Scale Your CPA Firm With Skilled Offshore Accountants

Reduce costs by 40-60% while maintaining quality. Advance Finserve handles recruitment, training, and management so you can focus on growing your practice.

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Our Key Differentiators

Dedicated Team

We assign a dedicated team to each account. In case of staff unavailability, our standard backup process guarantees that another professional accountant is ready to handle your account.

Prepare for tax season with ease

Our accounting experts keep you on top of finances year-round, avoiding last-minute stress. Smoothly file taxes on time with our support for a hassle-free tax season.

Communication

Our experts excel in communication, responding promptly and using clear language that sets them apart from others.

Around The Clock

Our offshore experts are available 24/7 for prompt issue resolution and uninterrupted accounting services with faster turnaround time.

Consulting Assistance

Our accounting experts not only handle accounting but also provide consulting assistance for strategic business growth, solving complex issues and optimizing opportunities to streamline and secure your business.

Advanced Tech for Accounting

Our experts’ advanced technological knowledge gives accounting firms a competitive edge, improving financial performance, reducing costs, and providing training and support for a seamless transition.

Unlike generic outsourcing providers, we specialize exclusively in accounting and tax firms serving USA and Canada CPAs. Our founder’s global experience with brands like Harley Davidson, Decathlon, and L’Oreal has shaped a service tailored specifically to the accounting industry.

Expert-Vetted Staff:

In Advance finserve each professional is pre-screened, certified, and English-proficient team.

Turnkey Solution:

Advance Finserve handle all onboarding, training, and management of your offshore team.

Dedicated Support

Get a personal account manager plus local representative for seamless communication.

Software Compatibility:

Advance Finserve work with your preferred platforms (QuickBooks, Xero, UltraTax, and more).

Secure Operations:

In Advance Finserve strict data protection protocols, regular audits, and confidentiality agreements.

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What Our USA & Canada CPA Clients Say

Their team boasts a deep understanding of complex tax regulations and accounting principles. They’ve been invaluable in navigating recent tax law changes, ensuring my clients remain compliant and capitalize on all available deductions.

— Raymond

Advance Finserve has provided exceptional service, tailored financial strategies, and proactive support. Their expertise and responsiveness have greatly enhanced our financial management. Highly recommend them for reliable services.

— Robert

We highly recommend Advance Finserve to any business looking for a reliable and knowledgeable financial services partner. Their professionalism, expertise, and outstanding customer service make them a standout choice in the industry.

— Christeen

— Craig

Meet Our Founder

Shobhit Agarwal

Founder & Managing Partner

Shobhit is a visionary business strategist with over a decade of experience in transforming operations for global brands. Before founding Advance Finserve in 2016, he played a pivotal role in helping prestigious companies like Harley Davidson, Decathlon, and L’Oreal establish their presence in India.

His deep expertise in operations and global workforce management inspired him to create Advance Finserve, which connects accounting and tax firms with highly skilled offshore professionals. Shobhit’s distinctive approach has empowered over 100+ USA and Canada firms to scale efficiently while maintaining quality and client satisfaction.
His vision is to help accounting firms streamline their operations, reduce costs, and focus on growth and client relationships, while the Advance Finserve team manages the back-office expertise.