WORKFLOW PROCESS

Cloud based accounting platforms:

  • Client provides accountant access to their cloud based accounting platform.
  • Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc.

    All of the data is checked by a manager.

  • 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.

Desktop based platforms:

  • There are two ways we can work on desktop based platforms.
  • Sharing Backup:
  • Following are the steps involved:
  • 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

Access via VPN:

Following are the steps involved:

  • 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. It is also reviewed on completion before delivering it to the client.

Management Team

 Mr. Jahangir Mahmood: The principal of the escrow consulting group is a qualified chartered accountant and MBA (finance) with 8+ years diverse experience in finance. He is Quickbooks online certified advisor and Xero certified advisor. He has extensive experience of working with US based companies of all sized from sole proprietorships to conglomerate groups and large NASDAQ listed companies.