Preliminary Consultation:

We start with an initial consultation to understand your business, accounting needs, and pain points. This crucial step helps us determine if we are the right fit for your requirements and if we can offer the services you need.

1. Scheduling the Consultation:
   • Contact us via our website, email, or phone to schedule an initial consultation.
   • We use an online scheduling tool to find a convenient time for our meeting.
2. Pre-Consultation Preparation:
   • Review any preliminary information you provide, such as your industry, company size, and specific accounting challenges.
   • Prepare a list of tailored questions to gain a deeper understanding of your business and accounting needs.

Proposal and Engagement letter:

On determination of client fitment, we provide a clear and detailed proposal and engagement letter, we ensure that both parties have a mutual understanding of the scope, terms, and expectations, laying the groundwork for a successful partnership.

Information and Data Compilation:

Post signing of engagement letter by the client, data collection process is initiated. We will provide a comprehensive checklist of required documents to be provided by the client, which may include:

• Financial statements (balance sheets, income statements, cash flow statements)
• Bank statements
• Invoices and receipts
• Tax returns
• Contracts and agreements
• Other relevant documents

We use a secure file-sharing platform which will ensure that all data is collected, stored, and shared securely, meeting both your security needs and compliance requirements.

 

Client Orientation & Onboarding:

Based on nature of business and data collected, we will provide smooth onboarding of the client to our accounting processes and systems. This entails choosing the software, create client profile, chart of accounts, Import historical data, Accounting periods, Tax settings, configuration and customization for Invoicing and Billing, Verification and validation with client ensuring all data is correctly entered into the system.

 

Continuous Interaction:

Continuous Interaction with the client is a cornerstone of our engagement strategy, ensuring that their accounting needs are consistently met. Our approach includes:

• Regular Updates: Providing frequent and detailed updates on the status of accounting tasks and projects.
• Scheduled Meetings: Holding regular meetings to review progress, discuss any concerns, and plan upcoming activities.
• Responsive Interaction: Ensuring prompt responses to client inquiries and feedback, fostering a supportive and responsive relationship.
• Proactive Engagement: Anticipating and addressing potential issues or changes in requirements before they become problems.
• Transparency: Maintaining clear and open communication about all processes, decisions, and financial details.

By prioritizing continuous and effective communication, we aim to ensure the client’s satisfaction and the successful achievement of their accounting and Tax preparation outsourcing objectives.