Your Experience with Evolve Accounting
At Evolve Accounting, we prioritize our clients’ experience and strive to provide seamless, secure, and tailored bookkeeping services. Whether you’re a small business looking for a dedicated bookkeeping partner or a tax accountancy firm seeking to outsource your clients’ bookkeeping, we have the expertise and flexibility to support you.
Please note that the level of service and specific tasks outlined in these examples can be customized based on your chosen service package and unique business needs. We can provide a full suite of bookkeeping, payroll, and VAT services, or focus on core bookkeeping responsibilities, depending on your requirements.
Example Service Package - Direct Client
Small Business
Communication and File Sharing:
- We adapt to your preferred communication methods, including email, phone calls, and platforms like Skype, WhatsApp, Telegram, Microsoft Teams, and Zoom.
- For secure file sharing, we use industry-standard tools such as Dropbox, Google Drive, and Microsoft OneNote, ensuring your data is always protected.
Invoices, Receipts, and Bank Statements:
- You can provide your financial documents on a schedule that suits your business needs, whether it’s weekly, monthly, or quarterly.
- We accept both digital and physical copies of your invoices, receipts, and bills. You can scan and upload them to our secure file-sharing platform or mail them to our office.
Financial Reporting:
- We provide monthly financial reports, including income statements, balance sheets, and cash flow statements. If you require more frequent reporting, we can accommodate your needs.
Accounting Software:
- We are experienced with all major cloud accounting software, including Xero and QuickBooks, and can work with your existing setup or recommend the best solution for your business.
Onboarding and First Week:
- Our onboarding process starts with a kick-off meeting to discuss your needs, preferences, and expectations.
- We will gather your financial documents, set up your accounts in our system, and establish secure communication and file-sharing channels.
- During the first week, we will review your financial data, categorize transactions, reconcile accounts, and provide an initial set of reports for your review.
Optional Services:
- Bill Payment and Account Access: With your authorization, we can handle bill payments on your behalf, ensuring timely and accurate processing.
- VAT Accounting and Filing: Our team can handle your VAT accounting and filing, ensuring compliance with Irish tax regulations and deadlines.
- Payroll and Payroll Tax: We can process your payroll, including paychecks, direct deposits, and payroll tax payments, based on the schedule that works best for your business.
Example Service Package - Outsourced Bookkeeping
Tax Accountancy Firm
Communication and Integration:
- We will work closely with your firm to establish communication channels that align with your preferences, whether it’s direct client communication or funneling through your team.
- Our team will integrate with your existing processes and software, ensuring a seamless experience for your firm and your clients.
Client Onboarding and Data Security:
- We will assist with client onboarding, gathering necessary financial documents, and setting up secure accounts in our system.
- Our team adheres to industry-standard data protection practices, including encryption, access control, and regular security audits, to safeguard your clients’ information.
Bookkeeping and Financial Reporting:
- We will process your clients’ invoices, receipts, and bank statements on a schedule that aligns with your firm’s workflow, whether it’s weekly, monthly, or quarterly.
- Our team will provide monthly financial reports for your clients, with the option for more frequent reporting as needed.
Accounting Software and Compatibility:
- We are experienced with all major cloud accounting software and can work with your firm’s existing setup or recommend solutions that best fit your clients’ needs.
Onboarding and First Week:
- Our onboarding process begins with a consultation to understand your firm’s needs, processes, and expectations.
- We will establish secure communication channels and data-sharing methods, as well as train our team to align with your firm’s practices and standards.
- During the first week, we will work with your firm to onboard clients, gather financial data, and set up accounts in our system, ensuring a smooth transition.
Optional Services:
- VAT Accounting and Filing: We can handle your clients’ VAT accounting and filing, working closely with your firm to ensure compliance with Irish tax regulations.
- Payroll and Payroll Tax: Our team can process your clients’ payroll, including paychecks, direct deposits, and payroll tax payments, based on the schedule that works best for your firm and your clients.
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At Evolve Accounting, we are committed to providing a top-quality bookkeeping experience tailored to your specific needs. Our flexible, secure, and reliable services are designed to support your business growth and success.
Contact us today to schedule a consultation and discuss how we can customize our services to meet your unique requirements.
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Have questions about our services? Want to explore how we can support your business? Our team is ready to assist you. Contact us today and discover how Evolve Accounting can help take your business to new heights.