Outsourcing tax preparation can be a strategic move to enhance efficiency, reduce costs, and focus on core business operations. At Unison Globus, we offer comprehensive outsourcing solutions tailored to CPA and accounting firms’ needs. Here’s a detailed guide to our step-by-step process for outsourcing tax preparation services to Unison Globus.
Pathway to Effective Tax Preparation Outsourcing
01 01. Initial Engagement – Laying the Foundation
Our journey begins with a comprehensive engagement proposal. This document outlines the services, terms, and other vital information, providing a clear understanding of what to expect from our partnership. Our team will then request last year’s paperwork, including signed copies, tax returns, and key documents, ensuring we have all the necessary details to get started.
02 02. Software Assessment – Choosing the Right Billing Solutions
We know that every business has unique needs. That’s why we take the time to assess the most suitable billing software for your operations. Whether you’re using a current system or require a fresh start, we ensure your business processes remain efficient and user-friendly.
03 03. Agreement and Documentation – Finalizing the Partnership
Once you review the terms, we follow up to finalize and sign the agreement. For new entities, we determine incorporation requirements and gather additional documentation to confirm operational status. This step guarantees compliance and sets the stage for a seamless tax preparation experience.
04 04. Data Transfer and Integration – Seamless Transition to Our Systems
If you’re migrating from an existing software, our experts handle the transfer of data into the new system, minimizing operational disruptions. We then select and configure the best-fit accounting and tax software tailored to your business’s needs, setting up essential features like a new chart of accounts.
05 05. Formalizing Contact Information – Ensuring Effective Communication
We collect your contact details and mailing address to formalize and authorize our approach. This step is crucial for maintaining transparency and effective communication throughout our engagement.
06 06. Comprehensive Onboarding – Our Checklist for Success
Client onboarding is a pivotal stage for operational efficiency. To ensure a smooth process, we follow a comprehensive checklist that includes:
- Planning the transition: Aligning the process with your business goals.
- System upgrades: Upgrading systems to meet your specific requirements.
- Data collection: Facilitating a seamless transition by gathering essential information.
- Secure information transfers: Implementing safe data transfers for peace of mind.
- Policy development: Establishing policies to guide our engagement effectively.
- Stakeholder communication: Keeping key players informed and involved.
- Process implementation: Transitioning operations smoothly without disruption.
- Legal compliance: Ensuring adherence to regulations at every step.
07 07. Transition Strategy Audit – Reviewing and Refining the Process
To ensure everything is on track, we conduct a thorough audit and analysis of the transition strategy. Our team identifies potential issues and recommends corrective measures to ensure a smooth transition.
08 08. Post-Engagement Support – Ongoing Excellence and Follow-Up
Our commitment to excellence doesn’t end once the transition is complete. We assist with post-engagement reviews, conduct follow-up meetings, and maintain transparency and accountability to ensure your ongoing satisfaction.
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What to Expect from Your Side: Easy and Protected Onboarding
We value our clients’ time and security, making your part in the onboarding process simple yet effective:
Provide Essential Documents Gather and securely share necessary documents, such as previous tax returns and incorporation records.
Collaborate on Software Selection Share preferences regarding billing and accounting software to help us tailor the best solutions for your needs.
Clear CommunicationMaintain open communication to ensure a smooth exchange of information.
Adopt the New Systems Integrate and familiarize yourself with the new accounting systems we put in place, equipping your business for success.
Flexible Engagement Models and the Unison Globus Workflow
Step 1: Choose Your Engagement Model – Flexibility to Suit Your Needs
At Unison Globus, we understand that every firm has unique requirements. That’s why we offer two flexible models for outsourcing tax preparation services:
1. Per Return Model
This model is ideal for seasonal support when you're unsure about the fixed number of hours needed. You can outsource a specific number of tax returns as and when you need assistance.
- Pricing: We charge a fixed base price for the initial hours. If the preparation takes longer, an hourly rate applies for the extra hours.
2. Hire a Tax Preparer
For a more dedicated approach, this model allows you to hire a remote tax preparer who works exclusively for you, mirroring your in-house staff. We offer three variations to suit your needs:
-
Full-Time: A tax preparer works 8 hours daily, providing:
- The opportunity to interview and select the remote staff before hiring.
- Daily timesheet submissions for full transparency.
- Constant monitoring to prevent errors and ensure quality.
- Full control over task allocation.
- Part-Time: A part-time tax preparer works 4 hours daily, offering the same benefits as full-time but with reduced hours.
- Hourly: For those uncertain about workload, this model charges only for the hours worked by the remote tax preparer, making it a cost-effective and flexible solution.
Step 2: Choose the Tax Preparer That Fits Your Firm’s Needs – Tailored Expertise for You
One of the biggest advantages of outsourcing with Unison Globus is the ability to handpick the tax preparer you want. We provide you with a selection of CVs for review based on your criteria, such as core tax expertise, industry-specific knowledge, software experience, or extensive training under tax reviewers.
Benefits of Choosing Your Tax Preparer:
- Core Tax Expertise: Select a remote staff member with expertise aligned with your clients' needs.
- Industry Knowledge: Choose a tax expert experienced in your specific industry.
- Software Proficiency: opt for a remote staff proficient in the tax software you use.
- Experience: Hire professionals trained under seasoned tax reviewers for 5+ years.
Step 3: Conduct a 1-on-1 Interview – Ensuring the Right Fit for Your Firm
After selecting potential candidates, conduct a 1-on-1 interview to assess their skills. Ask theoretical and practical questions to evaluate their expertise, ensuring they meet your firm’s standards before onboarding.
Step 4: Welcome the Tax Preparer Onboard – Seamless Integration into Your Team
Once finalized, the tax preparer joins your team within 24-48 hours. They begin by securely collecting documents through a remote access portal. No extra training is needed as our tax preparers are seasoned professionals experienced in multiple tax seasons.
Take the first step toward a hassle-free tax preparation journey now!
Unlock the full potential of your firm's operations with Unison Globus's expert outsourcing solutions. Our flexible engagement models and dedicated team of tax professionals are here to streamline your processes, ensuring compliance and peace of mind.
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Unison Globus: Streamlining Your
Tax and Accounting Solutions
Our diverse range of outsourcing CPA services caters to every aspect of your tax and accounting needs:
Our services are delivered with a commitment to data security, quality, and transparency, ensuring peace of mind for your firm.
The Process Workflow at Unison Globus
We prioritize security, efficiency, and seamless outsourcing with our workflow’s three key aspects:
1. Access
- Cloud: Our remote staff securely logs into your software to access client documents.
- RDP Access: Staff connects to your computer via a remote desktop connection, logging out after the work is done.
2. Communication
- Immediate Response: Using tools like Email, Skype, Slack, Microsoft Teams, and SharePoint, our staff ensures prompt communication and 24-hour turnaround time due to our Indian Time Zone advantage.
3. Task Monitoring
- Timesheet: Daily timesheets provide complete visibility of the remote staff's work.
- Review Meetings: Regular meetings allow you to assign further tasks, resolve queries, and monitor progress.
Why Choose Unison Globus for Your Outsourcing Needs?
Unison Globus offers tailored outsourcing services designed to streamline operations, reduce costs, and ensure compliance. Our flexible models, expert team, and transparent workflow make us your go-to partner for a hassle-free outsourcing experience.
Let’s Get Started on
Your Outsourcing Journey!
Make your tax preparation process
more efficient, secure, and
cost-effective with Unison Globus.
Whether you need seasonal support or a full-time tax preparer, we have the right solution for you.
Contact us now to discuss your requirements and discover how our tailored outsourcing services can benefit your firm.
Optimize your tax preparation process—partner with Unison Globus today! ContactTips for a Successful Outsourcing Experience with Unison Globus
01 01. Organize Your Documents
Before starting the outsourcing process, gather all the necessary tax-related documents, including previous year tax returns, financial statements, and other relevant paperwork. Having these documents ready will facilitate a smoother transition.
02 02. Define Clear Objectives:
Outline what you aim to achieve by outsourcing your tax preparation. Whether it’s cost-saving, improved accuracy, or handling a seasonal workload, clear objectives will help tailor the outsourcing process to meet your business needs effectively.
03 03. Communicate Your Preferences:
Share your preferences regarding billing software, accounting processes, and reporting formats. This will allow Unison Globus to align their services with your existing workflows, ensuring seamless integration.
04 04. Select the Right Engagement Model
Assess your current workload and future projections to choose the most suitable engagement model. If you anticipate seasonal spikes, the Per Return model may work best. For continuous support, consider hiring a full-time or part-time tax preparer.
05 05. Be Open to a Flexible Approach
Outsourcing offers flexibility, so be open to adjusting your engagement model as your business needs evolve. Regularly assess the outsourced tasks to ensure they align with your firm’s goals and make changes if necessary.
06 06. Take Advantage of the Interview Process
Use the 1-on-1 interview step to thoroughly assess the tax preparer’s expertise and compatibility with your firm. Ask relevant theoretical and practical questions to gauge their knowledge and experience in your specific industry.
07 07. Set Clear Communication Channels
Establish preferred communication tools, such as Email, Skype, or Microsoft Teams, to stay connected with the remote tax preparer. Regular communication ensures alignment and quick resolution of any queries.
08 08. Review Timesheets Regularly
Monitor the timesheets provided by Unison Globus’s remote staff. This will give you insights into their work progress, helping you make informed decisions on workload allocation and task prioritization.
09 09. Utilize the Secure Access System
Rest assured that Unison Globus follows strict security measures. Use the secure access portals and cloud login systems recommended by their team to protect your clients’ sensitive financial information.
10 10. Schedule Regular Review Meetings
Set up periodic meetings to review the progress and provide feedback. These sessions are an excellent opportunity to discuss any adjustments, address concerns, and align on upcoming tasks.
11 11. Stay Involved
Even though the tax preparation tasks are outsourced, staying involved in the process helps maintain control over your operations and ensures that the service meets your standards.
Ready to get started?
Connect with Unison Globus today and take the first step toward an expertly managed tax preparation process.
