How it works

Consultation Call

We start with understanding the nature of your business, its peculiarities and current scenario. We also discuss about future business plan and your expectations from 'outsourcing' bookkeeping function to us.

Understanding The Data

We access your accounting data by remote access as 'Guest' to review current bookkeeping and reconciliation status.

Design Service Module For You

On the basis of our understanding of your business accounting requirement – we discuss and decide upon our scope of work and deliverables. This is a phase where we mutually set up expectations as well as define the process for data access, query resolution and reporting.

We Start

Once finalized – we provide you with a free quote. Upon contract execution–within period of 3 working days we setup dedicated accounting team for you to start the process.

On boarding of new client

Day 0

Approval from Client

Day 1

Set-up Logins and Data sharing platform / Introduce team members at both ends

Day 2

KT ( Knowledge Transfer ) Call (Discussion on finer details of execution of project and knowledge sharing)

Day 3

The work starts

Leave It To Us

Once the actual work starts, we keep you updated by providing daily task completed report followed by weekly review calls to discuss of any queries from our side or new additions to the process. Soon we start managing your bookkeeping function independently. We ensure deliveries are on agreed timelines and reporting in agreed formats. We also raise flag to draw your attention if something is not happening as per agreed process. This makes you free to focus on your core business and grow it more without worrying about deadlines and extensions.

Consultation Call
We start with understanding nature of your business, its peculiarities and current scenario. We also discuss about future business plan and your expectations from 'outsourcing' bookkeeping function to us.
Understanding the data
We access your accounting data by remote access as 'Guest' to review current bookkeeping and reconciliation status
Design service module for you
On the basis of our understanding of your business accounting requirement – we discuss and decide upon our scope of work and deliverables. This is a phase where we mutually set up expectations as well as define the process for data access, query resolution and reporting.
Westart
Once finalized – we provide you with free quote. Upon contract execution–within period of 3 working day sweset updedicated accounting team for you to start the process.
Leave it to us
Once the actual work starts, we keep you updated by providing daily task completed report followed by weekly review calls to discuss of any queries from our side or new additions to the process. Soon we start managing your bookkeeping function independently. We ensure deliveries are on agreed timelines and reporting in agreed formats. We also raise flag to draw your attention if something is not happening as per agreed process. This makes you free to focus on your core business and growit more without worrying about deadlines and extensions.

On boarding of new client

Day 0

Approval from Client

Day 1

Set-up Logins and Data sharing platform / Introduce team members at both ends

Day 2

KT ( Knowledge Transfer ) Call (Discussion on finer details of execution of project and knowledge sharing)

Day 3

The work starts

Contact Us
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Enquiry

How can we assist you?




Finsmart Solutions
Flat No.1. S.No. 64/24, Mandakini Apartments, Income Tax Office Lane, Erandwane
Pune
Maharashtra 411004
Phone: 9922918622