FAQ

Which documents do I have to provide to e-BAS Accounts?

At it’s most basic, bookkeeping involves receiving data in the form of invoices etc. and entering this data into an accounting system. So, if you are one of our clients, before we can start doing your accounts, we will send you a request for a list of documents. The type of document we request from you will depend on the scope of work that we agreed to do for you within your engagement letter.

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How do I share my documents with e-BAS Accounts?

There are several tools you can use that will allow you to share your documents with us. Your location (and ours) isn’t a problem as most tools will allow you to share your data remotely. Here is a list of tools you can use:

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How do I sign forms from e-BAS Accounts?

Our last blog looked at engagement letters and why they are important for our clients (and for us!). The final part of the process when creating an engagement letter for clients is the signing of the document. The client needs to sign the letter and we also need to sign it. In days gone by, we would draft the letter, send it via email to the client and request signature. The client would then have to print out the letter, sign it, scan it and then email or mail it back to us. We would then do the same and email/mail back to the client for record-keeping purposes. This process was both time consuming and convoluted. You’ll be glad to hear that we don’t do this any more! We use a much better system which is completely cloud-based. We use Adobe Sign. No more paper and no more scanning (and no more snail mail). Here’s how it works.

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Why do I have to sign an engagement letter?

It is customary across many professional industries to use engagement letters or client agreements when on-boarding a new client. They are used by most accounting professionals and are considered best practice. An engagement letter protects both the consultant and the client in the event anything should go awry during the engagement. We certainly use engagement letters in our practice and if you are a new client you will be asked to sign one. The engagement letter is step three in our on-boarding procedure (see step one here and step two here). This blog will cover why you need to sign one and details what we include in our letters.

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How do I provide our company information to e-BAS Accounts?

At the beginning of our client on-boarding process, we get together with the potential client to discuss if we are both a good fit for one another. If it turns out that a lead would like to engage our services, we then proceed to part two of our onboarding procedure – gathering information about the client’s business. We do this so we can easily and quickly set up the client in our systems i.e. CRM, project management software and BAS Agent Portal. We use a form that we created from Google Forms (one of the Google Apps) that is emailed to the client and can be completed online. See below for a sample of what this looks like:

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Potential client interview questions

Today we continue our series of blogs which go to explain how we work with our clients at e-BAS Accounts. Our first blog in the series explained how we connect with our clients to process their BAS. This one outlines part one of our procedure when on-boarding new clients – the potential client interview. The interview allows us to “get to know each other” and decide if we’re a good fit for one another. The interview is complimentary and is never on-charged to the client. The interview questions are as follows:

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How we work with you to get your BAS done

When I’m checking out companies on social media I often see that they’re doing exactly what I’m doing – sharing content related to their industries rather than sharing information directly about their companies. They do this so as not to come off as doing the “hard sell” to potential customers but rather go the “soft sell” approach by offering free content in the hopes that customers will visit their website through sheer intrigue. Don’t get me wrong, this approach does work – I should know, I use it! Lately, however, when pursuing companies on social media, I’ve started to really wish that they would just tell me what their product does and how to use it. Yes, I appreciate the extra free content they provide, but in general, if I’m half interested in their product, all I really want to see is information about that product. So that said, I’ve decided to apply this rationale to my own blogging strategy for a bit because I wouldn’t mind betting there are potential customers out there saying the same thing about this e-BAS Accounts! For the next few weeks, this blog will be all about e-BAS Accounts – how we work and the products and services we provide. That’s right – it’s going to be all about us – the how, why and what! To kick off this new blogging strategy, today’s blog is going to be all about our Business Activity Statement (BAS) procedure. I’ll explain what we do and what clients need to do (and stop doing) to make this “system” work.

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