What are the steps of the agent bookkeeping process? First, sign an agreement. According to the experience of agency bookkeeping, customers and financial personnel first reach an understanding and sign an agreement. The premise of these is that two people should agree on the time and place of the negotiation on the phone, and then agree on the service items, agency time and the final transaction fee face to face.

Collect coupons

After completing the above-mentioned signing agreement, it is the stage of collecting coupons and entrusting agents.

Either the customer sends the bill to the agent or mails it to the agent; Either the agency bookkeeping company sends field personnel to its company to get the bill.

After the financial personnel get the bill, they can preliminarily sort out the bill.

For first-time business partners, it is worth noting that a good formal bookkeeping institution will help newly established customers who have never done financial accounting to open accounting accounts and establish accounting systems.

Do accounting and tax returns

In this step, the financial staff will provide a whole set of financial services, including bill preparation, audit, bookkeeping and so on. At the same time, software accounting will further sort out customers' bills, communicate with customers in time the problems existing in the bills, and conduct accounting and accounting treatment.

Finally, keep accounts for customers, and handle tax registration, tax reduction and exemption procedures, general taxpayer application procedures, invoice approval procedures and so on for free.

Here, the love accounting platform also reminds bosses who want to register companies at the end of the year that there are many things at the end of the year, and don't forget to file tax returns within 30 days from the date of obtaining the business license.

Of course, if you find a good bookkeeping company, you can entrust them to handle this matter, and as a boss, you can stand on the level of the company, rationally plan the development direction of the company, and open up a market suitable for the development of your own enterprise.

Bill entry mainly includes the following categories:

1. Revenue bill: bookkeeping copy of sales invoice.

2. Cost documents: purchase invoices for selling products, purchasing raw materials and providing services.

3. Expense bills: bills related to the company's operation, such as utilities, rental fees, purchase of office supplies, catering and accommodation, taxi fees, gas fees, etc.

4. Other bills: company personnel payroll, bank statement receipts, tax payment vouchers of tax authorities, and bills needed for cash transactions.