Next Steps…

Now that you’ve reviewed your company’s requirements and established a plan and level of service to suit your needs, here’s what you can expect moving forward.

Work begins.

Any tasks that you’ve asked us to perform are processed and checked by your account manager. If questions arise, your manager will contact you via your preferred communication method to resolve them quickly.

During your contract period, your local representative will contact you periodically to make sure you’re satisfied with the work we’re providing and that everything is going smoothly. Our standard schedule for check-ins is bi-monthly, but more or less frequent visits can be arranged to suit your project and comfort level.

Work is completed and delivered as requested.

Work performed is checked by a senior accountant and your account manager to ensure that all tasks have been completed and that the work is up to your—and our—high standards for quality. Confirmation of finished work is delivered by way of comprehensive reports and uploads to your online account.

A final report summarizes all of the work performed.

If applicable, we suggest more efficient techniques and processes you can use to save time and money, based on our knowledge of your business and of accounting industry best practices.