Frequently Asked Questions

Yes. We are WISP-compliant and require Section 7216 taxpayer consent before granting access. Our offshore tax preparation team uses Zero-Trust architecture, logging into your VDI/Cloud environments. No data is stored locally. Our medical billing division maintains full HIPAA compliance.

Our Cebu IT Park center is a physical clean-room with biometric access. Employees cannot bring phones, USB drives, cameras, or paper to their desks. If data cannot leave the room, risk drops to zero.

Yes. Every candidate must pass a rigorous multi-layer background check. This includes a National Bureau of Investigation (NBI) clearance in the Philippines, education verification, previous employment verification, and a financial credit review before they are permitted to join our roster.

Every active client contract includes a $1,000,000 Errors & Omissions (E&O) and Cyber Liability policy. While it is the US CPA partner's ultimate fiduciary duty to sign and file returns, our infrastructure provides comprehensive insurance backing for our entire operational footprint.

They are 100% dedicated, full-time W-2 equivalent employees of Vance & Cole. No gig workers. Whether for offshore bookkeeping, tax preparation, or fractional CFO services, they work 40 hours/week exclusively for your firm.

We hire the top 4.5% of applicants. Seniors have 3-5 years preparing US taxes or producing US GAAP financials. Most hold active Philippine CPA licenses, which mirror US public accounting curriculum. Explore our specific capabilities: Tax Preparation, Bookkeeping, Audit Support, and CFO & Controller Advisory.

That is entirely up to you. Many of our partners have our Seniors directly handle "client-facing" email threads for document collection and basic Q&A, issuing emails from an @yourfirm.com address. All of our professionals pass EF SET English proficiency benchmarks.

Our team is pre-trained on Drake, CCH Axcess, ProSeries, Lacerte, and UltraTax (see tax prep capabilities). For bookkeeping, they are QBO and Xero certified (see bookkeeping services). Proprietary software? They adapt within days.

You do. We provide the facility, HR, compliance, and IT security. You provide the accounting work. They log into your workflow tool (Karbon, Canopy, Asana, etc.) and take direction from your managers.

You pay a flat monthly retainer to Velmer Digital LLC (NM). No hourly surprises, payroll taxes, benefits overhead, or IT costs. We handle all HR, healthcare, bonuses, and 13th-month pay. View full pricing details for all service tiers including bookkeeping, tax preparation, and CFO advisory.

No 20% headhunter fees. We charge a nominal $1,500 one-time setup fee per seat. This covers the immediate procurement and configuration of an enterprise dual-monitor workstation, dedicated fiber allocation, biometric registration, and HR onboarding.

You are responsible for provisioning the software seats your talent needs (e.g., an extra Lacerte seat, a Microsoft 365 license, Karbon access). Just like a domestic hire, you allocate standard software access credentials, while we provide the physical hardware and security infrastructure.

No. We believe in earning our place in your firm every single month. We utilize simple, clean agreements with our US LLC that can be scaled down or canceled completely with a standard 30-day trailing notice.

Absolutely. Our facilities run 24/7. Your accountant aligns to your timezone (EST, CST, MST, or PST). If you work 9-to-5 EST, they are online and available on Teams/Zoom during those exact hours.

Your offshore team mirrors standard US holidays (e.g., Thanksgiving, July 4th, Labor Day), ignoring local Philippine holidays to prevent disruptions during tax season. Every talent receives an allocation of accrued PTO days (Paid Time Off), which they must request approval for from you, just like local staff.

Standard deployment takes 14 to 28 days depending on the complexity of the role. Following an introductory strategy call to map your requirements, we will present 2-3 shortlisted, vetted candidates within a week for your final interview and approval.