Start by requesting a call with our team to discuss the requirements in detail. This obligation-free consultation allows us to understand precisely what your tax and accounting needs, favorite service sectors, and hours of work are. For the period in this conversation, we will walk you through our operational process and discuss how our services will best be served to grow your firm's onboarding and configuration of tools.
Once we’ve defined your needs, we’ll arrange an onboarding call to ensure a smooth transition. During this session, we’ll confirm access to essential and all others, like any CRM or packages for accounts, to start working. Let's create some first tasks and make acquaintances, protocols, and configure our systems to log in with your existing processes.
Experience our services risk-free with a trial period. Before committing to our services, you’ll have the chance to assess our work quality firsthand. Our dedicated team will begin work on your projects, delivering services according to your specific requirements. This timeframe allows you to examine our methodology, accuracy, and reliability without any kind of payment obligation. At this phase, there will be a non-disclosure agreement called NDNC, which would ensure the safety and privacy of your information, IT, and system configurations.
Once started, during the free trial period, our IT team takes care of potentially required configurations to help in smooth operations. Develop communication processes, channels, access permissions, and the tools your offshore staff will use. From our team, everything is ready to provide uninterrupted, secure service, customized according to your company's workflows Confirmation of Continuity Services
After the free trial, if you are satisfied with our service quality, then you can move forward, still with an active service agreement in place. Our people care that a perfect fit, and we’re flexible in adjusting services as needed to meet your expectations. If you happen to require some substitute staff or enough assistance," we will satisfy these needs immediately.
According to the specific needs of your firm, we select experienced professionals who are best suited to handle your projects. Every candidate is carefully chosen through strict internal evaluations of skills, experience, and knowledge and expertise to ensure they align with your needs. We prioritize providing responsible and professional specialists with the spirit of teamwork.
Once in place, we bring your offshore staff onboard with minimal fuss.
Firm processes and client workflows. It is a phase where companies can align with Create methodologies that you can incorporate into your daily operations. We provide any additional training or support required in order for your offshore team to adjust and perform effectively from day one. Periodic Review and Performance Appraisal
We regularly have review meetings to uphold standards by monitoring Evaluate your offshore team's performance and seek feedback. This formal The feedback process allows for continuous improvements and ensures that our employees consistently meet your expectations. We’re dedicated to delivering outstanding service and refinement of our approach as per changing needs of you.