For Australian accounting firms
Offshore accounting support for Australian accounting firms.
Build dedicated preparation capacity around your firm’s workflow, file standards and review process. Your registered practitioners retain supervision, judgement and lodgement responsibility.
Visible control chain
- Prepare Dedicated professional
- Review Your firm
- Release Registered practitioner
Designed around supervision
Offshore the workflow, not accountability.
A dedicated employee can prepare reconciliations, workpapers, bookkeeping, payroll inputs and reporting packs in your practice systems. The useful question is not simply what can be moved offshore; it is how each item will be allocated, reviewed and released.
We recruit and employ the person in the Philippines. Your firm provides daily work direction, system access, technical standards and registered-practitioner supervision.
A clear control chain
Make the hand-offs visible.
- 01
Classify the work
Separate repeatable preparation from judgement, advice, client approvals and regulated services.
- 02
Set review gates
Document who reviews workpapers, resolves exceptions and authorises anything leaving the firm.
- 03
Control access
Use firm-managed identities, MFA, least privilege and a prompt joiner–mover–leaver process.
- 04
Train to your standard
Provide examples, checklists and feedback so capability grows inside your operating system.
Regulatory boundary
Jade does not hold Australian tax or BAS agent registration.
That boundary is deliberate and explicit. Services are structured as employment and operational support, with regulated review, advice and lodgement handled by your firm or another appropriately registered practitioner.
The Tax Practitioners Board also asks registered practices to consider confidentiality, disclosure, supervision and competent service when work is outsourced or offshored. Your engagement design should address those duties.
Where the line sits
Preparation moves. Supervision, review and lodgement do not.
Offshore capacity is workable for a practice when the boundary is explicit and written down before any file is opened. Jade is not a registered Australian tax or BAS agent, and nothing in this model changes who carries your registration obligations.
| Stage | Dedicated Jade employee | Your firm |
|---|---|---|
| Data capture and coding | Prepares within your standards | Sets the standard and the templates |
| Reconciliations and workpapers | Prepares and cross-references | Reviews to your quality standard |
| Draft financial statements | Prepares from the approved workpaper file | Reviews, adjusts and forms the opinion |
| Tax and BAS positions | Prepares supporting information only | Determines the position; registered practitioner responsibility |
| Client advice | Not provided | Provided by your firm |
| Lodgement | Never | Registered practitioner, under your registration |
Tax Practitioners Board guidance on outsourcing, offshoring, confidentiality and competent supervision applies to your firm regardless of who prepares the work. Treat this table as a starting point for your own quality-control documentation, not as advice.
Sizing the capacity
Review capacity is the real constraint.
A practice can add preparation capacity faster than it can add review capacity. Adding four preparers to one reviewer moves the bottleneck rather than removing it, and quality is what gives way.
The workable sequence is usually one dedicated preparer per reviewer who has genuine time to review, then measuring turnaround and rework for a full cycle before adding the next. Compliance seasons are a poor time to start: brief and onboard in the quieter months so the first busy period is the second cycle, not the first.
Offshore capacity planning for Australian firmsSettle in your engagement terms
- Client disclosure and consent to offshore preparation
- Which client files are in scope, and which are not
- Where data is stored and how it is accessed
- The review standard applied before anything is released
- Confidentiality, incident response and offboarding
Questions and answers
Practical details
Can a dedicated employee use our practice management software?
Yes, subject to your licensing, named accounts and access controls. Your firm supplies and governs the systems; access is provisioned through your identities and removed when duties change or employment ends.
Do we have to tell our clients?
That is a question for your firm and its obligations, not for us. Most practices address offshore preparation in their engagement terms and privacy disclosures. Tax Practitioners Board guidance on outsourcing is the right starting point.
Can they work through our busy season only?
No. We supply full-time, ongoing employees rather than seasonal capacity. Firms that need surge-only support are usually better served by a different arrangement, and we would say so.
Next step
Map a role to your review process.
Tell us the systems, workflow and practitioner controls the person will work within.