I help CPA firms offshore with confidence & compliance.
I specialize in IRC §7216, AICPA Code, and FTC Safeguards compliance for accounting firms building offshore teams. I've advised 500+ firms and trained 200,000+ professionals — so you can offshore from day one without regulatory risk.
I am a compliance advisor for CPA firms going offshore
I specialize in outsourcing compliance with 15+ years in public accounting, tax advisory, and regulatory work. I'm an Enrolled Agent (EA) and Licensed Public Accountant (LPA) with deep expertise in exactly the compliance obligations that most offshoring firms don't know they have.
As a nationally recognized CPE presenter, I've trained over 200,000 accounting professionals on IRS guidance, ethics, and tax law. I translate complex regulatory requirements into plain, actionable language your firm can implement immediately.
Deep expertise in IRC §7216, AICPA Code 1.700.040, and FTC Safeguards as applied to offshore outsourcing
Advised 500+ CPA firms on vendor due diligence, regulatory compliance, and offshore team structure
Known for translating complex regulatory requirements into plain, actionable language firms can implement immediately
Who We Serve
Built for firms offshoring — or thinking about it
Whether you have 20 offshore staff or are just starting to evaluate vendors, GOA meets you where you are.
Already Offshoring, No Compliance Review
Active offshore team but never reviewed §7216 consent, AICPA disclosure obligations, or conducted formal due diligence. The most common — and most exposed — position.
Larger or PE-backed firms building owned offshore operations. Geography, entity structure, team design, and compliance from the ground up — fully guided.
Direct access to Jason in every engagement. No account managers, no junior staff hand-offs.
01
Outsourcing Advisory Bundle
Two focused one-hour sessions covering both regulatory compliance (§7216, AICPA, FTC) and business readiness — including a scored report, team blueprint, and 30-day action plan. Includes 14 compliance-ready documents.
Culture clash causing communication breakdown within 90 days
Offshoring client-facing work too early in the relationship
No replacement plan when a key offshore staff member leaves
Offshoring roles that require judgment the firm hasn't transferred
No SOP documentation - offshore team can't maintain consistency
The full Outsourcing Advisory bundle includes 14 documents across both sessions - all delivered within 48 hours. Regulatory resources are compliance-ready templates; business resources are operational tools your team can use immediately.
From Regulatory Advisory Session
Template
§7216 Consent Form - 1040 Work
Rev. Proc. 2013-14 compliant standalone consent form with all required elements, affirmative opt-in language, and 5-year validity.
Template
§7216 Consent Language - Non-1040
Engagement letter addendum with AICPA-recommended disclosure language for corporate, payroll, sales tax, and bookkeeping work.
Guide
Step-by-Step Compliance Action Plan
Numbered, prioritized guide: exactly what to update, what to send to which clients, and in what order - ready to assign to staff.
Guide
Annotated AICPA Sample Language
Official AICPA outsourcing disclosure language with Jason's plain-English commentary on each clause and what you must confirm.
Reference
FTC Safeguards Self-Assessment
12-point checklist to verify FTC Safeguards Rule compliance including WISP requirements and service provider oversight.
Template
Client FAQ Email Template
Ready-to-send email answering the five questions clients ask about §7216 consent - addresses every common objection.
Reference
Regulatory One-Pager
Single-page summary of §7216, AICPA Code, and FTC Safeguards with citation links - for your compliance folder.
Case Study
Before/After Consent Language Examples
Non-compliant consent annotated with violations, and a compliant version annotated with why each element works.
From Business Advisory Session
Report
Offshore Readiness Score Report
Your firm's score (0-100) across five dimensions, with written explanations of gaps and prioritized recommendations.
Framework
Task Mapping Template
Structured spreadsheet mapping your service lines to offshore-ready, hybrid, and onshore-only categories.
Blueprint
Onshore-Offshore Team Structure Blueprint
Recommended org structure for your specific team size, service mix, and growth stage - roles, ratios, reporting lines.
Plan
30-Day Offshore Onboarding Plan
Day-by-day action plan for your first month: before day 1, first week, and full 30-day milestone checklist.
Checklist
Cultural Integration Checklist
Practical checklist for building a cohesive onshore-offshore culture: communication norms, feedback cadence, recognition.
Case Study
Offshore Success Case Study
Real example of a CPA firm that built a successful offshore team - what they did, challenges faced, and outcomes achieved.
02
Vendor Due Diligence Assessment
Independent evaluation of your offshore vendor across compliance, security, and operations. Uses the GOA Vendor Scorecard: 70+ questions, 7 weighted sections, Pass/Fail output. Becomes your AICPA 1.300.040 documentation.
Every vendor due diligence engagement uses the GOA Vendor Scorecard - a comprehensive 70+ question scoring tool across 7 weighted sections. Scores are 0-5 per question with automatic aggregation, color-coded ratings, and a Pass/Fail determination. The completed scorecard becomes your AICPA 1.300.040 due diligence documentation.
Scorecard Structure
Section 1: Legal & Financial (10% weight)
Section 2: Compliance & Regulatory (25% weight)
Section 3: Data Security & Infrastructure (25% weight)
Every vendor due diligence engagement delivers these documents within 48 hours - all go into your compliance files and satisfy AICPA documentation requirements under 1.300.040.
Delivered
GOA Vendor Scorecard (Excel)
Complete scored assessment across 70+ questions in 7 sections, with automatic aggregation, Pass/Fail recommendation, and assessor sign-off block.
Delivered
Scored Vendor Assessment Report (PDF)
Written narrative report covering key findings, dimension ratings, and final recommendation - suitable for partner review and firm files.
Delivered
§7216 Compliance Gap Summary
Written summary of any gaps in your vendor's adequate data protection safeguard compliance, with specific remediation steps.
Delivered
Due Diligence Documentation Pack
AICPA 1.300.040-compliant documentation confirming you conducted proper due diligence - ready to file with client records.
Delivered
FTC Safeguards Vendor Checklist
A completed FTC §314.4(f) service provider checklist confirming your oversight obligation has been met and documented.
Bonus
Vendor Interview Cheat Sheet
Structured question guide for your own vendor evaluation calls - what to ask, what to probe, and which red flags to watch for.
03
GCC Consulting Program
For firms ready to build a captive offshore operation. Jason guides geography selection, entity structure, team design, in-country compliance, and a 12-month build roadmap across three structured sessions.
Most firms don't know what they don't know about outsourcing compliance. Let's fix that — with a structured session, clear deliverables, and a roadmap you can act on immediately.
10 questions. 3 minutes. A personalized readiness score and PDF report — with your compliance stage, gaps, and next steps — delivered to your inbox instantly.
§7216, AICPA Code, and FTC Safeguards — where you actually stand
Vendor due diligence status vs. AICPA 1.300.040 standards
Team readiness: processes, people, and structure scored
Stage placement + prioritized roadmap of next steps
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Readiness CheckQuestion 1 of 10
Does your firm currently use any offshore or outsourced staff for accounting, tax, or bookkeeping work?
Have you obtained IRC Section 7216 written client consent for offshore disclosure of tax return information?
Has your firm conducted formal due diligence on your offshore vendor's compliance and data security?
Does your firm have a Written Information Security Plan (WISP) that specifically covers your offshore service provider?
How would you describe your onshore team's ability to delegate and manage an offshore team?
Do you have a signed contractual agreement with your offshore vendor covering confidentiality and data security?
Has your firm mapped which tasks are appropriate to offshore versus keep onshore?
Are you familiar with AICPA Code 1.700.040 - the disclosure rule for third-party service providers?
What is the size of your firm?
What is your primary goal right now?
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Offshore Readiness Score
Sending to Your Inbox
Offshore Readiness Summary PDF (personalized)
Sample GOA Vendor Scorecard preview
Section 7216 Quick Reference Guide for CPA Firms
Book Outsourcing Advisory Bundle →
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