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Doc/Data Management

The Bookkeeping Document Flow System

 

The document flow system is as simple as sending us the bookkeeping source documents on a monthly basis, using one of our easy to use system listed below.

No document scanning required, just simply place all of the monthly business income and expense information in an envelope and send or deliver them to your office, by mail or courier.

By Mail/Courier:

You can send the Bookkeeping source documents to us by mail or courier, utilizing our envelope system to our office in Markham.  These source documents envelopes are returned to you at the end of each GST/HST filing quarter.

 Send by Toll-Free FAX:

You can send us the source documents by fax:

Documents can be faxed to us using our toll-free fax

Alternatively, we will provide a set of special data capture forms for income and expenses information capture, to be complete and faxed to our office on a weekly or monthly basis.

Send by Email:

Similarly, you can scan the documents and email them to us as a pdf attachment or fax them to our toll-free fax number.

Via The Internet: (BPM Online Info-submit)

This is a unique business information submission system that offers clients using off the shelf bookkeeping software, the opportunity to move to our easy to use system, to submit the bookkeeping information 24/7 from any computer with Internet access, from anywhere.

This bookkeeping information submission system, is designed to function as a bookkeeping information hosting and data capture system.

How it Works:

As you enter and submit the bookkeeping information online, the system pops up a data verification report that is in the form of a profit/loss report, instructing you to print the report and attach to the source documents just entered.

At BPM, this information is entered into a customized to your business GL chart-of-account and processed.

At the end of each month or quarter as is applicable to the service level agreement, we will send you by -email, a set of customized financial reports, designed to help bring more meaning to the business and the bottom-line.

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For more information, Email-us or Call (905) 305-6696. 

 
 
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