Offshore workflow and delivery
From Scope to Secure Delivery.
A controlled operating model for moving suitable accounting work offshore without losing visibility, ownership or review quality.
Live delivery queue
Monthly Close Pod
On track
01
Process mapped
Scope and ownership clear
QA
Review gate active
Exception-led quality control
✓
Secure delivery
Review-ready handoff
Built for controlled offshore execution
Defined scope
Named ownership
Secure access
Daily status
Multi-level review
Review-ready handoff
Defined scope
Named ownership
Secure access
Daily status
Multi-level review
Review-ready handoff
The Offshore Delivery Workflow
Every stage has a clear owner, output and review point.
Select a stage to see what happens, who owns it and what should be completed before work moves forward.
Stage 01
Scope begins
Discovery Call
We understand the firm's current bottlenecks, service lines, timing, client volume and the workflow that may be suitable for offshore support.
Goals
Workload
Timing
What moves forward
Only a clearly defined workflow moves into process mapping.
Daily operating board
Books + CAS Delivery
Updated 10:30 AM
Daily Operating Rhythm
01
02
03
04
05
Work stays visible from intake to delivery.
The offshore team should never operate as an invisible queue. Each task moves through a documented status, owner and review path.
Work Received
Files, instructions and priorities are confirmed.
08:30
Task Assignment
Named ownership and due time are visible.
09:00
Production & Questions
Exceptions are raised before the review stage.
11:30
Quality Review
Checks, notes and corrections are completed.
15:00
Secure Handoff
Review-ready work and status are delivered.
17:30
Quality Review Gates
Production is completed offshore. Final control stays with your firm.
The model separates preparation, internal checking and CPA-firm review so that errors and exceptions are visible before client delivery.
Preparation Review
Completeness, source support, coding and workpaper standards.
Owned by preparer
Checklist completed
Internal Quality Check
Reasonableness, reconciliation, exceptions and review notes.
Owned by Outfinx reviewer
Exceptions logged
CPA Firm Review
Professional judgment, technical approval and client-facing decisions.
Owned by your firm
Final control retained
Secure Delivery
Approved work, notes, status and supporting files are handed back.
Review-ready output
Delivery complete
Flexible Delivery Models
Start with the level of support your firm can control.
The delivery structure should match workflow clarity, volume and review capacity.
01
Entry model
Project-Based Delivery
Best for cleanup, catch-up, migration support or a defined backlog.
- Defined beginning and end
- Fixed workflow scope
- Milestone-based delivery
02
Core model
Dedicated Offshore Pod
Best for recurring bookkeeping, accounting, tax or CAS production.
- Named team ownership
- Recurring daily workflow
- Stable communication rhythm
CPA
BK
AC
QA
03
Peak support
Seasonal Scale-Up
Best for tax-season preparation, peak close periods or short-term capacity gaps.
- Pre-agreed seasonal window
- Defined return or task types
- Scale down after peak demand
JAN
FEB
MAR
APR
Design the Right Workflow
Ready to map your offshore delivery process?
Bring your workflow, software, volume, review expectations and timing. Outfinx will help define a controlled starting model.