Notes
Slide Show
Outline
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Get Real Bottom-Line benefits by .
Outsourcing your Bookkeeping function to BPM
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Why Outsource Your Clients’ Bookkeeping Function?
  • To reduce Bookkeeping service delivery costs
  • To achieve better end-customer satisfaction
  • To achieve consistency in turnaround time
  • To relieve your firm of the low end bookkeeping work and enable you to focus on delivering high end services
  • To focus on growing the practice, not the staff
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Why Outsource to BPM?
  • Services provided by professionals with deep experience in Bookkeeping and Outsource Business Process Management.
  • Accurate high quality work supported with well documented workflow process management and information integrity audits.
  • BPM is a Toronto based firm that offers you a low fixed fee back-office bookkeeping service system.
  • BPM brings you the extreme cost and productivity benefits of Offshore Outsourcing, without you having to cross the ocean.
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The BPM Convenience
  • Source Documents can be sent to BPM directly from your clients using one of our three convenient source information delivery systems.
      • By courier using our bookkeeping envelope systems
      • By Fax – using any standard fax machine to a special toll free fax number we supply.
      • By Internet – Here your clients simply login and enter the bookkeeping data and hit send.
  • Bottom-Line! We function as your undisclosed back-office, serving as an extension of your office for the bookkeeping write-up management process.
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The Fax Concept at a Glance
  • BPM will assign you or your client a virtual Fax Number for use in sending the information via fax.
  • You or your clients would simply Fax  the  bookkeeping source documents to BPM
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How the Information Arrives at BPM
  • Your Source Document  Faxes sent to BPM using the Toll-free fax number assigned your company, arrive at the BPM Toronto office as an email with your Docs as a TIFF file attachment
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BPM Dedicated Staffing
  • BPM system enables our staff to develop a keen  understanding of each of our client bookkeeping account and any terminology unique to specific client and their industry.
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Bookkeeping Software Expertise
  • Managers, Accountants and bookkeeping staff at BPM are trained in the use of the software listed
  • As a result, our accounting firm clients can elect to have us use one of the listed software to handle  their client bookkeeping write-up business process.
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Custom Bookkeeping Software Used
  • BPM has developed a special bookkeeping system written in Access that we currently use for our existing clients bookkeeping.
  • This bookkeeping software offers clients some unique built-in reports that could be an excellent value add that our accounting firms could offer their clients
  • The Reports
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Tax Time Data Processing Support
  • We can prepare virtually any tax return required, to meet your tax time tax return preparation volume management.
  • Tax returns are prepared using well recognized professional computer tax preparation software with the capability to output returns to PDF and email to client firms for review.
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The Go-live Transition Process
  • Agree on framework and finalize the service level agreement
  • Signed Outsourcing Agreement
  • Establish go live service start date - 30 days
  • Hire and train dedicated client staff based on work volume commitment
  • Staff Refresher Training on applicable bookkeeping software as per client request
  • Begin the go live day-to-day bookkeeping process.
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Next Step:
  • Questions
  • Comments
  • Express your Interest
  • Schedule a Meeting
  • Attend one of our Outsourcing Seminars
  • Call – (416) 422 - 2996
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Thank you very much

For taking time out to view our presentation.
We hope this information was valuable and would welcome the opportunity to provide for your company or firm bookkeeping process management needs.
  • We look forward to hearing from you soon.
  • Call 416-422-2996