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How Bookkeeping Accounting Outsourcing Works
Outsourcing your accounting tasks to Sapphire Info Solutions is a seamless and secure process designed to maximize efficiency, data security, and compliance. We offer multiple methods for data transmission and processing to accommodate the needs of UK-based accounting firms. Here’s how our process works
How It Works
Data Transmission Methods
01. Offline Based
Step By Step Process
1. Document Scanning
The accounting firm scans physical documents and creates digital files.
4. Work Completion
Once the tasks are completed, the processed files are re-uploaded to the server.
2. Secure Upload
Scanned files are uploaded to our secured server through Sapphire’s web portal. The portal is password-protected to ensure data security.
5. Confirmation Notification
A confirmation email is sent to the accounting firm, indicating the job completion.
3. Document Processing
Our processing center downloads the files, processes the information according to the firm's requirements, and completes the accounting tasks.
6. File Download
The firm downloads the finalized files from the secured server.pletion.
Key Features of the Web portal
- User-Friendly Interface : Easy navigation for quick access to files.
- File Management : Allows seamless upload/download of work files.
- Work Status Monitoring : View the progress of tasks in real-time.
- Automated Notifications : Receive alerts on file uploads and downloads.
02. Remote Access Based
Step By Step Process
1. Document Scanning
Documents are scanned and uploaded to our secured server through the web portal.s.
4. On-System Processing
Our team works directly on the firm's systems using their accounting software (e.g., Xero, QuickBooks, SAGE).
2. Document Retrieval
Sapphire downloads the documents from the server.
5. Completion Notification
Once the work is completed, Sapphire logs out securely and notifies the firm of the completed tasks.
3. Remote Access Setup
Sapphire connects to the firm's computer via remote desktop access or a secure VPN.
Advantages
- Seamless Integration: Work is performed directly on the firm's software systems.
- Data Security: Remote access ensures documents remain on the firm's servers.
- Efficient Collaboration: Real-time updates on the work process.
03. Cloud Computing
Step By Step Process
1. Cloud Setup
The accounting firm sets up a cloud environment where all documents and software reside.
4. Work Processing
Employees at Sapphire utilize dual-screen monitors and dedicated IT infrastructure for optimal productivity..
2. Secure Cloud Access
Sapphire is allocated desktops on the cloud based on the volume of outsourced work.
4. Data Security
Documents remain on the firm's cloud servers - no copying or printing is permitted, ensuring the highest level of data security.
3. Document Access
Our team accesses the cloud platform, processes documents, and completes accounting tasks just like in-house staff.
Advantages
- Maximum Security: Documents never leave the firm's cloud environment.
- Scalability: Easily adjust the number of desktops based on workload.
- Operational Efficiency: Mimics in-house operations for a smooth workflow.
Methodology
PRE-ENGAGEMENT
Initial Consultation
- Gain insights into the firm's existing workflows, team structures, accounting software, and document templates.
- Understand client requirements to develop a tailored outsourcing strategy.
Best Practice Proposal
- Sapphire provides a detailed proposal outlining processes, team structure, and pricing.
- Highlight the specific services to be provided, including bookkeeping, payroll, management reporting, and more.
ENGAGEMENT
Software Access
- The client sets up cloud or vendor access for Sapphire to accounting software such as Xero, QuickBooks, SAGE, and others.
Document Access
- Provide document access via VPN to the client's PC or through Sapphire’s secured web portal.
Work Flow Process
- Our agile work process model is adaptable to fit the client's existing workflows and document management systems.
- Maintain flexibility to meet evolving business needs.
Let's Collaborate
Ready to Streamline Your Accounting?
Partner with Sapphire Info Solutions for reliable, cost-effective, and expert outsourced accounting services UK. Let us handle your accounting workload while you focus on
growing your business.
