Our Work Processes: Transparency & Security in Accounting Outsourcing

Our Work Process

We can work on any of the accounting software and add-ons of your choice!

Using secure virtual technology like VPN/RDP/Teamviewer, Netsonic, etc, we log in to your system and thus complete all the work on it.

Using secure virtual technology like VPN/RDP/Teamviewer, Netsonic, etc, we log in to your system and thus complete all the work on it.

Schedule An Introductory Call

We would need to get in to an introductory call to start engaging further
Understanding your Business & Finalizing Quotation

Please share with a sample of Bank & Credit card statements for us assess the work load to give you a quote. We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
On boarding call with Bookkeeper/Accountant

We shall give you one point of Contact who would be working as your Bookkeeper/Accountant. They will be Accessible through Zoom, Skype, WhatsApp Email and Phone
Get Started

Daily/weekly/monthly work updates as discussed will be sent to you once we start working followed by a Management report

Schedule An Introductory Call

We would need to get in to an introductory call to start engaging further
Document Submission & Quote

Send us a sample of previous year’s tax return and financial statements Via Mail for us to assess the work load
On boarding call with Tax Preparer & Tax Analyst

Join an onboarding call to complete the tax organizer and review financial documents. We identify and request any missing information.
Tax Review & Online Filing

A CPA or EA reviews your tax return, followed by your final approval. Once approved, we file your return online with the IRS