Access to your real-time numbers at fingertips, supported by our Xero Certified Advisors.
We are solving the pains of SME Business Owners who are not knowing their business performance through numbers.
Are you facing the same too?
This is what we will help you
Proper Documentation
Ensure each accounting transaction is supported by softcopy documents
Weekly Accounting Data Entry
High accuracy of data entry and setup proper standard operating procedures (SOP)
Real-Time Reporting
Allowing you to access into latest financial reporting for making wise business decisions
30 minutes FREE assessment
Get your FREE clarity call with demo with our certified Xero advisor on your digital transformation journey NOW !
The CALTRiX Bookkeeping Process
1. Study existing process
Our Xero Expert & team will analyze your current business accounting and bookkeeping methods, the processes all the way from your sales to the backend system and understand your needs based on your unique industry.
2. Setup document submission process
We will leverage on cloud document storage software to keep all the submitted documents in softcopies (sales invoices, purchase invoices, expense claims, payroll etc.)
3. Perform weekly data entry
Our Bookkeeping team will take over and execute weekly data entries into your Xero account so all transactions and cash inflow are updated in a timely basis.
4. Generate real time reporting
With the weekly data entries, you can expect real-time financial reports in your hands whenever you need. You can access the latest numbers in your fingertips so you can
5. Optimization in accounting process
Our Bookkeeping team will improvise the existing accounting processes to make things more efficient in order to produce timely financial information.
FAQ
The CALTRiX Bookkeeping Process
Record Sales Invoice
We will ensure your Account Receivables (AR) Aging is up-to-date from time to time. This will help you to improve cash inflow by managing the latest amount owing by your clients.
If your business has e-commerce website like Shopify etc, we will help you to integrate with Xero for automation. Save time and improve business efficiency.
Record Purchase Invoice
We will ensure your Account Payables (AP) Aging is up-to-date from time to time. This will help you to improve cash management by having the latest amount owing to your supplier.
Record Expenses Claim
We will implement a Cloud Claim Management Software for you, to digitize the claim process in your company. Imagine that now your staffs and colleagues can submit their claim via Mobile App with photos, and you can approve it remotely and immediately. This is how we improve your daily business operation using latest cutting edge technology.
Other Accounting Transaction
Our key objective is to provide you informative financial reporting on a timely basis to make better business decisions.
Therefore, we will help you to enter all the necessary accounting transactions. For example monthly fixed asset purchase & depreciation, adjustments etc.
30 minutes FREE assessment
Get your FREE clarity call with demo with our certified Xero advisor on your digital transformation journey NOW !