A mid-tier practice in London had previously used outsourcing and offshoring, but turned to AdvanceTrack when it looked to take things to the next level.


Tell us about your practice

We’re an accountancy firm with more than 250 team members – providing a full service, from tax to large audits. We’re on a growth path, with private equity investment in place. We’re on course to make ourselves bigger and better in the next few years, as a client service provider and as an employer.


What problem did you need solving?

With the work we do – as many accountants will know – there is a restriction on resources. So, we’ve previously looked for a partner to alleviate that with their own pool of people.

A small number of our partners worked with outsourcers in India for particular types of work and particular types of client – and did it successfully for a number of years. One of the partners, in particular, had a strong relationship with the outsourcer – but when that partner left, we saw the quality of work start to diminish (and clearly that’s a two-way thing). And then you use that resource less and less.

We’d begun to review our strategy. Then, in lockdown, it gave us a chance to really understand what we wanted to do, for whom, and how. Our financial accounts and outsourcing production teams were brought together; within that wider team, people were placed into smaller specialist teams called pods. That made it easier to understand our resourcing, and where remote working fitted into that.

At this point we revisited the idea of working with an outsourcing partner.


How did you begin working with AdvanceTrack?

AdvanceTrack MD Vipul Sheth had been speaking to our CEO – the seed of a relationship was there. Once we started considering revisiting outsourcing then Vipul was the obvious person to speak to.

And once we’d spoken to him, we didn’t really feel the need to speak to anybody else.

It’s clear that AdvanceTrack is technology-driven, and that suits our direction. We also opened up outsourcing as a firmwide strategy rather than, as previously, funnelled through a few of our teams.


How has the relationship between your firm and AdvanceTrack progressed?

I would say that the biggest challenge for us was developing our processes internally and getting our people on board. But the benefits became obvious when teams were short-staffed and began utilising the outsourcing resource available – realising it was fantastic.

We now have had AdvanceTrack people working across all of our business services pods, with some serving as offshore support – meaning they’re focused purely on our firm. We think that having a mix is great, because your offshore people become ‘representatives’ for how we do things, and so they add support and knowledge to AdvanceTrack on our behalf. This helps maintain a connection and relationship.


How has your firm developed… and what does the future hold?

All firms reacted to the 2020 lockdowns by thinking more deeply about their systems and processes – and how technology is going to impact the accountancy world.

Now, rather than just producing figures, we’re looking at the best tech and processes to enable us to provide better and broader advice to our clients. With our plans to expand, we need to work very efficiently, and AdvanceTrack is important to helping us achieve our goals.

A multi-office accountancy practice expanded during Covid, but had begun to over-reach itself. This
case study explains how AdvanceTrack supported the firm to solidify its growth ambitions.

Tell us about your practice
We’re a multi-office practice in the Midlands, serving owner-managed businesses. Alongside
handling the standard compliance tasks, we see real benefit in getting to know the clients better and
them providing them with greater-value insight. OMBs in the £1m-£5m space can find it a lonely
place – we become their trusted adviser.

What problem did you need solving?
We had bought firms during 2020 and 2021; they were-short-staffed and under-pricing work. While
being part of a bigger business helped mitigate some of those issues, the amount of work kept piling
up. Then in 2022 it was the ‘Great Resignation’ year. We had some churn – not a great deal, but
enough to make it difficult to have a net increase in people to handle the work.

Our work would take too long and we were not being as responsive to clients as we would like. We
were falling behind.

How did you begin working with AdvanceTrack?
We arranged to take on people across the board: audit/accounts; business services; and two in tax in
an offshoring arrangement with AdvanceTrack. This meant that they were effectively ‘our staff’ to
utilise. Ironically we went ‘over-capacity’ to help us catch up.

The process of integrating them into our way of working had its challenges – we’re all working in a
massively regulated environment and the remoteness means it can take offshore staff longer to get
up to speed, than if in-house. However, we got there.

The second issue was from within our practice – our teams were reluctant to change how they
worked. And, because they were also under pressure, they saw change as an obstruction to getting
things done.

But, after investing in the process, it’s worked great. While it seemed to take a long time to bed in, I
think that in reality it was probably very quick – but change is painful and so it felt like longer.

How has the relationship between your firm and AdvanceTrack progressed?
I came back from holiday last year to find two people we were looking to employ hadn’t come
through. Having successfully road-tested AdvanceTrack through the accounts department, we were
comfortable to acquire more resource to help with bookkeeping, management accounts and tax

The turnaround was incredible. While it was time-intensive, the reality was that in three-to-four
months we’d again cleared a backlog of work – phenomenally quick.

And from December 2022 we were again overstaffed! It was an epic success, from running long lead
times and thinking we might fail clients – to business as usual within months.

How has your firm developed, and what does the future hold?
The offshore team require more managing, but in some ways there’s less review work at the end of
it, which has meant we’ve restructured roles to manage during the process rather than at the end.

And that’s made us do that more internally too – we’re better at managing our own people.

I think there will always be a case for us working with AdvanceTrack. Certainly when we undertake
acquisitions, which is a disruptive process, having a resource of people who know your systems will
always be powerful for us.