Global Outsourcing (CPA2CA)
We provide high quality tax, accounting services to SMEs around the Globe.
CIS, is the experienced partner that individuals and businesses in the Globe have counted on for years to provide high quality financial services. Our team is client-focused, friendly and proactive in ensuring that our clients have the information and clear direction they need to achieve their goals. Our comprehensive services are designed to meet the needs of a wide range of industries.
The personalized attention of our professional team is complemented by the advanced technology we use to deliver our services and to provide anytime, anywhere accessibility to our clients. We are dedicated to being our clients’ trusted Accounting and Taxation Firm, always staying one step ahead of the regulatory changes and industry.
It’s a bridge to reach out to Global Accountants, envisaging the concept of partnering with overseas accounting fraternity, with a virtual process flow and a solid understanding of the principal application software like QuickBooks, Intacct, ProSeries, and an ‘open architecture’ of integrating CPA2CA’s expertise with Global Accounting needs.
Accounting & Taxation Services
One Time Service
Setting up a New Client in :
- Accounting Program– We redesign and merge their Existing COA with Industry Based Chart of Accounts
- Accounts Payable Management– Bill.com
- Accounts Receivable Management
- Inventory Management
- Reconciling Opening Balance Sheet with Tax Return
- Set Up Budgets and Classes
- Review Financials and do necessary Cleaning
- Prepare MIS and Dashboard reports
Recurring Work
- Bill.com – Processing & Approving Bills, reconciling Bill.com Money out clearing Ledger and AP Aging
- Monthly Closing Accounts Receivable program – Journalising. Sales, Sales Tax & payment entry in Accounting Program.
Setting up a New Client in :
- Journalising Payroll on every pay date
- Sales & Use Tax Calculation
- Monthly Reconciliations – Bank, Credit Card & Other BS Items
- Review of Financials and pass journal entries
- Preparing MIS & Dashboard Reports
Annual Work
- Annual Sales Tax Calculation
- 1099 – Fill details in Form & reconcile payroll with W2
- Tax Projection
- Budgeting
- Reconciling Loans, LOC & Interest Balances
- Reconciling Property Taxes and Escrow Balances
- Tax Return – Preparing Work Paper and entry in Tax Software
- Reconciling Tangible & Intangible Asset along with Depreciation &Amortization as per Tax Software
- Enter year end Adjustment entry
- Compilation report for Financial Institution.
Accounts
Payable
Management
Accounts
Receivable
Closing
Bank Reconciliation
Budgeting
Credit Card
Distribution
Daily Entries
Month End
Dashboard
Report
