Portal Login: Client Employee
Follow us on:
Contact us: (02) 9119 8816

Client Success Stories

See how NSW-managed offshore teams helped Australian businesses reduce costs, elevate customer experience and keep compliance tight. Every client below engaged accountants from us — several also added customer support, office admin, virtual assistants, HR/IT and more.

Accounting firm scaling with offshore bookkeepers

SMSF Audit Firms - Streamlining Audits with Offshore SMSF Specialists, Boosting Efficiency, and Cutting Costs by 61%.

Sydney based SMSF Audit firm

  • 2.3× more audits completed
  • 57% faster turnaround time
  • Full SIS Act Compliance. Zero Compromise.

Challenges

  • Growing audit backlogs from manual workpapers & delayed reviews.
  • Compliance inconsistencies, risking breaches.
  • Heavy reliance on Excel leading to version errors & inefficiency.
  • Limited local staff capacity causing bottlenecks.

Solution

  • Deployed a dedicated pod of 3 offshore SMSF audit specialists skilled in SIS Act compliance.
  • Implemented Cloudoffis to automate workflows and digitise audit processes.
  • Introduced compliance checkpoints (e.g., contribution caps, in-house asset rules, borrowing restrictions etc).
  • Seamless integration with Class & BGL to reduce manual data entry.
  • Applied quality gates: mandatory review sign-offs, variance thresholds, cross-file sampling.

Roles & Tools

  • SMSF Audit Specialists → Audit preparation, compliance testing, workpapers.
  • Senior SMSF Audit Specialists → Compliance oversight, variance reviews.

Stack: Cloudoffis • Class • BGL • MyWorkpapers •Online Audit SMSF • Excel

Security & Compliance

  • Secure, cloud-based audit management with MFA.
  • Automated audit trail and workpaper version control.
  • Centralised document storage in client folders.
  • SOP checklists aligned to SMSF regulatory standards.
  • Secure device management for offshore staff.
“With offshore SMSF Audit specialists, we’ve built a seamless audit process that never compromises quality. Our clients trust us more, and our team can now focus on delivering high-value insights.”
— Managing Director, Auditsmart SMSF Pty Ltd
Cleaning company improving AR/AP with offshore specialists

Cleaning Companies — Aged receivables reduced by 52%

Sydney-based commercial cleaning company

  • Aged receivables reduced, with collection days improving from 62 to 30 (52%).
  • Enhanced client satisfaction through timely and accurate billing
  • 0 missed payment deadlines or vendor disputes

Challenges

  • Overwhelming AR/AP volume during peak contract cycles overwhelmed local finance staff.
  • Rising wage, super, and payroll tax costs squeezed profit margins.
  • Inconsistent invoicing, late payments, and mismatched vendor records across multiple sites.

Solution

  • Dedicated offshore pod of 2 AR/AP specialists trained on client’s SOPs (Xero).
  • Weekly cadence: invoice processing → vendor reconciliations → client billing → payment runs → reporting.
  • Quality gates: dual-check checklists, cross-sample audits, variance alerts, and SLA tracking.

Roles & Tools

  • Bookkeeper
  • Accounts Receivable / Accounts Payable Specialist

Stack: Xero • Dext • Hubdoc • Google Workspace / Office 365

Security & Compliance

  • MFA enforced; least-privilege access in Xero/MYOB/QB; device control via Intune.
  • Full audit trails; all SOPs, checklists, and client records stored securely in client folders.
“The offshore team cleared our longstanding AR backlog in 6 weeks — we stopped losing contractors due to late payments. Now our local team focuses on client growth and contract renewals.”
— Director, JLP Cleaning Services
NDIS service provider streamlining accounting and admin operations

NDIS Service Providers — Streamlining Accounting/ Administrative Operations

Sydney-based NDIS service provider

  • Increased overall accounting processing efficiency by 2×
  • Enhanced participants' and vendors' satisfaction with accurate, timely financial management
  • Zero missed deadlines for payments, reporting, and compliance

Challenges

  • Efficiently handle high transaction volumes and complex invoices while ensuring timely payments and NDIS compliance.
  • Control payroll and admin costs within tight budgets while keeping financial records accurate amid plan changes.
  • Securely manage multiple accounting systems, resolve payment issues quickly, and protect participant data.

Solution

  • Use a trained offshore team with automated processes to manage volumes, invoices, payments, and NDIS compliance.
  • Combine local oversight and offshore support to control costs and keep financial records updated amid plan changes.
  • Securely integrate accounting systems, protect data privacy, and quickly resolve payment issues and disputes.

Roles & Tools

  • Bookkeeper / Administrative Assistant

Stack: Xero • ShiftCare • VisualCare • Deputy • QuickBooks • Dext • Hubdoc • Google Workspace / Office 365

Security & Compliance

  • Multi-factor authentication enforced; least-privilege access to financial systems; device management via Microsoft Intune.
  • Complete audit trails; all SOPs, financial records, and participant data securely stored in client-specific folders.
“Working with the offshore accounting team, we doubled efficiency and cleared months of backlog — eliminating delays and errors affecting our services. This freed our local team to focus on growth and compliance.”
— Managing Director, My HealthCare Pty Ltd t/a All Australia Care
Public practice firm scaling capacity with offshore accountants

Public Practice Firm — 45% more cost efficient, 0 missed BAS lodgements.

Sydney based CA Practice

  • 45% more cost-efficient than in-house staff, giving more time to focus on clients.
  • Ensuring BAS and IAS are lodged on time, every time
  • Daily transaction reconciliations with accurate tracking of invoices and bills

Challenges

  • Backlogs in providing service.
  • Difficulty in meeting deadlines — missed BAS and IAS lodgement deadlines.
  • High turnover and staff shortages.
  • Compliance and risk exposure.
  • Overloading in-house staff with administrative tasks.

Solution

  • Engage a dedicated team of six accountants to supplement the local team and ensure consistent staffing levels.
  • Improve capacity to meet deadlines reliably.
  • Handle standardised processes, reducing risk of errors and regulatory breaches.
  • Reduce workload pressure on onshore staff to improve morale and productivity.

Roles & Tools

  • Senior Accountants
  • Assistant Accountants

Stack: Xero • MYOB • QuickBooks • HandiSoft • Hubdoc • Google Workspace / Office 365

Security & Compliance

  • MFA and least-privilege access across accounting systems.
  • Audit trails and version-controlled workpapers.
  • Standardised SOPs for BAS/IAS workflows and reviews.
  • Secure document storage within client folders.
“With Smart offshore team managing the numbers, we can concentrate on what matters most—serving our clients.”
— Partner, BFS Partners
Immigration & legal firm keeping finances accurate and compliant

Immigration and Legal Services — Keeping finances accurate and compliance on track

A migration and legal firm with offices in Australia’s major cities

  • 40% more cost-efficient than in-house staff, freeing Solve Law’s team to focus on clients
  • 100% on-time BAS and IAS lodgements
  • Daily reconciliations of 200+ transactions with accurate tracking of trust funds, invoices, and bills

Challenges

  • Large reconciliation backlogs.
  • No proper tracking of funds received from clients.
  • BAS and IAS deadlines regularly missed.
  • Client data not tracked or updated consistently.

Solution

  • A dedicated two-person bookkeeping team keeps reconciliations up-to-date.
  • Client funds are accurately tracked and managed.
  • Client data is monitored and maintained regularly.
  • BAS and IAS are lodged on time, every time.

Roles & Tools

  • 2 Bookkeepers (BD/PH)

Stack: Xero • Hubdoc • LEAP Migration Manager • Google Workspace / Office 365

Security & Compliance

  • MFA enforced; least-privilege access across accounting and case-management systems; device control via Intune.
  • Complete audit trails; SOPs and client/participant data stored in client-specific folders.
  • Trust account oversight with daily reconciliation and review checkpoints.
“Reliable, efficient, and always on time—Smart Outsource is a trusted extension of our team.”
— Director, Solve Law
Real estate agent fixing reconciliation backlogs and audit issues

Real Estate Agent — Fixing Reconciliation Backlogs, Variances & Audit Issues

Sydney Based Real Estate Agent

  • Zero Reconciliation Backlogs
  • 60% lower costs
  • All-time Audit Ready

Challenges

  • Backlog of reconciliations, with many not completed on time.
  • Transactions reconciled incorrectly, leading to inaccurate records.
  • Significant month-to-month variances between bank statements and Property Tree data.
  • Significant audit challenges caused by incomplete and inaccurate reconciliations.

Solution

  • Two offshore staff were engaged to manage reconciliations for both the Trust Account and Sales Account.
  • All suspense transactions cleared and reconciliations standardised, ensuring accurate alignment between Property Tree and bank data.
  • Ongoing monitoring and reviews implemented to deliver timely, accurate reconciliations.
  • Records are now always audit-ready, ensuring a smooth and hassle-free audit process.

Roles & Tools

  • Junior Accountant
  • Senior Accountant

Stack: Xero • Property Tree • Microsoft Excel • Bank’s App/Software • PandaDoc • Office 365

Security & Compliance

  • MFA enforced across systems; least-privilege user access applied.
  • Audit trails maintained for all reconciliations and adjustments.
  • Secure document storage and SOP checklists for reconciliation workflows.
  • Trust account compliance aligned with regulatory obligations.
“Once SO’s overseas team stepped in, both our Trust and Sales accounts were reconciled accurately and on time. Variances disappeared, and we finally had clean books each month.”
— Licensee and Principal, ANG (Aust) Pty Ltd
Restaurant group streamlining accounting, payroll, and reservations across six locations

Restaurant — Streamlining accounting, payroll, and reservations across six locations, efficiently and cost-effectively

Sydney-based fine-dine restaurant chain

  • Achieves 65% greater efficiency than in-house employees
  • Daily reconciliation of transactions with precise invoice & bill tracking
  • Dedicated reservation team

Challenges

  • Accurate bookkeeping was difficult across six locations nationwide.
  • Hiring and retaining qualified bookkeepers was costly and inconsistent.
  • Need for efficient, lower-cost customer service representatives to handle bookings.

Solution

  • Built a team of six including professional bookkeepers, a payroll officer, and two assistant accountants to streamline accounting across all locations.
  • Engaged a Client Relations Manager and six Customer Service Representatives to run reservations efficiently and deliver a premium guest experience at a fraction of local hiring costs.
  • Standardised processes across locations for accurate record-keeping, timely payroll, and seamless reservation management.

Roles & Tools

  • 2 Bookkeepers • 2 Assistant Accountants • 1 Payroll Officer • 1 Client Relations Manager • 6 Customer Service Representatives

Stack: Xero • MYOB • Microsoft Excel • Google Sheets • DocuSign • Fathom • Bank’s App/Software • OneDrive • 3CX • Dialpad

Security & Compliance

  • MFA enforced; least-privilege access across accounting, payroll, and telephony systems.
  • Audit trails for reconciliations, payroll runs, and reservation adjustments.
  • Standardised SOPs with review checkpoints for multi-location bookkeeping and payroll.
  • Secure document storage and PII handling via OneDrive/Office 365 with access controls.
“Partnering with Smart Outsource for over five years has been one of our best business decisions. Their remote workforce model has significantly lowered costs while delivering skilled, reliable staff. With a strict selection process, strong training, and outstanding support across our operations, Smart Outsource has consistently added long-term value—we highly recommend them as a trusted, cost-effective partner.”
— CEO, Elements Dining Group
Solar installer boosting sales growth with telesales support

Solar Installer — Driving sales growth with expert telesales support

Sydney-based solar installation company

  • Cost-effective lead generation
  • 70% cost reduction
  • Higher conversions from leads to sales

Challenges

  • Require a consistent flow of high-quality sales leads.
  • Need to hire and retain skilled telesales professionals.
  • Experiencing low lead-to-sale conversion rates.

Solution

  • Assembled a dedicated team of telesales specialists to generate and qualify high-quality sales leads.
  • Engaged telesales closers to improve lead-to-sale conversion rates.
  • Implemented structured scripts, tracking, and reporting to maintain consistent lead quality and follow-up.

Roles & Tools

  • 2 Telesales Specialists • 1 Client Relations Manager (Closer)

Stack: Klozer • Price Finder • Dialler • Office 365

Security & Compliance

  • All customer interactions logged and tracked in CRM with audit trail.
  • MFA enforced on telesales and CRM systems.
  • Scripts, lead data, and follow-ups securely stored within Office 365 environment.
  • Data privacy compliance ensured for consumer lead handling.
“The outsourced telesales team has been invaluable for our business. They consistently generate high-quality leads, allowing our experts to focus on closing deals.”
— Managing Director, Sydney-based Solar Installer

Want a team like this behind you?

We’ll map your handoffs, propose the right pod and show CVs within 7–10 days.

Book a free consultationCalculate How Much You Can Save