What Happens in the First 90 Days with an Outsourced Bookkeeping Team
An Outsourced Bookkeeping Team can transform how CPA firms scale, streamline, and serve clients - if the first 90 days are executed right. This structured onboarding phase - from pre-alignment to autonomous operations - lays the foundation for accuracy, trust, and long-term efficiency. Firms gain practical insights on aligning SOPs, setting KPIs, integrating systems, and building a truly embedded offshore team. With rising demand for cost-effective scalability and overnight turnarounds, especially from India-based teams, outsourced bookkeeping is no longer a trend - it’s a strategic edge.
Partnering with an outsourcing partner isn’t just a shift in workflow; rather, it’s a strategic move that can redefine how your firm manages financial operations, scales efficiently, and stays client-focused.
A new bookkeeping partner can change how your firm runs. Done right, outsourcing improves accuracy, saves time, and keeps your clients happy. But the first 90 days are critical. This is when you set the groundwork for success, build trust, and make sure your new team aligns with your goals.
Now let’s walk through a phase-wise breakdown of what your outsourced bookkeeping journey should look like in the first 90 days.
Outsourced bookkeeping is the delegation of routine financial tasks such as reconciliations, transaction entry, AP/AR processing, and monthly reporting to a qualified external team. These teams are typically located offshore and trained to operate within your systems and compliance standards.
Instead of hiring full-time staff, firms work with dedicated bookkeepers who integrate into their operations remotely. This model offers flexibility, expertise, and cost advantages, especially for firms managing seasonal demand or scaling client volume.
Watch why Jeremy Dubrow considers offshoring as not just a trend but a competitive edge.
The first 90 days act as the transition runway, where expectations, trust, and systems are all being calibrated. Get this phase right, and your offshore bookkeeping team will operate like an in-house department. Get it wrong, and you risk inefficiencies, strained communication, and delayed ROI.
According to a report, firms using outsourced models often realize up to 25% faster reconciliation speeds and cost savings a month.
But savings aren’t everything. The real gain lies in alignment, across processes, tech, people, and priorities.
If you are looking for a roadmap to successfully implementing an offshore staffing strategy into your practice, then this webinar series is for you - Roadmap to Success: Offshore Staffing for Accounting Firms.
Before any work begins, strategic groundwork is laid.
This stage mirrors new hire onboarding, just adapted for a team, not a person. Your offshore team learns your accounting DNA: how you close books, classify expenses, and communicate with clients.
Tip: Treat the offshore team as part of your staff. Clarity here prevents 80% of future errors.
This is the technical and cultural onboarding sprint.
Weekly review calls begin here. Both teams assess progress, resolve early blockers, and co-develop reporting templates.
Once the technical setup is done, the outsourced bookkeeping team begins operational contribution.
Now the team transitions from learning to performing, with accountability.
This is also when proactive insights start flowing in cost-saving suggestions, automation tips, process gaps, and data integrity feedback.
This phase marks the transformation from an outsourcing experiment to an embedded extension.
By Day 90, the offshore team should no longer require daily direction; they should be able to run autonomously with review-based oversight.
If your outsourced onboarding is successful, here’s what your team should deliver:
Most importantly, your firm now spends less time managing data, and more time serving clients.
Begin with one entity or service line. Expand once SOPs are tested.
Use centralized folders or tools to house templates, notes, and updates.
Weekly syncs in the first month. Biweekly afterward.
Recognize the first accurate closing, error-free month, or clean-up completion.
Ask your offshore team what you could improve. It builds trust.
Click to read the top 10 offshore staffing strategies for CPA & accounting firm success.
The top CPA firms in the U.S., including Big 4 firms, outsource bookkeeping to India. Here’s why:
India has become the global center for virtual bookkeeping excellence, not just because of affordability, but because of scalability, education, and work ethic.
At MYCPE ONE, we provide structured, strategic offshoring that’s designed for CPA firms, from startup practices to mid-sized firms navigating growth.
Whether you’re testing the waters or scaling your firm, we deliver more than capacity; we deliver confidence.
Ready to make your first 90 days count?
Let’s make outsourcing a growth engine, not just a cost-saving strategy.
Schedule a call to explore more about how MYCPE ONE can help your firm grow and scale.
Outsourcing your bookkeeping isn’t about losing control; it’s about gaining capacity. The first 90 days are your blueprint for success, ensuring that processes are smooth, reports are reliable, and your team is focused on what matters most: serving clients and driving growth.
With the right partner, clear expectations, and a structured onboarding process, your offshore team becomes not just a vendor but a vital part of your accounting engine.
MYCPE ONE is the trusted partner for over 3,000 CPA and accounting firms worldwide, empowering them to scale, innovate, and achieve operational excellence. With a decade of experience, a unified platform, and 3000+ team members across 40+ offices, MYCPE ONE delivers comprehensive offshoring, CPE and L&D, websites & digital marketing, M&A advisory, and daily news insights - all designed to help firms attract top talent, maintain compliance, and drive sustainable growth.
Backed by SOC 2, ISO 27001, and GDPR certifications, MYCPE ONE ensures the highest standards of data security and client support for every firm.
A standard outsourced bookkeeping engagement includes bank and credit card reconciliations, transaction entry, AP/AR posting, monthly reporting (P&L, balance sheet, cash flow), and sometimes payroll and sales tax filings.
Most transitions are complete within 60–90 days. This includes access setup, knowledge transfer, cleanup, reporting rollout, and performance alignment.
Yes. At MYCPE ONE, we train teams on your SOPs, firm preferences, and reporting logic. We also co-develop templates and documentation during the onboarding process.
Through KPIs such as reconciliation turnaround time, report delivery punctuality, error rate, volume handled, and the level of internal time saved. We also conduct joint reviews to identify areas for expansion or improvement.
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.
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