Most outsourcing failures are scope and review failures — not “India vs Mexico.” Decide what leaves your firm, who signs, and how exceptions escalate before you compare day rates.
Use this checklist with any vendor. If you engage PJRJ, we map the same questions to a CA-supervised delivery model from Delhi and Gurgaon.
Who this is for
- US CPA partners evaluating first-time outsourcing
- Firms switching providers after quality or security issues
- Practices comparing staffing vendors vs CA-firm delivery
- Ops leaders defining SLAs before busy season
How we work
- 01
Lock the operating model
Bookkeeping only, white-label CAS, tax prep support, audit support, or hybrid — and what remains in-house for partner review and client contact.
- 02
Diligence security and consent
Access least-privilege, MFA, NDAs, client consent where required, and evidence you can actually verify — not brochure badges alone. Do not accept invented certifications.
- 03
Pilot with KPIs
Start with a defined client cohort, turnaround SLA, error rate, and weekly review cadence before scaling volume.
What you receive
- Reusable outsourcing partner checklist
- Suggested pilot scope template
- KPI starter set (turnaround, rework, reopen rate)
- Optional PJRJ scoping call for India CA capacity
Common questions
Direct answers for searchers and answer engines
Timezone and language fit matter, but quality is driven by SOPs, reviewer design, and attrition management. Compare operating models — not geography slogans.
Ask who reviews exceptions, how client data is segregated, what happens at attrition, whether they are software-agnostic, and whether they will run a paid pilot with written KPIs.
PJRJ is an ICAI CA firm with partner-led desks. Capacity is supervised by practising CAs; India–US entity and remittance questions can route to the New York / international tax desks when needed.
WhatsApp +91-8882913461 with software stack, monthly client volume, and whether tax-prep or white-label delivery is in scope.