Our Process
A Time-Tested Approach Tailored for Accounting Firms
Offshore collaboration is effortless with OHM Financial. Whether you’re a small accounting firm tackling the challenges of tax season or looking to scale year-round, our process is simple, transparent, and built to deliver results.
Seamless Offshore Accounting for Growing Firms
With OHM Financial, small and mid-sized accounting firms gain access to offshore accounting support from U.S.-qualified CPAs and EAs – all at an affordable cost, without risk, hassle, or hidden fees.
Our transparent and secure process integrates seamlessly with your existing workflows, ensuring smooth collaboration and consistent results. Every report and set of numbers meets the highest standards of accuracy and compliance, thanks to our dedicated offshore team working directly within your systems.
Our Proven
5-Phase Process
Initial
Discovery Call
Tell us about your firm’s challenges, goals, and priorities. Whether you need support with tax season, ongoing bookkeeping, or a one-time cleanup, we’ll tailor a solution that fits your workflow, timeline, and business objectives.
Formulating a Personalized Solution
After the discovery call, we create an offshore accounting strategy tailored to your firm’s specific needs. This includes a detailed overview of your dedicated offshore team, a comprehensive scope of work, transparent pricing, and flexible terms designed to fit your workflow.
Simplified
Onboarding
There’s no commitment or upfront payment required — we get everything ready when you’re ready to begin. Our team handles secure
system access, connects your offshore accountants to your workflow, and guides you through each step to ensure a smooth, hassle- free onboarding experience.
Get to Know
Your Team
Your offshore accountants bring extensive experience in U.S. accounting and hold relevant degrees, along with QBO QuickBooks Online Pro Certifications. Every engagement is overseen by our U.S. CPA and Enrolled Agent to ensure complete accuracy, compliance, and
consistency across all reports, entries, and files.
Ongoing
Assistance
As your project moves forward, our partnership grows with it. We provide proactive recommendations, consistent updates, and clear, ongoing communication. Need to adjust your goals, add support during tax season, or scale down during slower periods? You can make changes at any time with no additional fees.
Trusted Tools. Reliable Technology. Smart, Secure Systems That Integrate Without Disruption
Whether you use QuickBooks Online, Xero, or another accounting platform, our team integrates seamlessly with your existing systems. We’re trained in leading cloud accounting tools, allowing us to work within your workflow without disruption.
Our secure cloud environment ensures strong data integrity, version control, and complete confidentiality through encrypted access and controlled permissions.
We handle the technical details so your technology supports you and strengthens collaboration every step of the way.
Why Firms Trust Our Method
Customized, Transparent & Proven
Tailored for Small Firms
We understand the unique challenges small accounting firms face with unpredictable workloads, limited staffing, and tight deadlines. That’s why our entire process is designed with your needs in mind.
Skilled Supervisors
Ensure your offshore team’s work meets the same standards as your in-house staff. All tasks are reviewed and overseen by U.S.-qualified CPAs and EAs for accuracy and compliance.
Adaptable and extensible
No long-term contracts are required, and all pricing is fully transparent. Gain instant access to highly trained accountants whenever you need support.
Our Promise
Collaboration That Goes Beyond Specific Projects.
At OHM Financial, we don’t just complete tasks — we build lasting partnerships. You can count on us to help your business operate more efficiently, scale faster, and serve more clients with less hassle.
Begin Your Offshore Accounting Journey Today with OHM Financial.
Frequently Asked Questions
Is my data safe?
Without a doubt. To guarantee complete data security, we use U.S. compliance standards, regulated access, and encrypted systems.
Can I get in touch with someone in the US?
Yes, you can reach our Kansas City staff at any time via phone or email if you need assistance.
At what time will I be able to begin?
It usually takes about a week after the discovery call for accounting firms to get completely onboarded and running.
Do I need to pay an upfront payment, or is a long-term commitment required?
No. We offer full flexibility, zero-deposit policies, and no lock-ins.
How flexible is my offshore team in terms of working hours?
Yes. To facilitate seamless cooperation and real-time communication, we adjust the schedules of our offshore team members to coincide with your desired working hours.
Can I expand my offshore crew during the tax season?
Yes, any time. Whether it’s for year-round operations or temporary help during tax season, you can increase or decrease the number of employees.