We work with accounting firms and businesses both, offering offshore accounting services and more which help them hire accountants, tax associates, tax seniors, auditors, admin support staff, managers, and all other positions starting at $11/hour.
We manage time zone differences by ensuring sufficient overlap in working hours for teams, which is crucial for maintaining smooth communication and workflow. We ensure that our staff is aware of different time zones and maintains the necessary crossover time. Non-client roles require 3-4 hours of overlap; client-facing roles need 6-7
hours in U.S. time to ensure smooth internal processes.
Well, working remotely, whether from ‘Boston or Bangalore,’ ‘Miami or Mumbai,’ or ‘New York or New Delhi,’ is all the same, as long as your staff has the right skill set and attitude and speaks the same language. Offshore staffing is not just about hiring staff @ $11/hour, but as I said, it’s one such solution that may start as a stop-gap arrangement and is also a potential long-term solution. It can help build capacity, gain a competitive advantage, and reduce your workload.
Our hiring models, pricing, and service offerings are completely transparent. You will have all the relevant information upfront, ensuring our processes are both trusted and clear.
Hire offshore accountants from MYCPE ONE at budget-friendly prices. If you hire a full-time offshore staff member, the hourly rate starts at $11. Senior profiles can also be hired at MYCPE ONE with a transparent fee structure.
There are pros and cons to everything. But with high Data Security, vetted professionals, and so on, MYCPE ONE promises to offer you the best outsourced accounting services. Want detailed information about this? Schedule a call.
Yes, if you specifically want somebody with knowledge of a particular software or platform, we could filter and find one for you. Generally, every person we hire is evaluated in 3 ways regarding their expertise and knowledge:
Technical knowledge: Analyzing what work he is going to do, whether accounting, tax, financial reporting, payroll, data entry, or billing entries, etc., and also what his technical experience has been on his past assignments in previous employment.
Software knowledge: Unless there is a specific request from a client about the experience in particular software, we do not put that filter in providing you with the final resumes. Software knowledge can be acquired if you have relevant technical knowledge.
For Example, if you know how to operate a computer, you can easily grasp and learn the functionality of another system, whether it is a Windows or Apple computer.
In the past, he might have worked on different software, and you probably use different software. Now, he could just migrate onto another platform with little training.
Knowledge of the firm's protocols and processes: When a remote staff member starts working for you, they only start to get familiar with the company’s work culture and procedures, as these things can be learned only on the job. This is a common phrase with any kind of staff.
So, keeping in mind the above points, when we put this filter in place, the number of people going to your universe will be reduced.
Yes, we usually hire only candidates who have relevant experience in US GAAP, IRS, and other regulations. All the staff at MYCPE ONE are trained in US accounting, tax code, and return preparation in the US context. Local experience in Indian accounting, tax, or financial industry is not counted. However, we let the clients interview and test each candidate and ensure that the best person is working for them.
Yes, it is important to have well-trained staff in order to provide the best quality service to our clients. We have a state-of-the-art (in-house) training facility with dedicated trainers. We offer 35 different training modules, which include English communication, soft skills, American culture, software, and technology used in the American accounting industry, among others. We continuously upgrade these training modules to match the latest industry trends.
When you hire an offshore accountant, you must identify the requirements on your end. However, just like any local employee, a remote staff can perform most of the tasks related to:
In a nutshell, a remote staff performs most of the tasks in a public accounting firm.
MYCPE ONE’s offshore staff are available for about a third of the conventional salary paid to local staff. Besides, it does not require infrastructure development at your office due to remote working. There are no cost recruitment or training costs involved. There is no liability for compliance, Medicare, or other benefits. Also, it is not required to pay bonuses or overtime charges. Hence, overall, counting various direct or indirect benefits due to remote staffing, 75% saving on labor costs is just a conservative number.
Offshore staff are employees who work for your firm under your management but from a location that is physically out of your office. This could be from anywhere: an employee’s home, a coffee shop in a neighborhood, a different city, or even from an overseas location. MYCPE ONE’s remote staff work from our remote offshore offices in India.
We can divide it into Short term and Long term benefits. Sometimes, firms sign up because of their tax season overflow; that's a short-term benefit. However, offshore staffing is a way forward for you in the long term. It should be the core strategy of your firm, not just a one-time adventure. Like any local staff, a remote staff from MYCPE ONE also works under your management and fully reports to you. As they work from remote offshore offices of MYCPE ONE, this
1. Saves your cost and efforts
2. HR hassles and several other compliance issues
3. The firms that are working with us have a 25% partner-in-time reduction and an 18% onshore staff workload reduction
4. You can focus more on advisory services
View details here!
Yes. But first, you need to identify the requirements, which also includes realizing whether you have enough workload to keep the team occupied. We usually recommend taking a baby step and hiring 1 or 2 staff, and if the requirement grows, you are free to scale up the team size whenever you want.
Our Account Manager and Resourcing specialist will get in touch with you and help you navigate the hiring of new staff members. They will send you a resume and move forward from there.
We have a good sourcing specialist team, and we only hire candidates with a minimum bachelor’s degree and at least 1 year of experience in accounting and Tax (US/UK/CA). We don't hire complete freshers. We also check their records for references.
Replacement is more than easy. 1 out of 10 candidates requires replacement as per our internal survey. So replacement is not something abnormal; you can make a hiring mistake, or it can be a situation change from the firm or the employee. The good thing about replacement with MYCPE ONE is that every employee has a 3-month notice period. So in these 3 months, they have enough transition time for the new staff. Secondly, you don't have to train them from scratch as you did with your onshore staff. You will not be charged for the additional 3 months. We internally ask the outgoing staff to transfer duties and processes. However, our standards are high; our 1st Year attrition rate is 6%, 2nd Year attrition rate is 7%, and around 85% of our clients have staff who stay beyond 2 years. Our average retention is 5 Years.
As you know, offshore hiring is a long-term process, and adapting to a new system takes time. To ensure a smooth experience, we offer a two-week free-look-in period, allowing you to assess the hired staff before making a long-term commitment. If you ever feel the need for a change, we provide a staff replacement option to match your specific requirements and ensure seamless operations. Additionally, we have a simple two-month notice period in case you decide not to continue. This allows you to close the contract without hassle while ensuring a smooth transition.
There are no long-term commitments. There is only a 2-month notice period, which we must pay the employee. There are no hidden/extra charges.
Absolutely. For the past 10 years, MYCPE ONE has staffed 1,000+ accounting and tax professionals for CPAs and tax firms here in America, with knowledge of QBO/QBD, Xero, Drake, Lacerte, Ultratax, Pro series, CCH Axcess, Bill.com, Jetpack, Gusto, or any other software.
Yes. Soon after the agreement sign-up, we provide the client with resumes of candidates who match his criteria. We arrange for video interviews at the client’s preferred time (and online tests if required). This process is transparent and conducted to let our client choose the best person according to his requirements.
As per the contract, if the remote staff has availed any leaves, the client will not be charged for the same, unless has specifically granted paid leaves or vacation Also we discourage taking leaves during tax season unless unavoidable.
Yes, we will provide you with somebody with full overlap; however, that would cost extra because these people will work at midnight, and we have to provide them with night allowances. It would cost you $1 or $1.5 extra.
Whether local or offshore, staffing will always have little challenges, such as on-leave work accomplishments, staff management, training, staff learning and role, productivity, etc. Since the last 3 years, we have seen a significant increase in client satisfaction as we introduce the role of “Account Manager.” However, offshore staff would work directly with you and under your control and management. However, an Account Manager is like your HR offshore for your offshore staff or team. The account manager will endeavor to provide you with unbiased advice in the best interest of the firm and make building and managing the offshore team a successful and happy experience.
The chance of such a thing is very unlikely because a person is selected only after personally interviewing and checking the client's eligibility. However, in a rare scenario, if you wish not to continue working with staff already working for you, we will replace him/her. This process may take a maximum of 30 days.
Our hourly rates start at $11/hour, depending upon a few factors
The requirement of skillset and experience level.
Hiring model.
Signing up can be done online, or you may print and send statements with the corresponding timesheets. To pay online, provide us with bank details so we can make an ACH transfer to your account. We usually send weekly bills and debit accordingly. We will inform you beforehand about the charges.
We have a system of the weekly billing cycle.
We have a very flexible hiring model that works for public accounting firms of all sizes. According to clients' requirements that specify how long and how many hours per week they need staff, there are many options to choose from, such as permanent, temporary, seasonal, full-time, part-time, etc. Click here to see the details (leads to the flexible hiring options page).
Yes, MYCPE ONE provides a temporary hiring option. In fact, MYCPE ONE’s hiring models are flexible to suit all the needs of accounting firms of all sizes. Click here to read more (hiring options table).
No, there is no minimum commitment period for a particular staff member. Although there is a minimum contract of 3 months (with MYCPE ONE) in case of temporary and 6 months for a permanent hiring option, in the very unlikely event of a client not willing to continue working with selected staff, we replace them at a notice period of a maximum of 30 days. This does not involve any fees.
The normal shift/work time for full-time staff is 3 AM to 1 PM, irrespective of the time zone (including 30 minutes of meal break and 15 minutes of coffee break). This allows for 3-4 hours of overlap between your office timings and the staff working for you. Please note that since they start work at 3 AM, you may assign work in the evening, and meanwhile, you come to the office in the morning, most of the work is done. However, these times can be flexible and matched according to your office hours, but that might cost you extra, as staff needs to be paid midnight allowances and other facilities.
It takes 7 and 30 days to get staff on board and start working for you. This time variance depends on the availability and skillset required in a candidate, as specified by a client.
No, we proceed with the interviews after signup. Here, you interview and test the candidate to check for his/her experience and qualifications before hiring. This can take at most 30 days. After this time, in an unlikely case, if you do not find any suitable candidates, you can inform us and ask to cancel the agreement.
Yes. Soon after the agreement is signed, we provide the client with resumes of candidates who match the criteria. At the client’s preferred time, we arrange for video interviews (and online tests if required). This whole process is transparent and conducted to let our client choose the best person according to their requirements.
Our internal HR and hiring process is rigorous, so we qualify as best as our clients expect.
We carefully screen the applicants' resumes and conduct background/reference checks on the shortlisted candidates.
This is followed by Technical and HR rounds of interviews.
Other aptitude tests are also available, including typing speed and accuracy, English speaking and writing skills, and technical tests in relevant fields.
This is how we create our own candidate pool before sharing resumes with potential clients. In addition, we have a signed agreement with each candidate that assures a long-term association with us and a pledge to keep office data confidential.
The attrition rate at MYCPE ONE has been below 10%. Our HR policies are robust, ensuring the least gaps. Whenever a new employee joins, they sign a contract for at least 3 years of association. In special circumstances, sometimes we are allowed to leave earlier than that. Also, MYCPE ONE is one of the preferred local employers because of our multiple facilities, including cab, medical insurance, meals at the office, regular recreation, and several other benefits to prolong the employer-employee association.
Yes, we offer a trial period to assess the offshore staff's performance, ensuring they meet your needs before you make a long-term commitment.
MYCPE ONE’s accounting staffing solutions offer comprehensive support including training sessions, regular check-ins, and dedicated account managers to ensure seamless integration of offshore staff into your operations.
An account manager will be your go-to person. He will help and guide clients in any situation. We advise that any non-routine, non-regular, or policy matter shall only be dealt with by the account manager and shall never be communicated directly to remote staff. The account manager will help you with troubleshooting, pricing revisions, staff training, shift timings, leaves, and bonuses.
When you hire an offshore employee for an accounting firm, your offshore staff reports directly to you. However, you want. We understand that you can’t afford to lose control. In outsourcing, you have to follow the vendor’s policies, but in offshore staffing, you have 100% control as the staff follows your firm’s policies, protocols, and workflow.
If you or any of your colleagues wish to learn more, let’s have a quick chat and discuss future possibilities.
Let me put it this way -
You cannot simply outsource your Core Business function.
Outsourcing entails creating a hiring vendor for an on-demand team that works on an ad-hoc basis.
As far as offshore staffing is concerned, you are hiring dedicated staff who work and directly report to you like local staff. If everything is set up nicely, you can expand, and your offshore remote team can greatly support your local A-team.
Better still, they might also perform some core business functions if you don’t have enough capable people on site.
Watch the Video of one of our clients, Adam Hale, CPA, the founding partner of a 100% virtual accounting firm, and how they have transformed by successfully building a team of offshore staff - Watch Video
I can be biased, but I recommend you read this article about Breakaway Bookkeeping and Advising. An accounting firm in Tualatin, Oregon, integrated offshore staffing into its practice, and it was so ahead of its time that today, what it did sounds so relevant and essential.
Our clientele includes everyone from baby boomers to GenXers, including 725+ small, mid-size, and regional accounting firms. Some were ahead of the curve, while some joined us recently. On average, every accounting firm that has hired offshore staff and worked with us for over a year has seen a 20% to 35% rise in profitability.
Here is an E-Book on 100+ best practices for offshore staffing
We have 100% confidence in our recruitment process. It rarely happens. Even if you don’t like anyone after taking interviews and tests. There is no cost to it. You will be billed only when your hired staff starts working for you.
The task that can be offshored is the E-Book Link. Typically, when you first start with offshore staffing, you will integrate. We can do the exercise where you require your firm to list what tasks they can delegate.
"However, we do not recommend outsourcing for accounting and related tasks. Outsourcing can be used for non-core business operations that are not repetitive. If the same is done for the core operations, it may lead to poor quality work delivery and, consequently, can lose credibility in the business group.
On the other hand, when your staff is working on your tasks, you can supervise him/her, leaving a lesser chance of fatal errors. It is impossible when you outsource as you are assigned an account manager who might not know who is working on the task. Your staff also learns on the job and, with experience, only gets better, which is ultimately great for your firm in the long run. "
No, we are not an outsourcing company. Instead, we are a comprehensive ecosystem designed to empower CPAs and accounting firms with a comprehensive suite of services—all in one place. As a strategic platform, MYCPE ONE offers services that include outsourcing, continuing education, exam prep, website development, digital marketing, M&A advisory, and industry insights to support firms in delivering exceptional value to their clients.
People usually misunderstand offshore staffing and outsourcing, as they are two different things. Outsourcing is good for carrying out non-core or one-time services, while it could give inconsistent results in core business operations. On the other hand, having an offshore staff saves from this risk as the work is always carried out under your supervision, which is a rarity in outsourced services.
Yes, you can. It is an optimum choice as it will significantly benefit your business in terms of pricing, scalability, and focus on core aspects.
Finance and Accounting outsourcing is a valuable option for firms looking for growth and scalability. It gives you access to a team with specialized expertise that offloads your routine tasks so that you can focus completely on the firm's growth.
Offshore accounting services are various accounting services of a firm that can be offshored to a partner. These include Bookkeeping, Audit, Tax Accountant, Accountants, and more.
We typically don't allow work from home. All our staff work from secure offices, which we have in 40+ offices across 20+ cities in India and the Philippines.
However, the Big Four firms and large accounting firms have embraced permanent work-from-home arrangements, which has pushed MYCPE ONE to provide their employees with work-from-home opportunities. These firms are allowing not only permanent WFH but also working on Indian timings (9.00 am IST to 6.30 pm IST). We still prefer to have at least 3 to 4 hours of crossover time. However, as a result, experienced staff members now have expectations for this flexibility as well. This shift in employee preferences has prompted us to reconsider and reshape our policies to accommodate requests on an individual case-by-case basis. However, we are aware of the concerns that our clients have regarding data security and confidentiality.
In that case, we give work from home with the client's approval. We also take extra precautions regarding privacy and data security. Below is the list of security parameters we take for each staff member if they have to work from home:-
Most clients want great service and a wonderful experience for a fair price. However, there is no harm in trying and experimenting with a few clients. We are successfully working with 1000+ CPA and accounting firms, and that’s more than a testimony. And more than clients, it’s what you think is important.
India is a hub for the global economy, a hotbed of talent, second home to Big 4, second home to Fortune 500 companies, tech giants, and the accounting Industry. India is a hub for building global delivery centers. Not just the big 4, but 200+ companies have offshore offices in India. This has led to the building of an ecosystem in India. That's where we hire people and get the training done for them. Even if you hire locally, it could be a bad hire. Here, you get a chance to test his capabilities and competencies, and you also get a chance for a replacement. However, we can provide you with a very capable staff.
As per our survey, 6 out of 10 failures are caused by a lack of integration. We have seen many firms start with offshore staffing but either give up on it or lose a good onshore employee on their journey toward building an offshore team.
Both situations are unfortunate, and we have encountered them often and largely because the onshore team starts feeling insecure as soon as firms start hiring offshore staff. We need to manage this with the 4 C’s for a successful onshore and offshore team working towards a common goal, which is “Firm’s Betterment & Well Being.”
Communication is the key to keeping the other three together. We need to keep both teams on the same page.
Yes, staff directly work under your control and management. They will be working on your processes. It is “your staff working from MYCPE ONE’s Office. Besides being away, you hold full control.
Every offshore staff member who works for you has prior work experience in US accounting and tax and a minimum bachelor’s degree in accounting.
As we have worked with 1,000+ accounting firms, here is a link to many of those success story videos. Feel free to reach out to any of them.
Typically it does not happen, however, we want to be flexible because when we hire someone we take the commitment that you need to work on this shift timing, when they say okay, then only he gets signed up. Staff can accomplish your shift timing on occasion situations or deadlines as any staff would do. However, changing permanently would not be the right thing.
There are multiple ways, and our account manager will be the right person to help you and give you guidance. However, you treat them as your own staff, make them feel comfortable about this relationship, and provide them with the right confidence.
Staff complete timesheets daily to indicate the completion of their tasks and the time taken to attempt them. MYCPE ONE has its online timesheet as a standard, which employees generally fill in and send to their respective employers. However, if a firm has its own timesheet format and wants its employees to make entries into it, we approve it. By reviewing these timesheets, you can transparently monitor the performance and output of your staff.
Yes, English is a very widely spoken language in India. In fact, it is the second most widely used language of a large number of Indian professionals. The English language never plays a barrier in communication as we only hire employees who are fluent in English. However, the accent of Indians is quite neutral, yet a lot different than that of Americans. So, it is advisable to speak at a little slower rate and give staff a chance to get used to how you communicate with them for lucid understanding.
Our remote staff works from our secure remote offshore offices. We have 40+ offices across 20+ cities in India and the Philippines. We follow a strict no-work-from-home policy for the safekeeping of client data and information.
No, there is no extra fee for setup. At the time of signup and requirement statement, you can tell us the list of software (including versions) you use at work. We would have it installed at our workstations accordingly. At your end, you might need to set a remote sharing ID and password, which your remote employee will use to log in and log out of your system in order to work. If you need any help with setup, our IT team will help you promptly.
Every employee is provided with a Twin-Screen computer with the latest operating system, software, and high-speed internet connection for general tasks. The workstations also include a web camera and a microphone for video conferencing. Apart from that, every employee has a separate US contact number where you can speak using your telephone/mobile phone. We also provide them with email addresses. If you need any other means of communication, you may specify that to us, and we can try to arrange it. However, the internet on every computer is under limited usage and does not allow personal email access, social networking, and other websites, so sensitive data shared with employees is always safe and secure inside our premises.
There are a number of convenient methods to communicate with your remote staff.
Yes, you can provide your remote staff an email ID on your firm’s domain. Generally, each staff is assigned his/her own email through MYCPE ONE’s own domain, yet there are a lot of clients who wish to have their staff use email IDs personalized according to their firm’s needs. We allow it after risk assessment.
There are three methods that remote staff can use to access documents/information/data at the client’s end:
You can use any of the three methods to let your staff access a particular file (document/information/data) and give you back the completed work.
We are an ISO 27001:2022 certified organization for data security and confidentiality. ISO 27001 is the Information Security Management Standard. We are also GDPR compliant and approved by the IRS for continuing education. We hold SOC 2 Type I-II Certifications.
At our office, we have biometric security protocols, 24x7 monitoring, and a secure workspace. You are more than welcome to visit our offices in India, or, easier way, you can take a video tour.
Yes, our offshore professionals are trained in a wide range of accounting software. We also offer training to meet the specific software needs of your firm.
MYCPE ONE adheres to strict confidentiality protocols, including non-disclosure agreements with staff and robust data protection measures, to safeguard all client information.
It depends! However, there is always a theoretical risk of data breaches regardless of the staffing model. Risk should be assessed relatively, not absolutely. When handled professionally, offshore staffing can actually offer more robust data security compared to local staffing due to structured protocols, legal safeguards, and track records.
Let’s break this down with a direct comparison:
[TABLE AS GIVEN THERE]
Well, let me tell you, we are a US company, and we provide you our contract of protecting your data, privacy & confidentiality in writing. So, in case that happens, you have stronger recourse against us (although this has never happened in the history of over 10 years of our business).
It can’t happen because mobile phones aren’t allowed in the work area; they have to be kept in a locker before entering the workplace. Also, all entries and exits are key cards enabled, and the entire facility is under CCTV camera surveillance that is monitored 24x7.
The IT setup is very simple, safe, and secure. Your data isn’t going to move at all. We’ll set up remote login and your offshore staff will log in to your workstation to do the work and log off when done. No back and forth data transfer are involved, so technically your data never leaves your office.
I know direct control and reporting are of utmost importance, and that’s why MYCPE ONE provides you with staff who work dedicatedly with you. Let’s say you hire staff part-time for 20 hours/week. Your staff will work only for you during the designated hours will report directly to you, and follow your firm’s policies and protocols. He is your employee by all means. He just works from our secured facilities in India.
We provide feature phones, and in case of two-step authentication required, we provide smartphones but only on approval of the client. However, in any case, personal phones are not allowed.
To begin with, the whole office is paperless. We do not allow pen-paper-any stationery, digital computer printers, personal mobile phones, or portable storage devices into the work area. The USB ports are disabled for data transfers. No staff has access to personal emails, social media, or any such means that can facilitate transferring sensitive data. The emails, folder systems, and internal servers at the office are continuously monitored by the in-house IT department for inconsistency. There are no printers connected to our internal network. Hence, we eliminate the chances of taking data out of the office by any means, either electronic or printed. It is like your own office where the data never leaves the premises.
Before we hire someone, we carry out background checks and go through the references of previous employers about the person’s conduct at the past organization, if any. While joining the organization, every employee has to sign an undertaking that states that he/she will respect the privacy of the client data being handled. Additionally, he is legally bound to do so, and there could be legal actions against an employee if inconsistencies are discovered from his/her end. So far, none of our employees have disappointed us in this regard.
Yes, our entire premises are covered under security cameras both from exterior and interiors. In fact, every cabin inside the office has 2 cameras fixed for better visibility of the happenings and monitoring against any untoward incidents. These cameras are operational on a 24X7 basis.
Of course! We would be more than glad to be your hosts and welcome you with our hospitality. We believe it is always better to see and believe. By visiting us, you not just see the whole infrastructure and security setup, but also get to know how things actually work at our office. Few of our clients have visited us in the past, and have had happy memories. You can view our online reviews for references.
ISO 27001 is an internationally recognized Information Security Standard published by the International Organization for Standardization. This certification is awarded to the exclusive organizations that comply with the information security guidelines of ISO and strictly abide by them at all times. MYCPE ONE is one such organization that has this certification.
At the time of signing the contract, we provide our commitment to safekeeping client data in a written undertaking. We take every measure to honor it. In case we fail (we haven’t done so yet) at some level or a violation still occurs, a client is entitled to proceed legally. However, there has never been such an incident where a client found a breach in data security, which in itself speaks volumes about the level of commitment we show towards the protection of confidentiality that we are trusted with.
At the time of signing the contract, we provide our commitment to safekeeping client data in a written undertaking. We take every measure to honor it. In case we fail (we haven’t done so yet) at some level or a violation still occurs, a client is entitled to proceed legally. However, there has never been such an incident where a client found a breach in data security, which in itself speaks volumes about the level of commitment we show towards the protection of confidentiality that we are trusted with.
In traditional offshoring, you get staff with limited control. With MOS, you have full control over hiring, promotions, work policies, and salaries, with clear visibility into what you pay your staff and what you pay us for managing operations.
You pay a simple monthly management fee plus direct staff salaries, with no hidden costs.
This management fee covers everything your offshore team needs to function smoothly- HR support, payroll processing, IT setup, legal compliance, infrastructure, and day-to-day administration.
Yes. Both full-time and part-time hiring options are available based on your firm‚ as per needs.
You manage the day-to-day work, deliverables, and workflow. We handle recruitment, HR, payroll, infrastructure, and compliance in the background.
You can hire for roles in tax, accounting, audit, CAAS, payroll, admin, and more, ranging from junior preparers to senior managers.
No. Your offshore team will work using your firm's existing SOPs, tech stack, and internal processes.
You will have a Dedicated Client Success Advisor, plus we conduct formal 60-day check-ins and half-yearly business reviews to monitor performance.
Yes. Most team members provide 3-4 hours of overlap with U.S. hours to enable real-time communication.
Yes. Typically, we suggest one primary location and 2-3 satellite locations to help you diversify talent and improve retention. Staff can be placed across our 40+ offices in 20+ cities.
Yes. All profiles go through our 7-step vetting process. Once shortlisted, you get to interview, assess, and select your team.
Yes. Staff at Level 4 and above generally have strong communication skills and can interact directly with your clients.
We handle smooth transitions. Replacements for junior roles are quicker, while mid-to-senior roles may take 4-6 weeks.
Yes. You can terminate at any time with a 9 weeks notice period, which applies for both terminations and resignations.
Yes. You can structure hybrid or remote models based on your policies. Management fee reduces in the WFH set-up.
Yes. You can hire for roles in M&A, FP&A, HR, marketing, and more. This model is not restricted to accounting.
A dedicated recruiter works with your team to define roles. We handle sourcing while you can take next steps like tests, shortlisting, and negotiation. You conduct final interviews.
Yes. You can start small.
"Yes. You can terminate your staff any time you wish. However, in such an event, you are required to provide them a notice period of 9 weeks wherein they will be working for you and obtaining payment for their services. Similarly, if your staff has resigned from their job, they will be required to put in a notice period of two months as well.
At MYCPE ONE, every employee we hire is liable to work with us for a minimum of two years. However, if we wish to terminate their contract before the stipulated period, we can do so provided they are allowed to complete a notice period of two months."
MOS functionalities resemble an arm of your firm rather than an independent body. Therefore, its structure often resembles the anatomy of the client organization. Yet, some key workers are indispensable. It's important to build a core team of senior professionals and always hire that one senior professional for the responsibility of the overall operations of the venture. Our core leadership team will work with you closely at each point of journey.
Yes, usually all the existing offshore staff members will be migrated to the new office under the DOO model.
Yes. Based on team size and agreement, we offer custom-branded setups, dedicated suites, and access-controlled spaces.
Yes. You‚ are encouraged to visit, conduct in-person onboarding, and spend time with your team. We support all logistics.
India's ecosystem is evolving. Post-pandemic, there has been a strong shift back toward office-based work‚ especially in Tier-2 cities, where retention is significantly higher compared to metro areas. These locations offer better long-term stability for offshore teams. That's why we have prioritized expanding our infrastructure in Tier-2 and Tier-3 cities, ensuring firms get access to a loyal workforce in professionally managed environments. Our office development strategy is aligned with providing long-term staffing solutions built for retention, cost efficiency, and team stability.
Yes. Your onshore staff is welcome to visit, work from the location, and conduct training or onboarding. This is common practice at the start of engagements and occasionally thereafter. We'll be happy to assist with logistics, accommodation, and bookings to make your visit smooth and productive.
Yes. Transparency and flexibility have always been a part of our model. Under MOS, you have the freedom to customize HR policies for your offshore team - whether it's additional perks, leave policies, or performance reviews. As long as the core policies remain compliant, you're welcome to introduce changes that reflect your firm's internal culture and structure.
Absolutely. We're here to guide and support you in setting up your HR framework. While we can provide templates and best practices, we strongly recommend replicating your onshore policies to ensure consistency. This helps your offshore team adopt your firm's values and operate as a true extension of your in-house team.
No. We remain the Employer of Record and take care of all compliance in India and the Philippines.
Yes. We follow all relevant guidelines and provide due diligence documentation on request.
We're SOC 2 Type I & II, ISO, and GDPR compliant. Security is built into our infrastructure, IT setup, and employee policies.
Yes. All contracts include non-solicit, data protection, and confidentiality clauses.
Yes. We carry Professional Liability and Cyber Insurance for both our U.S. and Indian entities.
We have access to 250,000+ professionals. You can scale as needed. Our hiring engine and internal bench help fill roles fast.
Typical transition takes 30-60 days, including contracting, space setup, team migration, and new hiring.
You will get more visibility, faster communication, and better cultural integration with your offshore team.
Billing is monthly, with a fixed management fee and a separate salary component. A security deposit may be required based on terms.
No. You continue paying our entity as a 1099 contractor. Only the billing model changes.
No. In fact, this model typically reduces your total cost by 10-20% due to improved transparency and salary efficiency.
No, there is no lock in period or long-term commitments.
Yes. You can suggest changes. Our legal team will review and discuss, though final implementation depends on mutual approval.
It means your firm cannot directly hire, poach, or engage with our team members-current or past-for up to 10 years post-agreement unless you become Employer On Record and transfer them to your payroll.
Yes. We support Build-Operate-Transfer (BOT) models. A one-time employee transfer fee applies.
No. We handle all regulatory responsibilities and act as the legal employer.
With our MYCPE ONE Individual Subscription, you get unlimited access to 15,000+ hours of content and 100+ qualifications. Subscribe once, and all the courses on our platform are yours to explore with no hidden costs. It’s a one-stop solution for all your continuing education needs.
You’ve got 12 months of unlimited learning from the day you sign up! For example, if you start your subscription on October 1, 2024, you’re covered until October 1, 2025. Just imagine a whole year of uninterrupted learning at your fingertips!
We wish! But the subscription is just for you. Since the subscription is tailored specifically for you, it’s non-transferable. This helps us keep your learning experience personalized and secure, ensuring that all content is just for you.
It’s simple! Each course has a detailed description page with a “Qualified For” section. This will tell you exactly which qualifications and subject areas the course is aligns with, so you can pick what fits your needs.
Yes, if you’ve opted for auto-renewal, you’re all set! Your subscription will automatically renew at the same rate, so you can keep learning without worrying about any interruptions or price changes. Hassle-free learning.
Definitely! Our platform works seamlessly on mobile devices, so you can access all of our courses from your phone or tablet—perfect for learning on the go.
You sure do! After completing a course, you’ll receive a certificate that you can download. It’s perfect for showing off your hard work or fulfilling compliance requirements.
Of course! MYCPE ONE for Teams is designed for businesses, providing tailored content and management tools for tracking your team’s professional development. If you want to know more, head over to our MYCPE ONE for Teams page for all the details, or reach out to us for more info!
Of course! Our friendly customer support team is just a chat, email, phone call, or Zoom away, ready to assist you on weekdays from 9 AM to 5 PM EST. Got a question? Ring us at 646-688-2884 or shoot an email to inquiry@my-cpe.com. We’re always here to help!
MYCPE ONE for Team provides Team plan to a vast range of training programs for your employees. Each course completion is rewarded with a Continuing Education Credit Certificate. Additionally, you can effortlessly track and organize the learning progress of all your team members under one enterprise account.
Our MYCPE ONE Team plan is designed to streamline your team's learning process. With easy onboarding and course assignments, we ensure a seamless educational journey for each team member. Our platform is approved for over 100 qualifications, covering essential areas like accounting, tax, finance, and HR. Plus, we offer tools like our mobile app and Certificate Vault for advanced learning management.
Absolutely! We offer assistance to help you get your in-house trainings and meetings CPE approved, ensuring your team's time and effort are accredited.
Yes, we offer a 7-day free trial. This is a great opportunity to explore our platform and see how it can benefit your team.
Signing up is easy! Start by creating a Manager Account using our sign-up link. After setting up your account and choosing your plan, you can invite your team members to join the enterprise subscription. As a manager, you’ll be able to add/remove users and track their progress conveniently.
Each course's qualification approval can be found on its detail page. You can also use our "Qualified For" section to check the qualifications and subject areas that each course caters to.
Certainly! Our customer support team is here to assist you with any queries. You can reach us via chat, email, phone, or Zoom calls on weekdays from 9 AM to 5 PM EST. Feel free to contact us at 646-688-2884 or send an email to inquiry@my-cpe.com.
Exam prep courses are offered on-demand, allowing you to study at your own pace.
Each course provides practice tests, multiple-choice questions (MCQs), mock exams, and study guides.
Yes, both exam prep courses come with practice tests and mock exams to help you prepare for the real exam
You can ask questions and receive guidance during the monthly live mentoring sessions.
Yes, MYCPE ONE ensures that your Exam Prep Courses are always up-to-date at no additional cost.
You will have access to the course for 36 months from the date of subscription.
SEO helps your firm appear when clients search for services like 'tax accountant near me' or 'small business CPA in [city],' increasing leads from local and relevant searches.
Terms like 'CPA in [city]', 'tax planning for small businesses', or 'IRS audit help' align with client search behavior and improve visibility.
It helps Google display your service and location, e.g., 'Tax Accountant in Denver | ABC CPAs,' improving click-through rates from search results.
Local SEO optimizes your firm for 'near me' searches. This is critical because most clients look for local accounting help.
It boosts your visibility on Google Maps and local search, especially during tax season or when clients urgently need help.
Schema adds structured data (like 'accounting service' or 'business hours') to improve how Google displays your firm in results, such as with reviews and location.
Potential clients may leave a slow site, especially if searching for urgent services like 'file tax extension.' Google also penalizes slow-loading pages.
Many users search from phones during tax season or financial crises. A mobile-optimized site ensures they find and contact your firm quickly.
Quality backlinks (e.g., from local chambers or financial blogs) increase trust and improve search rankings, drawing in more qualified leads.
Blogs on 'how to lower your tax bill' or 'IRS audit red flags' attract clients via Google and establish your firm as an expert.
When multiple pages target the same keyword, harming SEO content should be distinct and focused.
Internal links keep visitors engaged and boost SEO across your website.
800-1500 words typically perform well for in-depth CPA-related topics.
They address common concerns and help rank for voice and long-tail search queries.
It 's a highlighted search result structured content with concise answers can help capture it.
It educates clients, reduces support requests, and boosts SEO.
Optimizing for voice search and mobile-based local queries like 'best tax CPA near me'.
Dedicated pages rank better and convert more visitors into leads.
SEO helps your website rank higher in search engines, increasing visibility and organic traffic without paid ads.
On-page SEO involves optimizing individual web pages with keywords, meta tags, internal linking, and content structure.
It refers to actions outside your website—like backlinks and social signals—that impact your search ranking.
Keywords signal to search engines what your page is about, helping it appear for relevant queries.
It provides a brief summary of the page in search results, influencing click-through rates.
Google uses mobile-first indexing, so mobile-optimized sites rank better.
Faster sites offer better user experience and are favored by search engines.
It includes backend optimizations like site speed, XML sitemaps, robots.txt, and structured data.
It targets search visibility in a specific geographic area, ideal for local businesses.
Backlinks from reputable sites act as endorsements, improving authority and rankings.
A score predicting how well a site will rank; influenced by quality backlinks and content.
It helps search engines discover and index all pages on your site.
Schema adds structured data to your site, enhancing how results appear in search engines (e.g., rich snippets).
Typically 3–6 months, depending on competition and strategy.
Rankings may drop over time, and competitors may overtake you.
FAQs, tax deadlines, business accounting tips, or guides on choosing a CPA all help engage potential clients.
At least 1 -2 posts per month keeps your site fresh and improves your authority in the eyes of search engines and clients.
Topics like 'how to choose an accountant' or 'difference between CPA and EA' stay relevant year-round.
Yes free tax checklists or year-end planning guides can capture leads and build trust.
Yes platforms like LinkedIn and Facebook build credibility, showcase expertise, and keep your firm top-of-mind.
Tax tips, deadline reminders, financial news updates, team highlights, or community involvement.
LinkedIn (for business clients), Facebook (for local outreach), and YouTube (for explainer videos) are most effective.
Staying active keeps your firm visible and builds ongoing trust, especially between tax seasons.
Yes, targeted posts and ads can attract individuals and small businesses looking for financial help.
Email keeps clients informed about tax changes, deadlines, and reminders building trust and driving repeat business.
5 Last-Minute Tax Tips, 'Quarterly Tax Payment Reminders,' or 'What's New for 2025 Tax Season.'
Yes monthly or quarterly newsletters educate clients and highlight your services.
Offer downloadable resources in exchange for emails, or collect them through appointment forms.
High especially when targeting existing clients for new services like payroll, advisory, or business consulting.
Quality content attracts, engages, and retains audiences while supporting SEO and branding.
Clear, valuable, keyword-rich, and engaging information tailored to your target audience.
Consistency is key—1-4 high-quality blogs per month is a good start.
Content that remains relevant over time and continues to drive traffic.
A plan for creating, publishing, and managing content aligned with business goals.
Educational blogs help answer common tax and accounting questions, improve SEO, and demonstrate expertise to potential clients.
It 's often a client 's first impression. A polished, informative site builds trust and converts visitors into appointments.
Homepage, Services, About Us, Testimonials, Blog, Contact, and maybe a Tax Tools or Resources page.
Clear CTAs, fast load times, trust signals (badges, reviews), and easy navigation.
Add CPA certifications, reviews, case studies, affiliations (AICPA), and staff bios.
Your firm's story, team qualifications, values, and client success stories to humanize the brand.
Optional some firms share ranges or 'starting at' prices to build transparency, while others offer consultations first.
It streamlines client engagement, especially during busy seasons like Q1 or tax deadline weeks.
It secures data transmission essential when clients submit sensitive financial info online.
Yes social proof increases trust, especially for new or relocating clients.
It tracks how people find and use your website's so you can optimize for lead generation.
Around 3-5% is a good benchmark but varies based on traffic quality and services.
To understand what drives leads and how to improve marketing ROI.
These tools show where users click or get stuck, helping you optimize for better engagement.
Website traffic, bounce rate, contact form submissions, time on site, and local keyword rankings.
It's the process of attracting potential clients through your website, social media, or content, and converting them into inquiries or consultations.
Offering downloadable tax guides, checklists, or free consultations in exchange for contact information helps generate qualified leads.
CTAs like 'Schedule a Tax Consultation' or 'Download Our Tax Checklist' guide visitors toward becoming clients.
Yes instant responses help engage site visitors and answer basic questions to generate leads.
By simplifying forms, adding trust badges, using strong CTAs, and showcasing client testimonials.
A strong brand builds trust, sets you apart from competitors, and communicates professionalism.
CPA sites handle sensitive data SSL certificates, secure forms, and hosting protect client information.
Portals let clients upload documents safely and communicate confidentially with your firm.
Yes it ensures accessibility for all users and reduces legal risks.
It involves securing user data and following laws like GDPR or CCPA if applicable.
Absolutely it builds trust and meets legal standards when collecting client information.
Offer portals, newsletters, educational content, and reminders for tax deadlines.
It personalizes your firm and builds trust clients want to know who they're working with.
Yes real clients sharing positive experiences enhance credibility more than text alone.
An online welcome process that simplifies paperwork and improves the first impression.
Yes to improve services, gather testimonials, and identify upsell opportunities.
It builds trust, credibility, and serves as the foundation of your digital presence.
Clean layout, intuitive navigation, fast loading, and responsive for all devices.
Over 50% of traffic is mobile; Google ranks mobile-friendly sites higher.
A design that adapts to different screen sizes- desktop, tablet, and mobile.
A platform like WordPress that lets you manage content without coding.
Ideally every 2–3 years for design, and continuously for content and features.
A service that stores your website files and makes them accessible online.
Secure Sockets Layer encrypts data; essential for security and SEO.
Good UX increases satisfaction, engagement, and conversions.
Slow sites drive away users and negatively impact SEO.
A prompt encouraging users to take action, like “Contact Us” or “Buy Now.”
The percentage of users who leave after viewing only one page-lower is better.
Making your site accessible to people with disabilities is often a legal requirement.
Yes, especially with user-friendly CMSs like WordPress, training helps.
Yes, it supports SEO, thought leadership, and customer engagement.
Through certifications, client reviews, active content creation, and consistent branding.
Yes thank positive reviewers and professionally address negative ones to show accountability.
Consistent information across your website, Google profile, and directories boosts SEO and client trust.
Monitoring and managing online reviews, mentions, and overall public perception of your firm.
Yes targeted Google Ads help attract clients searching for accounting services in your area.
Keywords like 'CPA near me', 'tax accountant in [city]', or 'bookkeeping services for small business'.
Budgets vary, but even $500 to $1500/month can drive measurable ROI when well-targeted.
Yes Facebook is great for local targeting, while LinkedIn works well for attracting business clients.
Showing ads to previous website visitors keeps your firm top-of-mind and encourages return visits.
Pay-per-click ads charge only when someone clicks your ad, popular on Google and Bing.
You bid on keywords; Google shows your ads based on quality score and relevance.
Showing ads to users who have previously visited your site to encourage return visits.
A dedicated page designed to convert visitors from an ad or campaign.
Continuously test and optimize; seasonal campaigns can also be effective
Tailored pages improve conversion by aligning with user intent and ad messaging.
A mix of SEO, local listings, educational content, and Google Ads offers strong ROI.
Track leads, appointments, conversions, and revenue attributed to digital efforts.
It helps identify market gaps and improve your firm's unique value proposition.
Yes agencies bring expertise, efficiency, and tools most firms lack in-house.
Automating follow-ups, newsletters, and reminders saves time and nurtures leads effectively.
Retrieving data. Wait a few seconds and try to cut or copy again.
Yes short videos answering tax FAQs or introducing your team build trust and engagement.
By focusing on niche content (e.g., estate planning, wealth management) and polished branding.
Guides like 'Year-End Accounting Checklist for SMBs' or 'How to Choose a Business CPA'.
It builds relevance and trust for example, saying you specialize in real estate or medical practices.
Promote services like tax prep or year-end planning with timely content and ads.
AI content tools, personalization, voice search, and video will continue to grow in importance.
Through KPIs like traffic, conversions, ROI, and engagement.
Agencies bring expertise, tools, and experience that save time and maximize ROI.
Organic is unpaid (SEO), while paid involves ads—both have strategic roles.
High ROI due to targeting, measurability, and low cost vs. traditional media.
Videos improve engagement, storytelling, SEO, and conversions.
A free listing that boosts local SEO and shows your business on Google Maps.
Yes, websites are for conversion and info; social media is for engagement and outreach.
It builds brand awareness, engagement, trust, and can drive website traffic and leads.
It depends on your audience—LinkedIn for B2B, Instagram/Facebook for B2C, etc.
3–5 times a week is ideal for most platforms to stay consistent and engaging.
A schedule that helps organize what and when to post on social media.
Key metrics like reach, engagement rate, click-through rate, and conversions.
Reviews, testimonials, and social shares that build trust and credibility.
Depends on your audience; younger, casual users may prefer TikTok, while YouTube is broader.
Through metrics like conversions, engagement, website traffic, and sales.
Yes, it remains one of the highest ROI channels when done correctly.
A series of automated emails sent based on user behavior or time triggers.
Use lead magnets like ebooks, discounts, or exclusive content.
Dividing your list into groups based on behavior or demographics to personalize content.
Use a reputable sender, avoid spammy language, and keep engagement high.
It provides data to understand user behavior, traffic sources, and conversions.
A tool to track and report website traffic and user interactions.
Monitoring actions like form submissions or purchases to measure campaign success.
A visual representation showing where users click or hover on your site.
Comparing two versions of a page or ad to see which performs better.
Defining how your brand is perceived compared to competitors.
A statement explaining what makes your product/service unique and beneficial.
Attracting and converting prospects into potential customers.
Attracting customers through valuable content and experiences.
Using tools to automate tasks like emails, social posts, and lead nurturing.
A free tool that helps monitor and improve your site's performance in Google search.
SEO tools for keyword research, backlink tracking, and competitor analysis.
A user-friendly design tool for creating graphics and content.
A platform for creating and managing email marketing campaigns.
A popular CMS used to build and manage websites.
High-quality videos boost engagement, explain services clearly, and increase trust helping convert more viewers into customers.
By creating explainer videos about tax tips, service overviews, or firm introductions to humanize their brand and educate clients.
Client testimonials, team introductions, service explainers, webinar clips, and seasonal tax tip videos perform well.
Editing ensures clarity, enhances storytelling, and removes distractions resulting in a more polished and professional final product.
Typically 60 -90 seconds for promos and 3 -5 minutes for educational content, keeping viewers engaged without losing interest.
A prompt at the end of a video encouraging viewers to take action, such as 'Schedule Your Free Consultation' or 'Visit Our Website'.
Captions improve accessibility, help with retention, and ensure viewers can follow even with the sound off common on social media.
Captions improve accessibility, help with retention, and ensure viewers can follow even with the sound off common on social media.
Embedded videos increase time-on-site, explain complex topics quickly, and contribute to better SEO.
YouTube, LinkedIn, Facebook, and embedded on their own website are best for professional and local reach.
Motion graphics are animated visuals used to simplify complex information, great for tax or financial concepts.
Production involves filming and planning; editing is post-production where footage is cut, polished, and finalized.
They reinforce branding and professionalism by using logo animations and consistent design elements.
Storytelling makes content relatable and memorable ideal for highlighting client success stories or firm culture.
Once or twice per month helps maintain engagement and ensures content stays fresh and relevant.
A script provides structure, ensures clarity, and saves time during filming by outlining the message and flow.
Short, engaging videos drive higher reach and shares, helping campaigns stand out and increase conversion.
They're graphics at the bottom of the screen showing names, titles, or key messages adding clarity and professionalism.
Videos can rank in Google search, improve page engagement, and provide additional keyword-rich content.
A short video where clients share their experience, adding credibility and emotional appeal to your marketing.
Vertical videos are optimized for mobile and social platforms like Instagram Reels, TikTok, and Facebook Stories.
Yes cutting highlights into shorter clips is a cost-effective way to reuse content for email, social, or blog posts.
Color grading adjusts tones and colors to create a consistent, appealing visual style.
It enhances emotion, fills silence, and keeps viewers engaged when used appropriately and at the right volume.
By using your logo, fonts, colors, messaging style, and tone consistently across all video content.
SEO helps your firm appear when clients search for services like 'tax accountant near me' or 'small business CPA in [city],' increasing leads from local and relevant searches.
Terms like 'CPA in [city]', 'tax planning for small businesses', or 'IRS audit help' align with client search behavior and improve visibility.
It helps Google display your service and location, e.g., 'Tax Accountant in Denver | ABC CPAs,' improving click-through rates from search results.
Local SEO optimizes your firm for 'near me' searches. This is critical because most clients look for local accounting help.
It boosts your visibility on Google Maps and local search, especially during tax season or when clients urgently need help.
Schema adds structured data (like 'accounting service' or 'business hours') to improve how Google displays your firm in results, such as with reviews and location.
Potential clients may leave a slow site, especially if searching for urgent services like 'file tax extension.' Google also penalizes slow-loading pages.
Many users search from phones during tax season or financial crises. A mobile-optimized site ensures they find and contact your firm quickly.
Quality backlinks (e.g., from local chambers or financial blogs) increase trust and improve search rankings, drawing in more qualified leads.
Blogs on 'how to lower your tax bill' or 'IRS audit red flags' attract clients via Google and establish your firm as an expert.
When multiple pages target the same keyword, harming SEO content should be distinct and focused.
Internal links keep visitors engaged and boost SEO across your website.
800-1500 words typically perform well for in-depth CPA-related topics.
They address common concerns and help rank for voice and long-tail search queries.
It 's a highlighted search result structured content with concise answers can help capture it.
It educates clients, reduces support requests, and boosts SEO.
Optimizing for voice search and mobile-based local queries like 'best tax CPA near me'.
Dedicated pages rank better and convert more visitors into leads.
SEO helps your website rank higher in search engines, increasing visibility and organic traffic without paid ads.
On-page SEO involves optimizing individual web pages with keywords, meta tags, internal linking, and content structure.
It refers to actions outside your website—like backlinks and social signals—that impact your search ranking.
Keywords signal to search engines what your page is about, helping it appear for relevant queries.
It provides a brief summary of the page in search results, influencing click-through rates.
Google uses mobile-first indexing, so mobile-optimized sites rank better.
Faster sites offer better user experience and are favored by search engines.
It includes backend optimizations like site speed, XML sitemaps, robots.txt, and structured data.
It targets search visibility in a specific geographic area, ideal for local businesses.
Backlinks from reputable sites act as endorsements, improving authority and rankings.
A score predicting how well a site will rank; influenced by quality backlinks and content.
It helps search engines discover and index all pages on your site.
Schema adds structured data to your site, enhancing how results appear in search engines (e.g., rich snippets).
Typically 3–6 months, depending on competition and strategy.
Rankings may drop over time, and competitors may overtake you.
FAQs, tax deadlines, business accounting tips, or guides on choosing a CPA all help engage potential clients.
At least 1 -2 posts per month keeps your site fresh and improves your authority in the eyes of search engines and clients.
Topics like 'how to choose an accountant' or 'difference between CPA and EA' stay relevant year-round.
Yes free tax checklists or year-end planning guides can capture leads and build trust.
Yes platforms like LinkedIn and Facebook build credibility, showcase expertise, and keep your firm top-of-mind.
Tax tips, deadline reminders, financial news updates, team highlights, or community involvement.
LinkedIn (for business clients), Facebook (for local outreach), and YouTube (for explainer videos) are most effective.
Staying active keeps your firm visible and builds ongoing trust, especially between tax seasons.
Yes, targeted posts and ads can attract individuals and small businesses looking for financial help.
Email keeps clients informed about tax changes, deadlines, and reminders building trust and driving repeat business.
5 Last-Minute Tax Tips, 'Quarterly Tax Payment Reminders,' or 'What's New for 2025 Tax Season.'
Yes monthly or quarterly newsletters educate clients and highlight your services.
Offer downloadable resources in exchange for emails, or collect them through appointment forms.
High especially when targeting existing clients for new services like payroll, advisory, or business consulting.
Quality content attracts, engages, and retains audiences while supporting SEO and branding.
Clear, valuable, keyword-rich, and engaging information tailored to your target audience.
Consistency is key—1-4 high-quality blogs per month is a good start.
Content that remains relevant over time and continues to drive traffic.
A plan for creating, publishing, and managing content aligned with business goals.
Educational blogs help answer common tax and accounting questions, improve SEO, and demonstrate expertise to potential clients.
It 's often a client 's first impression. A polished, informative site builds trust and converts visitors into appointments.
Homepage, Services, About Us, Testimonials, Blog, Contact, and maybe a Tax Tools or Resources page.
Clear CTAs, fast load times, trust signals (badges, reviews), and easy navigation.
Add CPA certifications, reviews, case studies, affiliations (AICPA), and staff bios.
Your firm's story, team qualifications, values, and client success stories to humanize the brand.
Optional some firms share ranges or 'starting at' prices to build transparency, while others offer consultations first.
It streamlines client engagement, especially during busy seasons like Q1 or tax deadline weeks.
It secures data transmission essential when clients submit sensitive financial info online.
Yes social proof increases trust, especially for new or relocating clients.
It tracks how people find and use your website's so you can optimize for lead generation.
Around 3-5% is a good benchmark but varies based on traffic quality and services.
To understand what drives leads and how to improve marketing ROI.
These tools show where users click or get stuck, helping you optimize for better engagement.
Website traffic, bounce rate, contact form submissions, time on site, and local keyword rankings.
It's the process of attracting potential clients through your website, social media, or content, and converting them into inquiries or consultations.
Offering downloadable tax guides, checklists, or free consultations in exchange for contact information helps generate qualified leads.
CTAs like 'Schedule a Tax Consultation' or 'Download Our Tax Checklist' guide visitors toward becoming clients.
Yes instant responses help engage site visitors and answer basic questions to generate leads.
By simplifying forms, adding trust badges, using strong CTAs, and showcasing client testimonials.
A strong brand builds trust, sets you apart from competitors, and communicates professionalism.
CPA sites handle sensitive data SSL certificates, secure forms, and hosting protect client information.
Portals let clients upload documents safely and communicate confidentially with your firm.
Yes it ensures accessibility for all users and reduces legal risks.
It involves securing user data and following laws like GDPR or CCPA if applicable.
Absolutely it builds trust and meets legal standards when collecting client information.
Offer portals, newsletters, educational content, and reminders for tax deadlines.
It personalizes your firm and builds trust clients want to know who they're working with.
Yes real clients sharing positive experiences enhance credibility more than text alone.
An online welcome process that simplifies paperwork and improves the first impression.
Yes to improve services, gather testimonials, and identify upsell opportunities.
It builds trust, credibility, and serves as the foundation of your digital presence.
Clean layout, intuitive navigation, fast loading, and responsive for all devices.
Over 50% of traffic is mobile; Google ranks mobile-friendly sites higher.
A design that adapts to different screen sizes- desktop, tablet, and mobile.
A platform like WordPress that lets you manage content without coding.
Ideally every 2–3 years for design, and continuously for content and features.
A service that stores your website files and makes them accessible online.
Secure Sockets Layer encrypts data; essential for security and SEO.
Good UX increases satisfaction, engagement, and conversions.
Slow sites drive away users and negatively impact SEO.
A prompt encouraging users to take action, like “Contact Us” or “Buy Now.”
The percentage of users who leave after viewing only one page-lower is better.
Making your site accessible to people with disabilities is often a legal requirement.
Yes, especially with user-friendly CMSs like WordPress, training helps.
Yes, it supports SEO, thought leadership, and customer engagement.
Through certifications, client reviews, active content creation, and consistent branding.
Yes thank positive reviewers and professionally address negative ones to show accountability.
Consistent information across your website, Google profile, and directories boosts SEO and client trust.
Monitoring and managing online reviews, mentions, and overall public perception of your firm.
Yes targeted Google Ads help attract clients searching for accounting services in your area.
Keywords like 'CPA near me', 'tax accountant in [city]', or 'bookkeeping services for small business'.
Budgets vary, but even $500 to $1500/month can drive measurable ROI when well-targeted.
Yes Facebook is great for local targeting, while LinkedIn works well for attracting business clients.
Showing ads to previous website visitors keeps your firm top-of-mind and encourages return visits.
Pay-per-click ads charge only when someone clicks your ad, popular on Google and Bing.
You bid on keywords; Google shows your ads based on quality score and relevance.
Showing ads to users who have previously visited your site to encourage return visits.
A dedicated page designed to convert visitors from an ad or campaign.
Continuously test and optimize; seasonal campaigns can also be effective
Tailored pages improve conversion by aligning with user intent and ad messaging.
A mix of SEO, local listings, educational content, and Google Ads offers strong ROI.
Track leads, appointments, conversions, and revenue attributed to digital efforts.
It helps identify market gaps and improve your firm's unique value proposition.
Yes agencies bring expertise, efficiency, and tools most firms lack in-house.
Automating follow-ups, newsletters, and reminders saves time and nurtures leads effectively.
Retrieving data. Wait a few seconds and try to cut or copy again.
Yes short videos answering tax FAQs or introducing your team build trust and engagement.
By focusing on niche content (e.g., estate planning, wealth management) and polished branding.
Guides like 'Year-End Accounting Checklist for SMBs' or 'How to Choose a Business CPA'.
It builds relevance and trust for example, saying you specialize in real estate or medical practices.
Promote services like tax prep or year-end planning with timely content and ads.
AI content tools, personalization, voice search, and video will continue to grow in importance.
Through KPIs like traffic, conversions, ROI, and engagement.
Agencies bring expertise, tools, and experience that save time and maximize ROI.
Organic is unpaid (SEO), while paid involves ads—both have strategic roles.
High ROI due to targeting, measurability, and low cost vs. traditional media.
Videos improve engagement, storytelling, SEO, and conversions.
A free listing that boosts local SEO and shows your business on Google Maps.
Yes, websites are for conversion and info; social media is for engagement and outreach.
It builds brand awareness, engagement, trust, and can drive website traffic and leads.
It depends on your audience—LinkedIn for B2B, Instagram/Facebook for B2C, etc.
3–5 times a week is ideal for most platforms to stay consistent and engaging.
A schedule that helps organize what and when to post on social media.
Key metrics like reach, engagement rate, click-through rate, and conversions.
Reviews, testimonials, and social shares that build trust and credibility.
Depends on your audience; younger, casual users may prefer TikTok, while YouTube is broader.
Through metrics like conversions, engagement, website traffic, and sales.
Yes, it remains one of the highest ROI channels when done correctly.
A series of automated emails sent based on user behavior or time triggers.
Use lead magnets like ebooks, discounts, or exclusive content.
Dividing your list into groups based on behavior or demographics to personalize content.
Use a reputable sender, avoid spammy language, and keep engagement high.
It provides data to understand user behavior, traffic sources, and conversions.
A tool to track and report website traffic and user interactions.
Monitoring actions like form submissions or purchases to measure campaign success.
A visual representation showing where users click or hover on your site.
Comparing two versions of a page or ad to see which performs better.
Defining how your brand is perceived compared to competitors.
A statement explaining what makes your product/service unique and beneficial.
Attracting and converting prospects into potential customers.
Attracting customers through valuable content and experiences.
Using tools to automate tasks like emails, social posts, and lead nurturing.
A free tool that helps monitor and improve your site's performance in Google search.
SEO tools for keyword research, backlink tracking, and competitor analysis.
A user-friendly design tool for creating graphics and content.
A platform for creating and managing email marketing campaigns.
A popular CMS used to build and manage websites.
High-quality videos boost engagement, explain services clearly, and increase trust helping convert more viewers into customers.
By creating explainer videos about tax tips, service overviews, or firm introductions to humanize their brand and educate clients.
Client testimonials, team introductions, service explainers, webinar clips, and seasonal tax tip videos perform well.
Editing ensures clarity, enhances storytelling, and removes distractions resulting in a more polished and professional final product.
Typically 60 -90 seconds for promos and 3 -5 minutes for educational content, keeping viewers engaged without losing interest.
A prompt at the end of a video encouraging viewers to take action, such as 'Schedule Your Free Consultation' or 'Visit Our Website'.
Captions improve accessibility, help with retention, and ensure viewers can follow even with the sound off common on social media.
Captions improve accessibility, help with retention, and ensure viewers can follow even with the sound off common on social media.
Embedded videos increase time-on-site, explain complex topics quickly, and contribute to better SEO.
YouTube, LinkedIn, Facebook, and embedded on their own website are best for professional and local reach.
Motion graphics are animated visuals used to simplify complex information, great for tax or financial concepts.
Production involves filming and planning; editing is post-production where footage is cut, polished, and finalized.
They reinforce branding and professionalism by using logo animations and consistent design elements.
Storytelling makes content relatable and memorable ideal for highlighting client success stories or firm culture.
Once or twice per month helps maintain engagement and ensures content stays fresh and relevant.
A script provides structure, ensures clarity, and saves time during filming by outlining the message and flow.
Short, engaging videos drive higher reach and shares, helping campaigns stand out and increase conversion.
They're graphics at the bottom of the screen showing names, titles, or key messages adding clarity and professionalism.
Videos can rank in Google search, improve page engagement, and provide additional keyword-rich content.
A short video where clients share their experience, adding credibility and emotional appeal to your marketing.
Vertical videos are optimized for mobile and social platforms like Instagram Reels, TikTok, and Facebook Stories.
Yes cutting highlights into shorter clips is a cost-effective way to reuse content for email, social, or blog posts.
Color grading adjusts tones and colors to create a consistent, appealing visual style.
It enhances emotion, fills silence, and keeps viewers engaged when used appropriately and at the right volume.
By using your logo, fonts, colors, messaging style, and tone consistently across all video content.
To get started, reach out to us to schedule a confidential discussion about your acquisition goals. We'll gather information about your preferences and requirements, then present you with suitable opportunities and guide you through the next steps in the purchasing process.
No, there is no cost to browse our listings. We operate on a success-based fee structure, meaning you only pay once the transaction is successfully completed. This ensures you have full access to available firms with no upfront fees.
We operate on a success-based fee structure—no monthly fees, no retainer fees. You only pay once the transaction is complete, ensuring our interests are aligned with helping you secure the right firm for your needs.
Assess the firm's client base, revenue streams, location, and services to ensure they align with your goals. Our M&A advisors can help evaluate the fit based on your experience, growth ambitions, and financial capacity, ensuring the acquisition is the right match for your strategic objectives.
Once a confidentiality agreement is in place, we provide comprehensive information about the firm, including financial statements, client demographics, service offerings, staff details, and any unique selling propositions. This information helps you assess the firm's value and compatibility with your acquisition goals.
Key documents include profit and loss statements, balance sheets, tax returns, client contracts, and any outstanding debts or liabilities. A thorough review during due diligence ensures the firm’s financial health and mitigates risks associated with the acquisition.
Yes, we ensure that all firms we represent have undergone a professional valuation. We can provide you with detailed valuation reports and help you understand the factors that contribute to the firm's worth. This information is crucial for making informed offers and negotiating fair terms.
The process typically takes 6 to 12 months and involves identifying a firm, making an offer, conducting due diligence, securing financing, and finalizing the sale with legal agreements. We will be with you at every step, ensuring a smooth transaction.
Once an offer is made, the seller may accept, counter, or negotiate the terms. Once both parties agree, the due diligence phase begins, during which the firm's financials, client contracts, and operations are reviewed in detail. Upon successful due diligence, legal documents are signed, and the transaction is finalized.
Yes, some sellers are open to divesting specific parts of their practice. We can help identify opportunities where sellers are willing to sell a particular service line, niche market, or client portfolio that aligns with your strategic objectives.
Buyers can explore traditional bank loans, SBA (Small Business Administration) loans, or seller financing, where the seller provides part of the financing. Our advisors can help identify the best financing option for your situation and assist you in securing the appropriate funds to complete the purchase.
Yes, we have legal attorneys who can assist you in navigating the legal complexities of buying a firm. We can help draft and review legal documents to ensure the purchase complies with all relevant regulations and laws. Alternatively, we can work with your own legal counsel if you prefer.
Our advisors facilitate negotiations between buyers and sellers to ensure that both parties reach an agreement that works for everyone. We provide guidance on deal structures, terms, and any other aspects to help you secure favorable terms during the negotiation process.
We require all potential buyers to sign a non-disclosure agreement (NDA) before sharing any confidential information about the firms for sale. This protocol protects the seller's sensitive information and business relationships while allowing you to review the necessary details to make an informed decision.
During the transition, focus on maintaining client relationships, understanding the firm’s operational processes, and ensuring key employees remain. Many sellers offer post-sale support to ensure a smooth handover. We help you plan for this phase to ensure continuity and a successful transition.
Our commitment doesn't end at closing. We provide post-acquisition support to ensure a smooth transition for you, the staff, and the clients. This may include assistance with integration strategies, retention plans, and addressing any operational challenges that arise during the handover period.
We can assist you in finding firms that offer access to new geographic markets, industry sectors, or specialized services. By understanding your strategic growth plans, we tailor our search to identify opportunities that align with your long-term objectives and enhance your firm's capabilities.
Getting started is easy. Simply contact us to schedule a confidential consultation. We'll discuss your goals, answer any questions you have, and outline how our services can assist you in achieving a successful sale of your accounting practice.
No, there are no fees for sellers. Our initial consultation and valuation are completely free. We only charge buyers, so you can engage our services without any financial commitment.
To begin, we'll need basic information about your firm, including recent financial statements, details about your services, client demographics, staff composition, and any unique value propositions. This information helps us create a compelling profile of your firm for potential buyers and aids in the valuation process.
Preparing your firm for sale involves organizing accurate financial records, streamlining operations, and resolving any outstanding legal or financial matters. Our advisors are here to help guide you through every step, ensuring your firm presents well to potential buyers.
You can enhance your firm’s value by improving its financial performance, securing long-term client contracts, addressing any operational risks, and creating a solid transition plan for the buyer. Our team will work with you on strategies to optimize the value before bringing your firm to market.
We provide a thorough valuation process that considers your firm's financial performance, client base, services offered, staff expertise, and market conditions. This personalized assessment helps determine an accurate estimate of your firm's value, giving you a solid foundation for planning your exit strategy.
The value of your firm is influenced by several factors, including revenue stability, profitability, client retention rates, market conditions, and the expertise of your team. A comprehensive valuation from us will factor in these elements to determine the true market value of your practice.
We utilize a targeted marketing approach that leverages our extensive network of industry contacts. Your firm will be presented to a select group of pre-qualified buyers whose interests align with your practice. We also employ discreet marketing strategies to maintain confidentiality while reaching the right audience.
Yes, you can choose to sell a specific segment of your practice, such as a particular service line or client portfolio. We will work with you to identify the best strategy for your goals and find buyers interested in that specific part of your business.
At MYCPE ONE M&A Advisory, we take the utmost care to protect the confidentiality of your information. We only disclose details to potential buyers after carefully vetting them and securing a signed non-disclosure agreement (NDA). If you choose to work with multiple M&A intermediaries (non-exclusive contracts), the risk of information leakage may increase. To ensure maximum confidentiality and reduce this risk, we recommend engaging with a single, trusted intermediary under an exclusive contract.
The timeline for selling an accounting firm can vary based on factors such as your firm's size, location, service offerings, and current market demand. On average, the process can take anywhere from 1 to 3 months. We work diligently to find the right buyer while keeping you informed throughout each stage of the process.
Absolutely. Confidentiality is a top priority for us. We take strict measures to ensure that your firm's information is only shared with serious, pre-qualified buyers who have signed a non-disclosure agreement. This approach protects your business relationships and maintains the integrity of your practice during the sale.
Once you receive an offer, you can accept, negotiate, or counter the terms. After reaching an agreement, the buyer will perform due diligence to verify the financial and operational details of your firm. Upon successful completion, legal contracts are signed, and the transaction is finalized.
Our experienced advisors will represent your interests during negotiations, aiming to secure the best possible terms and conditions. We facilitate open and transparent communication between you and the buyer, providing guidance and support to help both parties reach a satisfactory agreement.
Yes, we have our own legal attorneys who can assist you throughout the transaction to ensure all legal documents are properly prepared and compliant with relevant laws and regulations. However, if you prefer, you can also engage your own legal counsel, and we will gladly collaborate with them to facilitate the process.
Yes, many sellers choose to remain with the firm during a transition period to ensure continuity for clients and staff. The terms of your continued involvement can be negotiated based on your preferences and the buyer's needs. We will help facilitate these discussions to reach a mutually beneficial agreement.
The quality and stability of your team can have a big impact on the value of your firm. Buyers look for firms with experienced staff who can continue delivering services after the sale. Retaining key team members and addressing any turnover concerns will make your firm more appealing to potential buyers.
Seller financing involves offering a portion of the sale price as a loan to the buyer, which can make your firm more attractive by reducing the buyer’s upfront financial commitment. This method may also enable you to negotiate a higher overall sale price while offering more flexible payment terms.
During due diligence, the buyer will review your firm’s financial records, client contracts, and operational processes to ensure everything is as presented. This is a crucial step before finalizing the sale. We assist in preparing your firm for this stage to ensure a smooth process.
We understand that circumstances can change. You are under no obligation to proceed with the sale until a binding agreement is signed. If you decide not to sell, we will respect your decision and can discuss alternative strategies or revisit the possibility at a later time when you're ready.
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