We know the word “outsourcing” often comes with a lot of myths and worries.
Things like: “My client data won’t be safe.” “It’s going to cost too much.” “Communication will be patchy,” and the list goes on.
But does it really have to be that way?
Absolutely not – not when you’re working with the right outsourcing partner who has a clear, proven process.
How we work
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Introduction and familiarisation
- One of our partners will walk you through the full outsourcing process, from signing the agreement to getting your completed jobs back.
- We’ll share how other firms have successfully set up their systems, or even spend time in your practice to help you get organised.
- Once you’re set up, we’ll always be on hand for advice or support.
Phase 1
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Phase 2
Team setup
- You’ll get a dedicated account manager and team leader in India.
- We’ll introduce your team to your key staff so you can start building that working relationship right away.
- No need to change how your practice works – we’ll use your existing working papers and processes, so your staff don’t need retraining.
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Software setup
- We work with all major accounting software and have strict data security protocols in place.
- All client data is stored on secure servers and never leaves the country.
- Our IT team will set up a secure access link to your systems and give you access to our tracking software so you can monitor job progress anytime.
Phase 3
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Phase 4
Service kick-off
- Together with your account manager, we’ll agree on the type of work, turnaround times, and fees.
- Your first set of jobs will be transferred securely to our servers and assigned to your team.
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Service delivery
- Your account manager checks all records before work begins.
- Jobs are then processed by your dedicated team in India, with your team leader overseeing the work.
- A senior reviewer checks everything before it’s sent back to you. If changes are needed, we’ll update and resubmit promptly.
Phase 5
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Phase 6
Reporting
- You’ll get access to our tracking system through our bespoke Client Portal, to see job progress at any time.
- Plus, we’ll send you weekly reports showing job status, expected return dates, and overall workflow, helping you manage client expectations with confidence.
Infrastructure
At Affinity Outsourcing, our operations are powered by high-specification infrastructure. We’ve built our operations on modern, top-level security to keep everything safe and running smoothly.
Physical security
Our offices are protected with biometric scanners, secure access cards, 24/7 monitoring, and even disabled USB ports to prevent unauthorised data transfers.
Information security
We use firewall defences, IP address restrictions, 256-bit bank-level encryption for data transfer, and a secure password vault.
People processes
All our qualified, experienced accountants undergo mandatory data security training and sign a confidentiality agreement. We have a full-time IT team to handle all security matters.
Data security and compliance
Keeping your data safe is our highest priority. We adhere to strict security protocols and have a dedicated IT division to ensure comprehensive protection.
Our security measures include:
- 256-bit bank-level encryption for all data communication
- Secure servers for data storage
- Regular staff training in data protection and best practices
- Full compliance with UK GDPR and the Data Protection Act (DPA) 2018
- Personal Information Management System (PIMS) certified to British Standard BS 10012:2017
Your information is safeguarded at every step, giving you confidence and peace of mind.
Cloud accounting
We make cloud accounting simple for UK accountants. Whether you’re already using cloud software or moving from a desktop solution, we’ll make the transition smooth and stress-free. Our certified team are experts in leading platforms like Xero, QuickBooks, Sage, Dext, Hubdoc, FreeAgent, and more, so you can feel confident from day one.
We don’t just follow your current processes — we help you improve them with smarter tools and technology.
With our cloud accounting support, you benefit from:
- Automation that saves time by reducing repetitive tasks
- Smart integrations that connect your systems seamlessly
- Real-time collaboration tools for faster, easier communication
- Greater accuracy with up-to-date financial data
- Less paperwork thanks to digital processes
- More time to focus on high-value advisory services
We’ll take care of the tech side so you can focus on what matters most — supporting your clients and growing your practice.
Looking to free up time for high-value client work?
Let us manage the day-to-day accounting so you can
focus on growing your practice.
Client love: Experiences that speak volumes
Get inspired by the genuine stories of businesses we’ve helped and witness the remarkable difference our services can make.
McKenzie Philips Tax Accountants
Kevin Alderton & Team
The contrast with the previous outsourcing company could not have been clearer. Affinity provided us with a dedicated team in the UK and a team leader in India. We have an established system which allows us to prioritise our jobs making sure client satisfaction remains high. We like the ability to switch our usage on and off according to our work volumes and our capacity. Using Affinity Outsourcing has given us a significant competitive advantage and we continue to exploit this and increase our client numbers without compromising service levels.
Artisan Accountants
Using Affinity Outsourcing has changed both my business and my lifestyle. I have an amazing work life balance and knowing that I have a back up plan if there is a reason why I can’t work has helped me enormously. The added value is that I have managed to increase my GRF and therefore the capital value of the business for my retirement without any stress. I cannot recommend this way of working highly enough.
Pricing
Our pricing is simple, transparent, and fair:
Pay as you go
Fixed-fee model
Fees set as a percentage of what you charge your client—so your profit remains visible and predictable.
Dedicated resources
Full-time / Part-time help when you need it, priced according to job complexity—from bookkeeping to full year-end accounts.
Our client portal - full visibility
At Affinity Outsourcing, we believe transparency and convenience are key when it comes to managing outsourced services. That’s why we provide our clients with a dedicated Client Portal—a simple, secure, and easy-to-use platform where you can track the progress of your jobs in real time.
No more chasing emails or waiting days for updates. With the portal, you have everything you need at your fingertips. Here’s how it works for you:
Confidential access
Log in anytime to check the latest status of your work.
Clear progress tracking
See exactly which stage your job is at, along with expected completion dates.
Quick responses to queries
Raise questions and get answers directly in the portal, without the back-and-forth of email.
Easy document sharing
Upload missing information or additional files in seconds, keeping everything moving without delays.
Full job details at your fingertips
The dashboard gives you a clear overview, and with one click, you can view the full job history, documents, and conversations.
Everything is tied neatly to the job it relates to, making communication faster, more precise, and more professional.
With encrypted access and audit trails, our portal ensures confidentiality, transparency, and peace of mind—because your clients deserve a smooth, professional experience.
Track your jobs in real time
Our client portal gives you a clear view of all your jobs at a glance. No chasing emails—just log in and see the live status anytime.
Live job status
Track every stage from Job received to Ready to review in a simple, easy-to-follow timeline.
Expected deliveries
See key deadlines with job numbers, client names, job stage, and expected delivery dates, all in one chart. Click through for more details on each job.
Priority jobs
Quickly identify urgent jobs with a dedicated list to click through for a full update on the status of the work and the anticipated delivery date.
Jobs with missing information
Instantly spot jobs that need your input, upload documents directly or simply respond to queries, to keep work moving.
Scale your firm smartly with the seamless integration of a skilled accounting team
With our trusted accounting outsourcing , you get efficiency, flexibility, and results.