Free Essay

Teaming with Cpa Firm

In: Business and Management

Submitted By AMEHTA5
Words 682
Pages 3
1. Teaming with CPA Firms
Mehta Management LLC also provides Back Office Clients Write Up Services to CPA firms with a sole focus of teaming with CPA firms with confidentiality and Non-Compete terms and conditions.
• Let CPA firms do currently do faster and easier
• Help CPA firms overcome the challenges of busy schedules in their practice
• Streamline processes and automate workflow, and
• Saving Time and Labor of CPA firms
• CPA Firms can focus on creating new opportunities for advancement of practice.
The most important aspect of our teaming agreement is that CPA firms let work collaboratively with us while remaining in full command, serving as a project leader and coach
The Power of Back Office Support
Over the past six years, Mehta Management LLC has developed a fully web-based write up solutions for CPA firms that gives CPA firms more power and control over their practice, enhances client relationships, Increases productivity, and makes their practice more profitable
We give more than great Write up services
We’ve made our write up solutions highly cost-effective and powerful to help CPA firms streamline their processes and foster stronger client relationships. .
We never compete with CPA firms
Unlike most accounting service companies, Mehta Management LLC never competes with CPA firms or markets our services directly to the clients of CPA firms. Our business is to keep teaming relationships with CPA firms. We guarantee privacy of CPA firm and their clients
Mehta Management LLC provides an unprecedented guarantee of keeping privacy of CPA firms and their clients without disclosing our firm’s identity.
2. Document Management System/ Client Document Portal

Mehta Management LLC offers a NO COST, strong Document Management/ Client Document Portal to store and share documents and reports without mailing, printing or faxing. It’s no surprise that a document management system has become an indispensable tool for successful accountants today. The cloud-based Client Document Portal is a unique tool that it’s both a document management system for your firm and a client document portal to securely share documents quickly. Now we've made it easier than ever to transfer documents from your computer to Client Document Portal. No matter what solutions you use for tax, accounting and payroll, Client Document Portal makes document handling simpler and more efficient. This gives your clients 24x7 secure access to all the documents you want to share with them.
Mehta Management LLC’s Client Document Portal lets you:
• Share documents without mailing, printing or faxing
• Offer better security than email
• Transfer files quickly and easily whenever you need to
• Protect the key files for your practice by storing them securely offsite
• Save the cost of paper storage
3. Document writing / Preparation Services:
Mehta Management LLC is providing the best quality documents preparation/ writing services to start, grow, and manage your professional life and small business. Our professionals have a broad range of experience writing for Small Business owners and self-employed professionals. This experience makes us the one to choose whether you need a document, template, Letters, Forms, Agreements, and extensive documentation of all your policies and procedures. We specialize in all of the following areas of writing:

• Accounting Documents Templates – MS Excel, Word, PDF file formats
• Business Letters for internal staff, Clients, Federal/ State Government Agencies
• Agreements with partners, new hire staff, clients, vendors and service providers
• Policy and Procedure manuals, Employee Handbooks, Business Plans, Minutes, resolutions, notices
• Setting up Customized in-built letter templates, forms templates, recurring invoice templates
• Email Templates, Periodic Notifications and Business Specific Circulars

4. Cost Proposals, Pricing Schedules, Cost Allocation Calculations, Labor Distribution Schedules
DC Metro area is the main hub for Federal/ State/ County Govt. contracts and sub-contracts
Mehta Management LLC is assisting our clients in preparations/ calculations of following critical and complex schedules of Government RFP proposals for bidding Govt. Contracts:

• Preparation of Cost Proposals – Direct Labor, Indirect Labor, Fringe Benefits, Fees
• RFP Pricing Schedules – Estimated Project Time, Number of Hours, Unit Price
• Cost Allocations and Percentage of Time allocations by project modules/sub modules
• Preparation of Labor Distribution Schedules by projects by Direct and Indirect labor classification.

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