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Case study of an Accounting Firm

Case study of an Accounting Firm

In today’s world managing work is a major issue for fast growing firm of accountants. They want to give their focus on core activities and on providing services to their clients. To create these services additional time is required which is the burden for them. Accountancy firm includes outsource bookkeeping services. These outsource bookkeeping services to India is fast and easy. Our bookkeepers can work with you in a way that suits you to best make the entire outsourcing process an incredibly pleasant experience.

Client

Client is defined as a party for which professional services are rendered. Client plays very important role in an accountancy firm.

Challenges :

Clients faces challenges of complex regulations and the pressure to lower fees and prices. The clients were small businesses and has an tendency to come during last days only.

During the tax return season some challenges are faced by them while they are working.

To summarize challenges:

  • Staff turnover
  • Skewed work schedule
  • Clerical staff cost was high

Solutions :

We provide solutions to the Accounting Firm by offering them resources who can do the bookkeeping & tax outsourcing services for their client. We offer them different facilities by which they can easily face their challenges and can achieve its goal. We used Software Drake & Quickbooks for Tax and Bookkeeping processing.

The process that we used to follow :

  • Used Remote Access Model
  • using bookmark lists to access the immediate information
  • provide secured FTP by which client send the client resource documents.
  • provide different communication channels by which client can easily communicate.

The client could experience cost efficiencies , flexible working environment, US team could concentrate more on Value add services to clients. Work turnaround time also reduced.