The Client
A mid-sized UK accounting firm with 18 staff, delivering bookkeeping and accounting services to a growing client base.
The firm was well established and commercially healthy, but experiencing sustained pressure on its bookkeeping function rather than a one-off spike.
​
The Challenge
Client Snapshot:
Headquarters:
Bristol, England
Employees:
18
Industry:
Accountancy & Bookkeeping
Year Founded:
2013
Project Status:
Flexible - Ongoing
During peak periods, the firm struggled to keep up with bookkeeping workloads.
​
They weren’t short of clients — but internal capacity was stretched. Permanent recruitment wasn't an option, and senior staff were spending too much time reviewing and handling bookkeeping work instead of focusing on higher-value client activity.
“We needed additional bookkeeping capacity, but wanted to avoid offshore outsourcing and delay permanent hiring until demand became more predictable.”
— Jenny M. Partner,
DataAlike provided experienced bookkeepers familiar with UK accounting standards and the firm’s existing tool stack, including Xero, Dext, and internal checklists.
​
The bookkeepers worked as part of the firm’s normal delivery process, rather than as a separate outsourced function, allowing work to continue without changing how the team already operated.
​
Final review and sign-off remained with the firm. A DataAlike client solutions manager acted as a liaison, supporting workflow clarity, resolving questions, and keeping day-to-day coordination straightforward.
​
The engagement was structured to be flexible, enabling the firm to scale bookkeeping capacity up or down in line with workload.
The Solution
The Results
As additional capacity was introduced, the firm saw a steady improvements in delivery consistency and internal workload during busy periods.
​
The results were immediate and measurable:
-
Bookkeeping backlogs were reduced during busy periods
​
-
Senior staff spent less time correcting or reworking bookkeeping output
​
-
Day-to-day pressure on the internal team eased without changing existing processes
​
-
Short-term capacity needs were met without increasing permanent salary costs
“It felt like adding a steady pair of hands to the team, not outsourcing work to a third party. The ease of integration and oversight made the difference.”
— Jenny M. Partner