Between the back office & our client :
We analyze business processes and establish efficient document exchange methods. Our team manages taxation and bookkeeping tasks, communicates queries to clients, and holds regular meetings for financial reporting. Accountants uphold confidentiality with a non-disclosure agreement, while client feedback drives continual service enhancement.
For Tax returns :
Clients upload tax and income files securely. Our tax advisors prepare returns, addressing queries and undergoing internal senior review. Reviewed returns are sent back for client approval before filing. All documents are stored on our portal for easy client access. SVT Advisors ensures timely tax compliance.
For Bookkeeping :
We initiate document exchange after understanding client business. Options include remote access via secure VPN or email-based sharing. Secure server usage includes SharePoint, One Drive, Dropbox, or cloud-based software. Bookkeeping tasks commence based on document information, with queries sent to clients for completion. Financial statement reviews occur fortnightly, monthly, quarterly, and semi-annually.
