You know offshoring could solve your firm’s capacity problem. But for many getting started feels overwhelming.
How do you find someone who’s actually good?
What if they don’t understand your workflow?
What if it turns into more work, not less?
Many firm owners want to offshore, but they’re stuck at square one. The idea sounds promising, but the execution feels like a leap.
We get it. We’ve been in your shoes. Running busy firms, needing help, but unsure where to begin.
That’s why we created Foundations 90. It’s a structured onboarding program designed to guide firms through those crucial first steps. And unlike larger providers, you don’t get handed off to an account manager. You work directly with the owners; David Mason in Australia and Rosanna Auayang in the Philippines.
No layers. Just two experienced accountants committed to helping you get this right.
What is Foundations 90
Foundations 90 is a 90-day training and onboarding program for your offshore accountant. But more importantly, it’s a practical and supported way to begin your offshoring journey with confidence.
During this period, your new team member receives guided training in your tech stack, your processes, and the way your firm works. We manage the day-to-day support on our side, so you’re not left to train someone solo while juggling your own workload.
This means you’re not just hiring capacity; you’re building capability.
Why it matters
The biggest risk in offshoring is poor onboarding. When it’s rushed or left to chance, things fall through the cracks. Communication breaks down. Expectations get missed. And your senior team ends up picking up the pieces.
That’s what we’re here to prevent.
With Foundations 90, we give your offshore accountant the structure and support they need to step confidently into their role. And we give you the peace of mind that someone’s there beside you, guiding the process.
As one client told us: “Thanks to Offshore Synergy’s three months of hands-on training, oversight and additional support, new staff are able to integrate into both their office environment and our team much faster” Sue Mackenzie-Smith, q4 financial.
You don’t have to know it all
Foundations 90 was created for firms who want to offshore but aren’t sure where to start. You might be offshoring for the first time. You might have tried before and been burned by a hands-off, high-volume provider.
Either way, this is different. You won’t be lost in the system. You’ll be guided by the people who built the system.
We keep things boutique on purpose. It’s how we stay close to our clients and close to the details. You deal directly with the founders. And you get the support you need to make this work long-term.
Ready to explore what this could look like for your firm?
Let’s have a conversation, book a chat with David.