 |
 |
| With each business opportunity that we
come across, we do a complete due diligence process to ensure
the relative effectiveness of outsourcing. |
|
|
|
| |
|
| |
| Note: For each client of CPA Firm, we have a brief history of client business for better understanding followed by list of standard source documents (called SSDs) required every month. XpFinance initiates requests if SSDs are not received on 5th of every month for previous month. |
| |
|
|
| |
 |
|
Our specialty is quick turn around time at extremely affordable rates. We recommend you start small with XpFinance to experience our world class service, attention to detail and timely delivery of your outsourced bookkeeping, write up and tax works. |
|
| |
|
|
| |
 |
|
Our first task is to understand your business processes and the profile of the clients you serve. Subsequently, we develop a process flow of your business and map it against our workflow processes. Where we can use our existing workflow processes we leverage those to serve your business while customizing other aspects of our workflow to meet your business processes. At the end of “Understanding your business” discovery phase, we present you with a detailed report explaining how XpFinance will serve your business by means of our outsourced business delivery model.
|
|
| |
|
|
| |
 |
|
The next step is to determine the frequency and delivery schedule of the work you outsource to us. This step also includes understanding your reporting requirements. We can provide a series of reports such as Management Reports, Client Write-up, sales tax preparation reports, payroll reports, Cash Flow and budget analysis report in an easy to understand web based dashboard.
|
|
| |
|
|
| |
 |
|
Subsequently we define mutually agreeable Service Level Agreements. These SLAs will help us meet your expectations. They will help you grade and rank our service.
|
|
| |
|
|
| |
 |
|
After the implementation of our services, we provide the opportunity for you to evaluate and recommend any improvement in our business processes. We will do everything possible to accommodate your recommendations.
|
|
| |
|
|
| |
|
|
|
