A Comprehensive Guide on Managed Offshoring Services: What, Why, How and All You Need To Know

When firms decide to offshore, one common question is: 

“Should we build everything on our own or work with a managed partner?” 

If you go the DIY route, you’ll need to set up infrastructure, handle local compliance, recruit and train your team, write HR policies, manage IT security, run payroll, and deal with daily administrative tasks. Each of these requires time, internal resources, and leadership bandwidth. Without proven systems and local know-how, the setup is slow, the risks are higher, and the overall experience can feel scattered. 

That’s where Managed Offshoring Services (MOS) comes in. 

MOS is built for firms that want full control over how their offshore team works - without having to manage everything around it. You select the team. You drive the delivery. 

We take care of everything else that makes the team run smoothly. 

Under MOS, you pay two components: 

What you get under that fee isn’t just one or two functions - it’s a complete operational framework that supports your team day-to-day and helps you scale with confidence. 

What Are Managed Offshoring Services?

Not DIY. Not Our Way. Your Way - Done it for You

Managed Offshoring Services (MOS) empowers CPA and accounting firms to build their own dedicated offshore teams in India and the Philippines - without the usual headaches of setting up an entity. Under this Build-Operate-Transfer (BOT) model, firms can implement their own management structure, HR policies, and operational workflows while MYCPE ONE takes care of compliance, IT, recruitment, and day-to-day administration.

What sets MOS apart is its simple and transparent pricing: firms pay the actual salaries and benefits of their offshore staff, plus a fixed monthly management fee that covers everything from infrastructure to HR support. This approach gives firms full operational control and long-term flexibility - without requiring large upfront investments or navigating local complexities. 

Managed Offshoring Services (MOS) represents a strategic shift from traditional hourly-rate hiring models to a more balanced approach that empowers accounting firms. Under our Managed Offshoring Services (MOS) model, we continue to manage everything for you  - but with a new level of flexibility and control. Earlier, operations ran entirely within our ecosystem, following our HR policies and internal practices. With MOS, you now have the freedom to tailor operations to your own customized requirements.

The MOS Management Fee Model Explained

Monthly Management Fees Structure

Our pricing is simple, transparent, and built for scale. You only pay two things:

We’ve structured the management fee to reflect three key factors:

Pricing

For US:

For Canada:

For UK:

Additional Considerations

1. Work-from-Home/ Hybrid Option 

The management fee varies based on the work arrangement of the employee: 

• Work-from-Home (WFH) Employees: A reduced management fee is applicable. The specific rate depends on the total team size.

• Hybrid Employees: The standard, full management fee applies. 

Note on Fee Calculation: 

• The team size for determining applicable slabs includes all employees, regardless of whether they are working from home, in a hybrid model, or from the office. 
• If an employee transitions to a full work-from-home setup during the month, the revised (reduced) management fee will be applicable starting the following month. 
• For the month in which the change occurs, the standard office-based management fee remains applicable. 

2. Part-Time Staffing: 

While the Managed Offshoring Model is primarily designed to support the hiring and management of full-time staff, we understand that in certain cases, firms may require part-time resources. 

To accommodate such requests, the following management fee structure will apply: 

Important Note: 

The intent of transitioning to the Managed Offshoring Model is to build scalable, full-time offshore teams that align with your firm’s long-term growth strategy. Part-time hires are supported only in exceptional or transitional situations. 

3. No Deposit, Termination and Notice Period:  

There is no deposit required and no long-term commitment under this agreement. However, in the event that the Client wishes to terminate the agreement in full, a 2-months written notice is required. During this notice period, a pro-rated management fee equivalent to 2 months of the applicable charges shall be payable. 

This 2-months notice period shall also apply on a per-employee basis. Typically, employees are hired under terms that include a 2-months notice period. In cases where an employee’s notice period differs, whether shorter or longer, based on the mutually agreed employment terms between the Client and the employee, the Client shall be liable for the equivalent fees corresponding to such notice period. 

4. Custom Infrastructure & IT 

In the event the Client requires additional infrastructure, IT resources, or customized workspace, such as dedicated manager cabins, multi-monitor setups, or any other specialized facility, such requirements shall be fulfilled subject to feasibility and shall incur additional charges on an actual cost basis. The Service Provider shall provide supporting invoices for the incurred expenses, and the same shall be charged to the Client without markup. 

5. Management Fee Slabs 

Once your team size crosses a defined threshold, the reduced management fee rate will apply only to the employees exceeding that threshold. Employees within the threshold slab will continue to be billed at the original slab rate. 

For example: If your team has 30 employees and the threshold slab is 25: 

• The first 25 employees will be charged at the standard rate applicable to that slab (e.g., $899/month for metro locations). 
• The next 5 employees (i.e., employees 26 to 30) will be billed at the reduced rate for the next slab (e.g., $849/month for metro locations). 

This tiered pricing ensures fairness and reflects economies of scale as your team grows 

6. Fixed Fee and Leave Policy: 

The Client shall be charged a fixed monthly fee per staff member, regardless of the staff member’s leave status, subject to the terms of the applicable leave policy. The fixed fee remains payable as long as the staff member is actively employed and has not resigned and been released. In the event a staff member resigns & released or is terminated during a calendar month, the monthly fee shall be charged on a pro-rata basis up to the staff member’s final working day. 

7. Tax-Optimized Compensation 

MYCPE ONE designs tax-optimized salary structures that increase employee take-home pay by 10–25% while staying compliant with local tax laws. These smart structures improve retention, reduce attrition-related costs, and enhance competitiveness in the job market.

8. Office Location Categorisation & Future Expansion 

We maintain offices across the following cities and various countries categorized into Metro, Tier 1, Tier 2, and Below locations. This categorization is used for determining applicable fees and charges. Should we expand our operations into any additional cities in the future, the details of such expansion, along with the corresponding categorization of those locations, will be publicly announced and published on our official communication channels and webpages. These classifications will be applicable for the purpose of determining associated fees from the date of such publication. 

9. Existing Offshore Team Migration to MOS 

Often, clients who approach us for Managed Offshoring Services (MOS) from the beginning are sometimes already engaged with one or more outsourcing vendors. However, they typically face challenges such as: 

To overcome these hurdles, they choose to transition entirely under our managed model. 

We assist them by: 

This model offers them a more cohesive, accountable, and scalable solution to support their long-term growth. 

Leadership Time Saving 

When firms attempt to manage offshoring on their own, a significant amount of onshore leadership time gets absorbed, often by partners, principals, and senior managers, handling tasks like recruitment, onboarding, training, and day-to-day oversight of offshore staff. 

The core purpose of engaging in our Managed Offshoring Services (MOS) model is to minimize this drain on internal bandwidth. 

In our experience, If firms typically invest 1,000 hours annually of onshore time just to manage offshore operations under DIY model.  

Here's a breakdown of how MYCPE ONE’s Managed Offshoring Services (MOS) significantly reduces this burden: 

1. DIY Model vs MOS Model: Hidden Leadership Hours 

2. How MOS Saves Time & Money 

Here’s how it looks: 

For a firm with 1–25 offshore staff, switching from DIY to our Managed Offshoring Services (MOS) saves $160,000 a year. 

For larger teams, the savings grow exponentially, up to $480,000 annually for a 76–100 member offshore team. 

Hidden Cost of Onshore Oversight 

When firms try to manage offshore operations on their own, leadership ends up stretched thin, not just with time, but with mental bandwidth.  

 Not having the right support or structure offshore doesn’t just cost time, it leads to: 

Without dedicated expertise, things like onboarding, training, oversight, and performance reviews fall on already-busy partners and managers. Over time, this leads to inefficiencies, higher operational costs, delays in scaling, and missed opportunities. You may end up hiring expensive onshore or undertrained offshore resources to plug the gaps, hurting both quality and margins. 

Regulatory Compliance with IRS, FTC, and AICPA

When building your offshore operations, one of the most overlooked - but critical - areas is regulatory compliance. Many firms focus on cost, hiring, and delivery - but ignore the legal responsibilities that come with managing client data across borders.

At MYCPE ONE, we are fully compliant with all 3 regulatory requirement that every accounting firm must take care of while doing offshoring.

While working with independent contractors or setting up offshore teams, regulatory exposure can often go unnoticed. In our experience, more than 90% of firms are unaware of the detailed responsibilities placed on them when they begin to offshore - even when using third-party providers. That’s why we’ve made it a core part of our engagement model to ensure compliance is built into every step.

We’ve developed a detailed due diligence documentation that outlines how our agreements, processes, IT systems, and team structures are built to protect your firm and client data - without adding complexity to your operations.

Looking to review our compliance documents?

We’ve compiled all of this into a password-protected Due Diligence Blog.

Reach out to chris@my-cpe.com and we’ll be happy to share the full documentation for your internal review.

Option To Design Your Own Workspace

We understand that for many firms, team culture is not just built through processes - it’s also shaped by the physical environment your people work in. That’s why, under our Managed Offshoring Services (MOS) model, we offer the option to create your own branded, dedicated workspace within our infrastructure.

This is not a default setup, but something we offer on a case-to-case basis, depending on your team size, growth roadmap, and operational preferences.

Here’s what’s possible:

• Dedicated Floor or Section: You can request a designated area - such as a full floor or an isolated wing - where only your firm’s offshore staff operates. This helps create a focused, cohesive team environment.

• Branded Elements: We can work with you to include your firm’s branding - wall graphics, signage, screensavers, or internal posters - so your offshore team feels like a direct extension of your firm, not just a vendor setup.

• Controlled Access: With dedicated spaces, access can be restricted only to your staff and supervisors - ensuring privacy, enhanced data security, and a stronger cultural connection.

• Custom Layout: Based on your preferences, you can have input into how the space is laid out - open seating, private cabins, team pods, or collaborative zones - all built around your way of working.

• Enhanced Identity & Retention: Having a firm-branded environment helps with long-term retention, loyalty, and pride - your offshore staff feels like they’re “in your firm,” not just working for a partner.

Real Example: USXA (Formerly WSRP)

USXA chose to go beyond the standard model. As they scaled their offshore team to 35+ staff and targeted 100+, they worked with us to create a fully dedicated floor, branded specifically to reflect their identity and culture.

We helped them set up:

Option for Direct Hiring

To ensure long-term control and continuity of your offshore team, we offer a Direct Hiring Option. This gives you the ability to directly transition employees to your payroll in the future, providing you with operational flexibility and a safeguard in case of unforeseen changes in the relationship or company structure.  

This option is available for a nominal one-time fee equivalent to 24 months of the applicable management fee. Upon payment, you will have the full right to directly hire and retain the employee on your payroll, without any further obligation to us. This ensures you maintain control of your talent while benefiting from the managed services during the engagement.  

Build-Operate-Transfer (BOT) Model 

In addition to our standard Managed Offshoring Services, we also offer a Build-Operate-Transfer (BOT) model for clients seeking long-term, scalable offshore operations. 

Under this model, based on a predefined understanding, we: 

Pricing & Customization 

That said, our current Managed Offshoring model already offers a future option for direct hiring, giving you flexibility and control without the complexity of custom infrastructure. For this reason, most clients prefer our existing model unless there is a compelling strategic need for a dedicated BOT setup. 

Local Branding as Employer of Choice and Attract Talent

Under the MOS model, we help you build a visible, employer-branded presence in the local market. This ensures your offshore team knows who they’re working for and feels directly connected to your firm.

Here’s how we help position you as an employer of choice:

1. Branded Careers Page

We create a dedicated web page for your firm, hosted under our domain. This page includes your firm’s logo, mission, photos, team information, and any other branding elements you’d like to showcase. It helps you build trust and visibility with candidates.

2. Tailored Job Listings

As part of our Managed Offshoring Services model, we help you establish a dedicated firm-branded web page and a custom job listing directly on our platform and we shall also post jobs on our handle for your firm. You can easily share these links on your social media channels to attract high-quality candidates from your local network as well. 

All candidates who apply through these listings will be interviewed and assessed specifically for your firm, ensuring alignment with your team’s needs and culture. This approach gives your firm a distinct hiring identity while leveraging our recruitment infrastructure. 

3. Exclusive Talent Pipeline

All candidate applications received through these branded job posts are directed exclusively to your firm’s dashboard. You get full control and visibility over resumes, applicant progress, and interview scheduling - ensuring that you’re building your own offshore bench.

4. Social Media Hiring Campaigns

We also promote your hiring drives through co-branded posts across our hiring platforms and social media handles. This helps amplify your brand and attract better applicants faster.

5. Embedded Employer Identity

From the very first touchpoint - job post to offer letter - the offshore employee feels like they’re joining your firm, which gives a better onboarding experience.

What’s Included

Everything We Handle Under the Management Fee 

We’ve built a delivery framework that supports your offshore team from Day One - across every area they need to work well, stay secure, and remain engaged. And we’ve grouped these services into eight core operational buckets. 

These are all things that would otherwise need your time, attention, and leadership bandwidth if you were doing it yourself. 

But with MOS, they’re all included in the monthly management fee - so you stay focused on managing your team and growing your firm. 

1. Infrastructure & Workspace

Covers office space, dedicated workstations, power, internet, and on-ground IT support - ready from day one. 

2. Technology & Data Security

Includes device setup, security tools, compliance monitoring, and regulatory aspects that meet IRS, FTC, and AICPA standards. 

3. Talent Acquisition

End-to-end hiring support, including JD preparation, sourcing, screening, background checks, and onboarding kits. 

4. HR, Admin & Payroll

Payroll, leave management, onboarding SOPs, HR templates, benefits setup, and operational query handling. 

5. Operations Support

Covers escalation workflows, attendance, performance tracking, issue resolution, and weekly productivity review. 

6. Learning & Development

Access to structured onboarding, CPE content, learning tracks, tech assessments, and an L&D support team. 

7. Engagement & Culture

Regular check-ins, awards, celebrations, outings, and integration into the wider MYCPE ONE community of 3,000+ professionals. 

8. Compliance & Risk

Covers everything from Employer of Record protections to legal documentation, IT policy, and audit readiness. 

Detailed Table of Inclusions

Below is the full table listing all primary and secondary items under each of the 8 buckets. This helps you understand exactly what you get - and how much you don’t have to worry about. 

Workspace & Infrastructure

• Workplace

Office Administration

• Support Function

Talent Acquisition

HR Management

L & D

IT Set up & Support

• Work Stations
• IT Support

Data Security

Certifications

• Work Stations

HRMS Platform

Dedicated Support

• Support Function
• Once/Month
• Ongoing

Employer Of Record

• Legal & Other Compliances

Detailed Blog & Connect 

We invite you to explore a detailed comparison of the two models in our dedicated blog post.  

The Complete Guide for CPA & Accounting Firms for Building Your Own Offshore Operations: Managed Offshoring Services vs. Do-It-Yourself (DIY)  

A Comprehensive Guide on Managed Offshoring Services vs Traditional Offshoring – What’s Right for Your Firm’s Growth Journey? 

You can check above links to access the blog, where we’ve provided an in-depth explanation of the differences, advantages, and considerations for each approach based on our firsthand experience and industry insights. We encourage you to read through the blog and share your thoughts, we value your feedback. If you’re interested in learning more about the Managed Offshoring Services (MOS) model and how it might benefit your firm, feel free to schedule a call with Chris Rivera by emailing chris@my-cpe.com or calling us directly at the number listed. 

Conclusion: One Model, Everything Managed 

Setting up offshore operations isn’t just about hiring people - it’s about building a reliable system that runs every day without depending on your onshore team to manage every detail. 

That’s what Managed Offshoring Services (MOS) delivers. 

From infrastructure and recruitment to payroll, compliance, and engagement, everything is already built, tested, and refined through years of experience serving thousands of CPA and accounting firms. Instead of spending months figuring it out on your own, you get a ready-to-run offshore framework with built-in support, controls, and visibility. 

The result?

If you’re thinking about growing your offshore team - or just getting started - this breakdown should help you assess what’s needed to run a smooth operation. 

Schedule a call with our team to explore how MOS can be customised for your own offshore operations 

Click here to book a no-obligation consultation 

About the Author

CA Nemin Vora

Nemin Vora is a Chartered Accountant (equivalent to US CPA) and Tax Attorney, serving as the Director of Client Relations at MYCPE ONE. With over 7 years of experience working with Big 4s and public accounting firms across North America, he's the person you want to talk to when you're thinking about taking your accounting firm global. Nemin is a seasoned leader and a dynamic content creator, weaving stories and insights on tax, leadership, and life that resonate with a wide audience. This creative outlet showcases not only his depth of knowledge but also his ability to connect and inspire. He consults and speaks on various topics, including Building Remote Teams, Remote Working, Offshore Staffing, Strategic Planning, Scalability of Accounting Practice, Cloud Accounting, Practice Management, and AI in Accounting. Outside of work, Nemin is a learner at heart, an actor on the stage, and a tech enthusiast.