outsourcing bookkeeping taxes accounting
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The Process

The most important part of our operations process is a list of requirements from you. We will sit down and discuss which processes are working well for you and which ones are not. After you approve our proposed solutions, then we can proceed to the next step.

Here’s how our standard process works when handling bookkeeping jobs.

Getting information

Getting Information

Gather the required documents (bank statements, receipts, check stubs, paychecks, etc.) from the client for the accounting period to be updated. Transfer/send them to us along with the latest accounting data file and instructions using the method most convenient to you.

  • Online – Scan the documents and upload to our website. You can also email or send by FTP (File Transfer Protocol) if you prefer.
  • By Mail – Mail the documents to our San Diego office and we’ll scan and then returns the hardcopies to you promptly.
  • By Fax/Efax – For small page quantities, you’re welcome to fax them to us. Our efax service automatically converts faxes to digital form and delivers the images by email.
  • Walk-In – submit your documents to our San Diego Office, we will scan it for you then our staff will upload it to our secured VPN.

oganizing

Organizing

  • Once we receive your order, the officer assigned will compile all documents and check the completeness. The assigned bookkeeper will also interact with you, informing you what documents are still needed. You can communicate with our team through phone or chat. All data is fed into your preferred accounting system.
  • The reviewer (senior accounting officer) will study and check the accuracy of work.
  • Final Check. Our US CPA will do the final check to approve for delivery.

delivery

Delivery

Access anytime and anywhere.

  • You can access the completed work online simply by signing in our outsourcingcpa.com website. You can view, print, or download your reports, checks and other vital accounting/bookkeeping information, 24 hours a day, 7 days a week.
  • We can also email, fax or mail to you a copy of the reports.
  • Our standard turnaround time for small projects is just a couple business days. Rush services are also available for quicker delivery!Specific commitments can be made after studying the volume and complexity of work to be done.
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