August 2026 Accounting Outsourcing Updates: Tax, Advisory & Capacity Planning

INDUSTRY INSIGHTS

Is Your Firm Ready for the October 15 Deadline?

For accounting firms, extension season has become a compressed filing season of its own. With fewer people available, increasingly complex returns, review cycles, client delays, and partner sign-offs all competing for time, having enough preparation capacity is only part of the equation.

The real question is: Does your firm have enough capacity to get every return through preparation, review, and final approval before October 15?

Our latest Capacity Planning Kit helps firms look beyond simple return counts and calculate their actual workload, available hours, capacity gaps, and the pressure points that can derail an October deadline.

Capacity problems are easier to solve when they’re identified early. The goal isn’t to work harder in October – it’s to know where your capacity gap is before October arrives.

BLOG SPOTLIGHT

➤ Choosing the Right Tax Preparation Outsourcing Partner

Outsourcing tax preparation has evolved from a seasonal workaround into a strategic capacity solution for accounting firms.

Our latest guide explores how to evaluate tax preparation outsourcing companies based on factors that actually matter – U.S. tax expertise, engagement flexibility, security, software compatibility, turnaround times, review processes, scalability, and transition terms.

👉 Read the full blog

➤ Grow Advisory Services With the Right CAAS Delivery Model

Advisory growth isn’t just a sales challenge. It’s a delivery capacity challenge.

This blog explores how a strong Client Accounting and Advisory Services (CAAS) delivery model can create the operational foundation firms need to scale advisory services. By moving execution-heavy work such as bookkeeping, reconciliations, payroll, and tax preparation onto a reliable delivery layer, senior professionals can spend more time on forecasting, strategy, and client relationships.

👉 Read the full blog

➤ How to Onboard an Offshore Accounting Team in One Week

Bringing an offshore accounting team onboard doesn’t have to take months, but successful onboarding starts well before the first task is assigned.

This practical roadmap breaks down what firms should prepare before Day One and what the first five days should look like, from system access and workflow walkthroughs to sample work, supervised assignments, and establishing an ongoing review cadence.

👉 Read the full blog

RESOURCE SPOTLIGHT

📘 The October 15 Capacity Planning Kit

Think you’re on track because you have 200 returns and 50 working days left?

Think again.

Once review cycles, client delays, partner sign-offs, and new returns are factored in, the real workload can look very different.

Our October 15 Capacity Planning Kit helps accounting firms calculate their true capacity requirements, identify potential bottlenecks, and plan for the weeks leading up to the deadline.

Inside the kit, you’ll find:

• The four pressure points where October capacity typically breaks

• A simple four-number capacity check

• A worked example for calculating your capacity gap

• A week-by-week checklist counting backward from October 15

• Strategies for adding capacity and separating preparation from review

👉 Download the Capacity Planning Kit

EMPLOYEE CORNER

Prioritizing Employee Well-Being

This month, Infinity Globus hosted a Medical Health Check-Up Camp as a small but meaningful step toward supporting the health and wellness of our employees.

👉 Take a look at the Employee Well-Being initiative

Celebrating the Spirit of Independence

Our team came together to mark India’s Independence Day with the tricolor, fun games, inspiring words, team pictures, and plenty of laughter.

👉 Watch the Independence Day celebrations

Welcome to the Team!

We’re excited to welcome another talented professional to the Infinity Globus family. Every new team member brings fresh perspectives, new ideas, and a shared commitment to delivering exceptional service for our clients.

Together, we’re building a stronger team and an even stronger future.

👉 Meet our newest team member

WE’RE HIRING

Growth creates opportunity and we’re continuing to build our team.

This month, we’re looking for talented professionals across U.S. Tax, Audit, and Business Development.

Explore our latest openings and find your next opportunity with us.

👉U.S. Tax Supervisor & Manager & U.S. Tax Senior

👉Business Development Executive

👉Audit Staff & Audit Senior

As we wrap up August…

August was a month of planning, growth, people, and preparation.

From helping accounting firms identify their capacity gaps before October 15 to exploring smarter outsourcing and advisory delivery models, this month’s insights all point toward one idea: the firms that prepare early are the firms that scale with confidence.

At Infinity Globus, we’re continuing to grow that same way, by strengthening our capabilities, welcoming talented people, supporting our teams, and helping accounting firms build the capacity they need for what’s next.

Thank you for reading this month’s edition of the Infinity Times.

We’ll see you in the next edition!

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