Work Methodology
Business Tax return filing by Certified
CPA / Enrolled Agent
(Starts at $350)
QuickBooks And Xero Certified Experts
50% Reduction In Costs
- CPA Firms
- Enrolled Agents
- Bookkeeping Firms
- Tax Practitioners
- Business Owners
Hire Remote Team
Easy to understand
WORK-O-LOGY
Working Remotely
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 cloud software
It simply requires you to provide your login details and supporting accounting information via our secured mailing system. Then we complete the work and save it on the cloud.
Document Requisition.
- We have designed a checklist of documents that we need from the client’s end for bookkeeping.
- Client needs to follow the checklist and provide the required documents like Purchase Bills, Expense-Bills, Bank statements, etc.
Processing Documents in Accounting Software.
- The documents are entered into accounting software of your choice (Xero, Quickbooks, MYOB, Saasu, Wave apps, etc.)or any such accounting platform.
- We then store the scanned copy of the source document along with the transaction to make it easily accessible in accounting software or on related add-ons.
- All the entries would be cross-checked and reviewed with the source documents (i.e. Purchase Invoice/Scanned Bills etc against the Purchase/Expense transaction, respectively).
- Benefit: This will leave an audit trail for every transaction for future use.
Reporting to the clients
- Management reporting: We will provide monthly management reports in order to appreciate our client’s business performance.
- We also have an option of standard Service Level Agreement with the client to understand exactly what their reporting needs are.
- Payables / Receivable Reporting: We report the entities daily who wish to have their books updated regularly.
- Indirect Tax returns: We stay committed to sending you the report two weeks in advance for you to review. We also assist you with your VAT, BAS, GST/HST, and Sales Tax based upon whichever country you are in.
Final Preparation.
- Year-end financials are reviewed and finalized for return preparations.
- We take care of all communication with your CPA if the tax returns are done with your local CPA.
Step 1:
Get Started by Linking Your Accounts: Begin by securely linking your financial accounts, and initiating the introduction to your dedicated bookkeeper. They will familiarize themselves with your business and guide you through the functionalities of our platform.
Step 2:
Get financial insights in real-time: Access real-time financial insights effortlessly, providing you with a comprehensive overview of your income and expenditures, available at your convenience, even before your books are finalized.
Step 3:
We manage your bookkeeping: Let our experienced bookkeepers handle the organization of your business transactions and the preparation of your financial statements on a monthly basis. If they require any information from you, rest assured they will reach out promptly.
Step 4:
Taxation made easy: Simplify your small business tax responsibilities. As tax time approaches, we deliver a comprehensive package containing all necessary documentation for filing. Alternatively, opt for our Premium plan, and we'll take care of the entire filing process on your behalf.
Bank Reconciliation Work Technique
1. Understanding the business of the client
2. Then, drafting the chart of accounts as per the business requirements.
3. Finalizing the Chart of Accounts with client
4. Understanding the nature of Expense
5. Coding of Transaction
Please note:
- We do assessments as per the past coding experience as well as Google search results.
- So, if we are not 100% sure, we email to the respective client about the missing documents and nature of expense.
Software Expertise
