You remain as your client’s primary contact. We will never get in touch with your client. We will send emails to you for any query we may have. For queries and requests from your clients regarding the work that we do for you, our accountants or their manager will respond to them through you, the soonest time possible. All our work outputs are subject to periodic and spot reviews by our managers.
We will create an account for your client in our Job Tracking System. We will provide you with secure access to this system to enable you to monitor the status of our job for each client and to upload client files into our system. We may require prior period files of the client to serve as our guide in processing certain non- recurring transactions and tax returns.
Electronic Data Feeds Available
We will be given administrator’s access or any customized access to the fund in the cloud based system to enable us to process the data feeds.
For transactions where this is not possible (e.g. direct property holdings, unlisted investments), we require that a scanned copy of the documents supporting the transactions be sent to us the soonest time possible.
Electronic Data Feeds NOT Available
We will provide you with a checklist of scanned documents that need to be sent to us periodically depending on the type of service the client has availed.
Our dedicated staff proceeds to complete the required tasks based on available information and documents. As much as possible, we will only send queries to you after we have gone through all possible references we have. We will timely communicate with your office about these queries and each will be distinctively labeled and tracked in the Job Tracking System until resolved.
Infinit Accounting’s team members currently consists of Certified Public Accountants, Certified Securities Specialists, and M.B.A. graduates. This proves increase in work quality and excellence, especially on a broad range of finance and accounting functions, financial topics, including market dynamics and regulations, equity portfolio management, investment strategies, financial theories, and valuation techniques. Infinit Accounting has developed and enhanced the core analytical competencies of market analysts, brokers, investors, and other financial practitioners, and will continue doing so in the future.