Client Success Story: Seamless Outsourcing Transformation
Overview
Client: A London-Based Accounting Firm
Industry: Accounting and Compliance Services
Client Size: 300+ Clients, 2 Staff Members
Engagement: Ongoing Dedicated Outsourcing Partnership
Client Background
This accounting firm, based in the financial district of London, provides comprehensive compliance support — from company formation through to the filing of tax returns. With an expanding client base and limited in-house capacity, the firm faced increasing challenges maintaining service quality under a growing workload.
Challenges Faced
Previously, the client had experimented with outsourcing but encountered management difficulties and paused the initiative. However, persistent staffing shortages and an increasing workload made it necessary to reconsider this strategy. Our services were introduced to the client through a referral at a professional network event.
Our Approach
Our team at Sapphire Info Solutions engaged in a consultative discussion to understand the client’s work structure, software ecosystem, and delivery expectations. A tailored outsourcing model was designed and implemented within one day. Initial engagement highlights included:
- One dedicated accounting resource handling bookkeeping, VAT returns, tax returns, final accounts, and management accounts.
- Oversight by a Account Manager, who ensured daily coordination, quality review, and efficient workflow management.
- Integration with the client’s cloud provider (ACORA) and use of core accounting tools: Xero, QuickBooks, Sage, TaxCalc, and Practice Manager.
Results Delivered
Tangible Outcomes
- 125+ billable hours per month delivered from the first month
- Backlog cleared within the first 3 months
- Routine work deadlines met consistently through structured internal planning
Intangible Benefits
- Client was able to scale the business rapidly, adding two more full-time dedicated resources within the first year
- Noticeable reduction in operational stress and improved team capacity
- Renewed confidence in outsourcing due to structured communication and delivery excellence
Client Feedback
“We just wanted to express our sincere thanks for all the hard work in getting us through the January deadline. We truly could not have done it without your support.”
“Your attention to detail, proactiveness, and ability to identify and correct past errors made a significant difference. Please extend our thanks to the entire team—they’ve been fantastic!”
Data Security & Compliance
Security and confidentiality were major concerns, and Sapphire addressed these through its globally recognized systems:
- ISO 27001:2013 Certified (Information Security Management System)
- ISO 9001:2015 Certified (Quality Management System)
- Fully GDPR-compliant policies and practices
- Secured IT infrastructure hosted on AWS, supported by Sophos firewall, VPN tunnels, and strict access controls
These certifications and protocols gave the client the reassurance needed to move forward with confidence.
Key Takeaways & Best Practices
- A strong referral network and immediate value delivery build client trust quickly.
- A structured, one-day onboarding process can lead to fast productivity.
- Account managers act as quality anchors, ensuring smooth operations.
- Scaling from a single resource to a multi-resource team demonstrates agility and reliability.
Conclusion
This case study reflects how Sapphire Info Solutions can deliver immediate value through secure, efficient, and scalable outsourcing. From clearing backlogs to supporting growth, we’re here to help accounting firms transform their operations with confidence.
