At AceBooks, we specialize in helping businesses establish and work towards their ideal target operating model. We hire and manage a team of certified, knowledgeable, and experienced accountants, tax experts, and bookkeeping professionals tailored to your needs.
Our process begins by onboarding skilled professionals who receive comprehensive training and ongoing support. We also provide additional payroll, HR, and administrative assistance to ensure seamless operations.
Before starting any project with a client, we provide a detailed estimate of the budgeted hours required for the work. Our unique budgeting system considers both the volume and complexity involved. We are committed to adhering to the budgeted hours without seeking additional escalations. This approach ensures transparency and helps us maintain a clear understanding of project expectations.
We allocate budgeted hours for monthly or quarterly bookkeeping based on the client’s historical activity levels and complexity. However, if the client’s activity increases and remains steady over several months, we may propose a budget adjustment to reflect higher workload.
We prioritize clear communication in our CPA-specific and client-specific interactions. For CPA-specific communication, we provide regular updates on the status of client work and ensure real-time communication to prevent delays in sharing significant updates. When tasks are delegated to us by CPA firms, we keep clients informed with consistent updates, ensuring they always have the information they need without having to wait.
Data security is a key requirement when partnering with outsourcing providers. If a firm has it’s own secure data-sharing method, we use that; otherwise, we rely on our secure system integrated with renowned partners, which provide end-to-end encryption.
Once the data is received, it is handled securely by our team with a robust firewall. We also have an archival process to ensure data is removed from staff access once the work is completed.
Start with a complimentary meeting to discuss needs and goals.
We initiate the process by providing sample projects. This enables us to ascertain our capability to meet the client's needs. This helps in mutual assessment to determine compatibility.
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Upon mutual agreement on expectations from the sample project execution, we establish a communication channel. This involves defining how work shall be shared with us and outlining the communication protocols between our team and the CPA team. This step is critical for long-term collaboration.
Once all the previous steps are complete, we move forward with the actual work execution. Conduct a thorough review of financial documents.
Once we receive data and assessments are done, accordingly we estimate the budgeted hours and provide the cost of the project.
Post confirmation, we develop a tailored action plan based on our assessment and execute the same. If the client already has software in place, we verify whether the openings are correct and conduct additional necessary checks, otherwise we explicitly set up software for the client.
Provide regular check-ins and updates on financial progress. Based on the work done above, we & client may have queries which needs assistance
Keep you informed about new opportunities and strategies.
Once all queries are resolved and the work is finalized, we assign it to the CPA team for review.
Excellence
Integrity
Transparency
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