Case Study 2: Client Success Story: Empowering Success in Accounting
Overview
Client: Established Accounting Firm, Central London
Industry: Accounting and Compliance Services
Client Size: 500+ Clients
Engagement: Ongoing Accounts Outsourcing Partnership Since 2014–2015
Client Background
Located in the heart of London, this established accounting firm has been serving a large portfolio of over 500 clients since 2014–2015. Known for delivering comprehensive compliance services, the firm built a solid reputation for quality and dependability. However, the growing client base and complex compliance workload began straining internal resources, particularly around peak statutory periods. Maintaining high service standards with a small team became a pressing concern.
Challenges Faced
- Increasing pressure to meet statutory deadlines for a large and growing client base
- Limited internal capacity to handle rising workloads without hiring additional staff
- Previous hiring attempts were unsuccessful or cost-prohibitive
- Risk of service delays, errors, and client dissatisfaction due to workload overflow
The firm needed a reliable solution to absorb the operational load without compromising client service or incurring the overheads of recruitment.
Our Approach
Sapphire Info Solutions was introduced to the firm through a trusted referral. After assessing their operations and understanding their concerns, our team designed a tailored outsourcing solution that integrated seamlessly into their existing systems and processes. Key components of the approach included:
- Secure remote desktop access for seamless data handling and final accounts production
- Offline processing of initial tasks by Sapphire’s team, followed by finalisation via VPN-based access to the client’s systems
- Monthly workflow of 8–10 jobs uploaded via the Sapphire Portal
- Final accounts reviewed and approved by the client after clarifications, maintaining high quality and control
Our flexible and collaborative model ensured the client could maintain oversight while reducing internal burden.
Results Delivered
Tangible Outcomes
- Over 100 hours of accounting work transferred monthly to Sapphire
- All statutory deadlines met consistently
- No need to hire additional staff, preserving internal team bandwidth
Intangible Benefits
- Improved internal focus on client relations and advisory work
- Lower stress levels for the internal team during peak periods
- Renewed confidence in outsourcing due to transparency and reliability
Client Feedback
“We truly couldn’t have met our January deadlines without your support. Your attention to detail and ability to correct previous issues made a real difference. Thank you to the entire team.”
Data Security & Compliance
Sapphire ensured secure operations with globally recognized standards, including:
- ISO 27001:2013 (Information Security)
- ISO 9001:2015 (Quality Management)
- Fully GDPR-compliant policies
- Robust infrastructure hosted on AWS, protected by Sophos firewalls, VPN access, and strict data controls
Key Takeaways & Best Practices
- A strong referral can initiate trusted collaboration
- Efficient onboarding enables fast turnaround and results
- Accountable, secure outsourcing eliminates hiring pressure
- Flexible workflow models adapt to firm needs over time
Conclusion
This case study highlights how Sapphire Info Solutions empowered a leading London-based accounting firm to regain control over their growing workload while maintaining quality and client satisfaction. Our secure, scalable outsourcing model continues to help accounting firms across the UK streamline operations with confidence and clarity.
