Outsourced Bookkeeping Services – Here’s How It Works

If you are new to outsourced bookkeeping services, we would like to update you that the outsourcing process may vary from company to company. But, at Affinity Outsourcing, we keep it quite simple and straightforward. Here’s how the hiring process of outsourced bookkeeping services at Affinity Outsourcing goes:

1. Step 1: As you contact us for outsourced bookkeeping services, one of our executives will get in touch with you to explain the process for establishing accountancy outsourcing services. Once you understand the process, we request you to review the service agreement.

2. Step 2: Once you sign the service agreement, we request you to send us a scanned copy of your client’s records. Or, if you are occupied, then you can send the copies to our office at Wembley. The previous year’s accounts and working papers are uploaded to a secure server.
   

3. Step 3: Once are records are uploaded on the secure server, a dedicated client manager checks the records. This checking process is to ensure that we have all the documents to start the job or update you if anything is missing to be provided from the client-side.
   

4. Step 4: You review the job/task that we suggest with any client queries. You sent the task/job details to clients and once it gets confirmed by the client, you give us the green signal to proceed ahead with the approved task.
   

5. Step 5: On approval, your task is allocated to a certified team member in India. We make sure that all your data is secured, and your task is finished within the stipulated time frame. Once the task is completed, you will be updated through the committed mode of communication – email, skype, MS teams, etc.