Straight answers

Everything firms ask,
answered without hedging.

If your question is not here, send it over. You will get a direct answer from a practice lead, not a brochure.

With a scoping session covering your workflow, volumes, software and review standards. From there you get a written role scorecard, a team structure and a fully loaded cost before you commit to anything.

Pricing is quoted per engagement after scoping and is fully loaded: salary, statutory benefits, workspace, hardware, software licences, management, quality assurance and IT support. There is no separate charge for leave, training, attrition or backfill.

Work happens on locked virtual desktops with no local storage, no removable media access and no personal device access. Delivery floors are access controlled. We will complete your own security questionnaire, share our control documentation, and accept an audit by your team.

No. We staff to your existing stack and are provisioned as users inside your own environment under your roles and permissions. Nothing is migrated and no data leaves your systems.

Every engagement has a named second level reviewer who is not the preparer, plus an independent quality sample. Both are named in your service agreement and sign the monthly close checklist.

We recruit a calibrated replacement at our cost, with a documented handover and an overlap period where notice periods allow. The timeline is a contractual commitment, not a best effort statement.

Only if you tell them. The engagement is white labelled by default: your email domain, your templates, your branding. Many firms choose to disclose it, and we will support that conversation with our security documentation if it helps.

The notice period, the process documentation handover and the knowledge transfer period are all set out in the agreement. We would rather you leave cleanly than stay unhappily.

That is the usual path. Most firms begin with one or two seats on a contained process, prove the model over a quarter, then expand. We do not require minimum volumes to begin.

Our core markets are the United States, United Kingdom, Canada and Australia. Delivery runs from our centres in India on shifts matched to each client's working day.

Service-specific

Questions tied to a particular practice.

Bookkeeping & Accounting

Do we have to change our accounting software?

No. We staff to your stack. If you run QuickBooks Desktop over a hosted server, we log into that server. If you run Sage Intacct, we are provisioned…

Who reviews the work before it reaches us?

Every file passes a second level review before it is released to you. The reviewer is named, is not the preparer, and signs the close checklist.

All bookkeeping questions

Tax Preparation & Compliance

How is client data protected during season?

Preparers work on locked down virtual desktops with no local storage, no removable media, no printing and no personal device access. Sessions are logged and the logs can…

What turnaround should we plan for?

Turnaround is agreed per form type during scoping and written into the engagement, rather than quoted as a blanket figure. Simple individual returns move fastest; consolidated corporate returns…

All tax prep questions

Payroll Processing

Do you take custody of payroll funds?

Never. We prepare, validate and submit. Funding remains entirely under your control and your approvers release every run.

What happens if a filing deadline is missed?

Responsibility for a late filing caused by us is set out in the engagement agreement, including how any resulting penalty is handled. We agree that wording with you…

All payroll questions

Accounts Payable Management

Can Globex release payments?

Only if you want us to, and only within limits you configure. The default and recommended setup is preparer only: we build the run, your approver releases it.

How are duplicate invoices caught?

Three checks run on every invoice: a vendor plus invoice number match, an amount and date proximity match, and a manual reviewer scan on anything above your threshold.

All accounts payable questions

Accounts Receivable & Collections

Will your team speak to our customers?

Yes, under your brand and your tone guidelines, by email and phone, with every interaction logged. Many clients prefer we handle the first two escalation tiers and keep…

How quickly does collection performance change?

That depends on your current invoicing speed and follow up discipline, which we measure during scoping. We set the target with you from your own baseline rather than…

All receivables questions

Virtual CFO & Advisory

How much of the lead's time do we get?

Engagements are scoped in days per month and scale from a light advisory footprint to several days a week. The delivery team behind them is sized separately, so…

Is this a person or a product?

A named person. You meet them before you sign, they stay with your account, and if they move on you approve the replacement.

All virtual cfo questions

Audit & Assurance Support

Does this affect our independence?

Globex staff act under your direction and supervision as engagement resources. We maintain independence declarations per engagement and do not provide prohibited services to your audit clients. Your…

Can you work in our audit methodology?

Yes. Staff are trained on your programme and templates during onboarding, and a calibration engagement is run before live files are assigned.

All audit support questions

Financial Reporting & Analysis

How long until the first pack?

The first pack is usually issued for the second close after go-live. The first close is used to agree definitions, allocation rules and the commentary standard.

All reporting questions

Sales Tax, VAT & Indirect Compliance

We think we already have historic exposure. Where do we start?

With a quantification, not a filing. We size the exposure state by state first, then recommend whether voluntary disclosure, prospective registration or no action is the right response…

All sales tax & vat questions

Dedicated Offshore Teams

Do we interview the candidates?

Always. We screen for technical ability, communication and culture, then present a shortlist per role. You interview and you decide. We do not place anyone you have not…

What is the minimum team size?

One full time seat. Most firms start with two, typically a senior and an associate, and grow once the rhythm is established.

All offshore teams questions

Fund & Trust Accounting

Can you work directly with our fund administrator?

Yes. In many engagements we sit between the general partner and the administrator, preparing and validating the information the administrator needs and reviewing what comes back.

All fund accounting questions

Accounting Automation

Will automation replace the team we hire from you?

It changes what they do. Automation generally lets the same headcount absorb more volume and moves people from processing onto review and analysis.

All automation questions

Next step

Ready to build your offshore finance team?

Tell us what your firm is struggling with. We will map the roles, show you the cost model and give you a shortlist to interview. No retainer, no obligation.

Book a Consultation See Engagement Models

No retainer. Response within one business day.

Confidentiality agreement signed before any data is shared.

Everything firms ask,answered without hedging.