Case studies
At BISTEC Bookkeeping, results speak louder than words.
Our clients, ranging from solo practitioners to established firms, have experienced transformative outcomes through our offshore bookkeeping solutions. From streamlining processes to driving business growth, these case studies showcase how our expertise delivers measurable impact.
CASE STUDY 1: Driving Growth for a Growing Accounting Practice
A sole accounting and tax practitioner built his reputation on traveling across the country to meet clients face-to-face, ensuring they received accurate financial and tax advice. While his dedication set him apart, the model came at a cost.
Extensive travel and constant meetings left little time for core work.
He was working up to 16 hours a day preparing financial statements and tax returns.
As a sole operator, hiring an additional local accountant was financially unviable.
The result was an unsustainable workload, mounting backlogs, and limited capacity for growth.
Business Problem
In April 2018, BISTEC partnered with the practitioner to transform his operations.
We provided a highly skilled offshore accountant with 8+ years of experience in Australian accounting and taxation to manage compliance and back-office tasks.
Our IT support team successfully migrated his HandiLedger desktop system, enabling seamless access for the offshore employee.
This allowed the practitioner to delegate workload without compromising quality.
Solution
The impact was immediate and far-reaching:
Clients benefited from more advisory-focused consultations, improving satisfaction.
Business capacity expanded, leading to a larger client base and increased revenue.
Backlogs were eliminated, ensuring smoother day-to-day operations.
The practitioner achieved a healthier work-life balance, creating more time for family.
Outcomes
Technology
Sage HandiLedger software
CASE STUDY 2: Empowering a Solo Practitioner to Scale with Confidence
A sole accounting practitioner based in Sydney had recently established her business, offering bookkeeping and financial services. With limited resources in the early stages, hiring a local accountant was financially unfeasible. The demands of managing client work left her with little time for business development, engaging new clients, or maintaining a healthy work-life balance.
She needed a skilled offshore accountant at a lower cost to support her with bookkeeping, financial reporting, and taxation work, freeing her to focus on growth and sustainability.
Business Problem
BISTEC Bookkeeping introduced a job-based outsourcing model tailored to her needs.
Our offshore accounting team prepared financial statements, tax returns, and bookkeeping tasks with accuracy and efficiency.
After completion, all documents were securely sent back for the client’s final review and approval, ensuring full quality control.
Solution
The results were transformative:
More time to focus on business development and attracting new clients.
A smoother, more efficient day-to-day operation.
A healthier, more productive work-life balance.
Greater client satisfaction through enhanced advisory services.
A growing client base and stronger business revenue.
Outcomes
Technology
AnyDesk secure remote access and collaboration
CASE STUDY 3: Streamlining Financial Accounts for Seamless Operations
Our client, a fast-growing SME software company based in San Francisco, provides an online platform tailored to the food industry. As part of their expansion strategy, management aimed to establish their own entity in Sri Lanka and build an extended offshore team.
However, they faced significant challenges:
Difficulty identifying a trusted partner in Sri Lanka.
Uncertainty in managing recruitment and building a competent local team.
The need for reliable financial support to manage U.S -based accounting and bookkeeping operations.
The client required a dependable partner to streamline the setup process, ensure quality hiring, and provide ongoing financial expertise.
Business Problem
Solution
BISTEC Bookkeeping partnered with the company to deliver a comprehensive solution:
Built a qualified, highly competent offshore team in Sri Lanka.
Managed the entire recruitment process end-to-end, establishing trust and reducing risk for the client.
Provided an experienced financial accountant dedicated to handling US-based accounting and bookkeeping requirements.
The collaboration delivered measurable success:
BISTEC exceeded client expectations by acting as a trusted, on-the-ground partner.
The new entity in Sri Lanka began operating smoothly and effectively.
Accounting processes were streamlined for greater accuracy and reliability.
The company achieved higher efficiency, creating a stronger competitive advantage in their market.
Outcomes
Technology
Intuit Quickbooks accounting software
CASE STUDY 4: Optimising Bookkeeping Processes for Maximum Efficiency
Our client, a nutrition consultant and owner of a nutrition clinic in Queensland, Australia, was struggling with two years of uncleared bookkeeping backlogs. Without a proper bookkeeper in place, financial records had become disorganised and difficult to manage. This not only created compliance risks but also put unnecessary pressure on the business.
The client urgently needed external support to clear the backlogs, streamline bookkeeping practices, and establish a more efficient system for managing financial records.
Business Problem
BISTEC Bookkeeping stepped in to provide immediate relief and long-term structure:
Allocated a dedicated accountant with over three years of experience in Australian bookkeeping.
Cleared two years of outstanding backlogs, ensuring financial records were up-to-date.
Simplified bookkeeping processes to make ongoing BAS preparation and compliance easier for the client’s accountant.
Solution
The results were both practical and transformative:
A fully streamlined bookkeeping process.
All backlogs cleared, restoring financial clarity and compliance.
Ability to lodge all outstanding BASs on time.
A smoother, more reliable business function, freeing the client to focus on running the clinic.
Outcomes
Technology
Xero accounting software
CASE STUDY 5: Freeing Up Time to Focus on Strategic Business Growth
Our client, a tax agent from Victoria, Australia, was managing his practice with just one junior accountant while his wife handled the administrative workload. With limited staff, he was burdened by a heavy workload that restricted both his professional growth and personal time.
He faced several key challenges:
Previous negative experiences with outsourcing companies in the Philippines and India, where gaps in technology, internet reliability, service quality, and communication created frustration.
The imminent departure of his junior accountant due to personal reasons.
Lack of time to pursue his passion for cricket coaching because of long working hours.
The client needed a reliable and skilled team to reduce workload, restore trust in outsourcing, and free up time for both business and personal pursuits.
Business Problem
BISTEC Bookkeeping provided a tailored solution to meet his immediate and long-term needs:
Allocated two qualified and experienced accountants to seamlessly manage workflow.
Assigned a senior accountant to handle tax compliance work, and a second accountant to manage bookkeeping and administrative tasks.
Equipped both team members with laptops, monitors, and high-speed fiber/4G connections to ensure efficiency and reliability.
Implemented daily morning catchups to maintain strong communication and alignment with the client’s expectations.
Solution
Outcomes
The partnership produced measurable and lasting benefits:
A significant reduction in workload and stress.
More time and focus on growing the business.
Greater work-life balance, allowing the client to dedicate time to his passion for cricket coaching.
Technology
Xero accounting software
Xero Practice Manager
Microsoft Teams collaboration
CASE STUDY 6: Scaling an Accounting Firm with the Extended Team Model
Our client, a well-established and reputable accountancy and tax practice in Queensland, Australia, set an ambitious goal: to expand their accounting and advisory services and double their revenue within two years.
To achieve this, they needed to rapidly scale their capacity with highly skilled accountants. However, they encountered several major challenges:
Difficulty sourcing talented accountants with the right skillset locally in Queensland.
High costs of hiring local professionals, particularly as significant investments were already being made in sales and marketing.
Lengthy recruitment cycles, taking up to six months to recruit and train accountants locally, slowed growth and limited scalability.
The client required a reliable partner to deliver skilled talent quickly and cost-effectively while supporting operational efficiency.
Business Problem
BISTEC Bookkeeping provided a strategic solution tailored to the client’s growth ambitions:
Formed a remote team of professionally qualified accountants with expertise in Australian tax and accounting within a short timeframe.
Implemented an extended team model, where the remote staff operated as an integrated part of the client’s business rather than on a job-based basis.
Supported the migration of data from HandiLedger to Xero, significantly increasing efficiency, saving time, and reducing costs.
Rapidly scaled the offshore team from 3 to over 10 accountants, ensuring speedier onboarding and immediate contribution to business growth.
Solution
The results were transformative for the client’s business:
Successfully expanded operations while maintaining profitability, despite heavy investments in sales and marketing.
Achieved extended operational capacity, with the business running 18 hours per day, remote teams efficiently completed pending work left by the Australian office.
Within just one year, the average monthly margin between team costs and generated revenue exceeded 200%.
The extended team model delivered sustained efficiency gains, enabling long-term scalability and growth.
Outcomes
Technology
Xero accounting software
Xero Practice Manager
Power BI dashboards
