Process Map

NEW CLIENT JOINS

ADDED ON AC ON-BOARDING

INITIAL PROCESS STARTS

CLIENT CATEGORY

IDENTIFIED

AM SETUP

CLIENT DETAILS

TAX REGISTRATIONS

PROFESSIONAL CLEARANCE

TRAINING AND FOLDER SETUP

LTD

SOLETRADER

PARTNERSHIP

HNW

SERVICE CHARGE

OR

SERVICE LEVEL

BOOKKEEPING

OR VAT

NON-BOOKKEEPING

BK EMAIL SENT 1st day NEXT MNTH/QRTR AFTER JOINING

2 MONTHS BEFORE YE

PRE-YEAR END EMAIL DOCS /PREPARE/LIABILITY/PENALTIES

DOCUMENTS

DOCS RECEIVED

DOCS NOT RECEIVED

OR

CHASE AFTER 7 DAYS OF 1ST EMAIL

SEND QUERIES 5 DAYS AFTER DOCS RECEIVED

CHASE FOR RESPONSE

EVERY 3 DAYS

OR

NO RESPONSE

REVIEW RESPONSE

RESPONSE RECEIVED

UPDATE & CLOSE BOOKS & FINALISE VAT

PART WAY THROUGH YE

REQUEST DOCS 1ST DAY AFTER YE

AUTOMATED CHASING EVERY MONTH UPTO 4 MONTHS

OR

DOCS RECEIVED

MONTH 5 FINAL REMINDER ISSUED

NOTE:

PRIORITY CHARGES MENTIONED IF DOCS RECEIVED IN THE LAST 3 MONTHS BEFORE SUBMISSION

MONTH 6

3 MONTHS BEFORE DEADLINE MENTION PRIORITY CHARGES

1ST QUERY SENT OUT AFTER 14 DAYS / 1 MONTH AND CHASE AS BOOKKEEPING CLIENTS

UPDATE AFTER REPLY WITHIN 3 DAYS

YEAR END MONTH

ADDITIONAL QUERIES

FINALIZE ACCOUNTS IN 2 WEEKS

THAO REVIEW IN 3 DAYS

JIBRAN REVIEW 3 DAYS

CLIENT REVIEW 5 DAYS

FINALIZE & SUBMIT