Setting You Up for Services

When you partner up with Rich Insight Global, our onboarding team conducts a thorough assessment of your accounting needs and develops a written plan to improve efficiencies and ensure all parties are on the same page. Your team of accounting experts and Certified Xero & QuickBooks ProAdvisor will begin optimizing your clients’ accounting systems; automating and integrating with other financial systems (banks, credit cards); and developing a procedures manual defining each task to be performed.

We then assign you a dedicated team of bookkeepers, staff accountant and accounting manager, who work together as a team from our service center. Your Bangladesh based team will be dedicated to your firm — you’ll work with the same team each & every time. Your interactions with your team will be based on the services you select, but here is a brief explanation of how your team handles your bookkeeping and accounting needs from our service center.

Sending Us Your Documents and Data

You can set up bills to come directly to us to streamline accounting processing, or you can scan and upload/fax/mail or provide data access privileges to us for your:

  • Receipts
  • Time Sheets
  • Expense Reports
  • Additional Documents
  • Vendor Bills
  • Payments
  • Bank Statements
  • Credit Card Statements

Getting the work done

On behalf of you, we process Accounts Receivable, Accounts Payable, Bank Reconciliations, Payroll, Sales Tax and all of your client’s bookkeeping needs on a daily/weekly/monthly basis and we automate bank and credit card downloads. 

Providing Financial Information for your clients

We’ll create specialized reports based on your industry and business needs and we’ll schedule a monthly comprehensive telephone review to go over your month-end financials. 

Weekly Reports

  • Accounts Receivable Aging
  • Accounts Payable Aging
  • Credit Card Transactions
  • Open Item List

Monthly Reports

  • Financial Reports
  • Profit & Loss
  • Balance Sheet
  • Accounts Payable Aging
  • Cash Flow
  • KPIs