Security Questions an Accounting Firm Should Ask an Offshore Provider
Before an offshore provider sees client data, ask how access, devices, people, incidents and contracts are controlled, and what evidence backs each answer.
Read the guide →Offshore Delivery
Guides on Offshore Delivery from the Wissen Solutions team. 5 articles.
The Year-End Handoff Pack: What the Offshore Team Gives the Tax Preparer
A tax preparer should receive a year-end pack, not a login. The schedules, reconciliations and open-items list an offshore bookkeeping team should hand over.
Read the guide →Month-End Close When Your Bookkeeper Is Ten Hours Ahead
How to structure a close process across a ten-hour gap: handoff points, what gets queued overnight, and the two calls that actually need to be live.
Read the guide →What Your Offshore Bookkeeper Needs From You Before Day One
The access, documentation and client consents an offshore provider needs before the first file, written from the provider's side of the engagement.
Read the guide →White-Label or Named: How Offshore Support Appears to Your Clients
Whether to present offshore support as your own staff or name the provider, what each choice commits you to, and how it affects client trust.
Read the guide →Need this done on your own books?
We clean up QuickBooks and Zoho Books files, run monthly close, and provide white-label back-office support for accounting firms. Most engagements start with one fixed-fee file review.