Accounting firms strive to meet customer demands during tax season. Customer support lets you focus on balancing books and auditing financial statements while calls are taken care of.
Check out the following use cases.
You’re happier when you can focus on balancing the books and bringing in more clients. But, what happens when there’s too much work to do, even for your secretary?
You don’t have to answer the phones yourself. Focus on your client’s financial and audit reports. Let us take care of those after-hours calls for you.
Get rid of time-sucking tasks and focus more on finding clients you can build a great working relationship with. Outsource your lead generation and appointment setting today!
Operations support agents work closely with your accounting department. They help reconcile vendor statements to open AP entries. They also help verify invoice information and categorize unidentified invoices.
Agents bill, record, and report all outstanding debts. They send dunning notices and demand letters. They perform skip tracing, make phone calls, and work with third-party collection agencies.
Agents answer queries and requests for assistance from accountants, bookkeepers, and other end-users of accounting software. It can be out-of-the-box software or a custom-made accounting system.
Agents work with your accounts payable team. They review and verify information on vendor bills and invoices. Then, they input the data into a spreadsheet or database.
Agents work with the accounts receivable specialist. They review invoices and account statements. Then, they record and reconcile the information with payments made to your accounting department.
Agents work with your team in reviewing receipts, invoices, bills, and account statements. They enter data from these transactions into the general ledger and specific journals.
Agents assist accountants and bookkeepers in maintaining error-free entries in their general and special journals. They perform quality assurance measures to improve accuracy and reduce risk.
Agents inspect receipts, invoices, orders, and journal entries to identify, segment, and label accounting data correctly. They can consolidate all data that may not be found in the financial system.
Agents assist IT managers and CIOs in migrating corporate financial data from legacy systems to ERP. They provide data scrubbing and data extraction and conversion to improve ERP management.
Software developers collaborate with IT managers and CIOs in creating enterprise solutions to automate accounting processes, such as retrieving information from audit reports and other financial documents.
Agents transcribe phone calls with accounting clients either strictly verbatim or clean verbatim. Call transcripts are kept as written archives of important conversations over the phone.
Agents create clean verbatim transcriptions of recorded conference calls with your clients. These transcripts are kept as written archives of discussions during those conference calls.
Agents created edited transcriptions of company meetings with your employees, clients and vendors. Transcripts are written without fillers and descriptions of non-verbal expressions.
Agents created edited transcripts of earnings conference calls with your clients. Transcriptions of these calls are usually released to investors of your corporate clients.
Agents connect clients of investment and accounting firms with human financial advisors when they want advice on managing their portfolio. Clients get insightful responses through two-way SMS messaging.
Agents send alerts to and connect employees of investment and accounting firms with each other. Access to employees anywhere in the world is assured but regulated with respect to privacy.
Ready to get an outperforming team now?
“I have had a very positive experience due to the attention to detail. hard work, and asking of intelligent questions by your staff. So far, I have nothing but positive things to say about working with Fair Trade Outsourcing. I would suggest that other companies give FTO a try for their data entry and business support needs.”
Built to Outperform Industry Standards
SECURE, COMPLIANT FACILITIES
GUARANTEED DATA PROTECTION
HOLISTIC LEARNING AND DEVELOPMENT
How It Works
DEFINE THE WORK
Our folks can pretty much do anything as long as it requires a computer, an internet connection, and a brain. It’s just a matter of designing the workload and managing the hours well for greater efficiency and productivity.
ASSEMBLE AND TRAIN
Once we understand the work and skill sets needed, we’ll start putting together your team. Training can take anywhere from 5 days to 30 days depending on your team’s size and the complexity of their tasks.
OPTIMIZE AND SCALE
You’ll have a dedicated account manager and our on-site operations manager on your side to help you optimize your workforce and scale your team as you see fit.
Get an Outperforming Team to Deliver Superior Results.