Methodology

Steps followed by e-bridge for setting up of client group
e-bridge’s small/medium business accounting BPO methodology developed exclusively for small/medium business owners and CAs, CPA firms. It helps us to identify, plan, execute, and deliver the accounting business processes to our customers securely and efficiently. Based on our client’s needs e-bridge will use either all the phases or a specific phase of the methodology in our outsourcing engagements.

1. Accounting Business Process Discovery
In this phase we work with small business owners or CAs, CPAs to understand their accounting outsource needs and identify accounting processes that needs to be outsourced. At the end of this phase our customers will have an overall understanding of our accounting processes to be outsourced to satisfy their unique requirements.


2. Feasibility Study & Planning
In this phase we work with our customers to create various accounting process flows and prepare process integration plan between the internal accounting processes and the outsourced accounting business processes. We will also identify small business accounting software, security requirements and hardware storage needs for the project. This helps our clients to understand secure account data transfer requirements and data storage needs for the project. At the end of this phase we will present the entire solution and the cost of the project to our clients.

• Set the Knowledge Base:

We conduct comprehensive survey of your underlying business processes, procedures, policies and structures and document them and try to Refine/eliminate/improve the current business practices.

• Set the Environment

Clearly advocates and address concerns, priorities and deliverables. Set the right attitude, infrastructure and methodologies to work.

3. Accounting business Process Execution
Once we get the approval from our client, we will execute the work in our offshore locations. During this phase we will coordinate with our customers extensively for quality check and send sample work for approval. We will also report the project status regularly to our customers. Any changes and process fixes will be incorporated into our solution for final delivery.

• Start working

All set and ready to work! Our primary focus is your bottom line!

• Our Values to you

Our fixed cost services are easier for you to budget and track Hardware and Software investments are significantly reduced  Risk reduction More focus on strategic planning
Access to value added services.

4. Accounting business Process Delivery & Transition
In this final phase, outsourced accounting business process solution will be delivered to our client to execute in their location. We will work closely with our client’s team for knowledge transfer and monitor accounting process flow performance.


5. How e-bridge Secure Accounting Outsourcing Works?
E-bridge secure accounting outsourcing is based on our comprehensive security infrastructure that facilitates all your data to be transferred and processed securely in our offshore location. By using e-bridge secure accounting outsourcing at any point of time your data, whether it is transferred from one computer to other via Internet or if is stored in e-bridge's computer it will be safe and secure.

Using e-bridge secure accounting outsourcing you can use any one of following two simple methods to give access to your accounting documents for e-bridge accounting professionals to work on it.

For both the methods specified below you do not have to buy any new software or change your computer infrastructure. E-bridge will provide all the necessary software and guide you through the entire process for you to send all your accounting data securely.

Method One:
Secure File Transfer

Step 1: Customer sends all their accounting documents

Scan all your documents and upload the files to e-bridge server securely using secure FTP software. OR Fax all your documents to e-bridge.
OR
Email all your documents to e-bridge.

Step 2: e-bridge downloads
e-bridge downloads all your documents securely from e-bridge's server into their computer.

Step 3: e-bridge processes
e-bridge processes your documents using our own copy of the accounting software as per your instructions and generates completed files from the accounting software.

Step 4: e-bridge Uploads
e-bridge securely uploads the generated accounting files back to e-bridge server.

Step 5: Customer Downloads
Customer downloads all the processed accounting files from e-bridge's server securely and imports them into their accounting software for verification.


Method Two:
Remote Server

Step 1: You give permission to e-bridge to remotely login to your computer and access your accounting software (Quick Books, Simply Accounting, Tally 9, etc.).

Step 2: e-bridge will access your accounting software remotely to process all your accounting documents as per your instructions and keep it ready for you to verify it.

Choose any one of the above two methods or the combination of both the methods to send your accounting data to us and see the results for yourself.

Our aim
Our aim is to form long-term relationships with our customers, based on a thorough understanding of their needs and on providing services that add substantial value to their businesses. We ensure that our clients are able to combine the scope and efficiencies of our processes and methodologies to achieve their business goals at a definite cost and time advantage.