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Accounting Back Office Partnership P roposal Dr. Shobha Gupta President, S3G LLC

Accounting Back Office Partnership P roposal Dr. Shobha Gupta President, S3G LLC www.s3g.us www.s3gaccounting.com 954-533-1297 Shobhagupta@s3g.us S3G: S mart – S ecure – S calable – G lobal S olutions. Partnership G oals. Bottom-line

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Accounting Back Office Partnership P roposal Dr. Shobha Gupta President, S3G LLC

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  1. Accounting Back Office Partnership Proposal Dr. Shobha Gupta President, S3G LLC www.s3g.us www.s3gaccounting.com 954-533-1297 Shobhagupta@s3g.us S3G: Smart – Secure – Scalable – Global Solutions S3G LLC

  2. Partnership Goals • Bottom-line • Up to 60% reduction in back-office costs. • Top-line • Focus your time on generating revenue/acquiring clients. • Spend less time hiring, training and managing. Typical Costs Bookkeeping: from $25/hr General Accounting: from $35/hr QuickBooks services: from $50/hr

  3. Expertise • Bookkeeping • Accounting data entry • Accounts Receivable/ Payable Management  • Bank and Credit Card Reconciliation • Trial Balance • Customized Financial Statements  • Accounting Services • Year End Accounting • Fixed Asset Management • Payroll • Sales Tax • Income/Expense analysis • Budgets Outsource the following fully managed Accounting Services to S3G: • QuickBooks Consulting • Initial installation & set-up • Online & Off-line • Chart of Accounts • HW/SW consulting • Training • Delinquent Accounting Services • Reviewing and correcting erroneous/incomplete records & books • Managing backlog • Problem resolution • Consulting

  4. Benefits • Win-Win business partnership: • Updated and corrected books available to CPA • CPA can focus on core value added services • $$ savings with very competitive pricing • Fully managed and supervised service • All S3G staff is based locally in South Florida • Assured Confidentiality • Highest level of professional service with staff experienced thru working with customers over many years • Continuous improvement in our service through innovation and automation • Highest level of trust built over many years of ongoing relationships with staff and customers

  5. Bookkeeping Process Flow

  6. Data Security Commitment • Data transfer performance options: • Via secure password-protected web portal • Online software tools as per client business model • Client data access restricted to: • Authorized designated bookkeepers on need to know basis • CPA • Client authorized personnel • Confidentiality assured at all levels of data processing

  7. Partnerships: Critical Success Factors • Key contact in same time zone • Trained and experienced team • Skill-set in accounting and tools • Client information confidentiality • Clearly defined logistics and rules of engagement • Quality assurance: monitoring and improvement • Up-front agreement of terms and conditions to include turn around time, accuracy, and efficiency • Cross training between various sites • Reliable IT support

  8. Partnership business model scenarios • AT(Accounting Team) markets S3G • AT Find clients and negotiate projects • AT sign contract with client • AT hand over contract to S3G to manage • S3G pays commission to AT per payment received • Accounting Team sub-contracts to S3G • AT finds clients and negotiate projects • AT signs contract with client • AT maintains the client interface. S3G manages the Operations • AT pays S3G for contract work • Accounting Team works as Project Managers • AT finds clients and negotiate projects • AT signs contract with client • AT manages the Operations • S3G assigns appropriate resource for AT to manage

  9. Let’s Partner……. • Agree Partnership business model • Define responsibilities • Agree rules of engagement • Initiate a Pilot run with known client • Pilot process review, standardize the process • Launch the process for more clients…

  10. Contact info Dr. Shobha Gupta President Office: (954) 533-1297 E-mail : shobhagupta@s3g.us Shri Gupta CEO Office: (954) 605-8256 E-mail: shrigupta@s3g.us http://www.s3gaccounting.com

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