FAQ
Answers to common questions.
If you don’t see your question here, reach out—we’re happy to talk through your specific situation.
How does hiring an offshore accountant through Scale CAO work?
We start by understanding your firm or business—your entity types, systems, and workflows. Based on that, we match you with one or more offshore accountants whose skills align with your needs. You can interview candidates if you’d like. Once selected, we handle onboarding, documentation, and day-to-day supervision, while you retain control over processes, approvals, and client relationships.
Are your offshore accountants trained in U.S. GAAP and U.S. workflows?
Yes. All accountants receive structured training in U.S. GAAP, AP/AR cycles, month-end close, and common U.S. tools such as QuickBooks, Xero, NetSuite, and others. We focus on real-world scenarios for CPA firms, bookkeeping firms, startups, and owner-managed businesses so the work product fits your review standards.
How do you protect our client and company data?
Client and company data remains in secure, encrypted cloud systems that you control. Our team accesses those systems only through company-managed, encrypted devices with MFA and strict access controls. Every team member is background-checked, signs NDAs, and is trained in confidentiality and data-privacy practices.
Can your team work in our time zone or with partial U.S. hours?
Yes. We structure schedules so your dedicated accountants work in your time zone or with a strong overlap. This supports live communication for CPA review, client questions, founder meetings, and same-day issue resolution.
Is fractional or part-time support available for startups and smaller firms?
Absolutely. Many startups and owner-managed businesses begin with a fractional allocation—such as 5–15 hours per week—then scale up as the workload grows. We can increase or decrease capacity over time so you are not locked into a full-time headcount before you are ready.
What happens if the assigned accountant is not the right fit?
If something is not working as expected, we first address it through feedback and coaching. If a change is still needed, we will propose a replacement and manage the handover so your processes and clients are supported throughout the transition.
What training do the accountants receive?
Every accountant completes training in U.S. GAAP, AP/AR cycles, month-end close processes, systems, and data privacy.
They also learn how to work with U.S. clients, including communication expectations and documentation standards.
How do you protect our data?
All client data lives in secure, encrypted cloud systems you control. Staff use only company-managed, encrypted devices
with strict access controls and MFA. Background checks, NDAs, and ongoing security training are part of the standard.
Can the team work in our time zone?
Yes. Dedicated accountants work your operating hours or an overlapping window, so communication and handoffs are seamless.
Is part-time or fractional support available?
Yes. You can start with a fractional allocation (for example, 5–15 hours per week) and adjust as your workload changes.
What if the assigned accountant isn’t a fit?
If things aren’t working as expected, we will work with you to coach the resource or provide a replacement. The goal is a long-term, productive fit.