Cloud Bookkeeping

How does it  work?

 

 

The Proposal – Key elements

 

 

1

A list of services – includes name, description, chargeable amount and frequency of payment.

 

2

Sign up forms – “Individual clients” or “Corporate Clients” each will require different type of information.

3

Documents to sign – Engagement letter,   terms of business, T&Cs and any other document that are required to be approve or sign.

 

4

Invitation to the portal – Client will be able to login and complete the process.