Our Approach
If you assign tasks to others in the evening, they will be ready when you wake up in the morning. You can rely on our virtual personal accountants to complete tasks more quickly and effectively.
BusAcTa Advisors’ approach is designed to ensure that each service we provide is efficient, cost-effective, and of high quality. With extensive experience collaborating with CPAs, and EAs, we offer two distinct service models tailored to your requirements.
A project-based model offers you both flexibility and accuracy.
Our project-based model is ideal for clients who require assistance for a limited time and have specific accounting and tax needs. With this plan, you’ll be able to manage any special projects, or employee absences effectively.
A Staffing Model allows you to have Dedicated Support at Controlled Cost.
The Staffing Model is ideal for clients who require accountants to work exclusively for them for a set period of time. This model is ideal for businesses dealing with recurring tasks.
We provide excellent support in both service models and prioritize customer satisfaction with the best quality.
Transition Process for CPA Firm Outsourcing
Step 1:
Initial Meeting, Need Assessment & Solution
We examine the current system to determine how it can assist your CPA practice's specific problems. What is the goal? Look for areas where our solutions can be beneficial.
Step 2:
Signing NDA & SLA
Following a thorough Initial Meeting, we will create a Customized Outsourcing Plan that meets the company's goals. Once the company has agreed to our plan, we will sign an NDA and SLA.
Step 3:
Data Sharing, Communication, and Software Access
We help you set up reliable communication, access to computers & software, and document-sharing systems. Our task and job trackers keep everything organized.
Step 4:
Project Execution & Reporting
We collaborate with you and follow your instructions to achieve excellent results. After completion, we share SOPs, statements, and other critical documents created during the execution.
Step 5:
Quality Assurance
Quality assurance is critical for any professional, so we continually monitor the execution and reporting processes to ensure they meet or exceed CPA firm standards. We value client feedback and use it to provide exactly what they want.
Still wondering, “How does accounting tax outsourcing work during the busy business season?” or “How can outsourcing elevate my CPA firm?”.
Schedule a call to start a demonstration of the quality of our services.
