How We Deliver Accounting
Excellence
A Structured Approach to Deliver Accurate Accounting
At Meru Accounting, we follow a streamlined and secure workflow to deliver efficient accounting and bookkeeping services to our clients worldwide. Our process begins with collecting the required financial documents through a structured checklist and secure cloud platforms.
Once the data is received, our experienced accounting professionals process and record the transactions using leading accounting software such as QuickBooks, Xero, NetSuite, and other platforms based on client requirements. We ensure accuracy, compliance, and timely updates throughout the process.
Finally, we provide detailed financial reports and insights that help businesses monitor their financial performance and make informed decisions. Our transparent and technology-driven methodology ensures reliability, efficiency, and seamless collaboration with clients globally.
Easy to understand
TAX RETURN WORK-O-LOGY
Working Remotely
Using secure virtual technology like VPN/RDP/Teamviewer, Netsonic, etc, we log in to your system and thus complete all the work on it.
Using Cloud Software
It simply requires you to provide your login details and supporting accounting information via our secured mailing system. Then we complete the work and save it on the cloud.
Document Requisition.
- Remote Login
Our clients can scan and upload the required documents on their server or e-fax the documents to us. Our expert team will log in to our clients’ system using any secure virtual technology like Netsonic, VPN/RDP/TeamViewer and complete the procedure on their behalf. - Using Cloud based Software
The clients can upload the scan copies of the required documents on a secure FTP server or send them by e-fax messenger, Google drive or Dropbox. The client also needs to provide their login details for the online software via our secure mailing system. Our team will then sign in and complete the following procedure. The data will be saved on cloud.
Accounting Software
- Preparation for Tax Return
The relevant information from the documents will be taken into a software of the client’s choice by our tax professionals. The scanned copies of the original documents along with the transactions will be saved into the software in order to make them easily accessible. All the copies of the documents would be verified with the source documents. - Auditing of Tax Returns
Our experts will then verify if all the required information has been correctly entered. The Tax expert will then prepare the Tax return report based upon bookkeeping done for the given period and the information received.
Final Preparations And Filing
- Review of Returns
A draft copy of the tax return with the calculated Tax Refunds/ Liability will be sent to the client for review. The draft will include some questions or comments from the Tax expert. The client can request for multiple modifications if needed. - Submission of the Final Copy to the client and filing to IRS
After reviewing the tax returns, the final copy for the income tax return will be sent before the due date. The clients just need to sign and send the Tax return file to the Internal Revenue Service via some designated UPSC courier services like DHL Express, UPS and FedEx. We will take care of all the communications part with the Internal Revenue Service if any query arises.
How to Start with Virtual Bookkeeping
Step 1: Get Started by Linking Your Accounts
Begin by securely linking your financial accounts, and initiating the introduction to your dedicated bookkeeper. They will familiarize themselves with your business and guide you through the functionalities of our platform.
Step 2: Get financial insights in real-time
Access real-time financial insights effortlessly, providing you with a comprehensive overview of your income and expenditures, available at your convenience, even before your books are finalized.
Step 3: We manage your bookkeeping
Let our experienced bookkeepers handle the organization of your business transactions and the preparation of your financial statements on a monthly basis. If they require any information from you, rest assured they will reach out promptly.
Step 4: Taxation made easy
Simplify your small business tax responsibilities. As tax time approaches, we deliver a comprehensive package containing all necessary documentation for filing. Alternatively, opt for our Premium plan, and we'll take care of the entire filing process on your behalf.
Please note:
- We do assessments as per the past coding experience as well as Google search results.
- So, if we are not 100% sure, we email to the respective client about the missing documents and nature of expense.
Software Expertise
What Our Clients Say
advisory team includes seasoned CFOs and operators who know what
expanding business financials should look like.
