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Process

Having Trouble Evaluating Your Finances?

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Contact Us Now
You Send Us the Information We Prepare the Accounts Update And Send Back
1. You Send Us the source Documents 2. We Connect to Your Computer via internet securely 3. We Update the Books and logout
The Source Documents or Raw Data such as Bank Statements, Expenses , Check Stubs etc will be scanned by you & upload to our secure ftp server , email , Dropbox or ShareFile. We, login to Online Accounting Software and update the books The Senior Team Lead corroborates & quality check output and verifies the job. We update you and you can login to the online accounting software via internet whenever you need – 24×7 – and see the updated books.
You Send Us the Information We Prepare the Accounts Update And Send Back
1. You Send Us the source Documents 2. We Process the records with access to the designated FTP server 3. We Update the Books review and send back up file.
Upload the scanned files to a secured FTP server, and let us access to the files. We receive the access to the data and process the records using major software such as Sage Line 50 and QuickBooks UK. After the senior Team Lead corroborates & quality check output and verifies the job, books are then uploaded on the secured FTP server.
Send your files Via Drop Box or other web based file sharing services. A notification is sent to you to download the job, and restore the records and the job is done.
You can also send records via Email and Efax.
You Send Us the Information We Prepare the Accounts Update And Send Back
1. You Send Us the source Documents 2. We Connect to Your Computer via internet securely 3. We Update the Books and logout
Here, the Source Documents or Raw Data such as Bank Statements, Expenses , Check Stubs, etc will be scanned by you & upload to our secure ftp server or via Dropbox , Sharefile etc. We at our end, connect to your computer using a remote desktop access service provided by you or like service such as GoToMyPC.com or Secure VPN from India The Senior Team Lead corroborates & quality check output and verifies the job. You will find the books updated on your computer!

Information we require from your end?

  • Bank statements
  • Credit card statements
  • Bills
  • Invoices
  • Credit note
  • Purchase orders
  • Your client’s receipts
  • Previous year’s accounts
  • Any other relevant documents

How do you communicate with our accountants?

It’s simple to communicate with our accountants:

  • A dedicated account manager will be assigned to you.
  • Your account manager is available via a local UK phone number.
  • You can also reach them at Skype or Email.

01. Consultation and Assessment

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  • Schedule a meeting with our experts to discuss your financial challenges and goals.
  • We conduct a thorough assessment of your current financial situation.

02. Customized Strategy Development

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  • Our team creates a tailored financial plan and strategy designed to address your specific needs.
  • We outline clear steps and solutions to achieve your financial objectives.

03. Implementation and Support

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  • We implement the agreed-upon strategies, providing continuous monitoring and adjustments as needed.
  • Ongoing support & regular updates ensure you stay on financial success.

Precision in Financial *Steps

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Contsultation Now
Hear What Our Clients Say

*Trusted by Leaders, *Proven by Results

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Game-changing expertise, allowing us to focus on growth. Exceptional service, highly satisfied.

John Smith CEO of TechSolutions Inc.

Streamlined bookkeeping, saved time and money. Highly recommend to small businesses.

Emily Davis Owner, GreenLeaf Retail

Exceptional audit insights, improved compliance and financial health. Unmatched professionalism.

Michael Brown CFO, HealthCare Associates

Optimized non-profit financial management, dedicated to our mission. Wonderful experience.

Lisa Chen Executive Director, FutureNonProfit