We are a team of experienced staff members working as a back office team on variety of activities like accounts payable, accounts receivables, bank and credit card reconciliations, bookkeeping, accounting, payroll processing, Tax return preparer, audit support etc.
Our endeavor is to help Accountants and add value with our skilled, experienced and professional back office team players which operates as your own team members. We prefer to be a one stop solution to end the search for right talent along with the scalability to grow.
We are experienced Bookkeepers and Accountants team of 1200 plus employees, well aware of the outsourcing industry requirements and standards to be delivered. Therefore, we focus on delivering services which are qualitative in nature and can be quantified.
Thus, Bookkeepers and Accountants can focus more on the core business functions like new client acquisition, better client relationship management, increase the range of services, frequency of deliverables, etc.
Methodology
- We work on your softwares and systems by remotely logging in through VPN / RDP / GoToMyPC / Log-Me-In / Team Viewer / any other way you prefer for us to access your softwares
- We follow your Project Management System
- We follow your Timesheet Management System
- We follow your priorities and update you with the status
- We follow your reporting mechanism
- Our team reports directly to you and your team
Our Services
Accounts Payable Management
Accounts Receivable Management
Bank Accounts Reconciliation
Credit Card Reconciliation
Classification of the expenses and income accurately
Loan entries and reconciliation
Prepare P & L and Balance sheet statements, etc.
Recording and Reconciliation of Payroll entries with quarterly and annual Payroll returns
General Ledger Review
Preparing Work papers and Financials statements, etc.
Finalization
Financial Reporting and Analytics
Individual Tax Return Preparation
Business Tax Return Preparation
Audit Support Services
Monthly/Quarterly Compliance
Our Professionals
Junior Bookkeeper
(1 to 1.5 years of experience)
Senior Bookkeeper
(2 to 2.5 years of experience)
Senior Accountant
(3 to 4 years of experience)
Team Leader / Supervisor - Bookkeeping and Accounting
(4 to 5 years of experience)
CFO Associate / Controller
(3 to 4 years of experience)
Junior Payroll Associate
(0 to 1 years of experience)
Senior Payroll Associate
(1 to 2 years of experience)
Junior AP / AR Clerk
(0 to 1 years of experience)
Senior AP / AR Clerk
(1 to 2 years of experience)
Junior Tax Return Preparer
(1 to 2 tax seasons experience)
Senior Tax Return Preparer
(2 to 3 tax seasons experience)
Tax Accountant
(3 to 4 tax seasons experience)
Junior Audit Associate
(1 to 1.5 years of experience)
Senior Audit Associate
(2 to 3 years of experience)
Team Leader / Supervisor – Audit
(2 to 3 years of experience)
Softwares We Use
Data Security
IT Infrastructure
- Biometric system - Only allows authorized employees to enter using their thumb impression
- Firewall
- 3 Internet lease lines - 100% uptime
- Dual monitors
- External Drives - Disabled
- Emails - Pre-configured in outlook
- Restriction - Employees can access their system within our delivery center only
- Paperless Environment
People
- Rigorous recruitment methodology in place
- Initial Screening before Interview - At least 1 year of experience in Back office
- Written test
- Personal Round of Interview
- Final round of interview - Accounts Manager / Sr. Accounts Manager
- Final round of interview for Senior Positions - CEO
- Shortlisted Profiles - Third party background verification company
- Signing of Non Disclosure Agreemen
Security
- Already working for 230 plus CPA / Bookkeeping & Accounting firms (USA, UK, CAN, AUS, Singapore and Africa)
- Industry based practices implemented with zero tolerance
- Insurances in place – Professional Liability and Cyber Protection
- Dedicated in-house IT Team for 24*7 Surveillance
- All Employees working from office
- Dedicated computer for each employee
- Background check for each employee
- Non-Disclosure Agreement signed by each employee
contact
Say hello
Get in touch.
Address
1968 S. Coast Hwy #936, Laguna Beach CA 92651
© 2024 All Rights Reserved By Bookkeepers for CPAs