The Process & Procedures

02. Remote Access

• You Send us the Source Docs - You Scan the Documents & upload to a secure server, e-mail them to our mail box or place it in your computer for our access.
• We Connect to Your Computer via internet securely - We connect to your computer using a remote desktop access service like GoToMyPC.com or Secure VPN.
• We Update the Books and logout - You come to office the next morning and find the books updated on your computer!

03. Application Service Providers

• You Send us the Source Docs - You Scan the Documents & upload to an ASP secure server.
• We Use the ASP server software - We login to ASP server. (e.g. personable.com / cpaasp.com) and update the books.
• We Update the Books and logout - You login to the online accounting software via internet whenever you need - 24x7 - and see the updated books. This is more cost effective and secure system which we can also adopt. There are ASPs which provides online accounting on a Virtual Desktop atmosphere.

04. Online QuickBooks

Similar to ASPs, but we can use only online QuickBooks; no other application programs will be available. (accounting.quickbooks.com) This has a disadvantage that presently they do not provide the inventory feature. So in case we intend to maintain inventory, this will not be suitable. Cost about $ 20.00 per month.

Procedures

Transferring of Source documents:

Documents that are to be scanned & transmitted:

• Purchase Invoices
• Check Stubs which includes all payments.
• Daily consolidated sales report – if any (or we take all bank deposits as sales)
• Statement of credit card.
• Bank statements.