Generally speaking, the process of agency bookkeeping service roughly follows the following steps:
(1) Sign a formal agency account opening agreement. Generally speaking, enterprises choose a formal Xuzhou agency bookkeeping company for financial entrustment, and the agency will sign a formal agency agreement with the entrusting unit. The agreement will explain the service content, service items, service fees, service time and other matters, and will also clarify the rights, responsibilities and obligations of both parties. In this way, even if there is a dispute in the process of invoicing, both parties can settle it through friendly negotiation according to the contents of the agreement, thus ensuring that the interests of the entrusting unit are effectively safeguarded.
(2) collecting tickets. After signing the agency agreement, the enterprise enters the formal service stage when seeking agency bookkeeping. In the service stage, the first thing the financial staff of Xuzhou Agency Bookkeeping Company should do is to tell the enterprise how to hand over the bills and when to collect them. Therefore, the person in charge of the enterprise or the financial personnel need to send the bills and vouchers generated in daily transactions to the accounting personnel of the accounting institution in time. Subsequently, the financial personnel began to review and sort out the bills after obtaining them, and filled in the accounting vouchers.
(3) make accounts. After filling out the accounting vouchers according to the requirements of financial treatment, the next thing Xuzhou Agency Bookkeeping Company has to do is to use professional financial software to complete the bookkeeping work for the enterprise. In this process, if the financial personnel find that there is a problem with the financial data of the enterprise, they will communicate with the enterprise at the first time to help the enterprise properly handle the financial problems. At the same time, full-time accountants in accounting institutions will also provide professional opinions and suggestions for the business development of enterprises, helping enterprises to operate more healthily and orderly.
(4) tax return. After the bookkeeping work is completed, the full-time financial staff of Xuzhou Agency Bookkeeping Company will also prepare financial statements and tax returns for the enterprise, and at the same time help the enterprise to complete tax returns timely and accurately.
(5) pay a return visit. After completing a series of operations such as bookkeeping and tax filing, the financial personnel of accounting institutions will also pay a return visit to the enterprise regularly, return tax bills, financial statements, tax returns and other documents to the enterprise, and also inform the enterprise of the latest fiscal and tax policies and tax notices to help the enterprise understand the latest fiscal and tax information.
Xuzhou agency bookkeeping believes that it is necessary and necessary for enterprises to understand the service process of agency bookkeeping, so that enterprises can understand the process and progress of agency bookkeeping, and at the same time, enterprises can actively cooperate with agency bookkeeping institutions to complete enterprise financial work efficiently and professionally. Therefore, it is necessary for enterprises to know and master the agency in detail before seeking financial entrustment.