Example in relation to bookkeeping services option:
- Clients scan the documents (bank statements, invoices, payments schedules etc)
- Email these to us over a secure line
- We review the information received and email to confirm receipt of information
- And request further information, if any missing
- Process the information on our accounting software or clients’ software
- Forward queries to clients, if any at this stage
- Upload data onto clients software (if necessary)
For year end
- Prepare draft trial balance
- Forward trial balance to client for review and
- Make any adjustments if necessary after review
Typically, the workflow process can be tailored to meet clients specific requirements