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Why Not All Transaction Advisory Offshore Teams Are Created Equal

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  • Redea Garcia - Scrubbed CPA Firm

    Redea has led the Transaction Advisory Services (TAS) Team since 2015, where she oversees financial due diligence for merger and acquisitions deals, valuations, and telecommunications and media regulatory filings support services. She specializes in buy-side and sell-side financial due diligence across a diverse range of industries including retail, services, manufacturing and distribution, and more. Prior to joining Scrubbed, Redea was at SGV and Co., an EY member firm, where she gained experience in external auditing of services and merchandising companies. Before that, she worked in the Australian market segment of EY, focusing on auditing companies in the asset management industry. Redea has been a licensed Certified Public Accountant (CPA) since November 2011. She earned her Bachelor of Science in Accountancy from Holy Angel University in the Philippines.

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In the fast-paced environment of Transaction Advisory Services (TAS), time is a constant pressure. Tight deadlines, unpredictable deal flow, and high expectations from clients and stakeholders are the norm. That’s why more firms are looking offshore to meet these demands. But here’s the catch: not all offshore TAS teams are created equal.

While some firms have successfully built offshore models that act as a seamless extension of their onshore teams–agile, technically sound, well-trained and well-managed–others struggle with fragmented, underperforming setups that add risk rather than value. The difference isn’t just operational—it can directly impact quality of deliverables, turnaround time, and client trust.
Finding the right offshore partner makes all the difference.

So, what separates high-performing offshore TAS teams from the rest?

What a High-Performing Offshore Team Looks Like

A high-performing offshore team does more than just completing tasks–they understand your priorities, take initiative, and consistently deliver reliable, high-quality work. These teams typically share several things in common:

  • Clear onboarding and training before they’re assigned to client-facing work.
  • Structured internal review processes that reduce the client’s need for quality control.
  • Expertise with TAS workflows and deliverables so they can contribute independently.
  • A team structure with multiple levels of oversight, to ensure accountability, mentorship, operational continuity, and not just individual contractors working in isolation.

The result is a team that is dependable, high-functioning team that builds trust quickly and operates with minimal supervision, allowing you to focus on critical matters rather than micromanaging tasks.

How Scrubbed Builds Reliable Offshore TAS Teams: From Talent Selection to Quality Executions and Seamless Transitions

At Scrubbed, we make sure we get it right from the very beginning–starting with how we hire. Our process is intentionally different from most firms. Every candidate goes through a multi-day “Bootcamp” regardless of whether they have prior TAS experience. Candidates work through sample TAS-projects, allowing us to assess their analytical thinking, problem-solving approach, ability to manage tasks and get a glimpse of their work habits. This approach gives both the candidate and Scrubbed the opportunity to assess if they are the right fit for each other. The candidate gains first hand insight into the nature of the work and can determine if it’s aligned with her skills and interests, while Scrubbed can assess whether the candidate is the right fit for the demands of TAS work.

Quality is our top priority at Scrubbed. We maintain extra capacity so that new hires aren’t thrown into client work on day one. Instead, they undergo training ahead of time on analyses, expectations, and quality standards before they ever join a client team. So, once a Scrubbed professional steps into your engagement, they’re already up to speed. And behind them is a structured support system–complete with internal quality checks, transparent review process, and a team framework designed to ensure excellence at every level.

One concern we hear a lot is, “What happens if someone leaves?”

We get it. Institutional knowledge is valuable and fragile. So, we make a point of documenting processes, capturing client preferences, and ensuring that knowledge is shared across the team to ensure that the next person stepping into your team can do so without missing a beat.

Offshore Power, Onshore Win: A Success Story in TAS Execution

A high-priority TAS project came in with a two-week deadline from one of our CPA firm clients. There was no margin for error. Both client onshore and Scrubbed offshore teams kept the work moving around the clock, thanks to time zone advantages. Scrubbed professionals were flexible by extending hours to meet the tight deadline and still delivered high-quality work on time.

The result? Our CPA firm client’s end customer was so impressed that they decided to also transition the tax services work away from a Big 4 firm and expand their relationship with our CPA firm client. This was a client they have been trying to pursue. That’s the kind of impact a well-aligned offshore team can make. Having the right partner—one that requires minimal supervision and maximizes time zone differences—can be a game changer.

What to Ask When Evaluating Offshore Support — It's Not Just About Cost

When exploring offshore options, it’s tempting to focus on rates—but cost savings mean little if the work doesn’t meet your standards or help you grow. Instead, focus on these high-impact questions to assess true value:

  • How are new team members trained before client deployment?
  • Is there an internal review process to ensure quality before delivery?
  • What steps are taken to ensure continuity if someone leaves?
  • Can the team contribute insights—or only execute instructions?
  • Is the team structured with oversight and accountability—or are you getting freelancers?

The Takeaway

Offshore support can be a smart way to grow your capacity and stay flexible. But it only works when the team you bring in is equipped to handle the pace and pressure and meet the quality standards that you demand.

If you’re ready to explore how a high-performing offshore team can support your TAS practice without any of the usual offshore headaches, contact us.