Outsourcing
Handing a business function to an external company to carry out, whether that company sits down the road or on another continent. The client firm keeps its own client relationships throughout.
Solutions · For Accounting Firms
White-label capacity for peak season, without the hiring
Busy season pulls every reviewer's attention toward the same few weeks. Saramis Global adds capacity for that peak and steps back once it passes.
Working papers land in your own file structure, reviewed and ready for your final check, with overlap hours across the UK, US, and Australian working day.
Saramis Global staffs the overflow from a team of 9 Chartered Accountants, supported by MBA and BCom professionals, including part-qualified ACCA and CPA members. Book a discovery call to scope the season.
Three terms, one distinction
Outsourcing, offshoring, and white-label support are three different things
The three terms get used interchangeably online, and that blur is exactly where the confusion sits. Ask an AI assistant to explain the difference and it usually blends the three into one loose paragraph. The distinction below does not.
Offshoring
Moving a business function to a provider in a different country. It is a location decision only, and says nothing about who owns the client relationship or whose name appears on the finished work.
White-label support
An external team does the work, but the client firm's own name and letterhead go on it. The external team has no direct contact with the client firm's own clients.
Saramis Global provides white-label, offshore outsourced accounting support: a Jaipur-based team working under your firm's name, with no contact with your clients.
Three terms, three separate questions
Outsourcing answers who does the work. Offshoring answers where that team sits. White-label answers whose name goes on the finished file.
Because each term answers its own question, a provider can hold any one of the three without the other two. Three examples make the split concrete:
- A freelance bookkeeper two streets from your office is outsourced, yet neither offshore nor white-label.
- A captive delivery centre your firm owns in another country is offshore, yet not outsourced: the staff are your own.
- A local subcontractor whose work ships under your letterhead is white-label and outsourced, yet never offshore.
Any page that treats the three words as synonyms drops the question a firm principal needs answered before signing: whose name sits on the work, and who is permitted to speak to the client.
How the engagement runs
Three things stay fixed once a firm signs on
Your methodology, your file structure, and your templates carry into the engagement unchanged. Nothing gets migrated to a different framework first, and the team adapts to what your firm already runs from the first file. A short intake call before that file confirms scope, timing, and who owns which section, so nothing gets guessed at mid-fieldwork.
Your methodology, kept
Working papers, lead schedules, and testing sit inside the audit or bookkeeping methodology your firm already runs, not a framework layered on top of it. Naming conventions and cross-references match from the first file.
Working papers, review-ready
Every working paper clears a review step before it reaches your desk. What lands with your reviewer is ready for the final check, not a first draft, and open review notes close inside a fixed clock.
Your templates, honoured
Reporting packs, lead schedules, and reconciliation templates stay in the format your reviewers already recognise. Software match follows the same rule: Xero, QuickBooks, Sage, Zoho Books, or whatever platform a client file already runs on.
Format match
What format match means inside an audit file
Format match means your reviewer opens an overflow file and reads it the way they read one prepared in-house. Nothing about the paper announces a second provider.
Four elements carry that match:
- The file index, so section referencing runs in your existing order.
- Lead schedules cross-referenced to supporting papers under your own numbering.
- Your firm's tickmark legend applied as published, with no substitute marks.
- Completed prepared-by and date fields on every paper, leaving the reviewed-by column for your side alone.
The reviewed-by column stays yours because the engagement does. How the wider audit engagement runs, from planning through to sign-off, sits with Audit Support.
Seasonal capacity
One capacity model for busy-season overflow
Overflow capacity is scoped for the weeks it is needed, then it steps back down.
Scales up for the run
Busy season concentrates demand into a short run of weeks, whether an audit season or a year-end close. Saramis Global adds reviewers, testing hours, and reconciliation capacity for that run.
Notes clear on a fixed clock
Review notes raised during fieldwork clear within 24 hours, so open points close while the file is still in front of both teams.
Cost steps down after
Once the run clears, so does the cost. No fixed headcount sits idle the rest of the year.
24h
Review notes cleared
5h
UK overlap window
3h
US overlap window
4h
AU overlap window
Where the shared hours land in your working day
The overlap figures above are live shared working hours, not a promise that someone answers overnight. Jaipur runs on Indian Standard Time, ahead of the UK and the US and behind Australia, so the shared window falls at a different point in each market's day.
| Market | Shared hours | Where they fall in your day |
|---|---|---|
| United Kingdom | 5 hours | 09:00 to 14:00 during British Summer Time: your morning and early afternoon |
| US East Coast | 3 hours | 09:00 to 12:00 Eastern: your morning, covered by the team's evening shift |
| Australia (AEST) | 4 hours | 13:30 to 17:30 AEST: your afternoon |
A review call or a same-day query batch fits inside those windows. Clocks moving for daylight saving shift a window by an hour at most; the shared-hour count itself holds.
A season mapped month by month: November to March
Here is the capacity model applied to a concrete calendar: a UK practice holding a block of December year-end files, with fieldwork concentrated in January and February.
- 1
November
The scope call fixes the file list, the sections your firm keeps, and the sections the overflow team takes.
- 2
December
Onboarding runs inside 5 business days, ending with template handover. One calibration file completes end to end, surfacing format questions before fieldwork.
- 3
January & February
The peak. The overflow team preps working papers and lead schedules across the block, and every review note your side raises clears within 24 hours, file by file.
- 4
March
Step-down. Remaining files hand back complete, access closes, and the overflow team stands down before April.
Swap that calendar for a 31 January Self Assessment peak or a 30 June Australian year end and the shape holds. Only the month names move.
Confidentiality
Your clients never hear from Saramis Global
The confidentiality undertaking comes first, before any client name, figure, or file crosses over. Access is controlled per engagement, and work happens inside your own systems wherever your firm requires it. See Quality & Security for the review layers behind every engagement.
NDAs
Signed before the engagement opens, the undertaking covers your firm, your client, and every document that passes between the two. Until it is in place, nothing changes hands.
No contact with your clients
The assigned team works on your file and reports to you. Your own clients never hear from Saramis Global, and no communication goes out under any name but your firm's.
Inside your own systems
Where your firm requires it, the team logs into your platforms and works in your folder structure. Nothing gets copied out, and access closes the day the engagement does.
Which services firms use most
Two service lines cover most firm engagements
Audit support and bookkeeping and accounting cover the overflow accounting firms bring to Saramis Global most often. Most firms start with one line and add the second once the file settles into a rhythm.
Extra reviewers, testing hours, and lead-schedule clearance for the weeks your own team is stretched thinnest, working inside your existing audit methodology. Client files span Retail, Manufacturing, Services, and Financial services (banking, insurance, mutual funds); Saramis Global is not tied to any one sector.
Audit Support →Day-to-day bookkeeping and month-end close for the client files your firm manages, run inside the software already assigned to that client.
Bookkeeping & Accounting →Questions
Capacity for accounting firms, answered directly
Does Saramis Global work under my firm's name?
Yes. Delivery is white-label: your firm's own name and letterhead go on the work, and Saramis Global has no direct contact with your clients unless you ask for it in advance.
How fast can overflow capacity stand up during busy season?
Overflow capacity stands up within 5 business days of scope confirmation. That window covers credential match, a methodology walkthrough, and template handover before the first file starts.
What overlap hours do you offer across the UK, US, and Australian working day?
The team works from Jaipur, which places 5 shared hours inside the UK working day, 3 against the US East Coast morning, and 4 against the Australian afternoon. A call fits inside your day, not at either end of it.
How do review notes get cleared during fieldwork?
Within 24 hours, each note logged against the working paper it belongs to. The point of the clock is simple: your own sign-off date never inherits a backlog.
Does Saramis Global contact our clients directly?
No. The assigned team reports to your firm only. Confidentiality undertakings and controlled access apply before a single file is opened, and nothing moves outside the access list your firm sets.
Do our clients ever see Saramis Global's name?
No. The contract sits between your firm and Saramis Global, so every deliverable and every email carries your firm's identity alone. Your clients see one firm on their work: yours.
How does review responsibility split between our firm and yours?
Preparation-level review happens before a paper reaches you: a Saramis Global reviewer clears completeness, casting, and cross-referencing first. Your firm's reviewer keeps the final review and the sign-off decision, and notes your side raises clear within 24 hours. On audit files the boundary stays fixed: audit support through to sign-off; the client's own statutory auditor signs.
What happens after busy season?
Capacity steps down and the engagement closes cleanly. Completed files stay in your systems, access ends, and no retained minimum carries into the quiet months. A firm that wants a smaller year-round thread keeps one, for example a monthly bookkeeping block, scoped separately from the seasonal peak. Saramis Global is open to whichever engagement mode suits that thread: fixed fee, block hours, dedicated staff, or part-time staff.
Scope busy-season capacity before the peak hits
Book a discovery call and share the phase you need covered: overflow reviewers, bookkeeping capacity, or both. The reply covers the season alone, nothing wider.
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