Case Study 1
Overview Client: UK-Based Accounting PracticeIndustry: Accounting & Compliance ServicesClient Size: 600+ ClientsEngagement: Outsourcing Transition and Service Continuity Since 2014 Client Background A well-established UK accounting firm with over 600 clients was already outsourcing work to an offshore provider in India. However, the client encountered ongoing issues related to service quality, timeliness, and overall communication—putting their […]
Case Study 2
Overview Client: A UK-Based Accounting Firm (Specializing in Pharmaceutical Sector) Industry: Accounting & Compliance ServicesClient Size: Medium-sized firm serving multiple pharmacy clients across the UK Engagement: Ongoing Outsourced Partnership for VAT, Management Accounts & Accounts Production Client Background: The client is a UK accounting firm predominantly serving pharmaceutical businesses, including several ICU pharmacies. With deep […]
Case Study 4
Overview Client: US-Based CPA Practice Industry: Accounting & Tax Services Client Size: Small team (4 members), serving ~200 clients Engagement: Seasonal tax preparation and review support + Sapphire Hub automation integration Client Background: This small but fast-growing CPA practice, located in the Midwest United States, offers tax preparation, bookkeeping, and consulting services to individual and […]
Case Study 3
Overview Client: Mid-Sized CPA Firm Industry: Public Accounting – US CPA & Tax Services Client Size: 15+ in-house team members, servicing 500+ clients Engagement: End-to-end outsourced accounting support, including bookkeeping, tax return prep, AP/AR, payroll, and reporting Client Background: This New York-based CPA firm provides a mix of tax, accounting, and advisory services to small […]
Case Study 5
The client is a well-established, mid-sized accounting firm based in Coleraine, UK, offering a comprehensive range of services including bookkeeping, final accounts preparation, and tax compliance.
Case Study 6
A leading Parking Management Company, with its roots in the United Kingdom, operates a network of parking services across key locations in the UK and Northern Ireland. This client manages more than 33 sites, a combination of owned and leased properties.
Case Study 7
Client is a Central London based practice having more than 500 clients. The practices is a typical accounting practice focusing on tax and accounts production work. The client was looking at outsourcing since long as an option to grow its practice. Most of the work was automated and on cloud.
Case Study 8
In the bustling heart of London, an established accounting firm was navigating the challenging waters of managing an extensive workload for over 500 clients. With statutory deadlines looming, the firm faced the real threat of not only falling behind but potentially losing valued clients. It was a scenario that required a swift, strategic, and effective solution.
Case Study 9
The client is a medium sized accounting practice based out of Birmingham and providing accounting , finance and tax related services to approx 700+ clients. The client worked on QuickBooks ,Xero and SAGE and CCH, some were on cloud and rest were desktop versions.
