Notes
Slide Show
Outline
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The Value Proposition!
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BPM Offers Benefits Beyond Bookkeeping
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Why Outsource The Bookkeeping Function?
  • 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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Why Outsource to BPM?
  • 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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Sending the Source Documents to BPM?
  • 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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The Bookkeeping Data Processing System
  • 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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The Output Process Management System
  • 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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The BPM Concept in Summary
  • 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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The Transition Process
  • 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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Thank you
For taking the time to preview our Outsourcing presentation.
We hope this information was valuable and informative.
We would welcome the opportunity to provide for your client bookkeeping and O2C Outsourcing needs.
  • 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.