ERP Implementation:
Our Approach
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 and JEENIE ERP, 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.
Preliminary Phase
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.
Prep work
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.
MEGI implementation
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.
MEGI customization
We get you comfortable
- Customize invoice, credit notes, and journal entry templates
- Import contact and employee information
- Opening balance
- Issue initial logins for the team members
- Branded invoice template.
MEGI training
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.
System go-live
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.
Our Innovative Approach with Cloud Accounting
Corefin Solutions can focus only on high-end functions：
- without charging for tasks that can be done by anyone inside your organization, even without an accounting degree or with back-office secretary position.
- making the best use of your company's other functions&dept, without repeating tasks and data-flow sharing.
