STRATGEE

Practice area

Offshore Support

Dedicated India-based delivery teams for CPA firms, RIAs, accounting practices, family offices, and global businesses.

Book discovery call

Overview

Stratgee operates as a quiet extension of offshore client teams. The model is designed for repeatable delivery, clear review paths, secure infrastructure, and day-to-day accountability without the overhead of building a second office.

Best for

CPA firms, accountants, RIAs, family offices, and finance teams that need dependable capacity without adding full-time headcount.

What we handle

  • Bookkeeping back-office for US, UK, and AU clients
  • US tax preparation support including 1040, 1065, and 1120 workpapers
  • Audit schedules, reconciliations, and working paper support
  • Equity research, financial modeling, and investment analysis
  • Corporate compliance and secretarial outsourcing
  • Secure delivery workflows with encrypted access and controlled documentation

How the work runs

1

Define scope, systems access, review standards, and turnaround expectations.

2

Assign a dedicated delivery pod with a named engagement lead.

3

Run daily or weekly reporting cycles with quality review before handoff.