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Our Work Methodology

Delivering Excellence to CPAs and Accounting Firms Through Transparent workflow

Work Methodology

Transparent and Efficient Workflow

A transparent workflow is the backbone of any top-tier accounting firm. Accounting Farm prioritises data confidentiality, personalised attention, effective communication, precision, innovation, and efficiency. With a commitment to transparency, integrity, and excellence, we are always ready to partner with CPAs and accounting firms.

Our transparent workflow, data confidentiality and personalised attention make us deliver unparalleled services and drive our clients’ financial success. Our work methodology is carefully tailored to ensure efficiency, accuracy and client satisfaction at every stage of the process.

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OUR 6 STEPS OUTSOURCING PROCESS WORKFLOW

From understanding client needs to strategic planning, execution, quality assurance, and continuous improvement, our approach is committed to delivering exceptional results that drive our clients’ success.

To maintain transparency, we make sure to maintain close communication with the client at each stage of this work methodology.

how we work-1

Understanding Client Needs:

  • Identifying the client's business goals and objectives
  • Evaluating the client's existing accounting systems and processes
  • Identifying any regulatory or compliance requirements relevant to the client
how we work-2

Data Gathering and Analysis:

  • Gather relevant data (financial statements, transaction records, tax documents, etc.)
  • Analyse data to identify key insights and trends
  • Formulate a well-informed strategic approach
how we work-3

Strategic Planning:

  • Develop a strategic plan aligned with the client's objectives
  • Consider the time required, resource allocation, potential challenges
  • Work closely with clients for transparency and alignment
how we work-4

Execution and Implementation:

  • Put the strategic plan into action with precision
  • Utilize the latest tools and technology
  • Automate routine tasks, optimize resource allocation
how we work-5

Quality Assurance:

  • Rigid quality assurance processes
  • Senior team leaders perform thorough reviews
  • Ensure accuracy and reliability of work
how we work-6

Continuous Improvement:

  • Evolving methodology to adapt to client needs and industry trends
  • Take feedback from clients and implement suggestions
  • Culture of continuous improvement to stay ahead

How We Approach ?

While connecting to any outsourcing provider the main concern that the CPA and accounting firm has is about the approaching techniques.

Here are two approaches that Accounting Farm follows:

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Remote Desktop

By lowering the possibility of data breaches and other security events, remote desktop technology can help to increase security. It enables firms to concentrate their data and manage who has access to sensitive data.  

We connect to your system using a remote desktop or team viewer. It works similarly as you do your work outside your office premises. Our team member will work using the remote desktop ID and Password, process the work and leave it there. For security reasons you can create a drive or folder for our team and all the other folders on the computer can be restricted.  

Cloud Technology

By using cloud-based technologies CPAs and Accounting firms can facilitate their firms with real-time collaboration, eliminate file transfer issues and manage workload effortlessly. It uses the latest security protocols that help to keep data secure.

We use cloud technology for any data transfer. All the data transfers between our team members and clients are end-to-end encrypted which safeguards the data from any potential risks. You can upload your files to our secure cloud environment and get access to any documents whenever needed, reducing turnaround time and enhancing productivity.

Engagement Models

Work engagement and connection models are essentially the various ways through which an outsourcing firm works with accounting and CPA firms to deliver financial and accounting services. Depending on the particular needs of each customer, these models are created to fit their needs as well as their budgets. 

Accounting Farm provides different types of work engagement models to suit your budget and requirements. Our experts will guide you through the process, explaining the work method and benefits of each model. Here are the work engagement models that we use to connect and work with Accounting, Bookkeeping, and CPA firms.

Time & Material (T&M)

  • Clients with a low volume of work.
  • Clients with flexible specifications & scope.
  • Pay as you go.
  • Control Over Time & Material.
  • Quick Start with better efficiency.

Fixed Price/Project Based

  • Clients with a well-defined project and limited budget.
  • One of the most efficient options.
  • The ability to change the terms after the contract is signed will be case-to-case basis.

Build - Operate-Control (BOC)

  • Clients who want to grow their offshore team.
  • Build your own virtual team with an assigned team leader.
  • No supervision is required as the team lead will communicate between you & team and review the quality of work.
  • Time-saving.

Full Time Equivalent (FTE)

  • Clients with a broad scope of requirements.
  • Set up a team of dedicated virtual staff who will work full-time.
  • Easy to understand, plan, and implement.
  • Scalable - add or remove resources on short notice.
  • Redirect resources to work on other tasks.

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Our team can provide you with tailored services according to your needs. Feel free to contact us by scheduling a meeting at your convenience or submitting the contact form.

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