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Step by step accounting process

Step by step accounting process.

Thinking about outsourcing your company’s finances? This will give you an insight into what the process looks like in Accountor, from the start of the process through to ongoing work and also qualified accounting.

At Accountor we work with small, medium and larger companies. A few of them explain how they feel about the collaboration here. Our large volumes mean that we can offer good prices, streamlined routines, as well as secure staffing and skills. This is how we manage your accounting.

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Step 1 - Starting the accounting process

The collaboration begins with an implementation manager at Accountor contacting you by email, with a welcome letter and suggested dates for a start-up meeting.

At the start-up meeting, the implementation manager will go through an SLA (Service Level Agreement), where we clarify all the accounting processes as well as both your and our expectations and responsibilities. We also go through the project plan and all the dates for the project.

Our goal at Accountor is to work entirely digitally, and specific suggestions on how to achieve this for your company will be given by the implementation manager.

We will look at a number of actions, including:

  • How and when to submit supporting documentation
  • Invoice management
  • Supplier invoice management
  • Responsibilities for Accountor and you as client
  • Managing VAT and tax returns
  • Reporting

The start-up process is complete when you as client have been assigned a client manager, a team with consultants and all systems and authorisations are in place.

Step 2 – Ongoing bookkeeping

The relevant supporting documentation for the period when your team of consultants at Accountor, either via digital platforms or if the consultants have access to your system. Accountor works in many systems - you can see here the variety of systems we work with.

With ongoing bookkeeping we manage customer invoicing, supplier accounts, daily takings, receipt accounting, accruals, fixed assets and depreciation. We take care of your incoming and outgoing payments. Accountor has numerous digital solutions that allow you complete insight and control through authorisation, but with your consultant taking responsibility for the management.

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Step 3 – Reconciliation checking and analysis

The figures are checked against supporting documentation, specifications and account statements. The balance sheet is analysed on an ongoing basis and each account is assessed to ensure that it is being managed correctly. Your consultant analyses and evaluates items in your profit/loss statement for the period.

Your team of consultants will analyse the VAT calculation, enter it in the books and can declare it to the Swedish Tax Agency. Accountor will ensure that the right values are reported at the right time.

Step 4 – Reporting

As an Accountor client, you receive your period reporting via the reporting tool Accountor Rapport. This allows you to see the result for the period, comparison figures, key ratios and much more. The reports can also be specially adapted to your specific needs. You will also receive comments on any deviations during the period.

Of course, if you prefer, we can report using the program as specifically required by your company or group.

We check key dates and ensure that the Swedish Tax Agency and other authorities get what they need on time. If you need help with your submissions to authorities, such as Statistics Sweden, we can assist with the information and knowledge needed for your company to submit the correct details.

Outsourcing
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Step 5 – Qualified Accounting

Regardless of a company’s size, advice is sometimes required for complex accounting issues. Accountor has experienced consultants with accounting and tax backgrounds, and specialists in tax, corporate services and qualified accounting. Read more about how Accountor can offer these services to your company.

Curious about how we can help you? Contact us and we will tell you more and answer your questions

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