How Accounting Outsourcing Works?

Step 1: You send us the information

You collect files and papers from your clients. You scan and upload it in a drop box account for us to access. Wherever possible, you can send the login credentials of the bookkeeping software of your clients, spreadsheets or PDF documents.

Step 2: We prepare the accounts (as per your instructions)

We will review the information you send. If we need any additional information, we will email you. Upon receiving all necessary information, we will prepare and finalise the accounts. We will either use software from our office or remotely connect and use the accounting software at your office. Any adjustment or corrections will be made during this stage.

Step 3: You send it to your clients

We will send the working papers, backup files and reports as per your instructions. You can do a final review and send it to your clients. We can also submit to HMRC on your behalf.

What information do we need from you?
Software bookkeeping clients:
  • Login credential/ access to the software.
  • Previous year's accounts
Manual bookkeeping clients:
  • Bank statements
  • Credit card statements
  • Your client's receipts
  • Bills
  • Invoices
  • Credit notes
  • Purchase orders
  • Previous year's accounts
  • Any other relevant documents
How to send the information to us?
  • You can upload your client information to dropbox or Google drive (or)
  • Save documents in your computer and give us remote access (or)
  • Share the login credentials/access to the client’s bookkeeping software.
How do you communicate with our accountants?
  • You will have a dedicated account manager
  • Your account manager is available via a local UK phone number
  • They are also available to you in Skype and Email
Getting started
  • Contact us via email or phone
  • We will connect with you and gather your requirements
  • We will send necessary paperwork
  • You are now ready to start
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I have used Integra Global Solutions as an outsourced accounting firm for the past 4 years. During that time, they have provided complete monthly management accounts, preparation of VAT and tax returns, submission of accounts and other regulatory material to HM Revenue and Customs.

Balance The Clinic stars

I had to be careful about choosing my outsourcing partner because of UK data protection regulations. I have chosen Integra because I am convinced that their data protection policies are stringent.

Hampshire stars