Client Success Stories

How we are solving challenges of CPA & Accounting Firms

See how firms fixed staffing problems, built reliable teams, and got more done with Acculink's support.

CPA & Accounting Firms

Video Testimonial

Amanda Williams

Managing Partner , Gamble CPAs, Georgia

"The people at Acculink aren't just filling seat, they know exactly what they're doing."

We started feeling the pressure of deadlines and keeping everything on track as we grew. The folks at Acculink changed that completely. They handle a big part of our bookkeeping and tax work now, and it's always done right the first time. Their accuracy and turnaround time are spot-on, we've never had to recheck a file. What really helps is that they understand U.S. tax rules inside out. My local team can finally focus on clients and firm growth instead of chasing numbers all day. It's not just about getting stuff done, it's about getting it done right.

Video Testimonial

Michael Brown

Partner , BrightPath Advisory, NY

"Offshoring with Acculink didn't just save us time, it gave us our practice back."

We started small with one tax preparer and one accountant, just to test things out. Within a few months, the change was clear: faster turnaround, no rework, and more time for advisory. By six months, we'd shifted all our tax prep offshore. The onboarding was smooth, and the subject matter expert handles most issues before they reach me. Even when one hire didn't work out, they replaced the person within two weeks, no drama. Today, our eight-member offshore team handles the groundwork while we focus on clients and growth. It's been efficient, reliable, and a huge relief.

Managing Partner, CPA Firm, Austin, TX

Managing Partner

Managing Partner , CPA Firm, Austin, TX

"When we started with Acculink, it was one staff. Two months later, we had five. It just worked."

When I first heard about offshore staffing, I was hesitant. We hired one person just to test. Within weeks, I realized these folks worked like they were sitting right here in Austin. The English, the response time, the work ethic – everything was on point. Now I have a five-person team, and honestly, I should've done this earlier.

Tax Director, Tax Firm, Chicago, IL

Tax Director

Tax Director , Tax Firm, Chicago, IL

"The first tax season with Acculink felt like we finally had breathing room after years of chaos."

We onboarded two preparers right before tax season – risky move, I know. But it went smoother than I imagined. They picked up our process quickly, stayed late during crunch time, and got our 1120s and 1040s cleaned up fast. No chasing, no confusion. They just got it done.

Audit Partner, CPA Firm, Philadelphia, PA

Audit Partner

Audit Partner , CPA Firm, Philadelphia, PA

"Audit workpapers came in crisp, reviews were faster, and I didn't have to recheck basic things."

I remember thinking, can offshore staff really handle audits? Turns out, yes. My team in India now handles the tie-outs, sampling, and admin parts of every engagement. They're detailed, polite, and quick. I trust them completely now, and my local team finally has weekends again.

COO, Wealth Management Firm, Seattle, WA

COO

COO , Wealth Management Firm, Seattle, WA

"We plugged them into our SOPs, and they ran with it. I barely had to explain twice."

Our accounting workflow used to be all over the place. Acculink's folks synced right into our Notion boards and QuickBooks system. They followed the process, asked smart questions, and within weeks, they were managing AR and AP independently. It's like they've always been part of us.

Partner, CPA Firm, CA

Partner

Partner , CPA Firm, CA

"I thought communication would be a problem, but they talk like my own staff and get stuff done."

We hired two offshore accountants for bookkeeping and tax prep. What surprised me most was how easy they are to talk to. They ask before assuming, they send updates without me chasing, and their English is really good. I feel like I've got another branch of my firm, not contractors.

Managing Partner, Accounting Firm, Phoenix, AZ

Managing Partner

Managing Partner , Accounting Firm, Phoenix, AZ

"I went from doing everything myself to leading a real team. Acculink made it possible."

I was a solo CPA, drowning during deadlines. Acculink helped me onboard a three-member team within a month. They learned our clients, synced calendars, and started handling all recurring bookkeeping. My stress level dropped like 80%. I now spend time with clients, not spreadsheets.

SALT Principal, CPA Firm, New York, NY

SALT Principal

SALT Principal , CPA Firm, New York, NY

"They caught mistakes before I did. That's when I knew they weren't just task-doers."

We got help with sales tax and nexus analysis. At first, I checked every file twice. After two weeks, I stopped. They knew what to flag and when to escalate. I can't imagine going back to managing all 40 states alone.

Director, Accounting Firm, Miami, FL

Director

Director , Accounting Firm, Miami, FL

"We used to close books two weeks late. Now it's two days early. That says everything."

My CAS team runs smoother now. Acculink handles reconciliations, AP, and dashboards overnight. When I log in, everything's updated. I spend mornings on advisory calls instead of cleanup. They've truly changed how we operate.

Audit Partner, CPA Firm, Cleveland, OH

Audit Partner

Audit Partner , CPA Firm, Cleveland, OH

"They understand accounting, not just data entry. That's what made the difference."

I didn't want offshore staff just clicking boxes. I wanted people who understood materiality and testing logic. The Acculink team proved that. They read instructions, ask about assertions, and their documentation holds up in peer review. It's solid work.

Managing Shareholder, Tax Firm, Dallas, TX

Managing Shareholder

Managing Shareholder , Tax Firm, Dallas, TX

"Our K-1s came out on time for the first time in years. I actually enjoyed this season."

We hired two tax staff offshore and I'll be honest, I didn't expect much. But they delivered organized workpapers, ran depreciation correctly, and even caught errors in prior-year files. It was refreshing to have that level of ownership from day one.

Managing Partner, CPA Firm, Boston, MA

Managing Partner

Managing Partner , CPA Firm, Boston, MA

"Onboarding was unbelievably smooth. Within two weeks, our offshore team was running like they'd always been here."

We started small, just one staff for trial. The onboarding call was crisp, documentation simple, and the Acculink team handled setup end-to-end. Within days they were working inside our system, joining meetings, and updating trackers. It didn't feel outsourced at all; it felt like we hired someone local.

Senior Tax Manager,  Accounting Firm, San Francisco, CA

Senior Tax Manager

Senior Tax Manager , Accounting Firm, San Francisco, CA

"We got our first return reviewed and ready in half the usual time. Turnaround blew us away."

I'm used to reviewers getting bottlenecked during season. With Acculink, things just moved faster. Files came back reviewed, flagged neatly, and ready for final sign-off. Communication was crisp. We easily cleared 40% more returns this year, and nobody burned out.

Partner, Accounting Firm, Miami, FL

Partner

Partner , Accounting Firm, Miami, FL

"We tried their 40-hour free service — ended up signing a long-term contract right after."

I'll admit I was skeptical. We took their trial just to see what happens. By the end of the first week, they had reconciled two clients' books and cleaned up a year-old mess. That trial sold me. We signed two full-time staff immediately. It was the best zero-cost decision I've made.

Director, Accounting Firm, New York, NY

Director

Director , Accounting Firm, New York, NY

"They overlap 3–4 hours every day, so it feels like we're working side by side."

The best part is the timing. When we start our day, they're already halfway through. We have that golden 3–4 hour overlap to review and talk live. It's smooth. We hand off work in the evening, and it's done by the time we wake up. It's like doubling our day without doubling our cost.

Audit Partner, CPA Firm, Denver, CO

Audit Partner

Audit Partner , CPA Firm, Denver, CO

"Data security was our biggest fear — until we visited their setup. It's rock solid."

We deal with sensitive financials, so confidentiality is everything. Acculink's access controls, VPN setup, and daily logs gave me confidence from day one. We even tested file transfers and compliance before onboarding. I've seen Big 4 setups, this is just as good, maybe better.

Tax Partner, CPA Firm, Dallas, TX

Tax Partner

Tax Partner , CPA Firm, Dallas, TX

"The profiles they sent were all experienced, sharp, and actually knew the forms we use."

We specifically asked for people with prior U.S. tax prep exposure. The shortlist came back in 24 hours with resumes that fit perfectly. During interviews, they talked through real cases — not textbook stuff. We hired two seniors, and they hit the ground running from day one.

Managing Partner, CPA Firm, Atlanta, GA

Managing Partner

Managing Partner , CPA Firm, Atlanta, GA

"They even have a pipeline for fresher talent that we can train and grow our way."

We were hesitant about hiring freshers offshore, but Acculink's training model changed that. Their rookies already knew the basics, depreciation, workpapers, reconciliations. We built our own mini-bench overseas that grows with us. It's like having our own hiring funnel without the hassle.

Review Partner, CPA Firm, Chicago, IL

Review Partner

Review Partner , CPA Firm, Chicago, IL

"Reviewing used to take forever. Now my offshore reviewers handle first pass and save me hours daily."

We trained two Acculink staff for review prep. They now catch common issues, missing W-2s, mismatched balances, depreciation gaps, before the file hits me. My review time per return dropped from 40 minutes to under 20. That's real productivity.

Senior Partner, CPA Firm, Seattle, WA

Senior Partner

Senior Partner , CPA Firm, Seattle, WA

"We've officially moved our entire tax prep to India, and it runs smoother than our U.S. setup."

We were nervous shifting 100% of prep offshore. Acculink guided us step-by-step — security, workflow, training, everything. Our India team now handles prep, data entry, and first review. U.S. team just finalizes and communicates with clients. We deliver more returns with half the stress.

Managing Partner, CPA Firm, Charlotte, NC

Managing Partner

Managing Partner , CPA Firm, Charlotte, NC

"Hiring through Acculink was faster than any recruiter I've used in the U.S."

We told them exactly what we needed, one senior accountant, one bookkeeper. Within five days we had resumes, interviews, and both were onboarded. The process felt organized and human. They checked in daily for the first two weeks. It's rare to see that kind of follow-through.

Business Formation

Founder, Ecommerce Brand – India

Founder

Founder , Ecommerce Brand – India

"I kept delaying my U.S. setup because it felt too complex. They made it unbelievably simple."

I kept reading blogs and watching videos, but everything sounded confusing. One call with their team and it all became clear. They explained the states, taxes, filings — all in simple language. They set up my U.S. business smoothly and told me exactly what to do next.

Founder, SaaS Startup – Germany

Founder

Founder , SaaS Startup – Germany

"I didn't want headaches. I just needed a clean formation. They handled everything without any noise."

I run a small SaaS and needed a U.S. structure for billing. They guided me state-by-state, explained the basics, and completed the setup fast. No big words, no drama — just straight answers and a clean process.

Founder, Marketing Agency – Brazil

Founder

Founder , Marketing Agency – Brazil

"I thought forming a U.S. company from another country would be a nightmare. It wasn't."

Honestly, I expected delays and confusion. But they kept things clear, quick, and easy. I always knew what step comes next. My business now works smoothly in the U.S. market.

Founder, Online Coaching Business – UAE

Founder

Founder , Online Coaching Business – UAE

"They explained everything in simple words. That's what helped me the most."

U.S. rules scared me a bit. They broke down the whole formation process in plain language. State choice, compliance, taxes — everything was explained clearly. Now I run my U.S. coaching business without stress.

Founder, Digital Products Store – Philippines

Founder

Founder , Digital Products Store – Philippines

"I didn't even know where to start. They literally guided me step by step."

Formation felt like a huge mountain. Their team walked me through each step, told me what matters, and made the whole thing easy. I finally feel like I'm running a proper business.

Founder, Trading & Consulting – South Africa

Founder

Founder , Trading & Consulting – South Africa

"If you want someone who keeps things simple and fast, this is it."

I needed a U.S. entity for my consulting work. They kept the conversation simple, no jargon, no over-selling. Just the right structure and clean setup.

Founder, Freelance Studio – United Kingdom

Founder

Founder , Freelance Studio – United Kingdom

"They set my expectations right from day one. No surprises. No confusion."

I run a small studio and needed U.S. formation for clients. They explained timelines, filings, and compliance clearly. Smooth experience from start to finish.

Founder, Fashion Ecommerce Brand – Turkey

Founder

Founder , Fashion Ecommerce Brand – Turkey

"They handled the whole setup and told me exactly what I needed to take care of later."

I didn't want to feel lost after the formation. Their team gave me clarity on first-year tasks and ongoing requirements. Everything was straightforward.

Founder, Marketplace Seller – Pakistan

Founder

Founder , Marketplace Seller – Pakistan

"I wasted months figuring things out. One call fixed everything."

I tried to understand U.S. structures alone, but it was too much. Their team simplified the whole thing. Setup was fast, and now my marketplace accounts run smoothly.

Founder, IT Services Company – Bangladesh

Founder

Founder , IT Services Company – Bangladesh

"They made the whole process feel like a normal conversation."

No pressure, no complicated words. They explained everything like a friend would. That made all the difference.

Founder, Content Creator Agency – Canada

Founder

Founder , Content Creator Agency – Canada

"I needed a proper U.S. setup for clients. They handled it with zero fuss."

I didn't want a long back-and-forth. They gave clear answers, sorted the filings, and kept me updated at every step. Loved the clarity.

Founder, Wellness Business – Malaysia

Founder

Founder , Wellness Business – Malaysia

"Everything sounded complicated until they explained it in simple terms I could actually understand."

They helped me choose a state, set up the structure, and explained the basic tax rules. It all felt easy.

Founder, Dropshipping Store – Vietnam

Founder

Founder , Dropshipping Store – Vietnam

"I just needed someone to tell me what to do. They did exactly that."

I felt stuck for months. They told me the right approach, carried out the formation, and kept things light and simple.

Founder, Remote Consulting Firm – Kenya

Founder

Founder , Remote Consulting Firm – Kenya

"They guided me like I was starting a business next door, not in another country."

The clarity was amazing. They kept things straightforward and made sure I understood every step.

Founder, Digital Agency – Australia

Founder

Founder , Digital Agency – Australia

"I finally feel confident doing business in the U.S. after they set everything up."

They made formation feel like a small task, not a scary one. They gave me clear next steps and helped me stay on track.

Founder, Education Platform – Indonesia

Founder

Founder , Education Platform – Indonesia

"They didn't confuse me with technical terms. That's what I liked."

They explained everything cleanly — which state, why, how taxes work. Setup was quick and stress-free.

Founder, Subscription Box Business – Mexico

Founder

Founder , Subscription Box Business – Mexico

"They gave me clarity I couldn't find anywhere else."

YouTube and blogs confused me more. Their team broke it down neatly and handled everything properly.

Founder, Mobile App Company – France

Founder

Founder , Mobile App Company – France

"They told me the truth, not just what I wanted to hear."

They explained pros and cons, gave real advice, and set up the business the right way. Very honest and simple process.

Founder, Creative Studio – Argentina

Founder

Founder , Creative Studio – Argentina

"I never felt lost because they kept communication very clear."

They guided me through formation and basic accounting setup in a very simple, non-formal way. Felt comfortable the whole time.

Founder, Ecommerce + Logistics Startup – Thailand

Founder

Founder , Ecommerce + Logistics Startup – Thailand

"Setup was fast, clean, and they didn't overwhelm me with paperwork."

They handled filings, gave me clear instructions, and kept everything moving smoothly. Easiest business setup I've ever done.

GCC Teams

CFO, Manufacturing Enterprise, Ohio (Business)

CFO

CFO , Manufacturing Enterprise, Ohio (Business)

"The cost-plus model was the game changer. We finally saw exactly where our money was going."

"We were tired of BPOs charging huge hourly markups for plant accountants they paid peanuts. Acculink's GCC model gave us total transparency. We negotiated the salaries directly with the candidates in India, and Acculink just charged a flat fee for the infrastructure. We saved 40% more than our previous vendor model while paying our staff better."

Managing Partner, Regional CPA Firm, Chicago, IL (Accounting)

Managing Partner

Managing Partner , Regional CPA Firm, Chicago, IL (Accounting)

"It feels like our own branch office in India, not a third-party vendor."

"We didn't want to 'outsource' our culture. We wanted to extend it. With the Managed GCC model, we selected every single team member, trained them on our SOPs, and they report directly to our managers. Acculink handles the HR and office space, but operationally, they are 100% our team."

VP of Finance, Real Estate Investment Trust, Dallas, TX (Business)

VP of Finance

VP of Finance , Real Estate Investment Trust, Dallas, TX (Business)

"The infrastructure is better than what we have at some of our local branches."

"Data security was our biggest concern for our lease administration team. When we toured Acculink's facility—biometric access, clean desk policies, and enterprise-grade firewalls—we were sold. They built us a dedicated zone that meets all our institutional compliance requirements. It's a rock-solid setup."

Director of Operations, Audit Firm, New York, NY (Accounting)

Director of Operations

Director of Operations , Audit Firm, New York, NY (Accounting)

"We scaled from 0 to 15 auditors in 60 days without registering a legal entity."

"Incorporating a subsidiary in India seemed like a compliance nightmare. Acculink's EOR solution gave us the best of both worlds. We got a dedicated audit team working exclusively for us in a secure office, but Acculink handled all the payroll taxes, legal filings, and hardware procurement. We hit the ground running immediately."

Founder, SaaS Startup, Austin, TX (Business)

Founder

Founder , SaaS Startup, Austin, TX (Business)

"The 'Build-Operate-Transfer' option de-risked our global expansion."

"We eventually want to own our India entity, but we weren't ready for the legal setup yet. Acculink's model allowed us to build our billing and revenue ops team now, with the option to transfer them to our own subsidiary later. It was the perfect bridge strategy for a growing tech company."

Principal, Tax Advisory Firm, Miami, FL (Accounting)

Principal

Principal , Tax Advisory Firm, Miami, FL (Accounting)

"We retained full control over hiring. No more 'bait and switch' with staff."

"In the past, vendors would promise a Senior CPA and swap them for a junior a month later. With Acculink's GCC model, we make the hiring decisions. We interviewed the candidates, made the offers, and they work only for us. The retention rate has been phenomenal because the staff feels part of our firm."

Controller, Healthcare Management Group, Florida (Business)

Controller

Controller , Healthcare Management Group, Florida (Business)

"They handled the IT and HIPAA compliance so we could focus on RCM."

"Setting up secure remote workstations for medical billing is a pain. Acculink procured high-spec dual-monitor setups, configured the VPNs to our standards, and handles 24/7 IT support. My internal IT team just had to approve the specs, and Acculink executed the rest perfectly compliant with our data needs."

Senior Partner, CPA Firm, Boston, MA (Accounting)

Senior Partner

Senior Partner , CPA Firm, Boston, MA (Accounting)

"We finally have a scalable solution for tax season compression."

"We built a dedicated tax center with Acculink that operates year-round but can flex up during busy season. Because the team works on our servers and follows our exact workflows, the efficiency gains were immediate. We processed 40% more returns this year with less stress on our onshore staff."

Owner, E-commerce Brand, Los Angeles, CA (Business)

Owner

Owner , E-commerce Brand, Los Angeles, CA (Business)

"Paying actual Indian salaries meant we could afford a specialized inventory team."

"Because we weren't paying inflated hourly rates, we could afford to pay above-market salaries in India for specialized inventory accountants. We built a high-performance team to handle multi-channel reconciliation for a fraction of the cost of a generalist bookkeeper in the US."

HR Director, Global Logistics Firm, Atlanta, GA (Business)

HR Director

HR Director , Global Logistics Firm, Atlanta, GA (Business)

"They handle the local HR headaches—benefits, insurance, and engagement—so I don't have to."

"Managing benefits and labor laws in a foreign country is complicated. Acculink acts as the legal employer, ensuring all statutory compliances, PF, and medical insurance are handled for our back-office team. My HR team gets to focus on managing performance, not Indian payroll paperwork."

Finance & Accounts

CFO, Manufacturing Company, Texas

CFO

CFO , Manufacturing Company, Texas

"Honestly, I didn't expect offshore folks to feel this close to the team."

Let me tell you this straight, my whole bookkeeping crew is in India now, and I've never been more relaxed. We started with one person because I wasn't sure. But they just blended in, learned our system, and suddenly all the pending stuff was getting done without me chasing anyone. I'm honestly surprised how smooth this turned out.

Finance Director, E-commerce Brand, California

Finance Director

Finance Director , E-commerce Brand, California

"Our books were a mess… they cleaned it up faster than I ever imagined."

We were drowning. Orders, refunds, payouts… everything was behind. I thought it would take months to fix. Their team came in, understood Shopify and Amazon quirks right away, and cleaned everything up. Now month-end doesn't scare me anymore. I just feel lighter, honestly.

CFO, SaaS Startup, New York

CFO

CFO , SaaS Startup, New York

"I finally got time back. Actual time. I didn't think that was possible."

I was doing forecasting at midnight every week. No joke. We added one FP&A analyst from India just to "try it out," and wow… that guy picked up our model so fast. Now he runs the weekly dashboards, and I get to think a little. Haven't had that in years.

Controller, Hospitality Group, Florida

Controller

Controller , Hospitality Group, Florida

"Peak season was killing us. They literally saved us."

Hotels during season are insane. We were behind on AP and bank recs almost every week. Their team jumped in, didn't complain, didn't get confused, nothing. Just… handled everything. I don't know how, but they did. We actually had a calm month-end this year.

Finance Lead, Logistics Company, Georgia

Finance Lead

Finance Lead , Logistics Company, Georgia

"I thought offshoring would be complicated. It was the easiest part of my month."

I've hired local staff before, that is painful. This was nothing like that. Two calls, shared our process, and the guy was ready. He even reorganized our reconciliations in a cleaner way. Didn't expect that. Super smooth.

CFO, Healthcare Clinic Network, Ohio

CFO

CFO , Healthcare Clinic Network, Ohio

"Our AR was stuck for months… they cleared it in weeks."

We had this giant AR backlog nobody wanted to touch. It just kept growing. Their team took it on and finished it way faster than we could've. And they did it without asking 50,000 questions. It was such a relief.

Finance Manager, Construction Firm, Colorado

Finance Manager

Finance Manager , Construction Firm, Colorado

"We cut our close time in half. Literally half."

Construction books are complicated, too many moving parts. These guys understood job-costing way quicker than I expected. Month-end used to take forever. Now it's like… done in a few days. The team here actually started smiling again.

CFO, Retail Chain, Illinois

CFO

CFO , Retail Chain, Illinois

"Feels like they sit right next to us… even though they're 10,000 miles away."

That's the best way to say it. We hired one bookkeeper to help. Then added another. Now we're at five. Not once did it feel odd or difficult. They reply fast, they understand the work, and honestly, they're more consistent than some of our old hires.

Finance Head, Real Estate Investment Firm, Arizona

Finance Head

Finance Head , Real Estate Investment Firm, Arizona

"Their reporting actually helped us make better calls."

I didn't expect offshore folks to understand real estate cash flow. They got it. They built models the way we think, not the way textbooks say. Now our weekly updates are clean, simple, and actually useful. It helps us decide faster.

Group CFO, Food & Beverage Company, Washington

Group CFO

Group CFO , Food & Beverage Company, Washington

"We saved money, yeah… but the real win was peace of mind."

Look, saving money is great. But honestly? The bigger thing is that I stopped stressing. Their team took over all the daily accounting, bills, reconciliations — all the tiny things that eat your day. My team finally works normal hours. That alone made this worth it.