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Bookkeeping Outsourcing Services in India for CPA Firms

Bookkeeping Accounting Models

Bookkeeping Accounting Models

The Dedicated Staffing Model

The Dedicated Staffing Model provides a bookkeeper fully focused on your accounts. Choose a Full-Time Dedicated Bookkeeper (8 hours/day) or a Part-Time Dedicated Bookkeeper (4 hours/day) based on your business needs, offering flexibility to match your requirements.

  • Full Time Dedicated Bookkeeper. (8 Hours/day)
    • Ideal for companies needing consistent, extensive support, allowing you to hire a bookkeeping professional under your direct control, making them an integrated part of your team.
  • Part Time Dedicated Bookkeeper. (4 Hours/day)
    • Suited for companies with moderate bookkeeping needs, providing exclusive support on a part-time basis. Billed monthly with a minimum commitment, this model ensures consistent, uninterrupted financial assistance.

Plan-Wise Model

Our Plan-Wise Model has three predefined packages that help businesses with different transaction volumes and reporting requirements seek customized service options.

  • Package Basic
    • Ideal for small businesses and start-ups with simple bookkeeping needs, this package covers basic transaction processing, account management, and optional add-ons like monthly reporting and client meetings—perfect for companies with minimal bookkeeping requirements
  • Premium Package
    • Offers comprehensive financial support, including cash flow forecasting, high-volume transaction management, monthly advisory sessions, and detailed payroll processing. This package is suited for companies seeking in-depth financial insights and strategic advice at an affordable cost

Together, accounting and bookkeeping create a robust financial framework that supports sound business operations, enhances decision-making, and ensures compliance with legal obligations. Both are crucial for maintaining transparency and accountability in financial reporting.

Accounting & Bookkeeping process

Bookkeeping Process

1

Customized Onboarding and Requirement Gathering

The first step in the process is to know more about your firm’s processes, preferences and unique accounting needs by conducting an onboarding session that runs into detail. This first stage helps in defining the scope so that services are delivered as per your workflow and client needs.

2

On-Site Coordination Travel and Hotel Accommodation

To deliver services in the most effective way, there is a need for the onboard team to visit the firm. This program promotes collaboration, data security, and compliance with the firm’s requirements.

3

Data Entry and Transaction Recording

The processes of paying clients and accepting clients' payments are very sensitive areas. Therefore, our professionally trained staff does accurate data capturing and posting and holistically manages your clients' financial reports. We record transactions as per the firm’s standards so that consistency and clarity are upheld.

4

Monthly Reconciliation and Review

Monthly account reconciliations are done for all accounts to ensure that the records as kept tally with the bank statements and other supporting documents. In this process a review is done for the cases of completeness and its correctness helping keep accurate financial records for each of the clients.

5

Financial Reporting and Analysis

Reports such as income statements balance sheets and cash flow reports are generated based on the requirements of the clients and are tailored to be individualised. Each individual report is issued and waits for confirmation which is always done in a timely manner and is helpful in offering financial management to the clients.

Services We Offer

Services We Offer

Daily Transaction Listing

Comprehensive listing of daily financial transactions, such as sales, purchases, payments and receipts to maintain an accurate and current ledger.

Accounts Receivable Control

Effective tracking and control of customer invoices and their payments to maximize cash flow and timely collection.

Accounts Payable Control

Effective tracking of vendor invoices and payments that enables good supplier relations which avoids late fees.

Preparation of Financial Statements

The transparent, compliant financial statements-by including the income statement, balance sheet, and cash flow statement that reflect the real financial health of your business.

Financial Analysis

Intensive financial analysis concerning profitability, cash flow, and a variety of financial trend analyses to enable you with data-driven decisions and optimized performances.

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Accounting & Bookkeeping Models

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