The robotic features of cloud accounting technology automates most of book keeping and tax filing works with the result of better accuracy and reduced cost.
We provide setup, training and ongoing monitoring service of Megi Cloud Accounting Software, so that you are enabled to comfortably perform accounting functions autonomously.
We shall accompany you throughout the whole steps to achieve your best-optimum efficiency.
Getting to know you
Free initial consultation
Requirement study of business process and data
Understanding your stratification requirements and reporting goals
Create implementation plan and hours budget.
Clean-up the past
Many businesses books typically have accounting backlogs or inaccurate accounting information.
We will ‘clean up’ your books for more accurate analytical accounting information.
Procedural walk-through and blueprinting
Planning the architecture foundations of your business reporting
Business blueprinting built on cross SAAS applications integration
Master data creation
System setup and configuration.
We get you started
Customize Chart of Accounts for your industry and desired lever of details
Setup company information
Setup bank accounts + bank statement manual import template
Setup tracking categories
Create expense items
Setup standard payroll pay items.
We get you comfortable
Customize invoice, credit notes, and journal entry templates
Import contact and employee information
Issue initial logins for the team members
Branded invoice template.
We coach you on how going alone
Customized training on your MEGI setup
Training conducted by a MEGI Certified Advisor
Performed at our premises or your office.
Historical data migration
Seamlessly bridging to the future
After the initial clean-up, we sort-out and organize the beginning balances for migration
Your books up to date using MEGI Initialization Tool.
Deployment to all staff involved
Your staff do not need to have any accounting capabilities to use MEGI in data-entry/upload mode
MEGI final users (inside corporations) are any person involved in any business operations or procedure.
We shall map your existing internal procedure (and suggest amendments if more efficient) in order to attribute users permissions tasks & responsibilities to each staff, based on their role inside your company.
MEGI ongoing support
You're all set and covered
MEGI ongoing support
Post-implementation support for 2 months (or as long as necessary)
Support via video conference, email or phone (queries submitted via email).
Remote financial manager
We offer remote Financial Manager functions at a fraction of the cost of a full-time equivalent staff
We oversee your books from the background to ensure that：
Transaction records are accurately coded, allocated and reconciled
No outstanding items are left-over in order to close the monthly books
Management reporting is timely produced and conforming to the predefined management imperatives.
Finally we also ensure 100% compliance of your books by:
Completing the remaining works for closing your books and tax filing.
Putting your VAT under control by reconciling fapiao precisely with business transactions.
Constantly monitoring your business for optimum tax efficiency.