Our Process
Our approach for client engagement, strategy, and execution is aligned with maintaining the highest standards to achieve client’s goals, maximize potential, and protect client content and data privacy. We believe the keys to success rely on established practices when it comes to transparency, reporting and taxes. We strive to become a trusted partner for clients in achieving their milestones and long-term goals.
Our Process
Our approach for client engagement, strategy, and execution is aligned with maintaining the highest standards to achieve client’s goals, maximize potential, and protect client content and data privacy. We believe the keys to success rely on established practices when it comes to transparency, reporting and taxes. We strive to become a trusted partner for clients in achieving their milestones and long-term goals.
Contract Process
1. Client Inquiry
Our team will investigate the customer’s inquiry over email, telephone, office visit, etc. We kindly request for your cooperation in providing the necessary accounting documents and the client in-take questionnaire to ensure a comprehensive understanding of the engagement’s full scope.
2. Confirmation of Work Content
We will discuss to confirm with the customer the commissioned work that is necessary and sufficient to effectively address the identified issues.
3. Client Quotation
Following the confirmation of the work specifications, we will provide a cost estimate. This estimate reflects an approximate fee based on the current status of the client’s accounting.
4. Contract Fulfillment
After confirming the work content and estimate, the work contract will be commence. Agreement on cost may be paid in advance by retainer deposit or invoiced upon work completion. Our staff will provide regular updates on cost and progress through the duration of the project.
5. Client Company Focus
After fulfillment of the contract, we will assume responsibility for accounting and finance functions, allowing our clients to focus on their core business operations and drive growth.
