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Frequently Asked Quistions

Quick answers to all your common questions

Certification & Alliances

We proudly maintain several certifications and alliances that underscore our commitment to excellence, including:

EA: Enrolled Agents

IRS CAA: Certified Acceptance Agents authorized by the Internal Revenue Service (IRS)

QuickBooks & Xero: Certified Pro Advisor

Data Security & Confidentiality

We implement rigorous policies and procedures to protect client data and maintain confidentiality.

All employees operate on designated office computers with specific restrictions on:

  1. External device connections
  2. Data sharing capabilities
  3. Device data storage limits

Client and work data are securely stored on network servers utilizing top-tier storage systems, complete with security and firewall protections. We also have systematic remote backup processes in place. All IT assets are accessible only through domain-based access and are supported by centralized antivirus protection.

Additionally, we establish non-disclosure and confidentiality agreements with our clients to further safeguard their information.

We are flexible in using any online tools or utilities preferred by our clients for data transfer. However, we recommend utilizing established and secure platforms for data sharing. Some of our preferred options include:
  1. File Transfer Protocol (FTP)
  2. Google Drive
  3. OneDrive
  4. Dropbox

We implement a comprehensive review process to guarantee service accuracy. This includes a maker-checker system, ensuring that all services undergo thorough evaluation before final delivery.

To keep our team and clients aligned, we have implemented a system of Weekly Status Updates. Each Friday, we send these updates via email to clients, which include:
  1. a list of completed activities,
  2. a list of ongoing tasks, and
  3. any additional information or support needed from the client to finish the assigned work.
In addition, the Single Point of Contact (SPOC) conducts periodic meetings based on project needs, which may vary depending on the specific requirements of each assignment.

Absolutely! We allocate a backup resource to provide redundancy and maintain timely project delivery in case the primary Single Point of Contact (SPOC) is unavailable due to unexpected situations. Both the SPOC and the backup resource are assigned at the project’s outset.

We generally provide our clients with monthly financial reports on or before the 7th business day of the following month. This timeline is contingent upon the prompt availability of required information from the client, as outlined in a pre-agreed schedule.

During the onboarding phase, we kindly ask clients to provide the following information:
  1. To gain a better understanding of the client’s business structure, we typically require incorporation documents and/or the previous year’s tax returns.
  2. For accounting and bookkeeping services, we need standard documentation, including bank and credit card statements, bills, invoices, and receipts for the review period.
  3. Access to the necessary software and tools to facilitate the project is essential.
  4. Any standard operating procedures (SOPs) or training related to specific processes should be shared, if applicable.
  5. Additionally, any agreements that outline the scope of work and proposed terms should be provided, if necessary.

Looking for Customized Solutions?

Get in touch with our team today and discover how our services can support your business. Click the button below to visit our contact page or leave your message.

Benefits of choosing SMG consultants

Partnering with us offers distinct advantages:
Capability

Expert Team: Our in-house professionals bring deep, country- and industry-specific expertise in accounting and taxation to meet your business needs.

Comprehensive Services: From compliance to consulting, we offer a broad range of professional services under one roof, ensuring seamless and efficient solutions.

End-to-End Support: We manage every stage of the process—from strategic planning to execution—delivering complete, integrated support.

Tailored Approaches: We design customized strategies that align with your unique goals, challenges, and industry requirements.

Scalability: Our flexible infrastructure allows us to scale resources rapidly in response to your evolving business demands.

Communication

Dedicated Contact: You’ll be assigned a single point of contact (SPOC) to ensure clear communication and enhanced accountability.

Transparency: We foster trust by maintaining open, honest communication, keeping you informed every step of the way.

Timely Updates: Weekly status reports keep you updated and aligned with project progress and milestones.

Efficient Turnaround: We’re committed to a 24-hour response time for queries and solutions—keeping your operations running smoothly.

Process-Driven Excellence: Our proven, structured workflows ensure consistent quality and punctual service delivery.

Security & Confidentiality

Data Protection: We uphold the highest standards of information security and confidentiality, with strict safeguards to protect your sensitive data.

We accommodate a variety of communication methods, both written and audio-visual. This includes emails and widely used instant messaging platforms such as Skype, Slack, Basecamp, Microsoft Teams, Telegram, Google Meet, Zoom, and WhatsApp. We’re also flexible and can utilize any other platform that you prefer.