Many accounting firms successfully outsource routine compliance work while maintaining strong client relationships. The key is clear, professional communication that builds trust rather than raising concerns.
One of our long-term clients shared their approach:
“ I actually think that most of our clients are blissfully unaware that some of their work is done in India — and that’s exactly how we like it. We focus on delivering exceptional service, not on where the work happens ”
The Engagement Letter: Your Best Tool for Disclosure
The most effective and professional way to inform clients is through your standard engagement letter. This keeps disclosure low-key, compliant, and focused on value rather than logistics.
Here’s a proven example you can adapt:
“Like you, we are operating a business and experience the same pressures and frustrations as many of you. We have difficulty finding professional staff, and trying to keep our costs under control is a constant battle. We are now employing a number of strategies which we hope will keep our costs down, thereby allowing us to remain competitive with the fees we charge.
One of those strategies is to outsource compliance work. We currently have a relationship with a company operating from Sydney which provides qualified accounting professionals, working from offices in India. The firm holds a Practicing Certificate from the CA ANZ and operates to extremely high ethical, privacy and security standards. These accountants have limited access to our database, and are able to cost effectively undertake accounting and tax functions. This frees up the time of our highly qualified team and allows us to add value to you and your business, rather than attending to compliance obligations.”
Why This Approach Works
- Positions outsourcing as a business efficiency strategy, not a cost-cutting shortcut.
- Emphasises high standards—CA ANZ certification, ethical compliance, limited data access, and strong security.
- Shifts focus to client benefits: more time for advisory services, competitive fees, and better value.
- Keeps disclosure factual and low-key—clients rarely ask follow-up questions when trust is already high.
Additional Tips for Smooth Communication
- Only mention outsourcing when relevant — most clients never need to know the details.
- Highlight the Australian base and direct oversight (Sydney office coordination).
- Include reassurance about data security, confidentiality agreements, and professional indemnity insurance.
- If a client ever asks directly, respond confidently: “We partner with highly qualified professionals to handle routine work, allowing our senior team to focus on your strategic needs.”
