It is essential that you get yourself answers to the following questions which will help you be better equipped to use our services:

·         Type of resourced needed: Accountant/Tax Return Preparer

·         List of daily work to be performed: What are the day-to-day work responsibilities of the resource.

·         No. of hours for which the resource is required. This can be in slots of 2,4, 6 or 8 hours i.e. do you need a full-time or part-time resource

·         Software: Which Accounting or Tax Software expertise is required for doing this work? Usually, clients already have their own software in which they want the work done. If they don’t have any Accounting or Tax Software, we can also suggest them and help them with the implementation of the Software.

·         Document Sharing: Will they be using Cloud or Emails for sharing documents? We recommend using Cloud since its real-time, secure and better data management.

·         Mode of communication: Emails/Skype or any other form of messaging environment, we are comfortable with all.

Our business runs on data privacy and preserve your and client’s data using a three step approach:

• System: We maintain ISO 27001:2013 and ISO 9001:2008 certifications by implementing IT protocols to avoid data breaches.
• People: All the employees we hire go through a pre-employment background check
• Process: Our internal processes involve no mobile phones, dual screen monitors and weekly IT audit of system logs. Our firewalls prevent unauthorised access to the internet except for the allowed softwares.

Outsourcing is often tagged with any process which is not done in-house. When you outsource, you become dependent on the vendor for the work completed and there is a learning curve for transition of knowledge. When you use our services, you are provided a dedicated resource who remains accountable for the work provided, follows your processes and you retain your organizational knowledge. Hence, we are not outsourcing but we are co-sourcing firm.

All employees desks are minimum 6 feet apart, each employee goes through a temperature check every day while entering offices and we provide them with sanitizers and masks for daily use. Masks are single-time use which are discarded daily at end-of day.

As little as same day we can get setup and get started. IT setup is the only thing required to get started and at the maximum, it doesn’t take more than 2 days to get completely setup and started.

We provide daily timesheets sent via email which also documents the work completed together with status of pending work including ETA of when pending work will be completed.

We bill weekly and the bill is due on receipt.

Payment is collected via ACH.

We recommend having a performance review call once every 2 weeks for the first 3 months and then we can move it to once every month or keep it every 2 weeks as per your convenience. We believe in feedback and therefore we recommend you to use our regular feedback mechanism.