How many years have you been working in the industry?
We have been in this business for 20+ years, providing services to international clients.
What is your team size?
We have a team of 100+ people, composed of CPAs, ACCAs, Enrolled Agents, Indian Chartered Accountants, Graduates, Postgraduates, MBAs, and students pursuing Chartered Accountants courses.
What kind and size of client do you have?
We have small to medium to big size clients. The top line of our clients is from $1 million to $100 million.
Which industries do you have experience working in?
Pest Control, Lawn Care, Restaurant, Hospitality, Digital Marketing, Startup, Cannabis, Real Estate, Private Equity-owned company, and many more.
What are your lines of service?
Onboarding of a client by remapping Chart of Accounts (we tailor make industry specific Chart of Accounts), Completing all back work, Managing Accounts Payable (Bill and Bill Payment), Managing Accounts Receivable (Invoice and Receive Payment), Credit Card Distribution, Payroll Entry, Bank Reconciliation, Review of Financials, Loan Setup, Amortization and Reconciliation, Fixed Asset Setup and Fixed Asset Sale entry, Tax Return, Tax Estimate, Budgeting and Forecasting, Month End Reporting (our USP), Data Analysis in Excel, and many more.
How do you finalize a statement of work and initial quote?
We discuss the scope of work in our consultation call and accordingly estimate the hours required on our end to provide an initial fixed monthly quote.
What is the frequency of the work?
Depending on the client's needs, it can be daily, every other day, weekly, biweekly, monthly or any other option preferred by the client.
What is the SOP of your work?
Our 5-step quality, assurance, and security-first workflow ensures every task is executed with rigor and confidence. Every number is double-checked, every file is access-controlled, and every step is tracked to ensure SOP consistency and quality in outsourced work.
What if I want a fixed number of staff working full time on my deliverables?
Yes, we can provide you with that too. Based on a 45-hour/week schedule, we can provide you the staff personnel needed.
How do you maintain the security of data?
We have a strong firewall installed, none of the computers have a hard disk, and the team has limited access to information. We also have backup and disaster recovery options, a 99.99% uptime SLA with failover protocols, structured SOPs, access controls, and activity logging, AI-driven alerts, a maker-checker system, and a zero-defect approach in place. Moreover, we are equipped to work in the environment that clients want us to for security purposes.
Do you have team members who can work in alignment with U.S. time zones?
We can provide a team who can work in alignment with U.S. business hours. Our model is that, during the initial phase of onboarding, we are available during business hours preferred by the client. Later on, we keep around 2-3 hours of common working hours with the U.S. team so that the team at both ends can hold discussions and resolve queries.
What are the common working hours in which we can communicate with your team?
08:00 AM to 10:30 AM Eastern time.
Do you work on Indian holidays?
Yes.
Do you have any representatives in the US?
Yes, we have our team and investors in the US. We can arrange a call whenever required.
How do I send you source documents?
We are open to following your method to receive the source documents, otherwise, we can create a folder for you in Microsoft SharePoint and share the same with you to upload your documents.
How do you share the deliverables?
We upload the deliverables to SharePoint, where you can review them and reach out to us with any questions and concerns.
What is the process by which I can be kept updated of the status of my work?
We can work on any work management application suggested by the client, or we can use in-house-built work management software where you will be able to track the status of the work whenever you want.
Which QuickBooks software do you use?
Our team is proficient in using both QuickBooks Online and QuickBooks Desktop. For the desktop version, we work with the clients to obtain a virtual computer login to work on their QuickBooks file.
Which digital tools are you proficient in?
QuickBooks Online, QuickBooks Desktop, Xero, Zoho, Bill.com, Dext, Expensify, ITO Intuit, ATX, BNA, ADP, Anchor, Paychex, Gusto, industry-specific AR software, and many more.