Document Requisition
Crucial documents such as Purchase Bills, Expense-Bills, and Bank statements are acquired based on a carefully curated checklist outlined to increase efficiency.
Safeguarding Your Data
Ensuring the safety of your data is a top priority for us. We go beyond basic security measures to ensure there is no breach of security. You can rest assured with our state-of-the-art surveillance system installed across all data touchpoints.
Final Preparation
Before year-end closing, we ensure your accounting books are organized, up-to-date and, ready for transitioning into the new year. We:
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Client Onboarding
We believe that aligning ourselves with your business’ vision is the best way to start a new alliance. We zero in on your KPIs to create a personalized profile to highlight and stick to your success metrics. The onboarding process includes:
Data Processing via Accounting Software
Your data is incorporated into an accounting software of your choice (Quickbooks, Xero, Wave, etc.). Source documents are scanned and stored virtually for ease of access. All virtual data is meticulously cross-checked with source documents.
Client Reporting
We understand that your reporting should be customized according to your needs. We provide monthly reports that are dynamic and easy to interpret. We are absolutely committed to timely reporting and also provide assistance with your VAT, BAS, GST/HST, and Sales Tax based upon whichever country you are in.
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5
6
Client Onboarding
We at FinQuan believe that aligning with a business’ vision is the best way to start a new alliance. We zero in on your KPIs to create a personalized profile to highlight and stick to your success metrics. The onboarding process includes:
Document Requisition
Crucial documents such as Purchase Bills, Expense-Bills, and Bank statements are acquired based on a carefully curated checklist outlined to increase efficiency.
Data Processing via Accounting Software
Your data is incorporated into an accounting software of your choice (Quickbooks, Xero, Wave, etc.). Source documents are scanned and stored virtually for ease of access. All virtual data is meticulously cross-checked with source documents.
Safeguarding Your Data
Ensuring the safety of your data is a top priority for us. We go beyond basic security measures to ensure there is no breach of security. You can rest assured with our state-of-the-art surveillance system installed across all data touchpoints.
Client Reporting
We understand that your reporting should be customized according to your needs. We provide monthly reports that are dynamic and easy to interpret. We are absolutely committed to timely reporting and also provide assistance with your VAT, BAS, GST/HST, and Sales Tax based upon whichever country you are in.
Final Preparation
Before year-end closing, we ensure your accounting books are organized, up-to-date and, ready for transitioning into the new year. We:
