How We Work

Online process

  • You send us the invoices and other documents via email or dropbox.  Or, we get this information directly from vendor and bank web sites.
  • We login to your QuickBooks/Xero online account using a user ID and password you provide us.
  • Our specialists will update QuickBooks/Xero online and logout.

Remote Access Option

  • We connect to your computer over the Internet using Remote Desktop.
  • You scan the source documents to your computer’s desktop.  Or, we get this information directly from vendor and bank web sites, and save to your desktop.
  • Our specialists will work with you to setup access to QuickBooks/Myob on your desktop.
  • Our QuickBooks specialists will update QuickBooks on your desktop and logout.

Local option

  • You provide us with an initial copy of your QuickBooks/Myob file.
  • You send us the invoices and other documents via email or dropbox. Or, we get this information directly from vendor and bank web sites.
  • Our specialists will regularly update the QuickBooks file on our desktop.
  • Our specialists will regularly backup the QuickBooks file to the shared folder on dropbox.

Quality

We follow the client instructions and client’s previous examples of similar work .In case of queries, we ask questions via email/Skype and then do the work as required. All of the work is reviewed by a CA.

Turnaround

The work is done within minimum 24 – 48 hours or as per target timeline given to us.

 

Here is a list of FAQ’s which may help you decide if you think moving some back office tasks to Advance Finserv is a good idea

  • What about my paper receipts, how will I give it to the Advance Finserv staff?
    For your paper receipts you can scan it and send it to us or you may use a third party provider wherein you can mail all your paper receipts and they will scan it for you then our offshore staff will be able to view it online then record it to your accounting system.
  • What are the qualifications of Advance Finserv bookkeepers / accountants?
    Our staff are all from India, all of which are University graduates with a degree in Bachelor in Accountancy which is a two year course. Some are Chartered Accountants in India with years of experience in the corporate world.
  • Why should I choose to outsource my bookkeeping than hiring a local firm to do the job?
    Cost benefit. It is cheaper to hire an outsourced staff to do your bookkeeping / accounting than getting someone locally. Generally you will save as much as 50% of the cost to hire a bookkeeper locally than outsourcing it. The output is of the same or even higher quality but cheaper which gives you more than what you are paying for.
  • Are my records safe with Advance Finserv staff?
    Yes it is. All our accountants and bookkeepers have high regards with integrity and confidentiality. Also, we have a non-disclosure agreement in place duly signed by all our  staff. Our staff want your business to succeed as much as you do – it is a great opportunity for our staff to work with excellent US/Canada/New Zealand companies. They treat it very seriously.