Blue & Co., LLC firm leadership determined in January of 2024 offshoring was a main strategic initiative for our firm. We conducted due diligence by talking to other firms we knew had offshore experience. What we found was many firms were working with a vendor to a specific service line and most did not have their own firmwide solution that they owned. We then were introduced to a consultant who educated us on the different options for offshoring, and surveyed our firm, to determine our offshore readiness. With this information the consultant recommended we pursue a BOTT model. This was attractive as it both minimized our upfront risk and costs, and ensured the work we would be doing in building the infrastructure in offshoring would be something that would be our own at our time and choice.

During the RFP process we interviewed three companies who proposed to help us with the BOTT model. Totl advisors was the clear best fit for our firm after the initial interviews. Totl advisors separated themselves by providing a clear vision of the journey we would be on to Build, Operate, Transform, and Transfer, how they would help us each step of the way, and their willingness to meet us where we are. We had many questions during the interview process, requested several follow up interviews, and some one-on-one meetings with Totl advisors. They had representatives come to our office and provided us access to other retired CPA’s who had been on a similar journey. The entire process made us very confident we would be successful and that we had chosen the right partner for us.