Case studies
How businesses put LotusSourced to work
Four common ways clients use our teams: as a primary team or a safety net, working on their own or inside your company.
Accounting firm · Redundancy · Embedded
Tax-season capacity without burning out the staff
The challenge
A small CPA firm hit a wall every February to April: reconciliations piled up, staff worked weekends, and client work slipped. Hiring seasonal US staff each year was slow and expensive.
Our setup
Two backup bookkeepers trained on the firm’s QuickBooks Online and document portal workflows, working overnight US time.
Year-round, the team handles a light load of reconciliations to stay current on the firm’s clients. In peak season they scale up to full-time prep work, so staff accountants start each morning with clean books to review.
What it’s designed to deliver
- Peak-season capacity without temporary US hires
- Reconciliations done before staff arrive
- Backups who already know the clients when someone is out
E-commerce brand · Primary · Independent
Support that answers around the clock
The challenge
A growing Shopify brand answered support tickets with whoever had time. Response times stretched to days during promotions, and reviews started to mention it.
Our setup
A US-hours customer service team for live chat and email, plus an overnight team that clears the queue.
We took over the whole support function with our own team lead, macros and QA checks, reporting weekly on volume, response time and customer satisfaction.
What it’s designed to deliver
- Same-day replies, including nights and weekends
- Founders out of the support inbox
- Weekly reporting on response times and trends
Property management company · Primary · Independent
Clearing a data backlog, then keeping it clear
The challenge
After switching property management software, a company had thousands of leases and records to migrate and a daily flow of new paperwork no one had time for.
Our setup
A data entry team working overnight on leases, work orders and owner statements.
We migrated the backlog with double-entry verification, then stayed on as the permanent processing team for incoming documents.
What it’s designed to deliver
- Backlog cleared on a fixed schedule
- Next-morning processing of new documents
- Accuracy checks on every batch
Marketing agency · Primary · Embedded
Design production that keeps pace with clients
The challenge
An agency’s senior designers spent most of their time resizing ads, building social posts and making revisions instead of on creative direction.
Our setup
Embedded graphic designers and a production assistant working in the agency’s Slack, Asana and Figma.
Our designers take production briefs at the end of the US day and deliver overnight. The agency’s creative leads review and approve each morning.
What it’s designed to deliver
- Faster turnaround on client revisions
- Senior staff focused on strategy and concepts
- Capacity to take on more clients without new US hires
Tell us what you want off your plate
Share the tasks and we’ll recommend a team, a coverage schedule and a price. You’ll hear back within one business day.