How to start
Step 1
- Call +381 11 219 2250 or email info@omsgroup.rs to discuss your needs with the Outsourcing Management Solutions Group Managing Director of Sales & Marketing
- OMS Group will send a Non-Disclosure Agreement (NDA)
- Send a copy of your accounting file to OMS Group for analysis
Step 2
- Schedule a discovery meeting or conference call with our Manager and sales person to discuss the file analysis and the client needs and expectations
- OMS Group will send scope of work and agreement after discovery meeting/call
- Client will scan or fax signed agreement to OMS Group
Step 3
- Pre Getting Started Conference Call
- Internal Prep Meeting with OMS Group Controller, OMS Group Client Implementation Specialist, OMS Group Full Charge Bookkeeper
Step 4
- Receive a free scanner in the mail
- OMS Group will have the Getting Started Meeting or Conference Call (1-3 hours)
- Discuss roles & communications
- Discuss details on Accounts Payable process
- Discuss details on Accounts Receivable process
- Discuss details on Payroll processing (if a part of the HR package)
- Start creation of client database
- Set up conference call schedule
Step 5
- Start processing daily work
Step 6
- To set up access to OMS Group servers for 24/7 availability to file
- To set up the scanner
- To set up online access to bank accounts (if part of the package)
- To set up online access to all credit cards
- To set up access to payroll accounts (if part of the package)
- To clean up chart of accounts
- To clean up balance sheet accounts
- To set up Invoicing Schedule/Processes
Step 7
- Internal Closing and Books are closed
- Financial Statements are sent to client
- Implement Financial Dashboard