How Accounting Outsourcing Works?

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.

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.

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.

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

• 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.

• 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

• 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