Process Map

Flowchart nodes

• NEW CLIENT JOINS

• ADDED ON AC ON-BOARDING

• INITIAL PROCESS STARTS

• CLIENT CATEGORY IDENTIFIED

• AM SETUP CLIENT DETAILS TAX REGISTRATIONS PROFESSIONAL CLEARANCE TRAINING AND FOLDER SETUP

• LTD SOLETRADER PARTNERSHIP HNW SERVICE CHARGE

• OR

• SERVICE LEVEL

• BOOKKEEPING OR VAT

• NON-BOOKKEEPING

• BK EMAIL SENT 1st day NEXT MNTH/QRTR AFTER JOINING

• 2 MONTHS BEFORE YE PRE-YEAR END EMAIL DOCS /PREPARE/LIABILITY/PENALTIES

• DOCUMENTS

• DOCS RECEIVED

• DOCS NOT RECEIVED

• OR

• CHASE AFTER  7 DAYS OF 1ST EMAIL

• SEND QUERIES 5 DAYS AFTER DOCS RECEIVED

• CHASE FOR RESPONSE EVERY 3 DAYS

• OR

• NO RESPONSE

• REVIEW RESPONSE

• RESPONSE RECEIVED

• UPDATE & CLOSE BOOKS & FINALISE VAT

• PART WAY THROUGH YE

• REQUEST DOCS 1ST DAY AFTER YE

• AUTOMATED CHASING EVERY MONTH UPTO 4 MONTHS

• OR

• DOCS RECEIVED

• MONTH 5 FINAL REMINDER ISSUED

• NOTE: PRIORITY CHARGES MENTIONED IF DOCS RECEIVED IN THE LAST 3 MONTHS BEFORE SUBMISSION

• MONTH 6 3 MONTHS BEFORE DEADLINE MENTION PRIORITY CHARGES

• 1ST QUERY SENT OUT AFTER 14 DAYS / 1 MONTH AND CHASE AS BOOKKEEPING CLIENTS

• UPDATE AFTER REPLY WITHIN 3 DAYS

• YEAR END MONTH

• ADDITIONAL QUERIES

• FINALIZE ACCOUNTS IN 2 WEEKS

• THAO REVIEW IN 3 DAYS

• JIBRAN REVIEW 3 DAYS

• CLIENT REVIEW 5 DAYS

• FINALIZE & SUBMIT