What are the steps in the agency bookkeeping process? First of all, sign an agreement, according to the experience of the agency bookkeeping, the customer and the financial personnel to reach a **** understanding, sign an agreement. The premise of these is that the two should be on the phone to agree on the time and place of discussion, after which the two face to face to agree on the service items as well as the agency time, and the final cost of the transaction.

Collection of vouchers

Completing the signing of the agreement above, it is the collection of vouchers entrusted to the agency this stage.

Either the client sends the account vouchers to be done for the month to the agency, or mails them; or the agency sends field staff to his company to obtain the account vouchers.

After the finance staff obtains the account tickets, they can do the initial sorting and organizing of the tickets.

For first-time entrepreneurs, this is worth noting: that is, a good, formal agency bookkeeping company will help newly set up, and clients who have never done financial accounting before, to open an account for their accountant and set up an accounting system.

Tax preparation

This step, the financial staff will provide a full set of financial services, including billing, auditing, bookkeeping, etc.; at the same time, the software accountant will further organize the customer's bills, communicate with the customer in a timely manner on the problems of the bills and carry out the accounting, bookkeeping and so on.

Finally, we will act as the bookkeeper for the clients and handle the tax registration, tax exemption and reduction procedures, general taxpayer application procedures, invoice approval procedures, etc. free of charge.

Here the platform also reminds the bosses who want to register the company at the end of the year, there are many things to do at the end of the year, but don't forget to go to the tax report within 30 days from the date of getting the business license.

Of course, if you have already found a good agency bookkeeping company, then you can entrust them to handle this matter, and as the boss stands above the level of the company, rational planning for the development of the company's direction, to open up a market suitable for the development of their own business.

There are several main categories of billing:

1. Revenue bills: sales invoices of the bookkeeping joint.

2. Cost bills: purchase invoices for products sold, purchase of raw materials, provision of labor.

3. Expense bills: utilities, rental fees, purchase of office supplies, food and lodging, taxi fare, gasoline and other bills related to the company's operations.

4. Other bills: the company's personnel payroll, bank statement returns, tax authorities of the tax vouchers, cash business transactions need to be noted.