We have purpose built our accounting teams so that when clients work with us, they have direct access with the people actually working on their accounting. Each accounting engagement will be led by a manager level staff, while more manual entry and reconciliation work will be performed by a junior team member. The client will have a designated cloud drive to upload company documents to. Our team will use the information in this cloud drive to maintain the client’s accounting records. The client is provided cloud access to the company financials for visibility.
We focus exclusively on Xero and MYOB. By standardising and focusing our service on these two core softwares, we ensure that every single member of our staff can use these softwares at a high level. This eliminates software learning curves and minimises technical friction.
The onboarding process might look slightly different for each client, but this is our general approach for seamlessly onboarding a client onto our services: 1. Begin with a Discovery Call: We evaluate your current financial setup, historical books, and structural complexities to map out your requirements. 2. Team Allocation: We assign a tailored team and a dedicated Manager whose experience matches the client’s needs. 3. Alignment Briefing: An introduction call between the client and the designated accounting team to align on communication flows, expectations, and execution. 4. Integration Access: The secure cloud drive for document sharing is setup, and the client is moved onto our accounting stack.
The Hong Kong Companies Ordinance requires all companies to maintain proper books and records for tax purposes.
Our fees are custom-scoped based on the level of professional involvement and the structural complexity of your enterprise. Factors such as transactional volume, multi-currency operations, and cross-border structures dictate the exact skill level and oversight required to maintain your accounting. Fixed monthly fees can be quoted during the discovery phase. For clients interested, please email us at info@cyllcpa.com.