Processes You ShouldOffshore

What’s one task you wish you could offshore today?

Thinking of offshoring but not sure where to start? Here’s the golden rule:

✅ Offshore the repeatable, process-driven tasks
❌ Keep the high-touch, client-facing work in-house

• That means bookkeeping, reconciliations, AP/AR, and payroll = great offshore candidates.
• But client relationships, advisory, and final audit sign-offs? Those stay with your core team.
• At Caramel Advisors, we help firms map their workflows, spot the right offshore opportunities, and scale delivery without risking client trust.

Next up on Outsourcing Toolkit Thursdays: “How to Train & Onboard an Offshore Team Efficiently