• Hear from a leading firm that’s built a high-performing offshore team.
• Explore how structure, culture and governance turn offshore teams into long-term assets.
• Discover the best practice behind sustainable capacity planning.

Presented By: David Smith, Smithink, Stephen Hogg, Krish Sritharan, Solutions Centric + Ross Hedrick, Kidmans Partners

Key Takeaways:

Why firms are embracing offshoring

Resourcing remains the primary driver for accounting firms, and a well-planned offshoring model adds capacity without compromising quality.

A long-term strategy, not a quick fix

Successful firms treat offshore staff as an extension of the local team and invest in clear goals, processes and steady adoption.

Leadership buy-in comes first

Kidmans Partners secured partner and manager support up front so work would be allocated consistently and offshore staff would stay engaged.

Daily one-to-ones keep work flowing

Managers set expectations each day, allocate sufficient work and build rapport so offshore team members feel part of the firm.

Start small and scale with proof

Begin in one service line or role, establish what works, then expand as results and internal confidence grow.

Choose the right partner

Kidmans Partners reported better candidate quality, faster sourcing and less rework after engaging Solution Centric for India resourcing.

Spread success across divisions

Kidmans now has offshore team members in every division, including accounting and tax, SMSF compliance, audit, bookkeeping and wealth.

Technology is not a blocker

The firm continued with MYOB AE and a server environment, using VPN access and working with its MSP and the offshore IT team to meet security and permission requirements.

Make security and disclosure explicit

Terms of engagement disclose offshore work, security controls are explained to clients, and only a very small number opted for onshore only.

Tight workflow management matters

Firms avoid “out of sight, out of mind” by actively prioritising tasks, resolving issues quickly and keeping offshore staff productively engaged.

Mind the cultural and calendar nuances

Simple practices such as proactive leave communication and public holiday planning prevent surprises and maintain service levels.

Invest in connection

Visits, branded packs and small touches deepen attachment and improve retention, whether teams meet in India or managers drop in while travelling.

Measure financial outcomes

Once up to speed, offshore roles can achieve around a five times multiple, helping lift overall margins when combined with local teams.

Use offshoring to support growth

Added capacity enables organic growth, B2B support for other firms, and M&A integration while creating internal career pathways.

Lessons learned

Kidmans would have started earlier, secured champions sooner and backed a partner model that reduces onboarding effort and improves quality.

If you would like to explore getting your offshore team planning underway, get in touch with Solutions Centric.