A CFO’s Checklist
When vetting an offshore provider, CFOs should ensure:
Domain Expertise: Do they specialize in industry-specific accounting (e.g., banking, manufacturing)?
Technology Stack: Are they using cloud ERPs (e.g., NetSuite, Dynamics 365) and AI-driven reconciliation?
Scalability: Can they ramp from 2 to 20 accountants within 30 days?
Security & Compliance: Are they SOC 2, ISO 27001, or GDPR compliant?
Cultural Fit: Do they understand your corporate values and communication style?
Clear SLAs: Turnaround times, error rates, and escalation paths should be contractually defined.
Client References: Ask for case studies—e.g., “tell me about the last time you helped a client reduce costs by >30%.”
Quick Tip:Request a 2-week pilot for transaction processing. Measure accuracy and cycle time before long-term commitment.
