FAQ’s
Achieve New Heights By Adding Value To Your Invested Capital With “CapActix” – Capital Accounting Experts. Achieve New Heights By Adding Value To Your Invested Capital With “CapActix” – Capital Accounting Experts.
Dive into our Frequently Asked Questions section for comprehensive insights into our accounting services. Whether you have inquiries about tax planning, bookkeeping, or other financial matters, we offer clear and concise answers to help you understand our processes and how we can effectively support your business needs.
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You can outsource at any stage of your business. However, the best time to outsource accounting services is when you are expanding your business, during peak time of business when you have large no. of clients but less no. of employees, and when you are starting a startup, etc.
Yes, CapActix will provide you with an experienced, dedicated team for your accounting tasks if you hire remote staff.
The main reasons behind Accounting Outsourcing Services to India are savings in cost due to low wage rate, operational efficiency due to access of pool of talents and digitization & tech related support for smooth processing of task.
Our remote staff can work according to your needs and work. Generally, when you hire full-time resources, they work for 8 hours a day/5 days/a week.
Yes, we can provide you with 15 hours of free trial. You can schedule a free consultation call just by hitting the button “Avail your 15Hr Free Trial”.
Absolutely! We offer a range of accounting services that can be tailored to meet the needs of any business. We also offer a free demonstration to discuss your specific needs and how we can best serve you.
Our accountant is having a bachelor’s degree in accounting, finance, business administration or a related field. They also have a minimum year of experience working in accounting or finance in addition to strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statement analysis.

Yes, Capactix has all the necessary software systems and secured IT infrastructure to manage our clients’ bookkeeping jobs to ensure smooth workflow.
Our team can start the work immediately once it is assigned and we deliver the same within 24 hours depending on the volume of the work.
Yes, CapActix will provide you with an experienced bookkeeper depending on your requirements. You can hire bookkeeper for Full time, Part-time or hourly basis.
We can try to assess the reason behind it and improve the same after consultation with you. If it doesn’t work, you can terminate the contract by giving the notice as per the service agreement.
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls to find out how your project is progressing.

You can hire full time tax preparer for tax season and utilize the same resource for either accounting work for non-tax season at discounted rate or hire for parttime at the same rate
You can go for a return model where you can outsource to us the number of returns you have and pay only for it. You do not need to bear the cost of full-time staff or fixed number of hours cost.
The tax preparer possesses either a bachelor’s degree in accounting, finance, business administration or CPA, CA or EAs. They also have a minimum year of experience working in US Tax Return Preparation and successfully completed minimum 3-4 tax season. In addition, the tax preparer must have a strong understanding of Federal tax and other taxes. We share the CV of the tax preparer with you, and you can conduct the interview before they are assigned to you.
Yes, we do provide either 15 hours of free trial or a couple of returns for you to assess the quality of our tax preparation services. Once you are satisfied then only you can decide to go ahead with CapActix.

If you don’t have much work, you can go for project-based engagement rather than hiring fulltime audit support staff. However, for project-based model, you need to provide us the scope and magnitude of the work well in advance.
We can assign you the team within 2 weeks’ time and they can start the work once they are assigned to your project.
We, at CapActix, take the utmost care of the confidentiality and security of our client’s confidential data. Moreover, we sign a Non-Disclosure Agreement with the customers. At the floor level, all our employees are bound by confidentiality agreements with the company, we have an access system for floor-level security, no external drives are available on the desktop and all the data can only be accessed/saved at centralized servers.
We sign NDA along with Master service agreement and service specific agreement.
Yes, our team has expertise working with CaseWare. They are well-versed with functionality of working paper in CaseWare.
Yes, we can provide you fulltime dedicated staff for 8 hours a day or parttime staff depending on your requirements. You can also hire staff for fixed number of hours if you don’t have much work.
No, other than your process workflow, you no need to provide any training to the team related to execution of work. Once you assign the work, they can start the work as per the instructions.

We use the best payroll software to process payroll like ADP, QuickBooks, Gusto, Paychex, Paylocity etc.
Though Processing time of Payroll depends on number of factors such as number of employees, compliances requirements, complexity involved and accuracy of data, using our outsourced payroll service, we can entirely take off the burden of Payroll Management from your plate. We will usually run payroll in minutes after analyzing data, checking accuracy and submitting the same to authorities using different payroll software.
Yes, you can share your employee’s data without any hesitation, your data will be completely kept secured. We use secured IT infrastructure for sharing, processing and reporting client’s confidential data.
There are many reasons to outsource payroll services, but some key reasons to outsource to CapActix include we have a team of payroll experts who are up to date on the latest payroll laws and regulations, comprehensive payroll solution that includes direct deposit, tax filing, and employee self-service portals, competitive pricing and customize a payroll solution to fit your specific needs. There are several other benefits also.
We charge fixed payroll setup fees for one time, employee onboarding fees for new employees and variable fees per employee for every payroll run.

Yes, we can provide you fixed priced AR/AP services. Once we receive details about the volume and scope of the work, we would be able to assess the time and based on that we can provide you fixed price quote.
Yes, we will make a confidential agreement which is known as nondisclosure agreement (NDA). Capactix has all the necessary software systems and secured IT infrastructure to protect the confidential data of our client.
Yes, we have a data entry specialist, you can hire them for your Data entry work.
It depends on various factors such as the size & complexity of the invoices, software speed, weather document needs to be attached with posting transactions or not, master for invoice processing is available in the software or not etc. We can provide estimate once we receive some basic information.
We can provide weekly, bi-monthly, monthly and yearly depending on your requirements.

We follow this process flow of inventory in Manufacturing business: 

  • The issue of the purchase order 
  • Receipt of material 
  • Preparation of job card and BOM by the production department 
  • Submission of stock requisition by the production department to store department 
  • The issue of material by store department 
  • Production of finished goods 
  • Quality testing 
  • Sale of goods 

We follow this process flow of inventory in warehouse: 

  • Advanced barcode systems supporting QR and other standards 
  • Multiple location support 
  • Bin tracking systems 
  • Order picking support 
No, we don’t provide physical stock count service. We can help you set up the system for robust inventory management solutions by integrating financial accounting, cost accounting and inventory accounting.
Yes, our team is well-versed with ecommerce inventory management. Out team can help you choose the best ecommerce inventory management software considering the user interface, integration with your accounting & other software and pricing of the software.
We use various restaurant inventory management software depending on requirement of the clients and integration with POS system such as Posist, Restaurant 365, Marketman, Oracle NetSuite, Upserve etc.

The cloud accounting software are more secured compared to desktop software. Most of the cloud accounting software comes with different security features such as two factor- authentication or multi-factor authentication, data encryption, privacy protection and user logs. Hence, our online accounting assures data security of client.
We can help you set up the process workflow using the different PMS software or tools such as Practice CS, Canoy, Jetpack workflow, TaxDome etc. to manage different clients, documents, workflow, timesheet, instant chat etc. This ensures the smooth communication between your inhouse team and virtual team related to work, status, responsibilities, and reporting.
Our team has vast experience working with different cloud accounting software such as QuickBooks Online, Xero, FreshBooks, Sage50 Cloud, ZohoBooks etc.
Yes, we can provide you with 15 hours of free trial. You can schedule a free consultation call just by hitting the button “Avail your 15Hr Free Trial”.
Our virtual accountant is having a bachelor’s degree in accounting, finance, business administration or a related field. They also have 2-3 year of experience working in accounting or finance in addition to strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statement analysis.

We need to assess the volume of work, scope of work, number of transactions pending for posting, reconciliation required, adjustments required to close the books etc. and based on that either we can propose you fixed price cost for project, or you can hire staff for required number of hours to complete the job.
Yes, you can also hire accountant for fulltime, parttime or fixed number of hours as per your requirement if you can’t estimate number of hours upfront. We are flexible to work with the model convenient for you.

Generally, it depends and varies from one business to another. However, we need following documents as per our common checklist   

  • Revenue Transactions 
  • Bank Accounts information & statement 
  • Previous years financial statements and tax return copy
  • Inventory details 
  • Intercompany Transaction 
  • General Ledger  
  • Any other information for year-end accounting 
Our procedure for providing year-end accounting services is includes establishing a closure timetable, assemble unpaid invoices and receipts, examine asset accounts. tally up all transactions, close out the accounts payable and receivable. accumulate receivables, accrue debtors’ obligations, adapt entitlements and grants etc.
The length of time to complete your year-end accounting services will vary depending on the complexity of your business and your specific needs.

The reconciliation process interval depends on multiple factors like your requirement, budget, the volume of transactions, accounting errors, etc. In general, we provide reconciliation accounting services on a daily, weekly, bi-weekly, monthly, and on-demand basis.
Our team of reconciliation experts will carry out a diligent process of reconciliation to report small to big discrepancies in financial books and records. They will use the best reconciliation software and tools to identify and point out each and every misleading record, missing entry, double entry, unsettled payment, etc. to provide a holistic view of what is going on in your accounts. Our team will also point out fraud and willful errors to give you a better hint of untruthful transactions.
When you want to hire vendor account reconciliation or customer account reconciliation specialists, it is necessary to focus on various aspects. You will need to identify how many vendors or clients you have, how many daily or weekly transactions are there, what is the common occurrence of discrepancies, etc. All these details can help you decide the number of reconciliation experts you may need to hire. We can also help you choose your team in a free consultation call. To book a call, contact us.
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls and interim reporting to find out how your project is progressing.
Our Team can work as per the requirement of the client. Most of the time our team complete the work as per our regular working hours and available during the overleaping hours of 2-3 hours to communicate with you on daily basis.

Yes, you still need an accountant if you are using QuickBooks because no application can adjust entries and solve issues.
Hiring a QuickBooks expert is very beneficial for your business. He will be experienced in using QuickBooks, he can make your accounting process smooth with QuickBooks, and Inventory Management, etc.
Our QuickBooks accountant works according to your needs and workload. Generally, when you hire a dedicated QuickBooks accountant, they work for 8 hours a day/5 day a week.
Yes, we make a confidential agreement which is known as a nondisclosure agreement (NDA). CapActix also provides several add-on services to help you secure your data. We can help you encrypt your data, set up access controls, and implement security policies. We can also help you prepare a data-discarding policy for non-usable or redundant data.
Yes, Our Remote Accountant works with your CPA for any tasks related to Income Tax Return preparation. We want to be sure that your books are in good order for tax purposes. We can post necessary adjustments required to be posted at the year’s end such as tax journals, depreciation, etc. We can provide them with all the explanations they need for the audit and tax return preparation.
Yes, our resources are QuickBooks certified Pro-advisor. They have been using QuickBooks for a long time.
Our accountant is having a bachelor’s degree in accounting, finance, business administration or a related field. They also have a minimum year of experience working in accounting or finance in addition to strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statement analysis.

Yes, you still need an accountant if you are using Xero because no application can not adjust entries and solve issues.
The accountant must possess a bachelor’s degree in accounting, finance, business administration, or a related field. They must also have a minimum year of experience working in accounting or finance, with at least two years of experience in a senior executive role. In addition, the Controller must have a strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statement analysis. We can give you the CV of the virtual Xero accountant who is assigned to you.

Yes, we are XERO Certified Advisors and XERO Partners. We have Xero-certified accountants who have been using the software for a long time.

Yes, we enter into a confidential agreement which is known as a nondisclosure agreement (NDA). CapActix also provides several services to help you secure your data. We can help you encrypt your data, set up access controls, and implement security policies. We can also help you destroy data that is no longer needed.
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls to find out how your project is progressing.
There are many reasons to hire a Xero accountant from CapActix. We are a certified Xero partner, which means that we have extensive experience and training in using the software. We offer a free trial to assess your needs and determine how we can best help you.

We use organizations’ financial details, operations details, and other required information to prepare management accounts and then management reports such as:

  • We use organizations’ financial details, operations details, and other required information to prepare management accounts and then management reports such as;   
  • Cash flow statement
  • Stock consumption analysis 
  • Input-Output recovery analysis 
  • Entity-wise and consolidated financial statements 
  • Reconcile control accounts 
  • Budgeting and forecasting 
  • Fixed assets register and depreciation 
  • Specific purpose Ratio analysis
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls to find out how your project is progressing.
CapActix will help in lightening your CPA’s burden by preparing the management report. this will help your CPA to focus on other important tasks on the ground such as establishing & monitoring internal controls that help you to improve your business performance.
Our team can start the work immediately upon receipt of the required documents and details. Based on the number of reports that include in the Management Reporting Services, we can deliver the same within as early as 48 hours.
Management accounting services & management reporting services are typically used by businesses that need assistance with financial planning, budgeting, forecasting, Margin Analysis, Product Performance Analysis, regional performance analysis, etc. These services can also be used by businesses that need help with analyzing their financial risks, business risks, and other inherent risks.
Yes, CapActix provides experienced management accountants depending on your requirements. You can hire an accountant for Full time, Part-time or hourly basis.

Yes, we can provide you with 15 hours of free trial. You can schedule a free consultation call just by hitting the button “Avail your 15Hr Free Trial”.
The responsibilities of a cost accountant include maintaining and preparing accurate cost accounting records, assisting in the development of budgets, and helping to create cost-effective strategies for the business.
The accountant must possess a bachelor’s degree in accounting, finance, business administration or a related field. They must also have a minimum of 3 years of experience working in accounting or finance, with at least two years of experience in a managerial role. In addition, the analyst must have a strong understanding of Cost Accounting Standards to better perform cost analysis in line with widely accepted principles.
Yes, CapActix has all the necessary software systems and secure IT infrastructure to manage our clients’ cost analysis jobs to ensure smooth workflow.
Our remote staff can work according to your needs and work. Generally, when you hire full-time resources, they work for 8 hours a day/5 days/a week.

Operational analysis is important because it helps organizations understand how their business is performing and identify areas where they can improve. By analyzing operational data, businesses can make better decisions about where to allocate their resources and how to improve their processes. Operational analysis can also help businesses troubleshoot problems and diagnose issues.
Operational performance is typically evaluated by comparing actual results to desired or expected results. This evaluation can be done qualitatively or quantitatively. Qualitative evaluation looks at factors such as whether processes are running smoothly and whether employees are meeting targets. Quantitative evaluation looks at factors such as output, efficiency, and quality.
The sorts of papers and data needed for the operational analysis services depend on the type of analysis and operational processes of the business. Examples of often sought information include cost accounting data, Product’s sales price and cost breakdown, program and financial reports, and movement of material as well as timing of the processes, etc. A list of the papers needed will often be sent to you by the external agency. Please make copies of the papers and keep the originals.
Yes, Capactix has all the necessary software systems and secure IT infrastructure to perform operational analysis services to deliver result-oriented reports.
Yes, we can provide you with 15 hours of free trial. You can schedule a free consultation call just by hitting the button “Avail your 15Hr Free Trial”.

You can communicate with us on call, video call, mail or any other collaboration tool such as Microsfoft Team, Slack, Google Chat, etc. 

Our virtual CFO can work according to your needs and work. Generally, when you hire full-time virtual CFO, they work for 8 hours a day/5 days/a week.
When you hire a virtual CFO from CapActix, you gain access to a team of experienced financial professionals who can provide you with the financial insights and advice you need to make informed business decisions. Our virtual CFOs have a deep understanding of financial reporting, budgeting, and forecasting, and can help you develop and implement strategies to improve your bottom line. In addition, our virtual CFOs can provide you with support and guidance when it comes to raising capital, negotiating loans, and managing cash flow.
CapActix is ISO 9001, 270001 and GDPR certified company. We have secured our IT environment with three layers of data security at our office. We also make confidential agreements with our people as well as with our client.
The cost of a virtual CFO service will vary depending on the size and complexity of the business. The service can be provided on a monthly or annual basis, and businesses can choose to pay for the service as a lump sum or on a pay-as-you-go basis.
You can terminate the contract by giving the notice as per the Virtual CFO service agreement.

Yes, we can do software implementation as well while providing consulting and we can make a package to include that as well in the scope of services.
You can schedule meetings at your convenience. There is an option on the top of the website “schedule meeting” from there you can easily schedule a meeting.
Yes, we can help you migrate your old accounting software to a new one. I would need to know more about your current software and what you are looking for in a new one to give you a more specific answer. There is an option on the top of the website “schedule meeting” from there you can easily schedule a meeting
There are many benefits to using accounting consulting services, including getting expert advice and assistance with accounting process automation, better reporting options in the accounting software, better internal control using the better accounting software, etc.
The cost of accounting consulting services will vary depending on the scope of the project and the specific needs of the client. Consulting fees are typically billed by the hour, and the total cost will also depend on how many hours are required.

CapActix will help in lightening your CPA’s burden by preparing the financial statement. Your CPA will be able to provide all the required documents to us, and guidance to you on which financial statements would be most beneficial for your business and can help you interpret the results.
During the tenure of the project, your files will be accessed via the remote desktop protocol. So, you don’t have to worry about your confidential files. Once we are done with the reporting, you can remove the access, and thus there is no file in our possession.
Yes, we will make a confidential agreement which is known as a nondisclosure agreement (NDA). Capactix also provides several services to help you secure your data. We can help you encrypt your data, set up access controls, and implement security policies. We can also help you discard the data that is no longer needed.
The sorts of papers and data needed for financial statement preparation depend on the nature of the business and processes. Examples of often-sought information include general ledger data, Payroll, Compliance Documents, Customer-Supplier Aging details, details of extraordinary events during the year, etc. A list of the papers needed will often be sent to you after the initial meeting with the management.
The time taken in the process of preparing financial statements varies depending on the size and complexity of the organization. Generally, it takes a few days to a week to prepare financial statements.
You may maintain track of your work by reviewing the timesheets of allocated remote personnel, creating a checklist to see whether the tasks you gave him were completed, and making regular phone calls to find out how your project is progressing.

Your medical billers will be responsible for a variety of tasks, including ensuring that all patient information is accurate and up to date, reviewing medical insurance policies to determine coverage, submitting claims to insurance companies, tracking payments and following up on outstanding claims, and resolving any billing discrepancies.
Yes, CapActix will provide a detailed analysis of charge practices to determine your deficiencies. We then recommend changes to your billing process (Charge forms, etc.) to ensure prompt payment.
Yes, we can provide you with 15 hours of the free trial. You can schedule a free consultation call just by hitting the button “Avail your 15Hr Free Trial”.
Yes, Capactix has all the necessary software systems and secure IT infrastructure to keep your patient’s details safe.
Yes, CapActix will provide you with an experienced, dedicated team for your medical Billing and coding tasks if you choose to hire remote staff.
Our remote staff can work according to your needs and work. Generally, when you hire full-time resources, they work for 8 hours a day/5 days/a week.

Digital Transformation refers to the process of leveraging digital technologies to fundamentally change the way businesses operate, deliver value to customers, and stay competitive in the marketplace. This can include the adoption of new technologies, redesigning business processes, and rethinking organizational culture.
The benefits of Digital Transformation can vary depending on the specific business, but some common benefits include increased efficiency and productivity, improved customer experiences, enhanced decision-making capabilities, and reduced costs.
A Digital Transformation service typically involves working with a business to assess their current processes and systems, identify areas for improvement, and develop a roadmap for implementing digital technologies and strategies. This may include training employees, implementing new software, and redesigning business processes to be more efficient and effective.
The length of a Digital Transformation project can vary depending on the scope and complexity of the project. Some projects may be completed in a matter of months, while others may take years to fully implement.
No, Digital Transformation can be beneficial for businesses of all sizes. While larger businesses may have more complex systems and processes to transform, smaller businesses can also benefit from implementing digital technologies to improve efficiency and customer experiences.
The specific digital technologies implemented in a Digital Transformation project will depend on the needs of the business, but may include cloud computing, artificial intelligence, machine learning, data analytics, and automation tools.
It’s important to assess your current processes and systems to determine if there are areas that could benefit from digital technologies and strategies. An experienced Digital Transformation service provider can help you identify areas for improvement and develop a roadmap for implementing digital solutions.

Accounting health check services involve analyzing your business finances for various ratios to make improvements. The ratios include Ratio Analysis, Debt to Equity Ratio, Forecasting, Decision Making, Operational Analysis, etc.
Financial health check services help observe economic status, analyze financial health, and improve the accounting and finance processes of the company.
Yes, our financial health check experts recommend solutions to improve financial health.
Yes, we analyse your currnent business processes and system including SOPS, RASCI Matrix, identify the area of improvement and then implement the system after having discussion and approval from you.
Yes. We offer a free trial of 15 hours. You can schedule a free consultation call.

The rules that help companies prepare their financial statements are called accounting policies. Policies can be aggressive and conservative.
The accounting policy consultant prepares and implements accounting policies and documentation.
Accounting policies are essential for small businesses as they provide a guideline and framework for companies to prepare and present their financial statements in line with applicable accounting standards..
It is easy to avail of our outsourcing accounting policy preparation services or hire accounting policy consultants. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
We sign a non-disclosure agreement to maintain the confidentiality of your business information.

There are many benefits of accounting software advisory services: 

  • Choose the right accounting software for your business. 
  • Streamline and automate tasks with accounting software 
  • Increase productivity and save costs. 

The three types of accounting software are: 

  • Ready to use software packages 
  • Ready to use software with some Add-on Applications 
  • Customized Software 
Yes, certainly. We will help in migrating your data to the new system. 

Yes, we will train your staff on the usage of new software. 

Yes. We offer a free trial of 15 hours. You can schedule a free consultation call and get a demonstration.

Bank reconciliation accounting services help business owners identify errors or discrepancies in accounting entries or between balances. Here are the significant advantages of using a bank reconciliation statement.

  • Identifies fraud or errors
  • Helps avoid mistakes
  • Helps keep accounts in good standing
  • Helps track receivables.
Yes, certainly. As a leading accounting outsourcing company, we have clients in different countries across the globe. Our professionals are adaptable and flexible as per their time zone.
The bank reconciliation experts report each day about the work. They also provide report on weekly and monthly basis as per your requirement. Moreover, you can connect with them via instatnt chat Apps such as Skype, Microsoft Teams etc. anytime.
Yes. We sign a nondisclosure agreement to keep your precious business information 100% secure and confidential.
No. You can hire bank reconciliation experts full-time, part-time, or hourly per your business requirements.
Yes, of course. Once you tell us your requirements, we handpick the CVs of top bank reconciliation experts for you. You can screen and shortlist the best few for interviews and hire the most suitable one.

It is easy to avail of our financial budgeting and forecasting services or hire budgeting and forecasting consultants. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
The budgeting and forecasting experts at CapActix are highly proficient, with an average of 12+ years of experience in the domain.
Yes, certainly. You can get our financial budgeting and forecasting services as per your business needs for full-time or part-time.
Yes. We offer a free trial of 15 hours. You can schedule a free consultation call and get a demonstration.

Financial budgeting and forecasting services from CapActix will help you: 

  • Reduce operational costs with the use of advanced technology. 
  • Help choose the best investment plans available and invest wisely.  
  • Assist in buying and leasing decisions for property 
  • Create a budget for current and future investment
You can hire according to your business requirements and budget. We have three engagement models- part-time, full-time, and hourly.

When your company needs expert guidance and training on: 

  • Choosing the right technology for your business growth.  
  • Implementing and using business advancement tools. 
  • Suggestions and training to use business advancement tools.  

To choose the best business advancement service providers, consider these factors: 

  • Research about top business advancement service providers. 
  • Check their past projects and clients. 
  • Read feedback & reviews from past clients. 
  • Ask questions related to your project needs. 

The Outsourced Business Advancement Tools Consulting Services are important because they help organizations choose the right technology, implement it properly, and get the necessary guidance and support. 

Yes, when you have the right technology for your business, you can streamline your business operations. Modern tools help automate repetitive tasks and thus improve productivity. With enhanced productivity and efficiency, your business can earn higher profits.

Outsourcing Capital budgeting analysis services to India help in saving costs as the wage rates in India are low. The professionals in India are highly proficient and well-versed with the latest tools and technologies.
You can outsource capital budgeting analysis services according to your needs and budget. A full-time executive works 8 hours a day/5 days/a week, while the part-time staff will work 4 hours a day/5 days/a week.
Firms need capital budgeting analysis services to plan for capital assets and plan well for significant investments.
You can interview our capital budget analysts and ask questions related to your needs. You can also check their past experiences and the reviews from past clients. The capital budget analysts at CapActix are certified, highly proficient, and experienced.
The virtual staff at CapActix is flexible to work in your time zone and the hours that suit you the best.

You can benefit from our interim CFO outsourcing services to fill the vacant position immediately. Our interim CFO services act as a bridge between your departing and arriving CFO and help you get a temporary CFO asap.
An outsourced CFO is a financial officer that works remotely and advises you on legal, accounts, and economic matters. The CFO evaluates your firm financial position and recommends strategies for improvement.

The CFO’s responsibilities include: 

  • Oversee Accounts & Ledger to ensure the accuracy of entries for asset & liability.  
  • Track variations in budget.   
  • Analyze finances in detail to identify issues & opportunities. Formulate insights & recommendations, debt-reduction strategies. 
  • Advice on the latest software & tools and other internal responsibilities.
CapActix has offered virtual CFO outsourcing services to clients worldwide. We have a staff of certified CFOs who are professionals in their field and have years of expertise. To help your business, they always stay current on rules and regulations. They also use the most recent equipment and software to expedite the work.
A outsourced l CFO is better than a traditional CFO for startups and small businesses with a limited budget and cannot afford a full-time CFO. The virtual CFO offers all the services of a CFO remotely. Moreover, companies can outsource CFO services for part-time or whenever they demand. Virtual CFO services are the perfect option when emergent CFO services are needed.

CapActix has been providing outsourced financial controller services to global clients for years. We have a certified team of financial controllers who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist your business. Further, they work with the latest tools and software to speed up the work.
It is easy to avail of our outsourcing financial controller services or hire financial controller consultants. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
Yes, certainly. As a leading accounting outsourcing company, we have clients in different countries across the globe. Our professionals are adaptable and flexible as per their time zone.
The financial controller experts report each day about the work. They also report weekly and monthly. Moreover, you can connect with them via instant chat apps such as skype, micsrosoft teams, slack etc.
Yes. We sign a nondisclosure agreement to keep your precious business information 100% secure and confidential.

Business analytics services help businesses make strategic planning and analysis. It helps them identify errors and loopholes in their current financial strategies and setbacks in their business position. With data and insights, they can make better strategies for resolving issues leading to rapid business growth.
Business analysts help businesses identify problems in their existing business and suggest solutions. They thoroughly analyze the business’s financial position to identify loopholes and guide and advise owners to make better strategies.

Your firm will get huge benefits from outsourced business analysis services: 

  • With better marketing strategies and execution, firms can save up to 30-50% of costs.  
  • Latest financial analysis tools and technologies to gather insights.  
  • 100% data security and confidentiality  
  • Better decision-making due to accurate data analysis. 
CapActix is the top outsourced business analysis services provider. We have helped several businesses grow, helping them make better business decisions. We ensure to perform a deep analysis of your financial position to help you improve productivity, reduce inefficiencies and costs, and maximize profits.

To understand the firm’s financial position deeply, we analyze your finances, cash flow statements, balance sheet, and more.  

Second, we process the gathered data and information to identify potential risks or opportunities. Finally, our financial experts interpret that data to suggest relevant suggestions for better strategies and plans. 

There are many benefits of customer and vendor reconciliation services, including: 

  • You can keep your accounts consistent and reconciled.
  • Keep consistent data in making decisions.
  • It helps in cash flow, fund flow forecasting, and budgeting management.
We serve many industries, including manufacturing, real estate, agriculture, healthcare, shipping & logistics, etc.
It is easy to avail of our customer and vendor reconciliation services or hire customer and vendor reconciliation specialists. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
The customer and vendor reconciliation experts at CapActix are highly proficient, with an average of 2-3+ years of experience in the domain.
Outsourcing has many advantages over hiring a full-time customer and vendor reconciliation expert. Outsourcing helps save costs and time. It offers access to a wide pool of talented resources and helps manage accounts hassle-free.

The different types of accounting software are: 

  • Billing and Invoicing System  
  • Enterprise Resource Planning System 
  • Time and Expense System 
  • Payroll Management System
It is easy to avail of our outsourcing integrated accounting software implementation services or hire integrated accounting software implementation consultants. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
We sign a non-disclosure agreement to maintain the confidentiality of your business information.
Yes, we will train your staff on the usage of new software.
You can communicate with our integrated accounting software consultants via Skype, email, or phone.

Risk management is identifying and evaluating potential risks. It involves the application of measures to minimize or control the risks.

Our Risk Management Services cover: 

  • Fraud and Financial Crime  
  • Enterprise Risk Management 
  • Risk & Regulatory Compliance 
  • Analytics & Reporting for Risk & Fraud 

You can count on CapActix for risk management services for the following reasons: 

  • Easy spot potential risks 
  • Analytical data for decision making 
  • Budget-friendly costs 
  • Experienced and focused team 
  • We identify financial risks by examining your daily financial operations and cash flow.  
  • We measure the risk by assessing the capital structure and risk level with the company’s debt level.  
  • We frame solutions to avoid or control potential risks. 
  • We also help businesses implement those solutions. 
  • Evaluate the effect of the solutions implemented.  
You can communicate with our virtual risk management experts anytime for any queries or updates via Skype, email, phone call etc.

We do not just provide accounting & bookkeeping services but also take care of your complete payroll management requirements. With our expert payroll reconciliation services, you can accurately navigate payroll accounts management complexities.
You can communicate with our virtual payroll reconciliation experts anytime for any queries or updates via Skype, Microsoft teams, email, phone calls etc.
It is easy to avail of our outsourcing payroll reconciliation services or hire remote payroll reconciliation experts. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
We sign a non-disclosure agreement to maintain the confidentiality of your business information.
Yes. We offer a free trial of 15 hours. You can schedule a free consultation call and get a demonstration.

Accounting Supervision services help accountants understand the business activities to manage the accounts better. The accounting supervisor examines accounting reports and documents periodically.

Accounting Supervision services are important for a business to get its accounting records checked periodically. Here are the benefits: 

  •  Periodical examination of accounting records allows management to understand business activities and prepare for the future correctly. 
  • Accounting Supervision Services ensure that the company complies with the different rules and regulations. 
  • It allows the business to focus on its Key Performance Indicators (KPIs).

Almost every business can benefit from accounting supervision services.  

It helps systematically analyze business accounts to keep the company on track.

Accounting Supervision services help companies grow in many ways: 

  • Prevent Tax-Related Fraud 
  • Saves company funds 
  • Address compliance-related issues 
Availing the Accounting Supervision Services is optional, but avoiding problems in the future is recommended.

Specific CFOs are called fractional CFOs and work for a company for a short time. An interim CFO is budget-friendly and performs all the duties of a permanent CFO.
Yes, the part-time CFO will provide all the services of a full-time CFO.
Yes, the part-time CFO will offer its services remotely.
The interim CFOs report daily about the progress of the work. You can also check the timesheets to review the work performed by the CFO.
Yes, we can provide you with 15 hours of a free trial. Call us now to schedule a free consultation and book a free trial.
  • Firms can avail of interim CFO services in a short time and part-time. 
  • Interim CFO consulting services are budget-friendly. 
  • Part-time CFOs offer consulting on financial health.  
  • Part-time CFO services save the company from a financial crisis.

Cash flow management experts offer many services. We have listed some important services here: 

  •  Prepare and manage detailed annual cash flow forecasts. 
  • Review, identify, and advice on negotiating payment terms. 
  • Discovering opportunities to improve cash flows 
  • Analyzing stock turnover 
  • Evaluate alternative bankers and suggest better options. 
  • Perform sensitivity analysis to formulate new strategies for the improvement of cash flows. 
Cash flow management tracks the inflow and outflow of money in a business. It involves monitoring, analyzing, and optimizing the net cash receipts—minus the expenses.
Cash flow management is critical to track and maintain a company’s revenues and expenses ratio. We will keep your expenses less than your revenues to avoid losses in the long run.
For many years, CapActix has offered cash flow management services to clients worldwide. We have a staff of certified cash flow management experts who are professionals in their field and have years of expertise. To help your business, they always stay current on rules and regulations. They also use the most recent equipment and software to expedite the work.
We sign a non-disclosure agreement to maintain the confidentiality of your business information.
The cash flow management experts report about the work and the progress each day. You can also communicate with them anytime via Skype for support or queries.

You can communicate with our virtual accountants anytime for any queries or updates via email, instant chat, Phone call, or virtual meeting tools.  

Yes, the team of remote accountants at CapActix is well-versed in using the latest accounting software. Some of the accounting software they use are: QuickBooks, Xero, Zoho, NetSuite, FreshBooks, Sage Accounting, SAP Business and many more.
You can connect with remote offshore accountants anytime for work updates. Our virtual accountants provide timesheets, daily and weekly reports on their work.

Our offshore accountants manage your complete financial transactions. Some of the services are: 

  • Bookkeeping Support
  • Payroll Processing 
  • Assets Management  
  • Accounts Payable 
  • Accounts Receivables 
  • Budgeting & Forecasting and many more 
CapActix is one of the top virtual accounting services providers in India. We take care of your complete financial transaction requirements. By hiring qualified accountants from CapActix, you can maintain your finances accurately. We help you eliminate discrepancies, ensure your finances comply with laws and regulations and maximize profits.

The dedicated PowerApp Developer that you have hired, will work in your shift timings or Indian shift timings based on your preference.
Communicating with your PowerApp developer is easy, as you can use video conferencing apps such as Microsoft Teams, as it allows you to send and receive documents.
Yes, to evaluate the quality of the PowerApp developer you can go on a 15 hour trial with the developer. Once you are satisfied, you can proceed further.
At CapActix, you have the liberty to choose from 3 modes. Full-Time, Part-Time and Hourly based PowerApp developer. You will be charged hourly based on the decided rate per hour.
Using PowerApps you can create custom business apps that can be integrated with the business software that is very crucial for your operations. There’s no end to the level of customization accessible for your custom business app.

Before hiring remote offshore real estate assistants, ensure they meet standard parameters like expertise in managing payroll operations, delivering projects on time, being easily accessible for communication, and proficiency in English.
The engagement model at CapActix is flexible and enables our clients to hire real estate assistants on a project basis. They do not need to hire accountant supervisors full-time. Thus, they can save costs on full-time hiring and make optimal utilization of resources.
Yes. The remote offshore real estate assistants report each day on the activities and updates in the payroll operations.
Yes, of course. Once you tell us your requirements, we handpick the CVs of top real estate assistants for you. You can screen and shortlist the best few for interviews and hire the most suitable one.
When you tell us your requirements, we share the handpicked CVs of top real estate assistants. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our real estate assistants with no obligation. Hire if you are satisfied.

Before hiring remote offshore assistants, ensure they meet standard parameters like expertise in managing multiple clerical operations, delivering projects on time, being easily accessible for communication, and proficiency in English.
Yes, we sign a nondisclosure agreement to assure you about the safety and confidentiality of your business data and information.
Yes, of course. We offer flexible engagement models enabling you to hire virtual assistants hourly or on a project basis.
We have a certified team of virtual assistants who are highly experienced and experts in their work. They always update themselves with the latest tools, technologies, and regulations to assist your business. Further, they work with the latest tools and software to speed up the work.
Yes, of course. Once you tell us your requirements, we handpick the CVs of top virtual assistants for you. You can screen and shortlist the best few for interviews and hire the most suitable one.

Before hiring a remote offshore virtual CFO, ensure they meet standard parameters like expertise in managing finance operations, business analytical skills, delivering projects on time, being easily accessible for communication, and proficiency in English.
CapActix has been providing finance and accounting services to global clients for years. We have a certified team of CFOs who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist your business. Further, they work with the latest tools and software to speed up the work.
You can communicate with our virtual CFO anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls.

Yes, we sign a nondisclosure agreement to assure you about the safety and confidentiality of your business data and information.

Yes. The virtual CFO will verify the accounting and other financial documents. He will review the documents for compliance and other risk issues. He will resolve the issues and irregularities in cash flow and help you maintain accurate financial records.

The dedicated PowerApp Developer that you have hired, will work in your shift timings or Indian shift timings based on your preference.
Communicating with your PowerApp developer is easy, as you can use video conferencing apps such as Microsoft Teams, as it allows you to send and receive documents.
Yes, to evaluate the quality of the PowerApp developer you can go on a 15 hour trial with the developer. Once you are satisfied, you can proceed further.
At CapActix, you have the liberty to choose from 3 modes. Full-Time, Part-Time and Hourly based PowerApp developer. You will be charged hourly based on the decided rate per hour.
Using PowerApps you can create custom business apps that can be integrated with the business software that is very crucial for your operations. There’s no end to the level of customization accessible for your custom business app.

Before hiring remote offshore billing executives, ensure they meet standard parameters like expertise in managing bulk invoices, delivering projects on time, being easily accessible for communication, and proficiency in English.
When you tell us your requirements, we share the handpicked CVs of top AR/AP experts. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our AR/AP experts with no obligation. Hire if you are satisfied.
You can communicate with our virtual billing executives anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls.
Yes, of course. Once you tell us your requirements, we handpick the CVs of top billing executives for you. You can screen and shortlist the best few for interviews and hire the most suitable one.
CapActix has been providing accounting and bookkeeping services to global clients for years. We have a certified team of AR/AP experts who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist businesses.

Yes. The remote offshore audit support staff reports each day on the activities and updates in the payroll operations.  

We do not just provide accounting & bookkeeping services but also take care of your complete audit requirements. By hiring qualified audit support from CapActix, you can accurately navigate the audit complexities.  

You can communicate with our virtual audit support staff anytime for any queries or updates via Skype.  

Yes, of course. Once you tell us your requirements, we handpick the CVs of top audit support staff for you. You can screen and shortlist the best few for interviews and hire the most suitable one.  

Before hiring remote offshore audit support staff, ensure they meet standard parameters like expertise in managing payroll operations, delivering projects on time, being easily accessible for communication, and proficiency in English.  

Yes, of course. We offer flexible engagement models enabling you to hire payroll clerks and executives on hourly basis.  

Yes. The remote offshore Payroll clerks maintain the timesheet and report each day on the progress reports to you. 

Yes, you can hire an individual Payroll clerk or a team of payroll executives for your accounting firm depending on your requirements. 

CapActix has been providing accounting and payroll services to global clients for years. We have a certified team of payroll executives who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist your business. Further, they work with the latest payroll tools and software to speed up the work.  

Before hiring remote offshore payroll clerks, ensure they meet standard parameters like expertise in managing payroll operations, delivering projects on time, easily accessible for communication, and proficiency in English.

Hiring offshore tax preparers comes with many benefits: 

  • You can hire flexibly for part-time or hourly to save costs on hiring full-time tax preparers—no need to pay for idle hours.  
  • Hiring remote tax preparers is comparatively cost-effective.  
  • You can pick from the global talent pool of tax preparers.  

Yes, of course. Our certified tax preparers use many tax software to prepare returns in a quick turnaround time. Some of them are: 

  • Intuit ProConnect 
  • Intuit Pro-Series 
  • Intuit Lacerte,  
  • Drake,  
  • Creative Solutions’ Ultra-Tax,  
  • Turbo Tax,  
  • ATX and ProSystem fx ® Suite – CCH and Many more 

Yes, of course. Once you tell us your requirements, we handpick the CVs of top tax preparers for you. You can screen and shortlist the best few for interviews and hire the most suitable one.  

 We provide end-to-end tax preparation services: 

  • Organize your documents 
  • Verifying Errors 
  • Maintain the Accuracy of Documents 
  • Calculate taxes and prepare returns 
  • Filling returns to tax authorities 
CapActix is one of the best tax preparation outsourcing partners in India. We do not just provide return preparation or filling services but also take care of your complete taxation requirements. By hiring qualified tax preparers from CapActix, you can accurately navigate busy tax season burden and meet the deadlines.

The engagement model at CapActix is flexible and enables our clients to hire tax reviewers on a project basis. They do not need to hire tax reviewers full-time. Thus, they can save costs on full-time hiring and make optimal utilization of resources.
When you tell us your requirements, we share the handpicked CVs of top tax reviewers. You can shortlist the best few for screening and interview. You can ask them questions and assign a task to test their skills. We let you interview our tax reviewer with no obligation. Hire if you are satisfied.

We do not just provide return preparation or filling services but also take care of your complete taxation requirements. By hiring qualified tax reviewers from CapActix, you can accurately navigate the taxation complexities.  

Yes. The virtual tax reviewer will verify the returns and other documents. He will review the documents for compliance and other risk issues. He will resolve the issues and ensure that the returns comply with the laws.

You can communicate with our virtual tax reviewer anytime for any queries or updates via Skype via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls. 

Yes, of course. We offer flexible engagement models enabling you to hire accountant supervisors hourly.

CapActix has been providing accounting services to global clients for years. We have a certified team of accounting supervisors who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist your business. Further, they work with the latest accounting & payroll tools and software to speed up the work.

You can communicate with our virtual accounting supervisors anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls. 

Yes. The virtual accountant supervisor will verify the accounting and other  

financial documents. He will review the documents for compliance and other risk issues. He will resolve the issues and irregularities in cash flow and help you maintain accurate financial records.  

The engagement model at CapActix is flexible and enables our clients to hire accountant supervisors on a project basis for a number of hours required. They do not need to hire accountant supervisors full-time. Thus, they can save costs on full-time hiring and make optimal utilization of resources.

Staff accountants offer various services and perform many duties to assist accountants and managers. They create and update financial records and statements, manage reconciliations, and assist in budgeting and audits.
CapActix has been providing accounting services to global clients for years. We have a certified team of staff accountants who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist businesses. Further, they work with the latest accounting tools and software to speed up the work.

Our offshore staff accountant takes up many responsibilities to reduce the burden of accounting managers and businesses: Some of the responsibilities of Staff Accountants are: 

  • Reconciling Documents 
  • Prepare & update Financial Statements 
  • Assist in Budgeting 
  • Maintain Ledgers 
  • Manage Cash Flow 
When you tell us your requirements, we share the handpicked CVs of top staff accountants. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our staff accountant with no obligation. Hire if you are satisfied.
You can communicate with our virtual accountants anytime for any queries or updates via email, instant chat, Phone call, or virtual meeting tools.

CapActix has been providing accounting and bookkeeping services to global clients for years. We have a certified team of QuickBooks experts who are highly experienced and experts in their work. They always update themselves with the latest laws and regulations to assist businesses. Further, they are well-versed in using the QuickBooks software to speed up the work.

When you tell us your requirements, we share the handpicked CVs of top QuickBooks experts. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our QuickBooks experts with no obligation. Hire if you are satisfied.  

We do not just provide accounting & bookkeeping services but also take care of your complete bookkeeping requirements. By hiring qualified QuickBooks experts from CapActix, you can accurately navigate the bookkeeping complexities.
You can communicate with our virtual QuickBooks experts anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls.
Yes, You can estimate approx. numbers of hours required for migration of data into QuickBooks and hire the QuickBooks expert for migration work only.

Yes. Our virtual bookkeepers can help in budgeting and forecasting. They can help you create a financial plan for your business based on expenses and liabilities.  

Yes, of course. We offer three engagement models to make your hiring suitable to your business needs. You can hire full-time, part-time, or for a fixed number of hours at a budgeted cost.  

Yes. Being a top bookkeeping outsourcing services provider, we have clients from across the globe. Our offshore bookkeepers can work as per the time zone of your country.

Yes. The remote bookkeepers use the latest tools and software for the payroll processes. Thus, you can be assured of timely payments.  

When you tell us your requirements, we share the handpicked CVs of top bookkeepers. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our bookkeepers with no obligation. Then hire if you are satisfied.

It is quite simple as we back you at every step of the process. You can tell us your needs, and we will forward the CVs of the most relevant preparers. You can interview the resources and hire the best for your firm.
Hiring remote tax preparers from CapActix is cost-effective. However, the exact cost depends on the scope of your project and the hiring model you choose. Set up a free consultation call with us to get the quote.
We offer corporate tax services, income tax, and VAT compliance services.
Yes, of course. Once you tell us your requirements, we handpick the CVs of top tax preparers for you. You can screen and shortlist the best few for interviews and hire the most suitable one.
CapActix is one of the best tax preparation outsourcing partners in India. We do not just provide return preparation or filling services but also take care of your complete taxation requirements. By hiring qualified tax preparers from CapActix, you can accurately navigate the taxation complexities.

The outsourced tax preparers at CapActix have varying degrees of experience. We have tax preparers holding decades of experience to preparers with 2-3 years of experience. You can hire remote tax preparers per your needs.
No, never. Time zones are never an issue for us. As a leading outsourced tax preparation company, we work with clients from many countries in flexible time zones.

Certainly! We sign the nondisclosure agreement to keep your business information private and confidential. 

You can communicate with our virtual QuickBooks experts anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls. 

When you tell us your requirements, we share the handpicked CVs of top tax preparers. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our tax preparers with no obligation. Hire if you are satisfied.  

The engagement model at CapActix is flexible and enables our clients to hire tax preparers on a return basis. They do not need to hire tax preparer full-time. Thus, they can save costs on full-time hiring and make optimal utilization of resources.  

When you tell us your requirements, we share the handpicked CVs of top tax preparers. You can shortlist the best few for screening and interview. You can ask them many questions and assign a task to test their skills. We let you interview our tax reviewer with no obligation. Hire if you are satisfied.
We do not just provide return preparation but also take care of your complete taxation requirements. By hiring qualified tax preparers from CapActix, you can accurately navigate the taxation complexities.

Certainly! We sign the nondisclosure agreement to keep your business information private and confidential. 

You can communicate with our virtual QuickBooks experts anytime for any queries or updates via emails, instant chat apps such as Skype, Microsoft teams, or slack or schedule audio or video calls.