1. Accounting back office partnership proposal
Dr. Shobha Gupta | President| S3G, LLC

2. Outsourcing goals Bottom-line
Up to 60% reduction in back-office costs.
Top-line
Focus your time on generating revenue/acquiring clients.
Spend less time hiring, training, and managing.
Typical Costs
Bookkeeping: from $15/hr
General Accounting: from $35/hr
Litigation support TBD
CPA services: from $50/hr
Insert a map of your country.

3. S3G services overview Accounting (Back-office Support)
Bookkeeping, accounting, and tax preparation for individual and group practices
Litigation support
Business evaluation
Payroll
Audits, SOx……
Business Process Improvement Consulting
Business Process Audit
Process Optimization
Process Automation
Insert a map of your country.

4. Outsource the following fully managed Accounting Services to S3G:
expertise
Bookkeeping
Accounting data entry
Accounts Receivable/ Payable Management 
Bank and Credit Card Reconciliation
Trial Balance
Customized Financial Statements 
Accounting Services
Year End Accounting
Fixed Asset Management
Business audit/evaluations
Inventory control and analysis
Legal search, e-discovery
IPR
Outsource the following fully managed Accounting Services to S3G:
Tax Preparation
Personal & Business Tax Returns
1040 preparation support for Accounting firms
Payroll and Sales Tax Reporting
Year-End Tax Planning
Accounting Systems
Online and Off line system set-up
HW /SW consulting
Bookkeeping and Tax filing
Training

5. Benefits
Most competitive pricing as our staff is based in medium sized cities in India( Indore, Kanpur ) where the infrastructure/education levels are equal to large cities, but the cost of living is much lower
Client interface (S3G) is based in Florida
Trust - built with over 25 years of ongoing relationships with staff in India
Highest level of professional service – our staff are retained for long-term assignments
Confidentiality assured
Ongoing programs to continuously improve our service through innovation and automation
Insert a map of your country.

6. Bookkeeping process flow
CPA: Bank statements, invoices, and other documents received by CPA from the client
CPA/S3G: Documents scanned and e-files compiled
S3G: Scanned images and PDF files reviewed and uploaded to secure server. Project Manager granted access to files
India Team: Project Manager reviews files and assigns tasks to India Team
India Team: File access provided to trained Bookkeeper(s)
India Team: Data entered on-line or off-line into the Software system agreed with CPA/client
India Team: Data reviewed by Chartered Accountant and 2-level Quality check performed
India Team: Report and/or e-files sent to CPA/client. S3G manages tracking of progress and delivery
Insert a map of your country.

7. 1040 process flow Insert a map of your country.
CPA: Documents received by CPA from client
CPA/S3G: Documents scanned and e-files compiled
S3G: Scanned images and PDF files reviewed and uploaded to secure server. Project Manager granted access to files
India Team: Project Manager reviews files and assigns tasks to India Team
India Team: File access provided to trained Tax Preparer
India Team: Tax Return prepared using Software of CPA/client’s choosing
India Team: Data reviewed by Chartered Accountant and 2-level Quality check performed
India Team: Tax Return softcopy sent to CPA. S3G manages tracking of progress and delivery
Insert a map of your country.

8. Data security assurance
Data transfer via secure password-protected web portal, or use of online Software tools as per client business model
Only authorized persons have access to client data - no paper allowed in work areas
Specific accounting staff allocated to specific clients/projects. Staff are all permanent.
Security and authorization similar to on-site accounting firms with multiple staff dealing with same clients i.e. controlled log-in and confidentiality commitment
Insert a map of your country.

9. Partnerships: critical success factors
Key contact in same time zone
Trained and experienced team
Skill-set in accounting and tools
Client information confidentiality
Clearly defined logistics and rules of engagement
Quality assurance: monitoring and improvement
Up-front agreement of terms and conditions to include turn around time, accuracy, and efficiency
Cross training between various sites
Reliable IT support
Insert a map of your country.

10. Outsourcing Business models
Hire fully supervised manpower on hourly/monthly/yearly rates
Hire dedicated manpower on monthly rates
Fixed per-project costs: $$ agreed up-front
Open to other business-models…
Insert a map of your country.

11. Partnership business model scenarios
Accounting Team works as marketing arm of S3G
Find clients and negotiate projects
Sign contract with client
Hand over to S3G to manage the contract
Commission paid per payment received or a fixed upfront commission
Accounting Team works as the Client interface
Accounting Team maintains the client interface. S3G manages the Operations
Accounting Team pays S3G for contract work
Accounting Team works as Project Managers
S3G assigns resources in India
Accounting Team manages the Operations
Commission paid to S3G
Insert a map of your country.

12. Let’s Partner……. Agree Partnership business model
Define responsibilities
Agree rules of engagement
Initiate a Pilot run with known client
Pilot process review, standardize the process
Launch the process for more clients…
Insert a map of your country. 12

13. Contact info
Dr. Shobha Gupta
President
Office: (954)
Ashish Gupta
Sales Manager
Office: (954)
Insert a map of your country.