Target
Experience
Your Firm
Managed
CPA Talent Shortages
Tax Season Capacity Gaps
Margin Compression
CAS & Advisory Growth
Vendor Dependency
Firm Valuation & M&A Readiness
CPA Talent Shortages
Tax Season Capacity Gaps
Margin Compression
CAS & Advisory Growth
Vendor Dependency
Firm Valuation & M&A Readiness
“We weren’t building a team. We were renting strangers who didn’t know our clients, didn’t Understand our standards, and left the moment a better offer came along.”
â Sentiment echoed by Managing Partners across hundreds of
CPA firms
The Outsourcing Trap
Most CPA firms have tried offshore staffing. Most regret it.
The traditional model wasn’t designed to build your firm. It was designed to generate recurring vendor revenue. Here’s what you’ve likely experienced.Â
Revolving door of staff
Vendor staff rotate between clients constantly. Institutional knowledge evaporates with every departureâand your firm pays to re-train each replacement.
Zero operational control
You submit work. You wait. Priorities, workflows, and quality gates are invisible to youâbecause it's their team, not yours.
Data security exposure
Client data, proprietary workflows, and firm processes sit on a shared vendor platform alongside their other clients' information.
Escalating, Opaque costs
Pricing starts attractive. Year two brings increases. Tax-season surcharges arrive. After five years, you have a large spend and zero asset to show for it.
Culture & Standards misalignment
Shared-pool staff don't internalize your quality benchmarks, client service ethos, or review standardsâbecause they serve twelve firms simultaneously.
The OwnOpsâĒ Difference
Your team. Your processes. Your strategic asset.
OwnOpsâĒ is a fundamentally different operating model. Rene helps you build, staff, and operate a captive offshore team in India â a team that belongs to your firm, embedded in your culture, accountable to your standards.
| TRADITIONAL OUTSOURCING |
OWNOPS™ BY RENE |
|
|---|---|---|
| Resources | Shared across clients | ✓ 100% dedicated to you |
| Knowledge | ✗ Vendor retains IP | ✓ Your firm owns it |
| Processes | Vendor's standards | ✓ Your SOPs |
| Technology | Shared environment | ✓ Your tech stack |
| Visibility | Limited & curated | ✓ Full transparency |
| Staff Loyalty | Loyalty to vendor | ✓ Your employees |
| Cost Model | Opaque, escalating | ✓ Full line visibility |
| Long-Term Value | ✗ Zero asset built | ✓ Captive team = asset |
| Scale Path | Renegotiate & restart | ✓ 3 → 100+ same model |
The Business Case
Firms building India operations are winning on every metric that matters.
The accounting profession faces structural talent shortages, rising delivery costs, and compressed margins. OwnOps turns each of these headwinds into durable competitive advantages.
01
Capacity without overhead bloat
Support more clients without proportionally growing your US headcount. Your India team handles production work; senior US staff focus on client relationships and advisory.
02
Durable margin improvement
Reduce delivery cost per engagement while maintaining quality. Better margins translate directly into higher firm valuation multiples in today's active M&A market.
03
CAS & Advisory growth
Free senior professionals from compliance production. Redirect their capacity toward high-value advisory engagements that command stronger billing rates and deepen client relationships
04
Succession & Talent pipeline
Build a sustainable talent pipeline beyond US recruiting constraints. India produces 800,000+ accounting graduates annually â a deep pool of credentialed professionals.
05
Enterprise value accretion
A captive offshore operation is a genuine operational asset. In M&A discussions, a scalable India team is a value driverânot a vendor dependency listed as a risk factor.
06
Tax season surge capacity
Scale into busy season without emergency contract renegotiations. Your India team already knows your clients, review standards, and quality expectations from day one.
What Rene Delivers
End-to-end build & operate. Nothing left for you to figure out.
Setting up a captive operation in India has historically required significant internal bandwidth. Rene eliminates that burden entirely â handling every workstream from incorporation to day-to-day operations management.
Offshore strategy & operating model
We work with your leadership to determine the right team structure, governance framework, KPI design, and capacity plan before a single hire is made.
Capacity Planning
Governance
KPI Design
Governance
KPI Design
Legal entity setup & Compliance
Company incorporation, statutory registrations, and full compliance management â handled by our India-based specialists so your team never has to navigate Indian regulations.
Incorporation
Registrations
Compliance
Registrations
Compliance
Talent acquisition & Onboarding
Access to a ready-to-hire pool of skilled accounting professionals. Recruitment and onboarding aligned to your firm's standards, culture, and technology environment.
Tax Pros
Audit Staff
CAS Specialists
Managers
Audit Staff
CAS Specialists
Managers
Technology & Security infrastructure
Hardware and software aligned with your existing systems, security controls configured to your standards, business continuity planning, and site recovery capabilities.
IT Alignment
Data Security
BCP & Recovery
Workspace & Real estate
Flexible, fully-serviced office solutions across India that mirror your home-office standards. Plug-and-play infrastructure with high-speed internet and professional environments.
Flexible Offices
Plug & Play
Full Fit-Out
HR, Finance & Operations management
Ongoing HR administration, performance management, payroll, bookkeeping, statutory filings, and virtual CFO support â so your India operation runs smoothly without consuming your bandwidth.
HR Admin
Payroll
Virtual CFO
Performance Mgmt
Payroll
Virtual CFO
Performance Mgmt
Scope of Work
The functions your India team can own from day one.
India produces more than 800,000 accounting graduates annually â credentialed professionals ready to execute complex accounting work to US standards.
Tax
- Individual Returns (1040)
- Business Returns (1120, 1065)
- Multi-State Returns
- Workpaper Preparation
- Tax Research Support
- Extension Processing
Audit & Assurance
- Audit Testing & Procedures
- Workpaper Documentation
- Statistical Sampling
- Confirmations
- Analytical Procedures
- Engagement Support
CAS & Advisory
- Monthly & Year-End Close
- Financial Reporting
- Account Reconciliations
- Management Reporting
- Cash Flow Modeling
- Dashboard Preparation
Accounting
- Bookkeeping
- Accounts Payable & Receivable
- Payroll Processing
- Bank Reconciliations
- Financial Statement Prep
- Fixed Asset Schedules
How We Work
From strategy to fully operational in 60 days.
A dedicated Rene Account Manager oversees every workstream. Your leadership team stays focused on clients and firm growth â we handle everything else.
Strategy & Operating model design
We assess your firm's needs, design the operating model, define roles, and establish governance and KPI frameworks â before any commitment is made.
Legal entity setup
Company incorporation, statutory registrations, and compliance structure in India â all managed by Rene specialists, structured correctly from day one.
Talent acquisition & Onboarding
We source, screen, and onboard qualified accounting professionals aligned to your culture, technology stack, and technical standards.
Infrastructure & Workspace
Office setup, IT environment configured to your standards, security protocols implemented, and systems aligned with your home office.
Launch, Operate & Scale
Your team goes live. Rene continues supporting operations, HR, finance, and administration as you scale 3 â 10 â 25 â 100+ people on the same model.
60-Day
Go-Live Target
1
Strategy Design
Operating model · Roles · KPIs · Governance
2
Legal Entity Setup
Incorporation · Registrations · Compliance
3
Hire Your Team
Recruit · Screen · Onboard · Train
4
Infrastructure & Launch
Office · IT · Security · Go-live
5
Scale & Grow
3 → 10 → 25 → 100+ · Same model, no rebuild
Data Security & Governance
Your clients' data.âĻYour controls. Your standards.
Data security is non-negotiable for CPA firms. With OwnOps, your India team operates within your technology environment, your access controls, and your security protocols â not a shared vendor platform.
Dedicated access controls
Role-based permissions aligned to your existing IT security policy. No shared credentials, no cross-client data exposure whatsoever.
Documentation & SOP standards
Your firm's review workflows and quality standards are embedded into how the India team operates from the very first day.
Performance & Quality KPIs
Firm-defined metrics with full transparency. You set the benchmarks; we help you track and continuously improve against them.
Business continuity & Recovery
End-to-end security infrastructure with BCP and site recovery plans aligned to your firm's risk standards and regulatory obligations.
Is OwnOpsâĒ Right for Your Firm?
Built for firms done playing defense on growth & profitability.
OwnOps is not an entry-level offshore experiment. It is a strategic operating model designed for firms with the scale and ambition to build something that compounds in value over time.
- Firms with 20+ US employees seeking scalable delivery capacity
- Managing Partners tired of US talent market constraints limiting growth
- Firms investing in CAS or advisory who need to free senior bandwidth
- CFOs and COOs focused on sustainable, long-term margin structure
- Firms with long-term growth plans or M&A positioning objectives
- Leaders who want operational control, not escalating vendor dependency
- Partners who’ve tried traditional outsourcing and want something fundamentally better
A strategic asset,
Not another vendor relationship.
The most successful accounting firms of the next decade won’t be those who hired most aggressively in the US. They’ll be the ones who built scalable delivery infrastructure while others were still renting it.
OwnOps is how you build that infrastructure â with a partner who has done it before, handles the complexity, and is accountable to your firm’s outcomes.
3â100+
SCALABLE TEAM SIZE
60 Days
TARGET GO-LIVE
100%
EXCLUSIVELY YOURS
Our Values
The principles that guideâĻevery engagement we undertake.
Reliability
Consistent, accurate, and timely delivery â every engagement, every time.
Ethics
Integrity, confidentiality, and accountability in every relationship we build.
Nurture
Empowering people and partnerships to grow beyond what they imagined possible.
Excellence
Innovation, precision, and continuous improvement in everything we deliver.
testimonials
What People Say
âWorking with ZikZag is always an absolute joy, both personally and professionally. Tommy is an amazing speaker; her experience, expertise and genuine passion for what she does is obvious in every word he says.â
âWorking with ZikZag is always an absolute joy, both personally and professionally. Tommy is an amazing speaker; her experience, expertise and genuine passion for what she does is obvious in every word he says.â
Take the First Step
Schedule a confidentialâĻstrategy session with Rene.
Learn whether an OwnOpsâĒ captive offshore team could improve your firm’s capacity, profitability, and long-term enterprise value. No commitment. No sales pressure. A candid conversation about whether this model is right for your firm.
Or reach us directly:contactus@growwithrene.com
Or reach us directly:
contactus@growwithrene.com
60 Days
Target Go-Live
20+
Years Experience
End-to-End
Fully Managed
100%
Dedicated to You