FAQ

  • General FAQ’S
  • What are the benefits of outsourcing bookkeeping, accounting & tax with Unison Globus?

    Based on our vast experience working with various US CPA firms & EAs as preferred Outsourced Accounting & Tax services provider, we understand that CPA firms / EAs can expect lots of offshoring benefits especially access to better team scalability, Qualified & trained Accountants, reduce hiring cost, better Turn Around Time and most important enabling your time for you to focus more on growing your business and improve life & work balance.

    We offer different types of outsourcing services, and you need to choose the one, most suitable to your working pattern. Our team can work on server-based operations with the highest level of data security. Unison Globus team can work remotely using VPN/RDC or Citrix to name some.
    Our backend team work to resolve any queries and suggestions.

    Our team comprises of experts and many of our employees are QB & Xero Certified. We have capabilities of working in different Accounting & Tax software like QuickBooks Desktop, QuickBooks Online, Xero, Intacct, Accounting CS, NetSuite, Drake, Proseries, Proconnect, Lacert to name few.

    Our team is well versed with various means of communication and generally we communicate with the client through email, Zoom meeting, Go To Meeting, Skype, Slack and Microsoft Teams.

    We do have registered office in USA and have our onshore team working in USA.

    We have a highly skilled team of 100+ accountants having various professional skills like CPA (USA), CA (India), EA (USA) & Tax experts who can assist you with all your accounting needs. Unison Globus is governed by renowned directors, Mr. Vijesh Zinzuwadia (Indian Chartered Accountants) & Uday Ranpara (Indian Chartered Accountants).

    Our Employees are mostly Chartered Accountants (Indian CA), US CPA, EA and employees with more than 2 years of experience dealing with US Taxation.

    Our team of highly skilled accountants come with vast experience of 15+ years working with CPA firms & accountants across the USA.

    We have our own dedicated inhouse IT team who help our client and team for IT set up.

    We are an ISO & GDPR compliant ready company, we follow all the data security methods & latest technologies to keep your data safe. Our work floor is under 24*7 CCTV surveillance, USB plug points in all the computers are disabled, none of the staff members are allowed to enter the floor with mobile and they need to keep the same in lockers before entering the floor, we have enabled biometric punch-ins & punch-outs which is strictly followed by all the employees & we have our experienced IT team who closely monitors all employees to ensure the data safety of our clients.

    We have strong in-house technical team and our team is well versed with latest technical updates. Our team can work on cloud based and remote based model.
    In the case of a Remote based model, you can create a folder in your server and can share with us to share the documents.
    In the case of a cloud-based model, you can add us as a User in the document sharing software which client is using like Share file, File Cabinet, Google drive etc…
    We have our own cloud account on our server in which we can create a dedicated folder for the client and can share with them.

    Absolutely, we provide our clients with the lead sheets supporting the numbers on the tax returns, so that your review time is reduced drastically.

    It depends on engagement model. We can explore more while on call.

    We do maintain SOP in our record for all the tasks performed by our team members. If they want to take planned long leaves, we assign temporary resources for the clients who will be provided cross training before they leave for the vacation.
    If they take unplanned leaves, we assign temporary resources for the clients who will refer SOP to perform the tasks. We always keep a buffer resource in the team at each level to deal with such situations.

    It’s very simple. Please connect with us and we will guide you for all steps to start beautiful journey with Unison Globus.

    Unison Globus offers free trial before client onboards and once client is satisfied, contract will be signed as per mutual agreement.

  • Payments, Pricing & Free Trial
  • Does Unison Globus offer a free trial?

    Absolutely Yes. We do offer free trials for full time bookkeeping/accounting and taxation service. For more details, please get in touch with us.

    Unison Globus offers three engagement models each for Bookkeeping & accounting and Taxation.
    Costing depends on your requirements. We do assign dedicated Accounts & Tax Managers (SPOC’s) to all the models who normally report to floor Manager (POC). Team keep track of an individual’s daily, weekly, monthly performance & the same is reported to client. For more details on pricing, please get in touch with us.

    We accept payment various modes including but not limited to Bill.Com, Cheque, Online transfer, ACH and Credit Card.

    We charge at hourly rate for those hours which are in addition to the committed hours. Extra hours are required to be approved by clients.

    We work in transparent way and yes, we do assign the trial job to only those employees who will be assigned ultimately.

  • Operations, TAT & Trainings
  • What are your working hours?

    Our team can operate as per different USA time zones. Our team can make your business 16 hours operational with our local working hours.

    We have created different training modules for all the engagement models. All our new employees undergo one month on the job training & month on month training sessions. We have off tax season training for all our accounting & tax employees which helps us to attain the heavy demand during the ongoing tax season. Whenever there is amy amendment to law or new tax law is implemented, our senior manager circulates those notifications & keeps our staff members keep updated with the latest regulatory changes. If there is a new accounting & tax software launched, we create an SOP & share with our team members.

    We conduct an internal training session before the start of each tax season to make sure our tax team is aware about IRS tax law changes and updates.

  • Services & Policies
  • Do we provide FBAR preparation services?

    Yes, we do provide FBAR services.

    Yes, we have a team specialized in preparing Expatriate tax returns and related foreign filings such as 5471, 5472, 8865, FBAR, 8938, PFIC calculations, GILTI etc.

    Yes, we do provide Tax resolution services and help you with preparing IRS Audit work papers.

    We also provide Tax Research services, extension filing services, PPP and ERC credit calculation services etc.

    Most of our clients are CPA/Accounting/CFO practitioners. However, we have an experienced team which can help in industry specific services like, restaurant, health care, real estate.