LATAM → USA Nearshore Delivery

SMS Delivery Center

Professional nearshoring from Latin America to the United States

A managed services unit connecting U.S. client-facing teams with qualified Latin American professionals across accounting, audit, tax, BPO, CAAS, automation, data analytics, legal and compliance.

Nearshore professional delivery model

LATAM Hubs Argentina · Brazil · Mexico · Colombia
U.S. Market Client relationship & coordination
Accounting Audit Tax BPO CAAS Analytics
Market Challenge

U.S. firms need more capacity, quality and efficiency

Accounting, audit and tax teams in the United States are under pressure to deliver more work, respond faster to clients and maintain high standards while facing a more complex talent and cost environment.

01

Talent shortage

Firms are facing increasing difficulty attracting and retaining qualified accounting and audit professionals.

02

Rising labor costs

Higher labor costs continue to pressure margins, service structures and the ability to operate efficiently.

03

Specialized outsourcing demand

U.S. firms and companies need flexible professional support that goes beyond generic outsourcing models.

The challenge is not only finding people. It is building an operating model that expands specialized talent access while preserving quality and client proximity.

Value Proposition
Latin America Centralized professional work

Qualified teams across key regional hubs.

United States Professional service support

Technical execution for U.S. firms and operations.

Value Proposition

A strategic managed services unit from LATAM to the U.S.

The SMS Delivery Center is designed to centralize specialized professional work from Latin America for the U.S. market through a managed nearshore model.

Its purpose is to improve efficiency, ensure technical quality and increase regional competitiveness through coordinated hubs in Argentina, Brazil, Mexico and Colombia.

Centralized professional work from Latin America.

Specialized support for U.S. accounting, audit and tax needs.

Managed execution with quality and productivity routines.

Regional hub allocation based on expertise and team availability.

Why SMS Delivery Center

Professional standards with LATAM proximity

SMS combines the advantages of Latin American nearshoring with the technical foundation, quality orientation and regional reach required for professional services delivery.

Cultural and time zone proximity

LATAM hubs enable closer collaboration with U.S. teams through aligned working hours and cultural proximity.

Bilingual and multicultural teams

Teams can support cross-border workflows with language flexibility and experience in multicultural service environments.

Certified technical expertise

Expertise connected to IFRS, US GAAP, QA routines and professional service delivery requirements.

Competitive cost structure

A nearshore model designed to improve efficiency and support more competitive service economics.

International network standards

SMS brings the credibility of a professional network connected to high standards and quality expectations.

The result is a model designed to increase access to specialized talent while preserving quality, coordination and client-facing control in the U.S. market.

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Services

Professional services supported by the SMS Delivery Center

The Delivery Center covers key service lines for firms and business operations that need reliable execution, technical depth and cross-border collaboration.

01

Audit & Assurance

Support for audit documentation, workpaper preparation, procedure assistance, confirmations, analytics and engagement lifecycle activities.

Audit Support Workpapers QA
02

BPO / Accounting / Payroll

Support for accounting operations, bookkeeping, reconciliations, reporting assistance, payroll routines and business process services.

Accounting Payroll BPO
03

Tax & International Tax

Support for tax compliance, international tax workflows, documentation, reporting routines and cross-border tax-related activities.

Tax International Compliance
04

Automation / RPA / Data Analytics / Testing

Technology-enabled support for data preparation, process automation, testing routines, dashboards, analytics and efficiency initiatives.

RPA Analytics Testing
05

CAAS

Support for client accounting advisory services, management reporting, accounting information preparation and recurring finance routines.

Advisory Reporting Finance
06

Legal & Compliance

Support for corporate, legal, regulatory and compliance-related processes according to the required scope, jurisdiction and standards.

Legal Regulatory Compliance

Services can be structured according to scope, seniority, language requirements, team availability and the level of coordination required by the U.S. relationship team.

Who We Support

Built for organizations facing talent, workload and service complexity

The SMS Delivery Center supports organizations that need reliable professional service capacity with a nearshore, flexible and quality-oriented delivery model.

Different organizations. One shared need: specialized capacity that can scale without weakening client proximity or delivery control.

01

Accounting firms

For medium and large U.S. accounting firms that need additional capacity across audit, accounting, tax, advisory and recurring client service operations.

Audit Accounting Tax Advisory
02

Middle-market companies

For businesses that need specialized support in finance, accounting, payroll, tax, compliance and reporting routines.

Finance Payroll Reporting Compliance
03

Shared services operations

For global or regional teams looking to expand service capacity with Latin American professional support and coordinated execution.

Shared Services Regional Teams Service Capacity
04

Startups and growing businesses

For companies that need structured accounting, payroll, tax and compliance support as they scale operations in a more organized way.

Startups Growth Payroll Tax
Operating Model

U.S. relationship. LATAM delivery. Coordinated quality.

The SMS Delivery Center operates through a clear division of roles, designed to keep the client relationship close to the U.S. market while organizing technical execution through Latin American teams.

U.S. Front Office

Client relationship and coordination

SMS North America or the U.S. firm leads the client relationship, commercial coordination, scope alignment and local contracting when applicable.

  • Client relationship management
  • Commercial coordination
  • Scope and workflow alignment
  • Local contract when applicable
LATAM Delivery Center

Execution, capacity and technical support

LATAM teams execute the agreed services, provide technical professionals and manage operational capacity, productivity and delivery routines.

  • Professional service execution
  • Technical team allocation
  • Capacity and productivity management
  • Quality and delivery support

Coordinated governance for consistent delivery

Delivery is organized through defined workflows, allocation criteria, quality review routines and continuous coordination between the U.S. relationship team and the LATAM hubs.

U.S. teams lead the client relationship. LATAM teams strengthen delivery capacity.

LATAM Hubs

Regional hubs across Latin America

The SMS Delivery Center leverages qualified teams across key Latin American markets, allowing services to be assigned according to expertise, language requirements, team availability and operational considerations.

A

Argentina

Regional delivery capacity for professional services, technical support and coordinated execution.

B

Brazil

Technical professionals and scalable delivery support across accounting, tax, BPO and analytics-related needs.

M

Mexico

Nearshore proximity and service capacity aligned with U.S. market coordination and language requirements.

C

Colombia

Regional professional support with proximity, technical expertise and service capacity for U.S. market needs.

LATAM → USA delivery network Argentina, Brazil, Mexico and Colombia as primary operational hubs.
Mexico
Colombia
Brazil
Argentina
United States

Service allocation criteria

Expertise Language Team availability Cost structure Operational risk
Engagement Models

Flexible models for different service needs

The SMS Delivery Center can be structured according to service line, volume, seniority, technical complexity and the level of coordination required by the U.S. relationship team.

01

Monthly subscription

Recurring delivery capacity for ongoing accounting, tax, audit support, BPO, payroll or advisory needs.

Best for Continuous operations and predictable monthly service demand.
02

Hourly or blended rates

Flexible support based on service line, seniority mix, expected workload and required technical profile.

Best for Variable workloads, flexible capacity and mixed seniority allocation.
03

Project-based delivery

Defined scope, timeline and deliverables for specific initiatives, temporary support or specialized assignments.

Best for Specific projects with clear deliverables and timeline expectations.
04

End-to-end outsourcing

Managed delivery for broader professional service operations across accounting, tax, BPO, compliance or related workflows.

Best for Broader operational needs requiring coordinated delivery management.

Engagements can start lean and evolve as service demand, delivery volume and operational maturity increase.

How to Start

A practical path to start with nearshore delivery

The SMS Delivery Center can begin with a focused scope, allowing your organization to validate workflows, quality routines and team coordination before expanding the model.

Start lean, validate the model and expand with operational discipline.

01

Share your delivery needs

Tell us which service areas, volume, deadlines, language requirements and capacity challenges your organization is currently facing.

Service scope Volume Capacity needs
02

Define the right model

SMS helps identify the appropriate LATAM hub, service scope, team profile, coordination routine and engagement structure.

LATAM hub Team profile Engagement model
03

Start with a lean pilot

Begin with a controlled scope to validate workflows, documentation standards, quality routines and collaboration between U.S. and LATAM teams.

Pilot scope Workflows Quality routines
04

Scale with confidence

Expand delivery capacity as the model proves value, operational fit and alignment with your service standards and client relationship strategy.

Scale Optimize Expand capacity

Ready to evaluate whether a LATAM-based model can support your operation?

Request a conversation
Request a conversation

Let’s explore how SMS can support your U.S. operation

Whether your organization needs additional capacity, specialized expertise or a scalable nearshore delivery structure, SMS can help design a model aligned with your service needs, quality standards and client relationship strategy.

Discuss your current delivery capacity and service needs.

Evaluate which LATAM hub and service model may fit your operation.

Explore a flexible engagement structure for a lean starting point.

Start the conversation

Share a few details and the SMS team will follow up to understand your needs and discuss the best delivery model.

    The SMS team will use your information only to follow up on your request.

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