Process Defined
Prior to deciding on a CPA firm, it is important to account for cost effectiveness, portfolio, work experience, dependability and most importantly the approach and methodology for providing services. Where methodology plays such an important role, we would like to be transparent about our process of work as we assist your firm with its back office functions. At MASCPA, we believe in creating value through the combination of efficiency and effectiveness. Our processes ensure seamless progression in the completion of assigned tasks with utmost quality within a timeframe that meets your goals as a customer.
MASCPA Work Process
Accounting for CPAs
Dedicated team to look after your account
Dedicated email id for sending documents / information
Secured and Real Time access to your accounting records
Turnaround Time of 24-48 business hours
Various checklists to ensure quality and accuracy
Regular client communication
Bookkeeping/CFO Services
Client sends documents/information via. dedicated email, upload, or provide online access for further processing
MASCPA processes the documents/information with a turnaround time of 24-48 business hours depending on the volume
MASCPA performs other accounting tasks throughout the month as per the defined scope of services
MASCPA sends a list of open questions and queries to client for their feedback on regular basis
MASCPA closes the month and sends financial reporting package to the client for discussion
Onboarding
Engagement email/letter
Portal registration and secure cloud file drive established
Client upload organizers and or documentation requested in the engagement letter/email
Taxation Services
MASCPA staff prepares client tax file
Staff provides Open Items list and add return for CPA review
Client is notified about Open Items to provide
Client provides requested information
CPA reviews return and finalizes
Client return is uploaded to their portal, an invoice is provided, and final email sent with password instructions
Get in touch
We, at MASCPA, understand that every clients needs are unique. For that reason we offer complimentary 15 minute discovery calls to address your needs, walk you through how MASCPA can assist you, and provide you the next steps. Please select a service and book a time to speak directly with Mark.
What Clients Said
90 reviews
15d ago
Mark did a great job sorting me out. Previously I have tried to do my reel turns my self. From now on I will use Mark
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