Address Time Zone Differences: Plan for time zone differences if your outsourcing partner is overseas. This can impact meeting schedules and turnaround times.
  • Secure Everything: Ensure all data exchanges and storage are secure. Use strong passwords, encryption, and secure portals to protect client information.
  • Understand Roles: Clarify the experience and capabilities of the outsourced team members. What one firm considers a senior role might differ from your expectations.

Conclusion

Outsourcing tax preparation can be a game-changer for U.S. CPA firms, offering numerous benefits such as cost savings, enhanced efficiency, and access to specialized expertise. By implementing these ten proven strategies and additional tips, your firm can effectively outsource tax preparation services, allowing you to focus on delivering exceptional value to your clients and driving your firm’s growth.
Embracing outsourcing is not just about reducing workload; it’s about strategically leveraging external expertise to elevate your firm’s capabilities and services. Start exploring these methods today to transform your tax preparation processes and achieve sustainable success.
Categories
Uncategorized

10 Quotes from Suits Unison Globus Abides By

10 Quotes From Suits Unison Globus Abide By

The Management Team

1. “I Don’t Play The Odds, I Play The Man.” – Vijesh Zinzuwadia

Vijesh Zinzuwadia is the best of both Worlds, He is Winner when it comes to Persuasion. He can show you sunset in the brightest of afternoons.

The Unison Globus team’s Jessica Pearson is Vijesh Zinzuwadia. His strong leadership, Ruthless Persistence Aggressive Strategic Management, and Ability to motivate others have made it possible for him to build to manage a strong and loyal legacy to look forward to.

Unison Globus has achieved things that were previously unthinkable, Thanks to his Vision, Logic, and quick-wittedness.

He plays the Guy because he has built that Credible Network over the years and is very aware of WHAT TO STAKE, WHEN.

2. “When You Are Backed Against The Wall, Break The Goddamn Thing Down.” – Uday Ranpara

From The Directorial Desk of Unison Globus, Uday Ranpara is Harvey Spector of UG. He is actually the best closer in the city and you cannot deny his Charm and GOOD LOOKS. Uday Ranpara is a profound Academician and pioneer of Unison Globus, An Ideal Entrepreneur His Presence has altogether a different aura, Winning is his Favourite game and for that, he’s always up and going.

3. “Win a No-Win Situation by Rewriting The Rules.” – Hardik Shah

Hardik Shah is Able, Capable, and much more than a Leader. He is the director of Initiatives and Goal Accomplishment, UG team has diversified into services of Financial Analysis and Auditing under the Incredible Leadership of Hardik Shah.

Hardik Shah

Delegating, inspiring, and communicating are all skills that Hardik possesses with a level of Honesty, Confidence, Devotion, and Inventiveness.

Hardik Shah is a Jack-of-all-Trades on the Unison Globus team. In addition to his strategic planning abilities, he possesses expertise in data governance areas such as risk management, disaster recovery, compliance, and others.

4. “That’s The Difference Between YOU And ME. You Wanna Lose Small, I Wanna Win Big.” – Tejas Ghadiyali

Tejas Ghadiyali

William Shakespeare once wrote, “Some are born great, some achieve greatness, and others have greatness thrust upon them.” Tejas Ghadiyali, the visionary of the Unison Globus, is self-motivated and able to persevere despite failures. He’s a trustworthy boss who keeps his word and delivers on his commitments.

Because of Foresightedness, he is able to deal with stress and dissatisfaction. Tejas’s strong leadership characteristic has allowed him to overcome challenges without interfering with the business’s objective or goals, which is to be expected in any organization.

Because he’s emotionally secure & has the experience, he can remain calm under pressure. His desire to win big sets him apart from others. His superb management skills don’t affect his decision-making judgment.

He can calm a crisis and guide the team to productive solutions.

5. IT’s not bragging if it’s true – Charles McKissick & The team

Because of his success in vast diversified sales, Charles McKissick contributes significantly to the operation of UG. He is confident, likable, and analytical, due to which he is able to partner with the Qualitative Clientele base for UG. Charles works toward establishing a solid, professional relationship with the client and building rapport between the company and the client by concentrating on qualitative rather than quantitative descriptions.

While Mahipal and Raghvendra are the pillars of the BD team of Unison Globus as they both, instead of making broad, unprovable claims, provide evidence in the form of statistics and numbers. In addition, knowledge is the primary focus of their attention.

They both have the best interests of the customer in mind. Because of their many qualities, such as “excellent listeners,” “Multitaskers,” “wide worldviews,” and “cultural awareness,” they can assist in the development of positive relationships with customers, which ultimately leads to successful commercial transactions (long-term business).

6. “Life Is Like This. I Like This.” – Rishita Shah

A prominent Leading Lady in the Tax Department of the UG team, Rishita Shah, is Harvey Spector of her own little Land, Mr. Sachin Valand is Mike to her, mentored by Rishita, and He supervises a team of Tax professionals in an impactful manner.

Rishita Shah is empathetic to the needs of her Team members and a tireless worker. She is articulate and dedicated to her Profession. She is Strong Headed, Opinionated lady with a voice of her Own and the Guts to Take Stand for the same. UG Team Respects her.

Her work speaks for her before she greets.

UG Values her contribution over the years more than that also because she adheres to a rigid code of ethics.

7. “Don’t Raise Your Voice, Improve Your Argument.” – Ishan Bhavsar

The AVP of Accounts & Finance at Unison Globus is a Hardworking, Punctual, and Diligent. Loyalty is his best asset.

Like Louis Litt, Associates (Trainees) are the most prized Possession of Ishan Bhavsar. He trains them with Technical Competencies and nurtures them into full-grown Professionals.

Louis Litt writes full proof BY-LAWS, Constitution at Pearson Hardman, Ishan Bhavsar at Unison Globus writes no mistake Training Modules for Accounting and Taxation, encourages employees to upscale their knowledge.

He believes truly in the Fact “STAY UPDATED STAY RELEVANT “

8. “You Always Have a Choice.” – Recruitment Team

From the Human Resource Management Desk, Harsh Vyas, The Talent Acquisition Specialist who possesses 8+ years of Experience in Recruiting right from Fresh Talents to Leadership roles. He is an Empathetic person.

Human Resource Team

If you are sad or Gloomy, He is the First to reach out, He definitely can make you smile. Oh God and he is an awesome Singer.

His Professional Expertise and strength are from within, The nature and core values he is built on, on the contrary, Because his profession allows him to meet and greet a large flock of Minds on a daily basis gives him a deep insight into Human Behaviour and Industry at scale.

9. “Every day is a Hustle. DO I get Tired? Yes. DO I give up? NO. ”  –  IT Team (Network Administrator, Automation Experts, PHP Developer)

We cannot deny the Importance of Automation and the Internet in today’s time. And definitely not in the Accounting & Taxation Outsourcing firm, we are tech-intensive.

To succeed, you need to have a great team. As the company’s backbone, the technical staff of Unison Globus is indispensable. These experts unpack a successful company and innovation structure (Led by Our Manager Harshal Patel) and discover better results when working together rather than in silos.

When it comes to communication and work methods, our tech team sees patterns. They have a lot of energy and are constantly ready to go. The team is energized by their presence. Such a good vibe is contagious. They spread like wildfire. (Jayesh, Ankit, ‘Dharmendra, Chintan) & Digital Marketing Team.

Even in times of crisis (Changing office locations, Working from Home during pandemic panic) our ordinarily upbeat IT team isn’t overflowing with agitation.

Instead, the team is focused on finding a solution to the problem.

UG’s IT team maintains composure and focus in the face of adversity because they know it won’t last forever. They calmly resolve and generate something useful even if the problem isn’t resolved.

10. “Winners Don’t Make Excuses.” – All Employees of Unison

Unison Globus employees are hardworking, qualified professionals. The hustle to get things done is what keeps them rolling. Instead of just letting things slide, the team works together and tries to find ways to make things move more smoothly.

This is because everyone on the team has a distinct attitude, and personality traits, and that differing attitude is an integral part of who they are. What all they have in common and imbibed is their desire and conviction to carry forward the legacy, vision, and Core values forward.

There are no winners or losers in life but rather a Journey of Progression, and the UG team believes that it teaches them the art of moving forward.

Photo Credits: Sohil Ashvin Shah

Categories
Uncategorized

The Power of Affirmations To Manifest Abundance

The Power of Affirmations To Manifest Abundance

Do you believe in energy?

Do you sometimes feel whatever you say happens?

Do you have a feeling that today will not be a nice day, and it didn’t turn out that way?

What are these?

It’s Magic, It’s Magic!!!!

Let me tell you the reality and immense power of good things in life which come along with Positivity.

Power of Abundance

Do you also want a larger home, more ambitious goals, and more fulfilling life experiences?

Then it is actually the power of abundance that you are thinking of :

I am not telling you that if you think it will happen. Not that way.

Unless you make any efforts in that direction, it will not happen and for these, along with that you need to practice affirmations, let’s see how.

Let us discuss what affirmations are chosen for manifesting.

1.) Choose Happiness, Success, and Abundance.

2.) I will receive it openly and I am a magnet to attract all good things in my life.

3.) The Universe is abundant and I will receive all the blessings.

How do attract Abundance in Life?

Develop an abundant consciousness and have this feeling inside your heart, as if you are genuinely enjoying these things in life. Whatever shows up on your wishlist, just feel grateful that you have already received it.

Sometimes we really cannot be so clear about the things in life that we want as sometimes we have self-doubt about achieving things.

Whatever instructions you give to your subconscious mind, will be reflected in your energies, this alignment of your feelings towards your subconscious mind will make it work.

Let’s take an example for Abundance as well:

Oprah Winfrey’s Law of Attraction and Abundance stories have been well-known around the world.

“You get in life what you have the confidence to ask for,” she was clearly affirming in the mindset.

She believes that if you are grateful for what you have and keep the concept of acquiring more in your conscious mind, you will eventually get more because your energies will be focused on goals that will be achieved rather than negativity.

The Mantras that helped her:

1.) You can attain any goal with your focus and energy drift.

2.) You’ll never have enough if you don’t concentrate on what you don’t want.

As a result of Power, she has been able to seize greater opportunities in life and land big roles in the movies.

Certain small practices in your daily routine will help you nourish this mindset.

1.) Journaling with gratitude for receiving the blessings in abundance.

2.) All the energy blockages have been removed and your higher self attracts what you wish.

3.) Acknowledge and witness that all things around you have been received 

4.) Feel in-depth about it, and devote your soul self towards high energies of abundance manifestation.

Power of Affirmations

Everyone’s Mother or Elders always say this thing.

Think Good, Say Good, and Good will happen.

I am sure that these lines are not just for the meant for saying it without actually feeling it, vibing such energies as you say creates a difference.

A Negative shell can never bring positive things in life.

Affirmations are just a simple way of saying positive things with great conviction and it creates a deep belief in the subconscious mind to attain all the goals.

Now let’s define its benefits:

1.) It has the potential to change our thinking patterns which help in drifting your negative values to a positive one.

2.) It increases motivation and builds confidence.

3.) Reassess the belief system so that one can breathe positivity which will help you to attain goals.

The Process to Practice Power of Affirmations. 

1.) Eliminating Negative thoughts as they always are bound to come.

2.) Creating and mindset that writes affirmations daily.

Let us take an example.

There is a batsman and he has the last ball left and 6 runs to score, what if we believe it’s very difficult, that negative energy drifts away from his hope and then he will be bound to not score 6 runs, but what if we remain positive and says, these last ball will definitely get 6 runs and I can hit Six and there your situation gets fixed.

Adding one more example to state that its superpower “Affirmations”

Mel Robbins, a New York-based legal analyst, transformed her life after 40 years by changing her thinking, not just by uttering “feel good.” She made it a practice to repeat this phrase throughout her day. Affirmations imply that you will say only positive things, even if you are suffering from panic attacks, anxiety, or other problems. It all starts with rejuvenating your life. Taking control of your happiness and forming such positive habits can help people change their life. She is now a strong woman, a motivational speaker, and a published author. She is a life coach who contributes to the betterment of many people’s lives.

When you put things into action, your superpower of affirmations might be a breather.

In all cases, the mindset shift is simply affirmations, since positive energizing works for you like magic.

Thus Positivity creates possibilities. Identify it and implement it.

Power of Manifestation

Do you know your Mind is a magnet?

It assures that you have this potential that many are unaware of.

Whatever the mind can conceive, it can believe and achieve it is.

Want to attract good life?

Want to attract more money?

Want to have a good relationship?

All at one place-Subconscious Mind- Try this and you will feel higher vibrations of achieving it.

Haven’t you heard the famous quote by Lisa Nichols -” Your whole life is the manifestation of the thoughts that go on in your head.”

Manifestation can be termed guiding your thoughts to achieve desired results. It is not necessary that you manifest it today and you will get it in a shot.

No!!!!!

You have to make a ritual of writing it daily as if you are achieving it. You may get it in a week, day or month. It will happen when you start focusing on the process of accomplishing those goals 

Manifestation is an integral part of the Law of Attraction, whatever energies you send to the universe, will be returned back to you.

Let u take an example, Suppose you wish to get a good coffee at your favorite cafe and there are no plans to even go out but still express the desire that you are enjoying it today and destiny will make it happen.

As Shahrukh Khan Says that -“Itni shiddat se maine tumhe paane ki koshish ki hai, ki har zarre ne mujhe tumse milane ki koshish ki hai. Kehte hain agar kisi cheez ko dil se chaaho to puri kayanat usey tumse milane ki koshish main lag jaati hai.” – Om Shaanti Om

This happens, in reality, to make things work for you

For example -Now I would like to state an example of Priyanka Chopra-

From a humble beginning in a small town to becoming a Hollywood star, as well as the author of a well-known book and having her ability acknowledged worldwide. It was the manifestation of her ongoing struggle to become a better version of herself. By using affirmations and manifesting her journey, she is breaking the glass ceiling.

Yes, the Lady has demonstrated how manifestation works in several realms of life.

She has been a motivational speaker, author, and actress because she believed in herself and visualized her life through positivism, goal-setting, and implementing it in the subconscious mind to realize all of her dreams.

So will you change your Life by using powerful practices?

These are some of the most widely adopted and applied methods that have proven to be effective and, if tried, will undoubtedly result in positive changes in one’s life.

1.) Being grateful about things and journaling about it along with practicing mindfulness.

2.) Meditation reduces stress levels and thereby brings peacefulness in accomplishing your desires.

3.) Decluttering so that you can clearly visualize your goals as a stable mind brings clarity to your ideas and beliefs.

4.) Living in the Present Moment by living in the most significant way, helps you to put your desires into the universe.

5.) Have Vision Boards, to empower your manifesting.

These powerful practices can enrich your life and provide a pathway for you to attain all your goals and desires.

Have you still not tried it?

Then You shall definitely do it and Yes thank me later then.

Happy reading.