Bookkeeping Workflow

In this era of Accounting efficiency, we keep the highly productive and efficient vision for our firm but turning those clear visions into a successful and prosperous work it is very important to keep the workflow into a more systematic and fastidious manner. We provide you with the most hardworking and indefatigable staff making all your tedious and difficult accounts into a well-organized one. For the fulfillment and satisfaction of proper accounting, the first thing to keep in mind is to follow all the steps properly and make them into account.

STEP 1: RECEIVE AND CONFIRM

In receiving and confirming you receive and confirm many tasks from your clients, which can be precisely explained below:

• Client Request

  We firstly request many of the clients for bookkeeping services. There are many other regular clients whose accounts are managed by our firm since a long time and their burden also comes up to you, but we treat all the clients equally and know their wants from our firm.

• Receive

  Clients receive the sent requests. But, here it comes to them, who they want to choose. They are always in search of the best bookkeeping service provider, so it is our job to satisfy and impress them by our job. We always try to have an impressive and comely market value as they always check the background before opting for any firm.

• Confirmation

  We only confirm the request when we feel the opposite client is appropriate. Checking background helps us not to get into the track of some false person. So, during the confirming process, we keep every small detail in mind from their marketplace to the drop-downs they faced in the past.

• Information Missing

  Here, many times we find that the information received is still missing or not convenient to complete the job. We can know about missing information or data through cross-checking it. So whenever we make out about the missing information, we cross-check it with the clients and confirm it twice for surety.

STEP 2: PROCESS AND FULFILL

• Process

  In this, we go for a process and completion process, where the process for the tasks takes place.

• Review

  Review the respective documents you have received from the clients. Make sure that all the documents are received. The review is made so that all the errors are removed and a clear document is produced.

• Client Review

  Once again client review is made as all the errors were eliminated and a new document is obtained. So, it is important to make sure that the client is made aware of the obtained errors.

• Info Missing

  Here, many time we find that the information received is still missing or not convenient to complete the job. We are able to know about missing information or data through cross-checking it. So whenever we make out about the missing information cross-check it with the clients and confirm it twice for surety.

STEP 3: FILE AND FOLLOWUP

• Final review and File

  Now a final eye is put on the documents before making any deal. It is advisable to have a final review before taking any decision, because any mistake may turn as a hindrance in the future. So, final review and file are made before proceeding ahead.

• Final meeting and payment

  After all these reviews and processes if the client is satisfied with our services they make a final decision by a personal meeting and at the same period of time payment is done through any discussed media.

• Schedule next meeting, discuss other services, etc

  The firm always keeps the deadlines and timelines in mind and accomplishes the requested task on time. There may occur other meetings as per their requirements and may schedule the one as per their concerns. In this meeting they discuss all of their services making it more considerable.

To know more Bookkeeping Workflow tips contact Meru Accounting today!