FAQ's

Getting started is simple. You can email us directly at sanjay@cozicornglobaladvisory.com, or fill out the contact form on our website. We will schedule a complimentary 30-minute initial consultation to understand your requirements, scope of work, software stack, and propose a tailored engagement plan with clear timelines, deliverables, and transparent pricing.

CoZicorn proudly serves CPA firms and businesses across three key regions: the United States, the United Kingdom, and Australia. Our team has deep expertise in local regulations — US GAAP/IRS, UK GAAP/HMRC, and Australian AASB/ATO — enabling us to support multinational clients seamlessly from our offshore delivery center in India.

Our pricing is tailored to each engagement based on scope, complexity, volume, and required skill level. We offer flexible engagement models including fixed-fee monthly retainers, per-hour FTE staffing, and per-return/project pricing for tax and audit work. During the initial consultation, we will provide a detailed, transparent proposal with no obligation. Typical cost savings range from 40% to 60% compared to local hires.

Absolutely. Our team holds industry-leading qualifications including CA, CPA, ACCA, CMA, MBA (Finance), and QuickBooks/Xero ProAdvisor certifications. Every team member undergoes a rigorous 3-month training program on international accounting standards, software proficiency, and client communication protocols. Our combined team brings over 5+ years of real-world offshore delivery experience across diverse sectors including real estate, SaaS, healthcare, and professional services.

Yes. International tax compliance is one of our core strengths. Our tax experts handle US 1040/1120/1065, UK Self Assessment SA100 and CT600, and Australian BAS/GST/ITR and STP. We also advise on cross-border transaction structuring, transfer pricing documentation, double tax treaty benefits, withholding tax compliance, and foreign tax credit calculations across all three regions.

Definitely. We cater to all sizes — from solo CPAs and 2-3 person firms to large regional accounting practices. Our flexible engagement models scale with you: start with 1 part-time bookkeeper during busy season and expand to a full 5-10 member dedicated team year-round. All services are offered at transparent, small-firm-friendly pricing with no minimum contract lock-in.

Project timelines vary by scope: Bookkeeping onboarding (1–2 weeks), Tax return processing (2–5 business days per return depending on complexity), Audit support engagement (2–6 weeks), Dedicated offshore staffing hire (2–3 weeks from interview to start date). We always provide a detailed onboarding checklist and SOP document during kickoff, ensuring full transparency from Day 1.

We take data security extremely seriously — this is the foundation of our offshore trust model. All engagements are governed by mutual NDAs. Our systems follow ISO 27001-aligned practices with AES-256 end-to-end encryption, secure VPN/VDI-only client system access, role-based access controls, quarterly security audits, and SOC 2 Type II compliant infrastructure. Client data is never shared or stored on local devices, and all team members sign confidentiality agreements.

Yes. We believe long-term partnerships drive lasting results. Every engagement includes a dedicated Client Success Manager, daily/weekly standups on Slack or Teams, shared project management tools (Asana/ClickUp), real-time progress dashboards, and monthly business reviews. We operate overlapping business hours with all three regions (US/UK/Australia) to ensure live communication availability.

Absolutely. Our Audit & Assurance practice provides year-end audit file support including working paper preparation, lead schedule compilation, sample testing walkthroughs, SOX 404 control testing support, financial statement drafting with footnote disclosures, audit representation letters, and completion checklists. Our auditors follow PCAOB, ISA, UK GAAS, and ASA standards.

We work across all leading platforms: QuickBooks (Pro/Premier/Online), Xero, NetSuite, Sage Intacct, SAP Business One, Thomson Reuters UltraTax, CCH Axcess, ProSystem fx, Caseware, CCH Engagement, Gusto, ADP, Paychex, KeyPay, BrightPay, Power BI, Tableau, and many more. Our recommendations are always based on your existing tech stack — we do not push proprietary software.

Yes, real estate is one of our flagship industry verticals. We offer dedicated real estate accounting including CAM reconciliation, property-level P&L reporting, 1031 exchange tracking, NNN/NN lease administration, TIC/LLC owner reporting, rent roll analysis, construction draw accounting, and real estate partnership tax return preparation.

You can schedule a free 30-minute consultation by calling our hotline, emailing our client services team, or filling out the Request a Call Back form on the homepage. Our team will confirm your appointment within 24 business hours and share a pre-meeting checklist to make the consultation as productive as possible. We also offer quick demos of our workflow and security processes on request.

Four key differentiators: (1) Niche accounting-only focus — no IT or general consulting dilution, (2) Senior CPA/CA-led delivery on every engagement (never freshers only), (3) Global regulatory expertise across US/UK/Australia with region-specific teams, and (4) Measurable outcomes tied to your practice metrics — on-time delivery rate, error rate, and reviewer-effort reduction. We measure success by how much reviewer time we save you, not by billable hours.