WORKFLOW PROCESS

Cloud based accounting platforms

  • Clients provide accountant access to their cloud based accounting platform. Cloud bookkeeping services help in this regard
  • Clients share their bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc. Virtual bookkeeping is the solution when it comes to everything online

All of the data is checked by a manager

  • After checking the data, tasks are assigned to a staff member for data processing
  • The manager periodically checks the work. It is also reviewed on completion before delivering it to the client

Desktop based platforms

There are two ways of working on desktop based platforms.

Sharing Backup and Access via VPN.

Sharing Backup involves the following steps:

  • Client provides back up if its desktop based software.
  • Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc.
  • Manager checks all the data.
  • After checking the data tasks are assigned to a staff member for processing data.
  • The manager periodically checks the work. It is also reviewed on completion before delivering it to the client

Access via VPN has the following steps:

  • Clients software is accessed via remote server
  • Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc
  • Manager checks all the data
  • After checking the data, tasks are assigned to a staff member for processing data
  • The manager periodically checks the work which is also reviewed on completion before delivering it to the client

Desktop based platforms:

There are two ways of working on desktop based platforms.

Sharing Backup and Access via VPN.

Sharing Backup involves the following steps:

  • Client provides back up if its desktop based software.
  • Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc.
  • Manager checks all the data.
  • After checking the data tasks are assigned to a staff member for processing data.
  • The manager periodically checks the work. It is also reviewed on completion before delivering it to the client.
  • The manager periodically checks the work. It is also reviewed on completion before delivering it to the

Access via VPN has the following steps:

  • Clients software is accessed via remote server
  • Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc
  • Manager checks all the data
  • After checking the data, tasks are assigned to a staff member for processing data
  • The manager periodically checks the work which is also reviewed on completion before delivering it to the client

Management Team

 Mr. Jahangir Mahmood is the brain behind Escrow Consulting Group. He is a qualified chartered accountant with an additional degree in MBA Finance with an experience of more than 8 years. Along with, he is Quickbooks Online Certified as well as Xero Certified advisor. He has extensive experience of working with US based companies of all sizes which include sole proprietorships, conglomerate groups and large NASDAQ listed companies.