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Redovisningsprocess

Accounting process - step by step

Thinking about outsourcing your company’s finances? This will give you an insight into what the step-by-step process looks like in Accountor, from the start of the process through to ongoing work and also qualified accounting.

At Accountor we work with small, medium and larger companies. A few of them explain how they feel about the collaboration here. Our large volumes mean that we can offer good prices, streamlined routines, as well as secure staffing and skills. This is how we manage your accounting.

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Step 1 - Starting the accounting process

The collaboration begins with an implementation manager at Accountor contacting you via email with a welcome letter and a proposed date for a start-up meeting.

At the start-up meeting, the implementation manager will go through an SLA (Service Level Agreement), where we clarify all the accounting processes as well as both your and our expectations and responsibilities. We also go through the project plan and all the dates for the project.

Going fully digital is our goal at Accountor and specific proposals to do this for your company are suggested by the implementation manager.

We will look at a number of actions, including:

  • How and when to submit supporting documentation
  • Invoice management
  • Purchase invoice management
  • Responsibilities for Accountor and you as a client
  • Managing VAT and tax returns
  • Reporting

The start-up process is completed when you as a customer have been assigned an account manager, a team of consultants and all systems and authorizations are in place.

Step 2 – Ongoing bookkeeping

The relevant supporting documentation for the period reaches your team of consultants at Accountor, either via digital platforms or if the consultants have access to your system. At Accountor we work in many different systems.

In the ongoing accounting, we handle, among other things, customer invoicing, accounts payable, daily cash, receipt accounting, accruals, fixed assets and depreciation. We handle your incoming and outgoing payments. Accountor has many digital solutions where you have full insight and control via authorization, but where your consultant takes responsibility for the management.

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Step 3 – Reconciliation and analysis

The processed figures are reconciled with supporting documents, specifications and bank statements. The balance sheet is analyzed in detail and each account is assessed to ensure that the treatment is correct. Your consultant analyzes and values the items in your income statement for the period.

Your team of consultants analyzes the VAT calculation, records it and can declare it to the tax authorities. Accountor ensures that the right values are reported in a timely manner.

Step 4 – Reporting

As an Accountor client, you receive your periodic reporting via the Accountor Report tool. There you can see the result for the period, comparison figures, key figures and much more. The reports can also be customized according to your wishes. You also get comments on any deviations during the period.

Of course, we can instead report in the program that your company or group wants.

We keep track of important dates and ensure that the Tax Agency and other authorities receive what is requested on time. If you need help with submissions to Statistics Sweden, for example, we can provide the information and knowledge needed for your company to provide correct information.

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Step 5 – Qualified accounting

Regardless of the size of your company, sometimes you need advice on complex accounting issues. Accountor has experienced consultants with accounting and tax backgrounds as well as specialists in areas such as tax, corporate services and qualified accounting. 

Read more here about some of the services Accountor can offer your company.

Curious about how we can help you with your accounting? Get in touch and we will tell you more and answer your questions. Contact us directly or fill in the form.

 
 

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