/ Remote Engagement Guide · Updated 2026-10-22
How to Engage Indian CA Remotely from USA / UK Step-by-Step, complete remote engagement guide.
Foreign company (US / UK / EU / Singapore / UAE / Australia / Canada) engaging an Indian Chartered Accountant for India services - how to do it remotely, efficiently, without a visit to India. Step-by-step from first email to final deliverable. BQP has served 100+ foreign clients through this exact remote engagement model. Here's the complete practitioner's step-by-step.
Written by CA Durgesh Chavda
Chartered Accountant (ICAI) · Founder, Bharat Quantum Prospera · US incorporation, India-US DTAA, FEMA ODI, NRI taxation, cross-border structuring · LinkedIn
/ Step 1: Define what you need
Clarity first.
Foreign company engaging Indian CA typically needs one or more of:
- India entity setup (WOS / Branch / Liaison) or operational compliance for existing Indian subsidiary.
- Due diligence on Indian target company (M&A / investment).
- Form 15CA/15CB CA certificate for foreign remittance.
- OIDAR GST registration + monthly compliance.
- Transfer pricing (Form 3CEB) + benchmarking study.
- Annual audit coordination (statutory + tax + TP).
- Section 195 TDS advisory + opinion letter.
- Profit repatriation (dividend / royalty / FTS / buyback).
- India market entry / research / supplier verification.
- FEMA compounding of past breaches.
- India IP registration (trademark / patent).
- EOR India or own-subsidiary hiring setup.
Define needs in a one-paragraph email - BQP can advise on specific scope.
/ Step 2: First outreach
Email + 48-hour quote.
- Email durgesh@bharatquantumprospera.com with:
- — Your company name + country + brief context.
- — What you need (one paragraph).
- — Timeline urgency.
- Response within 24 business hours.
- 30-min Zoom scoping call scheduled at your preferred time zone.
- Scoped quote within 48 hours of scoping call: fixed scope + fixed fee + timeline + deliverables.
- No obligation at this stage.
/ Step 3: Scoping call
30 minutes.
What to discuss on the scoping call:
- Specific business situation + context.
- Specific deliverables you need.
- Timeline + specific deadlines.
- Format preferences (PDF / Word / Excel / Google Workspace / Microsoft 365).
- Communication preferences (email / WhatsApp / weekly call cadence).
- Specific regulatory / compliance context (prior audits, pending notices, ongoing transactions).
- Co-ordination with your foreign counsel / Big-4 global auditor / US CPA (if applicable).
BQP partner CA Durgesh Chavda personally conducts scoping calls - not junior staff.
/ Step 4: Engagement letter + onboarding
Signed remotely.
- Receive scoped quote email with engagement letter attached (PDF).
- Review scope + fee + timeline + deliverables.
- Sign electronically (DocuSign / HelloSign / Adobe Sign) + email back.
- BQP counter-signs + returns.
- Shared workspace setup (Google Drive / Dropbox / Microsoft 365 / Box - your preference).
- Document request list issued (what we need from you).
- Delivery begins.
/ Step 5: Delivery cadence
Weekly status + ad-hoc.
- Weekly 30-min status call (Zoom at your time zone).
- Deliverables shared via workspace in your preferred format.
- Email / WhatsApp for ad-hoc questions.
- Partner-level access: no junior-staff gatekeeping.
- Co-ordination with your foreign counsel if cross-border matter.
- Co-ordination with your US CPA / UK accountant if dual-tax matter.
- Co-ordination with Big-4 group auditor if parent uses Big-4.
/ Step 6: Final deliverable + post-engagement
Closure + continuity.
- Final deliverables shared + signed off.
- 30-day Q&A window on deliverables.
- Ongoing retainer available if continuing need (annual compliance, quarterly MIS, periodic Form 15CB).
- Preservation of workpapers for 8+ years.
- Reference for future scope.
Last updated: 2026-10-22.
/ Ready when you are
US / UK / EU / Singapore / UAE company needing Indian CA?
Email + 30-min Zoom + 48-hour quote + e-sign + delivery. Full remote engagement model. BQP has served 100+ foreign clients this way.
FAQ
Common questions, answered.
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