Sajjan Sunil & Co. (Estd. 1995)
Chartered Accountants
Sunil Khullar InfoTech Management Services (P) Ltd
India
 

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Methodology for Bookkeeping Outsourcing

1)  Technical Methodology of Outsourcing of Bookkeeping

 

There are several options available to you in the way we work with you for providing outsourced bookkeeping services. You could choose the one that suits you the best. We can briefly classify these Options of Methodologies into three major types.

1.      Server Based

2.      Remote Access Based

3.      Online Software Based

The Details of these options are explained as under:-

 

1.    SERVER BASED

 

1                                              2                               3                                             
                                              

 

 

You(The Client in US) Send Us (Indian Bookkeeper) the source Documents

We (Indian Bookkeeper) Process Source Documents

We (Indian Bookkeeper) give you Updated Books

The Source Documents or Raw Data such as Bank Statements, Expenses , Check Stubs etc will be scanned by you & upload to our secure ftp server

We, at our end, will process source documents and update your books same night. We ask you to provide us copy of your books (backup file of your software). We shall work on the software specified by you such as QuickBooks, Peachtree or EasyAcct etc

We put the updated books on our secure ftp server. You come to office the next morning and download the updated books from our server to your computer!

 

 

2.    REMOTE DESKTOP ACCESS BASED

 

1                                              2                               3                                             
                               

                               

 

You(In US) Send Us (Indian Bookkeeper) the source Documents

We (Indian Bookkeeper)  Connect to Your Computer (In US)  via internet securely

We (Indian Bookkeeper) Update the Books and logout

The Source Documents or Raw Data such as Bank Statements, Expenses , Check Stubs etc will be scanned by you & upload to our secure ftp server

We (Indian Bookkeeper), at our end, connect to your computer using a remote desktop access service provided by you or like service such as GoToMyPC.com or Secure VPN from India

You come to office the next morning and find the books updated on your computer!

 

 

3.    ON LINE SOFTWARE BASED

 

1                                              2                               3                                             
                                                                   

                                                             

 

You(In US) Send Us (Indian Bookkeeper) the source Documents

We (Indian Bookkeeper) Use the Online Accounting Software

We (Indian Bookkeeper) Update the Books and logout

The Source Documents or Raw Data such as Bank Statements, Expenses , Check Stubs etc will be scanned by you & upload to our secure ftp server

We (Indian Bookkeeper),  login to Online Accounting Software (eg quickbooksonline.com) and update the books

You login to the online accounting software via internet whenever you need - 24x7 - and see the updated books

 

 

If you have difficulty in understanding the outsourced bookkeeping process, please call us on sunil_khl or sunil.khullar on skype between 7.30 A.M. NY Time to 12.30 P.M. NY Time.

 

  

2)  Comparison between Different Options

 

We support THE widest range of process options available for outsourced bookkeeping to suit your convenience. These include Server Based, Remote Access Based and Online Options.  In the following table, we show the comparison for you to decide which option is most suitable to you. 

OUTSOURCED BOOKKEEPING PROCESS OPTIONS

Feature

Server Based

Remote Access Based

Online Software Based

Data Location

Our Data Center

Your Desktop PC

Accounting Software Provider

Data Access

by Client

Download Data File from Server

On your own computer

Data cannot be Downloaded -

View Online

Software Functionality Available

Full

Full

Limited

Hardware Required

Own PC

Scanner/Fax

Own PC

Scanner/Fax

Scanner/Fax

Ease of Use

Medium

High

Low

Data Backup

Manual

Manual

Not Possible

Transactions

Per Hour

25

20

15

Approx. Platform

Cost per month

NIL

$20-$30

$30-$40

Ideal For

Dial-up Internet Users

All Users with

Own PC and Net Connectivity

Users Without

own PC

Model Supported

by Us

 

 

 

 

Mission : Our mission is to become outsourcing company of choice for small & medium Accounting practices And Small Businesses in North America.

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Date of Last Update 6/9/2010 7:52:16 AM

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