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

01

Client sends documents/information via. dedicated email, upload, or provide online access for further processing

02

MASCPA processes the documents/information with a turnaround time of 24-48 business hours depending on the volume

03

MASCPA performs other accounting tasks throughout the month as per the defined scope of services

04

MASCPA sends a list of open questions and queries to client for their feedback on regular basis

05

MASCPA closes the month and sends financial reporting package to the client for discussion

Onboarding

2

Engagement email/letter

3

Portal registration and secure cloud file drive established

4

Client upload organizers and or documentation requested in the engagement letter/email

Taxation Services

01

MASCPA staff prepares client tax file

02

Staff provides Open Items list and add return for CPA review

03

Client is notified about Open Items to provide

04

Client provides requested information

05

CPA reviews return and finalizes

06

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 client’s 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

Thumbtack
Nicholas S.
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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