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Below would be the next steps
Step 2
Understanding your Business & Finalizing Quotation:
Please share your Last 2 months Bank & Credit card statements for us 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.
Step 3
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 A Dedicated Accounting Team At
No Additional Cost!
- Performs all Regular bookkeeping tasks including Payables Processing, Receivables Matching & reporting, Preparing Financial Statements, etc.
- Plans the work to deliver as per clients Expectations since Onboarding call.
- Preparation of Work Methodology & Processes for each tasks.
- Prepares Checklists of Information required from client.
- Responsible for sending work updates on all days when file is worked upon.
- Perform Self review of work.
- Regular Meeting to discuss Financials with Clients.
- Collecting all relevant information and documents from clients to complete the tax return accurately.
- Calculates the tax liability owed by the client.
- Completes the necessary tax forms.
- Prepares Checklists of Information required for.
- Responsible for sending work updates on all days when file is worked upon.
- Have experience of more than 2 Tax Season.
- Handle day-to-day administrative tasks, including email management and scheduling.
- Draft and edit various documents, reports, and presentations.
- Respond promptly to customer inquiries, providing assistance and solutions.
- Manage customer accounts, addressing concerns, and ensuring a positive experience.
- Conduct thorough market research and gather relevant data.
- Analyze data to provide valuable business insights and recommendations.
- Identify opportunities for process improvement and efficiency.
- Play a key role in optimizing day-to-day operations through technological solutions.
Experienced Professionals
Years of accounting & tax knowledge, well-trained team.
Transparent Processes
We keep our clients updated with clear processes.
Save 50% in Cost
Cost-effective compared to in-house accountants.
Faster Turnaround
Responses within same day or 24 hours.
Detailed Checklist
Get everything you need clearly outlined.
Regular Updates
Work updates via email & reports regularly.
A licensed CPA to review and file your tax Returns with IRS.
Your monthly financial statements help you gauge on your cash flow and plan for the next month better.
We manage the amount you are yet to receive from vendors.
Email handling, Vendor payments to reconciliation of vendor statement.
Bank, Credit Card, Payment Gateway & Control Account Reconciliations.
Budgeting is a very important aspect of the accounting process.