Client books a consultation
Through our website, you provide 3-time slots (date and time) that are convenient for you for a 30 min consultation over the phone.
During this call, top management will advise you on the service plan (ad hoc, part-time or full time) and experience level of accountants that you require depending on your scope of work.
Client receives an introductory call from offshore team
Our offshore team, including the Practice Manager and Client Manager, will help you sign up to a service plan. You can expect a discussion on next steps, jobs offered during the trial period and your preferred software and SOPs.
Once you’ve signed up to one of our service plans, our accountants will work for you live, Eastern Standard Time, in the same style and manner as an in-house accountant would.
Clients’ shares data with virtual accountants
Clients’ share data with virtual accountants through any of the following channels:
Virtual accountant is given Accounting Software Access
Cloud accounting software can be accessed through a simple login set up for the virtual accountants.
Productivity of the virtual accountant is measured
Virtual accountants log timesheets to clock hours either through www.tsheets.com (an Intuit Quickbooks owned timesheets software) or through the Obox Portal. The automated timesheets allow clients to gauge exactly how much time and money is being spent on each job through the timesheet reports.
At Obox Solution, we let clients closely monitor productivity and even allow requests to reduce job hours where clients feel too much time has been spent.