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- To significantly increase bookkeeping service profits and
cost-effectively grow the client base
- To achieve better end-customer satisfaction
- To achieve consistency in turnaround time
- To relieve your firm of the necessary clients’ bookkeeping work and
enable you to focus on providing high end services
- To grow your practice without growing your staff
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- Services provided by professionals with deep experience in Bookkeeping
and O2C Outsourcing
- Accurate high quality work supported with well documented workflow
process management
- ‘Near-shore’ operation center with no geo-political risks and/or time
zone challenges associated with far-offshore outsourcing
- Create your own ‘extended bookkeeping back-office service system’ at our Toronto facility, Without
having to cross the ocean
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- By Courier to our office in Toronto:
- A Truly Convenient outsourcing service system. No Doc scanning required as is
applicable with far-offshore outsourcing
- By Internet:
- Accountants can elect to have their clients enter the required
information into our Virtual Bookkeeping Data capture portal located on
the BPM website.. – See On-Line Bookkeeping
- By Fax:
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- 2. From there the source documents are separated into chart-of-accounts
and assigned bookkeeping data
entry clerk for entry into the client account database
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- 2. Report output clerk prints applicable Profit/Loss and financial
analysis reports to a file for compliance with one of the following send
report procedure:
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- Bookkeeping is done using BPM Custom Bookkeeping Software
- Statement sets emailed to client firms per SLA
- BPM stores copies of the original source document on an active document
storage management server to support future audits
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- Agree on framework and finalize SLA
- (Service Level Agreement)
- Service Agreement signed by client. (1 year Minimum)
- Establish go live service start date – 45 days From
- Hire and train dedicated client staff – 15 Days
- Begin go live process Bookkeeping service
- Long-term- Look for process improvements that will provide further
Gain-sharing benefits to clients –
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- Call us Today, 905-947-1872 let us ramp-up to help make your
- Year-round Bookkeeping and Tax-Time Reporting Challenges
hassle-free and stress free.
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