What Sets MYCPE ONE Apart from the competition?

Ten years ago, offshoring in the accounting industry was still a new concept. Fast forward to today, it has become a standard practice among many CPA and accounting firms. Initially, firms faced challenges in finding the right offshore accounting partners and adapting to new ways of working. However, the focus has now shifted from just outsourcing to retaining and upskilling offshore staff to drive long-term productivity and quality. 

Firms are increasingly leveraging offshoring not just to cut costs but to access global talent, adopt new technologies, and stay competitive in a rapidly evolving industry. The Outsourcing market is projected to reach USD 512.4 billion by 2030, highlighting its growing importance in the business landscape. 

At MYCPE ONE, we specialize exclusively in helping CPA and accounting firms build and scale their offshore teams efficiently. With over a decade of experience, we have successfully partnered with 40+ firms from the Top 200, providing them with high-quality offshore talent tailored to their unique needs. 

Our deep understanding of the accounting industry allows us to design customized offshore staffing solutions that align with CPA firms’ operational workflows, compliance requirements, and service delivery expectations. We excel in talent acquisition, management, and retention, ensuring firms get the right professionals while maintaining seamless business continuity. 

With delivery centers across India and the Philippines, we offer a ready-to-go offshore staffing model, enabling firms to onboard quickly, scale effortlessly, and expand their teams without hassle 

At MYCPE ONE, we’ve continuously evolved, learning from challenges and refining our approach. we have consistently grown at >30% YoY over the last decade. We have expanded beyond offshoring into CPE, M&A Advisory, Digital Marketing, Insights and Communities providing comprehensive support to CPA and accounting firms. 

Below, we outline how MYCPE ONE differentiates itself from the competition and what truly sets us apart. 

Talent Management

40+ Offices in 20 Cities Across 2 Countries

Our value proposition revolves around geodiversity. We have 40+ offices in Two countries and 20+ cities, providing a major advantage over other service providers that are typically concentrated in one or two locations. By strategically spreading our offices we’ve mitigated risks of geographically concentrated teams. 

We have built a geo-diverse talent network. Unlike traditional outsourcing providers that concentrate their operations in one or two major cities, our strategic expansion into tier 2, tier 3, and tier 4 cities allows us to tap into a broader talent pool while optimizing costs. This structure brings several advantages. 

By hiring from multiple locations, we mitigate the high attrition rates often seen in metro areas, ensuring long-term staff retention and stability. Smaller cities also provide cost-efficient hiring without compromising talent quality, enabling CPA firms to build highly skilled offshore teams at lower costs. Additionally, our vast office network ensures business continuity, reducing risks associated with workforce shortages in a single location. 

Our deliberate expansion strategy includes establishing a presence in two additional countries and expanding to 30+ cities worldwide. This will further strengthen our global footprint, ensuring long-term sustainability, talent access, and operational resilience. 

Read our Blog on: Geodiversity in Accounting: A Strategic Key to Successful Offshoring 

 Click here to know more about offices and geo diversification. 

Comprehensive Tech Platform – Client Hub

Managing offshore staff efficiently requires structured processes, transparency, and ease of access, which is why we have built Client Hub, our end-to-end employee lifecycle management platform. This single sign-on dashboard provides firms with complete control over offshore operations, from Staffing Market Place to job posting, candidate selection, employee onboarding, payroll, performance tracking, and exit formalities. 

One of the unique features of Client Hub is its AI-powered recruitment tools, which match the right candidates to the right roles based on skills, experience, and client preferences. This reduces hiring time and improves accuracy in staff selection. Additionally, firms can track employee performance, manage training, ensure CPE compliance, and handle workforce analytics all in one place. 

Key Features of Client Hub: 

• Employee Management: Access personal details, certifications, background checks, and documentation. 
• Performance & Surveys: Conduct evaluations, goal setting, and feedback collection. 
• Attendance & Scheduling: Monitor work shifts, leaves, overtime, and remote work approvals.  
• Hiring & Onboarding: Browse a marketplace of pre-vetted talent, review video profiles, check resumes, and track onboarding. 
• Learning & Development: Manage training, CPE compliance, assign and track learning, host in-house courses. 
• Workforce Analytics: Monitor productivity, screen usage, and application activity. 
• Feedback & Goal Setting: Facilitate two-way evaluations and KPI tracking. 
• Advanced Reporting: Gain insights into employee performance and engagement. 

Some features are already live, while others are in the pipeline and expected to be launched by March-end. If you have yet to explore Client Hub, we encourage you to connect with your Client Success Advisor to get your login credentials and access the full suite of features. 

Wide talent network + Rigorous Talent Vetting

A major challenge for CPA firms considering offshore staffing is finding the right talent quickly and efficiently. At MYCPE ONE, we have built a network of 200,000+ professionals, ensuring that firms have access to a continuously refreshed talent pool. Currently over 3000 staff members are working with us at MYCPE ONE. 

Every candidate goes through a rigorous vetting process, and their profiles include detailed information such as qualifications, certifications, experience, and even video introductions. This allows firms to review and select candidates with full transparency, making the hiring process faster and more reliable. Instead of starting from scratch every time a firm needs to hire, we provide access to pre-qualified professionals, reducing hiring timelines significantly. 

 Click here to know more about our 7-step vetting process 

Our talent network is not static—we are constantly adding skilled professionals to keep up with the growing demand for high-quality accounting, tax, and audit professionals. This ensures CPA firms always have access to the best talent, without delays or shortages. 

 Also we are focusing on building team in Tier 2, 3 and 4 cities where the talent is more grateful and our retention is high as compared to metro cities. 

Read our Blog here: Beyond Metro Limits: The Hidden Advantages of Building Offshore Teams in Tier 2 and 3 Cities 

More benefits and better staff retention

Employee turnover is one of the biggest pain points in the accounting industry, both onshore and offshore. At MYCPE ONE, we have built a people-centric work environment that focuses on long-term employee engagement, career growth, and competitive compensation, resulting in an average employee tenure of 3.5 years. 

Retention is critical because continuity leads to better efficiency, consistency, and quality in work output. CPA firms investing in offshore staffing do not want to constantly deal with replacements or retraining. To ensure that employees stay engaged and committed, we offer structured career development programs, continuous learning opportunities, and strong organizational policies that promote stability and professional growth. 

Additionally, our strategic presence in tier 2 and tier 3 cities further improves retention. While metro cities experience high job-hopping rates, professionals in smaller cities tend to stay longer with employers. By hiring from these locations, MYCPE ONE provides CPA firms with teams that are stable, loyal, and invested in long-term success. 

To further support our employees, we provide comprehensive benefits, including: 

These benefits ensure employee satisfaction and well-being, ultimately enhancing retention and performance. Read more about our staff data here which will give you insight on our YoY Staff Data, retention, termination, salary increase etc. 

Transparency, Better Staff Replacements and Turnover Management

At MYCPE ONE, we understand that continuity and stability are critical for businesses relying on offshore teams. Our structured approach to staff replacements and turnover management ensures that clients experience minimal disruptions when transitions occur. 

How We Manage Staff Turnover Effectively 

• Proactive Talent Pipeline – We maintain a pre-vetted pool of candidates, allowing us to quickly fill positions and reduce turnover time to just 2-3 weeks. 
• Comprehensive Benefits & Employee Well-Being – Our structured compensation, incentives, and wellness programs enhance employee satisfaction and retention. We provide: 
• 18 Paid Time Off Days & 10 Public Holidays 
• Medical & Life Insurance Coverage 
• Overtime Compensation During Tax Season 
• CPA, EA & CMA Study Support Package 
• Flexible Work Timings & Hybrid Options (Client-approved)
• Cross-Training & Internal Mobility – Employees are trained in multiple skills, allowing seamless role transitions and reducing dependence on any single individual. 
• Standardized Knowledge Transfer – We assist firms in building Standard Operating Procedures (SOPs) and documenting key processes to make knowledge transfer structured and efficient. 
• Employee Engagement & Career Growth – Regular training, learning opportunities, and career progression paths boost long-term retention and minimize attrition. 

With these strategies in place, MYCPE ONE ensures long-term workforce stability, enabling CPA firms to scale confidently without operational disruptions.

At MYCPE ONE, we believe that transparency is the foundation of trust when it comes to offshore staffing. That’s why we provide detailed insights into our talent data, including: 

• Attrition Rates – A clear breakdown of overall attrition, attrition at different staff levels, and key reasons behind it. 
• Salary Trends – How salary increments have been structured over the years. 
• Seamless Replacements – Our process for ensuring smooth transitions, including top reasons for staff replacements. 
• Professional Growth – The number of our staff becoming CPAs or EAs and those actively pursuing CPA or EA certifications. 
• Internal Growth Metrics – Insights into how our workforce is growing and evolving internally. 

Click here to know more about our YoY Staff Replacement Data along with major reasons for the replacement.

Talent Acquisition & Retention Strategy  

1. Attracting Experienced Talent from Big Four & Large Firms 

• Our extensive delivery network across 20+ cities in India & the Philippines makes us a preferred employer. 
• Unlike Big 4 firms, which typically have offices in only five to six major cities, our widespread presence allows professionals to work closer to their families, improving work-life balance and job satisfaction. 
• As a result, we can retain talent at a slightly lower cost compared to metro-based employment while maintaining quality.  

2. Upskilling & Horizontal Growth Opportunities 

• Unlike the micro-departmentalized structures of Big 4 firms, our platform offers broad-based learning opportunities, allowing professionals to expand expertise both vertically and horizontally across multiple domains. 
• Our captive learning platforms and upskilling initiatives further establish us as a preferred employer, providing continuous career growth. 

3. Nurturing Fresh Talent & Quick Turnaround 

• We focus on hiring fresh talent, particularly Chartered Accountants (CAs), semi-qualified CAs, and professionals pursuing CPA or GAAP qualifications. 
• Through our internal practical training programs and on-the-job training modules, fresh hires become client-ready within 60 to 75 days, ensuring rapid productivity.  

By combining experienced talent acquisition and fresh talent development, we create a sustainable, high-performance workforce tailored to US accounting industry demands 

Strong Organizational Policy

Managing a workforce of 3,000+ employees requires strong, well-defined organizational policies that ensure operational efficiency, compliance, and employee satisfaction. At MYCPE ONE, we have built a structured work environment that prioritizes employee well-being while maintaining industry best practices. 

We believe that a secure and stable workplace contributes to higher employee retention and better overall performance. Our policies focus on work-life balance, career growth opportunities, and employee engagement, ensuring that staff members feel valued and motivated. This is particularly important in today's climate, where frequent layoffs and job instability are common in the global market. 

With well-established HR frameworks, performance evaluation processes, and career progression pathways, we create an environment where employees see long-term growth potential, reducing attrition and fostering stronger offshore team stability for our clients. This approach allows us to offer flexible team management options tailored to each firm’s unique requirements while ensuring consistency and dependability in service delivery. 

Click here to know more about our policies

Access to Communities

We believe that learning and professional growth extend beyond structured courses. That’s why MYCPE ONE has built a strong professional community of over 250,000 CPE members, where professionals engage in collaborative learning, networking, and peer-driven discussions. 

Our platform facilitates the creation of closed-loop communities, where 30–40 like-minded professionals are grouped together on MS Teams based on their interests, expertise, and learning objectives. These interactive spaces provide an opportunity to exchange knowledge, seek mentorship, share experiences, and stay updated with industry trends. 

Members of these communities benefit from: 

• Exclusive discussion forums for industry-relevant topics 
• Collaborative problem-solving with peers and mentors 
• Access to live Q&A sessions with experts 
• Regular knowledge-sharing activities and webinars

By fostering continuous engagement and professional growth, these communities enhance learning and build long-term connections that benefit both individuals and the firms they work with. 

Explore Our Communities Here 

Learning & Development

100+ PTC courses - that gets you job ready

At MYCPE ONE, we recognize the importance of equipping our employees with practical skills that directly translate to their roles in auditing, tax, assurance, accounting, and advisory services. To achieve this, we have developed over 100 in-house practical training courses tailored to various proficiency levels: 

• Beginner Level
• Intermediate Level 
• Advanced Level

Each course includes real-world case studies, simulations, and hands-on software training, not just theoretical presentations and handouts. Employees get practical experience with industry-standard accounting, tax, and audit software, ensuring they can apply what they learn in real work scenarios. 

After completing the training, employees take assessment exams to check their understanding. Those who pass receive certifications, proving they have the necessary skills to perform their roles effectively. This structured training ensures our team is not just knowledgeable but also ready to work from day one. 

Below are the few PTC Courses that we offer to all of our staff: 

Learn more about Practical Training Courses here 

CPE Learning Platform

Continuous professional education is vital in the ever-evolving accounting landscape. MYCPE ONE stands out as the only outsourcing company offering a dedicated Continuing Professional Education (CPE) platform. This platform boasts an extensive library of over 13,000 hours of content, covering a wide range of subjects relevant to accounting and finance professionals. 

All our offshore staff members get free access to this platform, allowing them to continuously enhance their skills, stay updated with industry changes, and meet professional development requirements without additional costs. 

CPE Platform includes a comprehensive set of features as follows:

This commitment to upskilling ensures our team remains at the forefront of industry developments, ready to meet the dynamic needs of our clients. Our CPE Platform is completely free fpr all our employees. 

To know more click here 

MYCPE ONE Academy

At MYCPE ONE Academy, we are not just offering professional education—we are building an ecosystem that nurtures and develops top-tier accounting and finance talent. Our academy is designed to provide affordable and high-quality global professional education, enabling aspiring professionals to build successful careers while strengthening the accounting industry. 

Currently, we offer CMA and EA programs, with plans to launch CPA soon, expanding opportunities for professionals seeking globally recognized qualifications. 

This initiative serves a dual purpose: 

• Attracting High-Quality Talent – By integrating education into our ecosystem, we attract ambitious professionals and sponsor their education in a cost-effective manner, ensuring they gain the skills needed for long-term success. 
• Expanding Our Talent Network – While this initiative makes professional education more accessible, it also helps us identify and nurture top-performing talent, allowing us to build a strong, skilled workforce for the future. 

By investing in talent development, we are not just filling positions—we are creating a sustainable pipeline of highly skilled professionals who are equipped to meet the evolving needs of CPA firms. This initiative is a strategic step in shaping the future of accounting talent while ensuring firms have access to the best professionals in the industry. 

We are excited to see this ecosystem grow and continue to play a crucial role in bridging the gap between education and real-world expertise. 

Through this initiative, we offer: 

• Expert-Led Coaching: Courses are designed and delivered by industry experts, ensuring comprehensive preparation for professional exams. 
• Affordable Learning: By making education accessible at lower costs, we help more individuals pursue top finance and accounting qualifications without financial barriers. 
• Flexible Learning Formats: We provide on-demand video courses, live coaching sessions, and practice tests to cater to different learning preferences. 
• Strategic Talent Alignment: The academy’s student performance data, learning preferences, and career goals allow us to identify and align top talent with the specific needs of CPA and accounting firms, ensuring a steady pipeline of skilled professionals. 
• Scholarship Opportunities: We support deserving candidates with scholarships and financial aid, ensuring education remains inclusive and accessible.

Through MYCPE ONE Academy, we are not just shaping individual careers but also helping firms connect with trained, industry-ready professionals.  

Explore MYCPE ONE Academy Here

Data Security, Confidentiality, Compliance & Due Diligence

IT & Data Security 

Data security and IT compliance are paramount not just for CPA and accounting firms but also for us as their trusted offshore partner. Recognizing the critical importance of regulatory adherence, we have built our operations with a steadfast commitment to safeguarding client information. 

Our data security framework is structured around three core pillars: 

• Prevention: Ensuring that all access is restricted, monitored, and encrypted, using state-of-the-art firewalls, intrusion detection systems, and endpoint protection solutions. 
• Detection: Real-time monitoring of user activity, unauthorized access attempts, and system vulnerabilities to prevent breaches before they occur. 
• Response: A structured incident response protocol designed to mitigate risks immediately and maintain operational continuity. 

We also align with international security frameworks, ensuring compliance with GDPR, IRS 7216, FTC Safeguards Rule, and AICPA security mandates. Our focus on encryption policies, controlled access, and secure cloud infrastructure enables us to continuously enhance security while keeping sensitive financial data protected at every level. 

For further details on our 3 Pillars of Data Security here. 

SOC 2 Type I-II Certifications

As a recognized standard in the industry, our compliance with SOC 2 Type I and Type II certifications demonstrates our adherence to regulatory frameworks and security standards. These certifications validate our internal controls in ensuring data security, availability, processing integrity, confidentiality, and privacy. 

Key areas covered under our SOC 2 compliance: 

• Strict access control: Ensuring that only authorized personnel have access to critical systems. 
• Encryption at rest and in transit: Protecting sensitive client data from unauthorized access or breaches. 
• Regular audits and penetration testing: Ensuring compliance with evolving security threats and vulnerabilities. 
• Continuous monitoring: Tracking user activities, network security, and compliance checkpoints in real-time. 

Our SOC 2 compliance assures CPA and accounting firms that our security measures align with the highest industry standards, making us a trusted and secure offshoring partner. 

For a detailed overview of our SOC 2 Certification, click here 

ISO 27001:2022 Certification

ISO 27001:2022 is the international standard for information security management systems. The certification confirms that MYCPE ONE has implemented comprehensive security controls to protect clients' data from unauthorized access, theft, and loss. 

 Link to our ISO 27001:2022 Certification 

Business Continuity Plan and Disaster Recovery Certification

 At MYCPE ONE, we know that unexpected disruptions—whether a power outage, cyber threat, or natural disaster—can bring operations to a halt. That’s why we have a Business Continuity Plan (BCP) and Disaster Recovery Plan (DRP) in place to keep things running smoothly, no matter what happens. With automated server replication and tested failover mechanisms, MYCPE ONE maintains an RPO of 30 minutes and an RTO of 60 minutes, ensuring data resilience and operational stability. 

Our systems are designed to bounce back quickly, with automated backups, secure remote access, and tested recovery processes. Even in the face of challenges, we ensure minimal downtime so that business operations remain uninterrupted. 

Click here to know more 

HIPPA Certification 

We adhere to HIPAA compliance standards, ensuring the confidentiality, integrity, and security of protected health information (PHI). Our systems incorporate data encryption, access controls, and regular security audits to safeguard sensitive healthcare data and maintain regulatory compliance. 

For more details, refer to our HIPAA Certification: 

 HIPAA Certification.

PCI DSS Certification

We comply with PCI DSS standards, ensuring the secure handling of payment card data through encryption, tokenization, and strict access controls. Our systems undergo regular security assessments and vulnerability scans to maintain the highest level of data protection and compliance. 

Our PCI DSS certifications (2025)

Here are our historic PCI DSS certifications for reference: 

PCI DSS Certification

• Bridge  Report from the expiry of the certification till date is available on request. We are currently in Re-audit phase.

Comprehensive Contract

At MYCPE ONE, our contracts are structured to ensure full compliance with all regulatory obligations for CPA and accounting firms, while also fostering mutually beneficial partnerships. We recognize the importance of transparency, clarity, and legal security when firms engage in offshoring, and our contracts are designed to provide peace of mind at every stage of the engagement. 

Regulatory Compliance: Contracts adhere to IRS 7216, FTC Safeguards Rule, AICPA, and SOC 2 guidelines, ensuring that our services align with legal and ethical expectations. 

Key highlights of the agreement link 

Here is the link to sample client agreement

Insurance

At MYCPE ONE, we prioritize risk management and client protection, ensuring that our operations, data security, and professional services are backed by comprehensive insurance coverage. Our policies are designed to safeguard both our clients and our organization, mitigating risks associated with data breaches, errors, and professional liabilities. 

Our insurance coverage includes: 

• Cybersecurity Insurance: Protection against data breaches, cyberattacks, and information security threats, ensuring financial and legal security in the event of an incident. (Limit: $1,000,000) 
• Errors & Omissions (E&O) Insurance: Covers professional liability, protecting against potential claims related to service errors, omissions, or performance concerns.(Limit: $2,000,000) 
• General Liability Insurance: Provides coverage for any unforeseen liabilities related to business operations and third-party interactions. (Limit: $2,000,000) 

We believe in full transparency regarding our risk management policies. If required, we are pleased to provide a Certificate of Insurance, demonstrating our commitment to maintaining the highest standards of accountability and security. 

For a detailed overview of our insurance policies, visit: Insurance Coverage Details 

End-to-End Due Diligence Checklist Ready to Go

Ensuring compliance is a critical factor when selecting an offshore partner. At MYCPE ONE, we provide a comprehensive Due Diligence (DD) checklist that covers the key regulatory requirements for CPA and accounting firms. Our documentation is designed to simplify the compliance process while ensuring adherence to IRS 7216, FTC regulations, and AICPA standards. 

Our Due Diligence package includes: 

• Regulatory Compliance Checks: Covers key mandates under IRS 7216, AICPA guidelines, and FTC Safeguards Rule. 
• Data Security & Confidentiality Policies: Ensures data protection through NDAs, encryption, and controlled access. 
• Operational Standards & Legal Frameworks: Provides clarity on agreements, staff policies, and dispute resolution mechanisms. 
• Staff Background Verification & Vetting Process: Demonstrates how employees are screened for compliance and suitability. 
• Audit & Compliance Reports: Documentation of security audits, IT protocols, and ongoing monitoring procedures. 
• Line-by-Line Compliance Reference: A detailed breakdown of how we adhere to IRS Section 7216, AICPA guidelines, and FTC regulations, ensuring that every compliance requirement is documented and met. 

We provide very detailed documentation to support CPA firms in conducting due diligence efficiently and transparently. This comprehensive due diligence documentation includes all our certifications, compliance policies, and IT security framework, ensuring full adherence to AICPA, FTC, and Section 7216 regulations. 

Here is the secure access link  

Please note that this link contains confidential documents and will only be accessible with a password. 

To obtain access, please reach out to Chris Rivera, our Director of Client Relations, at chris@my-cpe.com. He will be happy to provide you with all necessary details and credentials. 

 Client Success Stories & Support

50+ Client Case Studies and Testimonials

At MYCPE ONE, we take pride in the success of our clients and the strong partnerships we have built over the years. With over 50 client case studies and testimonials, we showcase real-world success stories where CPA firms have successfully expanded their teams, improved efficiency, and enhanced service delivery through our offshoring solutions. 

Our client success stories highlight: 

• Scalability & Growth: Firms that expanded their global teams with minimal disruptions. 
• Operational Efficiency: How offshoring reduced costs and streamlined workflows. 
• Long-Term Partnerships: Testimonials from clients who have worked with us for years, emphasizing trust, reliability, and consistent quality. 
• Industry-Specific Solutions: Case studies demonstrating how different firms in tax, audit, and advisory services benefited from tailored staffing solutions. 

We encourage prospective clients to explore these success stories and learn from first-hand experiences. Additionally, we can provide direct references upon request, allowing you to connect with firms that have worked with us. 

Dedicated Client Success Advisor

At MYCPE ONE, we go beyond traditional account management by assigning each client a Dedicated Customer Success Advisor. These advisors are highly experienced professionals who work closely with firms of all sizes to provide personalized support and strategic guidance throughout their offshoring journey. 

With a proactive approach, our advisors not only resolve issues but also suggest industry best practices to help firms optimize offshore operations, improve efficiency, and drive business success. They serve as a direct point of contact, ensuring that clients receive timely support and solutions tailored to their unique requirements.

For a detailed look at our client success stories and testimonials, visit: Client Success Stories   

Half-Yearly Business Review (HBR): A Meaningful Check-In 

Offshoring is not a “set it and forget it” model—it requires continuous alignment, performance monitoring, and open communication. That’s why at MYCPE ONE, we have built a structured Half-Yearly Business Review (HBR) framework that’s not just a routine—it’s a powerful client-staff-health check that allows us to evolve and improve together. 

We introduced this model after years of working closely with CPA firms and realizing that long-term success in offshoring depends on structured visibility, timely feedback, and proactive course correction. 

The HBR is conducted every 6 months and gives you: 

• A 360-degree review of each offshore team member you’re working with 
• A service-level feedback loop on how MYCPE ONE is doing as your offshore partner 
• A summary report that can feed into your internal evaluations or team planning 
• In simple words, this isn’t just a feedback form—it’s a checkpoint that brings clarity, encourages dialogue, and ensures alignment. 

Staff Assessment: People First 

We evaluate each staff member based on your experience and feedback, as well as input from the staff, their manager, and our Client Success Advisor (CSA). Each person is assessed across key areas: 

• Work quality and trend of improvement 
• Technical competency for complex tasks 
• Communication and ability to deal with your end clients 
• Review habits and independence 
• Timeliness and productivity 
• Flexibility during deadlines or seasonal peaks 
• Learning attitude and CPE/skill upgrades 

Each question is rated on a scale of 1 to 5, and the HBR includes comment boxes for specific inputs. This is combined with performance metrics like: 

• Productivity % 
• Learning hours 
• Number of engagements 
• Critical feedback vs. appreciations 
• CSA’s manual observations and action items 

Why this helps you: 

• Flags issues before they become big problems 
• Gives you visibility into each team member’s growth and learning 
• Helps you make promotion, replacement, or expansion decisions with clarity 
• Empowers the team by showing that performance is being watched and appreciated 

Service Assessment: How Are We Doing?  

Just like staff, our service to your firm is evaluated too. The HBR includes a set of questions that help you tell us what’s working well and what needs improvement. This includes: 

• Onboarding experience 
• Responsiveness of your Client Success Advisor 
• Replacement timelines (if applicable) 
• Client Hub usage and usefulness 
• Quality of talent sourced 
• Industry engagement opportunities like webinars and peer forums 

You also share whether our team has helped: 

• Reduce your internal team’s workload 
• Increase face-time with your clients 
• Expand your firm’s services 
• Improve turnaround times and project delivery 

Why this helps you: 

• Keeps the partnership on track and mutually accountable 
• Helps us stay aligned with your evolving needs 
• Builds trust and ensures we grow with your firm, not just for you 
• Gives you a platform to share future needs (e.g., more services, more training, more team) 

60-Day Check-In: A Structured Touchpoint for Long-Term Success 

At MYCPE ONE, we believe that the first few weeks of any engagement can set the tone for the entire relationship. That’s why we’ve built a step-by-step process that supports both the client and the offshore staff from day one, ensuring alignment, clarity, and consistent communication. 

Here’s how our journey begins once a client decides to move forward: 

• Kickoff with CSA Orientation Call: Our Client Success Advisor (CSA) leads the orientation, where we understand your processes, team structure, expectations, and tool usage. This ensures we’re on the same page from day one. 
• Resume Sharing & Assessment: Based on your requirements, we share vetted resumes and assessment results to help you choose the right staff. These include skill tests, recorded video profiles, and detailed evaluations. 
• Onboarding & Strategic Calls: After staff selection, we organize a detailed onboarding call, walk you through team integration, Best Practices and plan next steps. We also schedule strategic calls in the first few months to align goals share insights and catch any early concerns. 
• Regular Check-ins: During the initial 2-3 months, the CSA sets up weekly or bi-weekly check-ins to ensure all stakeholders are aligned, onboarding tasks are completed smoothly, and both parties feel supported. 

On top of this structured process, we’ve introduced a dedicated 60-Day Check-In. This initiative is designed to assess how the engagement has shaped up so far, gather actionable insights from the client, and strengthen the foundation for long-term success. 

Purpose of the 60-Day Check-In 

• Rather than waiting for a year-end review, we believe in acting early. The 60-Day Check-In helps: 
• Identify gaps in performance, communication, or clarity before they become major issues 
• Reinforce what's working well, so we can double down on it 
• Build confidence on both sides by showing that we’re listening and ready to act 
• Customize development plans and provide training based on early input 
• Strengthen the working relationship between the onshore and offshore teams 

What the Survey Covers 

We ask for feedback across key areas that directly impact day-to-day work and your experience as a client: 

Sales & Onboarding Experience 

• Were expectations, timelines, and services communicated clearly? 
• Was the resume sharing and hiring process smooth? 
• Was the onboarding process helpful and transparent? 

Staff Performance & Collaboration 

• Is the staff member meeting the skill and accuracy expectations? 
• Are tasks being completed within deadlines and budgeted hours? 
• How well are they integrating with your onshore team? 

Communication & Accountability 

• Is the staff member coachable and responsive to feedback? 
• Do they proactively update on task status and seek clarifications? 
• Has their communication helped reduce your review time? 

Support from MYCPE ONE 

• Were you supported well by your CSA throughout onboarding? 
• Has our team responded timely to your concerns or suggestions? 
• We also include open-ended questions to capture insights on training needs, challenges during onboarding, or additional support required. 

 How This Helps You as a Firm 

• Helps prevent future disruptions by spotting gaps early 
• Gives structure to your internal evaluation process with offshore staff 
• Ensures offshore staff are set up for success with targeted feedback 
• Builds accountability through follow-up action items based on your input 
• Improves retention by addressing minor concerns before they become major 
• Reduces your review time by making sure expectations are met from the start 

The 60-Day Check-In is a simple but impactful step that helps us serve our clients better—and helps firms make the most of their investment in offshore staffing. 

Other Services & Support

Beyond Outsourcing: Comprehensive Support for CPA Firms

At MYCPE ONE, we offer more than just offshore staffing. Our additional services are designed exclusively for CPA and accounting firms, providing essential support in key operational areas. 

Hire Local Talent 

• Access the top 5% of accounting talent based in the US and Canada. 
• Flat-fee pricing model, significantly lower than standard industry rates. 
• Flexible hiring solutions for on-site accountants, auditors, and finance professionals. Learn More 

Mergers & Acquisitions Advisory

• We charge zero upfront fees—our model is 100% success-based. 
• Expert guidance in valuation, negotiation, deal structuring, and due diligence. 
• Supports firms looking to merge, acquire, or sell their practices. Learn More

CPE for Teams

• All-inclusive CPE subscription plans for CPA firms. 
• Priced at $199 per user per year, including on-demand and live CPE courses. 
• Customizable learning paths, team-wide tracking, and compliance monitoring. Learn More 

Website Development for Accounting Firms 

• Get a fully customized accounting firm website starting at just $69/month. 
• Includes SEO optimization, secure client portals, and mobile responsiveness. 
• Specialized solutions for website launches, redesigns, and ongoing maintenance. Learn More

Digital Marketing Solutions for Accounting Firms

• Cost-effective marketing strategies designed specifically for CPA firms. 
• Social media management, content marketing, SEO, and lead generation. 
• Pricing starts from $399/month for a complete digital marketing package. Learn More

By offering these specialized services, MYCPE ONE ensures that CPA firms have the right support at every level, whether it’s hiring, business growth, education, or digital presence. 

Conclusion

At MYCPE ONE, we go beyond just offering offshore staffing—we build lasting partnerships that help CPA firms operate efficiently, stay compliant, and grow without limitations. Our approach focuses on real solutions that address everyday challenges like hiring, retention, compliance, and operational efficiency. 

We don’t just fill positions; we create structured, high-performing teams that align with your firm’s needs. From talent acquisition and development to security and compliance, everything we do is designed to make offshoring smooth, effective, and risk-free. 

Our commitment to transparent processes, strong data security, and a structured onboarding approach means that CPA firms can focus on their core work while we handle the complexities of offshore staffing. With dedicated customer support, well-documented compliance policies, and a streamlined hiring process, we ensure a reliable and scalable workforce that meets the highest industry standards. 

As offshoring continues to grow, choosing the right partner is essential. MYCPE ONE brings together expertise, security, and operational efficiency to support CPA firms at every stage. If you're looking for a trusted offshore partner, we're here to help. 

About the Author

Shawn Parikh

Co-Founder & CEO

Shawn Parikh is the CEO and Co-Founder of MYCPE ONE. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & businesses. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, LinkedIn marketing, etc.