Task
Online and Automated
Offline or Manual
Document Collection
How do you collect documents from your clients?
Document Organization
How do you sort, classify and organize the documents?
Receipt Capture & Expense Management
How your clients collate expense records?
Data Entry with Accuracy
How you record transactions in the accounting software?
Ancillary Information Handling
How do you record non-standard client documents?
Transaction Categorization
How do your recognise and categorise transactions?
Data Review & Anomaly Detection
How do you analyse data to identify and fix mistakes?
Financial Statements and Tax Returns
How do you prepare financial statements and file VAT and Tax returns?
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Your Back-Office Efficiency Score
0
The industry average is between 5 and 6.