Step 01 - First Consultation: Identify Your Needs

Objective: Establish your financial and business requirements.

What to Expect:We start with an in-depth consultation to get familiar with your financial infrastructure, business concerns, and outsourcing requirements. This helps us design remote bookkeeping, back-office support and other onboarding solutions according to your business requirements.

• Business financial workflow implementation discussion
• Identification of deficiencies in your current procedures
• Setting the specific goals for the offshore tax preparation onboarding process.

Action Items:

• Book a free consultation call with our certified CPA
• Please provide preliminary business and financial information
• Support our representative to complete the assessment questionnaire

Step 02 - Secure Documentation with NDNC Agreement

Objective: Create compliance and safeguard confidentiality.

What to Expect: Security and confidentiality are in the DNA of our offshore accounting onboarding process. We protect the interests of our clients and our association through an NDNC agreement for accounting services, which provides complete data protection and non-disclosure compliance.

• Secure submission of financial documents, previous reports, and system access information
• Signing an NDNC agreement for accounting services to ensure confidentiality
• Setting up initial accounting software and data access

Action Items:

• Submit financial records securely
• Review and sign the NDNC agreement
• Verify initial account setup

(You are not locked in, there are no long-term agreements. You proceed only if you are fully satisfied with our onboarding process.)

Step 3: Tailored Accounting Setup & Support

Objective: Get your staff familiar with our systems and procedures.

What to Expect:Our company offers tailored accounting setup assistance, providing you with an organized offshore onboarding process. Your designated account manager will guide you through the systems and acquaint you with your designated financial team.

• Reporting tools and bookkeeping software overview
• Meet your assigned account manager's support
• Business financial workflow implementation alignment process

Action Items:

• Software & tools set up as directed
• Onboarding & training sessions attended

Step 4: Workflow Implementation & Real-Time Execution

Objective: Have our processes integrated with your finance operations.

What to Expect:Seamless financial onboarding assistance is the aim of this step through organized workflow implementation. Your designated account manager or CPA gets intensive training on your accounting and back-office procedures to ensure accuracy and consistency of processes.

We will:

• Hands-on financial reporting, bookkeeping, and compliance workflow training
• Mapping of customized report formats and review cycles
• Real-time bookkeeping and financial processing testing

Action Items:

• Check initial reports for accuracy and efficiency
• Offer feedback for process enhancement, if required

Step 5: Ongoing Support & Optimization

Objective: Maximize long-term efficiency and performance improvement.

What to Expect:Even after offshore accounting onboarding is finished, we still offer dedicated account manager support to assist in optimizing and streamlining your financial processes.

We will:

• Periodic performance reviews to evaluate financial precision
• Ongoing process improvements according to business requirements
• 24/7 assistance from your assigned financial team

Action Items:

• Book regular review sessions
• Remain accessible for ongoing assistance