Insights
Notes from the practice.
Working notes on how an engagement is actually run — methodology, timezone protocol, and the cost detail most published guides leave out.
06 May 2026 · audit support
How to run a follow-the-sun audit cycle across US–India timezones
A practical handoff protocol for audit support work spanning US and India business hours — PBC list hygiene, review note turnaround, and the tools that make a next-morning deliverable routine rather than lucky.
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Typical onboarding, engagement letter to first deliverable
24 Mar 2026 · catch-up bookkeeping
Catch-up bookkeeping: a 30-day cleanup playbook
A named five-stage methodology for cleaning up 6-24 months of neglected books — triage, bank reconciliation, AR/AP aging, equity and loan cleanup, and re-close — with realistic effort ranges.
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11 Feb 2026 · CPA firms
Offshore accounting for CPA firms: the complete guide
Engagement models, real cost ranges, review structure, AICPA disclosure obligations, security vetting and timezone workflow for firms considering an offshore accounting arrangement.
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