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 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.
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.
In our experience working with CPA firms, we have observed that data security is a default requirement and a basic expectation for any firm engaging with outsourcing partners. If CPA firms have their secure arrangements to share data, we utilize those mediums. If not, we employ our arrangement in our software tie-up, i.e., Asana, which features end-to-end encryption of data.
Once the data is in our possession, we ensure that it is handled properly by our staff using an appropriate firewall system. We have an archival system in place to guarantee that data is removed from our staff’s hands 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.
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