Our Way of Working

Using client computer through remote access via team viewer, log me in, amazon, or any other software as permitted by client. Login ID & Password are provided by the client.   

For communication with their client, client’s staff, vendors, customers and auditors a separate e-mail ID is provided to us by the client.   

We work directly on accounting software such as Quick Book, Yardi, Shift suite. We are also comfortable with client’s tailormade application deployed in their environment. Back home in India, we are extensive user of Tally and various ERP based accounting systems for our domestic clients. In short, accounting software, per say, is no hurdle for us.   

Supporting documents such as vouchers, invoices etc are saved by client on a particular location on remote computer or as sent on the email ID.   

Reconciling bank statement either by downloading from bank web-site or through scanned copy.   

Issuing payment by printing check from remote access.   

From the beginning, our experts carefully assess your financial services needs according to the nature of your company and suggest the services model best suited to your requirements.  

The work plan is finalized after extensive consultation with you and a proper communication channel is set up between the two companies. Using the latest technology and virtual communication arrangements, we make sure that the clients have 24*7 access to their data.  

Periodic review of the services and client feedback is an essential feature of our work plan which ensures that we remain efficient accounting partners in your business.   

Working at service provider

We have sufficient experienced staff. The staff is mainly for accounting entries to book the transaction as per clients account chart, reconciliation of bank, credit card, receivables & payables etc.   

One qualified person, preferably chartered Accountant, or a person with reasonable command over English is assigned for replying to emails from clients, their vendors, customers & auditors.   

Their work also includes controlling/reviewing routine day to day accounting, preparation /review of financial statements, preparation of various analytical reports finalization of accounts for Audit & tax filing.  

We have a specialized proprietary reporting system that generally is client specific and provide analytical reports that follow the 4 steps below:

  • Descriptive Analysis – Explain in hindsight as to what happened
  • Prescriptive Analysis – Provide insight into potential alternate options if any
  • Predictive Analysis – Have the foresight to make it happen, the way you need it

Note : Please note that this Add-On services is included in all of our models free and at no charge to clients.