Define the seat
We map the work, systems, seasonality, communication rhythm, and experience the role truly needs.
Talent for small & regional CPA firms
Accounting talent,built into your firm.
Dedicated India-based professionals who learn your clients, your systems, and your standards—then show up as part of your team.
Your firm01
Sets the direction
- Client relationships
- Partner direction
- Firm workflows
- Review standards
- Professional judgment
Your counterpart02
Builds the capacity
- Tax preparation
- Accounting & bookkeeping
- Payroll compliance
- Audit & assurance
- Firm operations
Your firm leadsWork happens dailyReview stays with you
DedicatedOne professional. One firm.
CPA-specificTalent chosen for the work.
IntegratedYour systems. Your standards.
Long-termContinuity compounds.
01 The premise
Growth should not hinge on an impossible local hire.
When qualified accounting talent is scarce, partners absorb the pressure. Client service gets reactive. Good work gets turned away.
Counterpart gives CPA firms another way to build capacity: a carefully matched accounting professional in India, dedicated to your firm and supported for the long term.
Not a queue. Not a handoff. A colleague.
02 The approach
Built around fit, continuity, and the way CPA firms actually work.
From open seat to trusted counterpart.
Meet the person
You interview a short list for capability and fit. You choose the professional who joins your team.
Build the rhythm
We support onboarding and continuity while your firm directs the day-to-day work and standards.
C
The difference is ownership. Your counterpart is not measured by tickets closed. They are measured by becoming valuable to your firm.
03 The work
Capacity where your firm feels it most.
Start with one defined seat. Expand when the workflow is working. Every engagement stays under your firm's direction, review, and professional judgment.
Corporate & individual tax
Business and individual return preparation, workpapers, organizers, extensions, and tax-season production support.
Accounting & bookkeeping
Transaction coding, reconciliations, month-end close, financial reporting, and recurring client accounting workflows.
Payroll compliance
Payroll processing support, quarterly and annual filings, reconciliations, notices, and recurring compliance calendars.
Audit & assurance
Workpaper preparation, confirmations, roll-forwards, tie-outs, testing support, and evidence organization.
Firm operations
Workflow administration, document management, client follow-up, email support, billing support, scheduling, and internal coordination.
04 The standard
Premium does not mean distant. It means considered.
Fit before speed
A short list built around the actual seat, not whoever happens to be on a bench.
Clear accountability
Your firm owns professional direction. Counterpart supports the talent relationship and continuity.
Client-controlled access
Your firm determines system access, permissions, review steps, and data-handling requirements.
Direct communication
Your counterpart joins the rhythm of the firm instead of disappearing behind a project manager.
A strong fit
You want to build durable capacity.
- You have repeatable work and clear review ownership.
- You want a dedicated person who can improve over time.
- You value communication and fit as much as credentials.
Probably not a fit
You only want the lowest-cost transaction.
- You need anonymous overflow by the hour.
- You want to outsource accountability or professional judgment.
- You cannot provide a clear owner for onboarding and review.
05 Questions
The practical details.
Is this project outsourcing or a dedicated hire?
It is a dedicated talent model. Your counterpart works with your firm on an ongoing basis, inside your workflows, rather than rotating through a shared delivery queue.
Where is the talent based?
Counterpart sources accounting professionals in India for small and regional U.S. CPA firms. Role requirements can include U.S. tax, audit, bookkeeping, payroll compliance, or firm-operations experience.
Who directs and reviews the work?
Your firm does. You set priorities, grant access, define procedures, and retain review and professional responsibility for all client work.
How do you approach confidentiality and access?
Counterpart builds each engagement around written confidentiality expectations and client-controlled, role-appropriate access. Your firm's own security and compliance requirements remain the source of truth.
How quickly can someone start?
Timing depends on the specificity and seniority of the seat. We prioritize a credible match and a sound onboarding plan over promising an arbitrary start date.
06 Start here
Tell us where the pressure is showing up.
We will help you define the first seat—and tell you candidly whether Counterpart is the right model for it.
hello@counterpartcpa.com