OVERVIEW - ANNUAL COMPLIANCE
We provide accounting services on Xerox, which is used by individual and business entities (customer) of our client CA Firms/Accounting service( Client) provider in NZ and Australia as their financial systems
Usually individual and business entities maintain the XERO by themselves but for some small customers we may also code the transactions – ordinarily these would be residential rental accounts etc.
Our Client use Xero work papers for creating the work papers on the annual jobs.
Our Client use Xero practice manager for their customer details, tax etc.
Our client use Office 365 SharePoint/Suite files/Drop Box and other similar tools for managing documents all held under a customer folder. This links with Outlook so our client can save their customers emails during the year against the customer.
Expected turnaround time for work is calculated from the day we have all information that we need from our client.
Our client hold the subscription so that it is easy for them to create a login for us, and also give access to their systems so have complete visibility over records.
Our Client also provide us with their internal accounts preparation operating procedure
Process of Transitioning Financial Statements & Tax Returns Preparation