AAA Account Partner SOP
让你你了解 AAA 的合作方式，包括接案流程、工作 SOP、客户沟通、文件处理、账目提交、内部审核、服务标准及平台分成制度。请在开始正式接顾客之前，先完成所有 onboarding materials。清楚了解整个流程，可以让我们减少沟通上的误会、确保工作质量，并一起为客户提供专业及可靠的会计服务。These materials will help you understand how our collaboration works, including job assignment, working SOPs, client communication, document handling, account submission, internal review, service standards and the platform fee-sharing structure.Please complete all onboarding materials before handling any clients. Understanding the full process will help us reduce miscommunication, maintain consistent work quality, and provide professional and reliable accounting services together.
Instructor
Admin AAA
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- 53 lessons
- Access on all devices
- Lifetime access
Course Content 53 lessons
- Purpose of Collaborator Handbook
- Scope
- Effective Date
- 1.1 Compliance with SOP & Workflow
- 1.2 Work Quality & Accuracy
- 1.3 Timeliness & Deadlines
- 1.4 Communication Responsibilities
- 1.5 Confidentiality & Document Handling
- 1.6 Professional Conduct
- 1.7 Continuous Learning
- 1.8 Consequences for Non-Compliance
- 2.1 Communication with Clients
- 2.2 Communication with AAA (Internal Communication SOP)
- 2.3 Official Announcements & Communication Channel
- 2.4 IMS System Issue Reporting Format
- 2.5 SQL System Support Communication
- Introduction
- Step 1 - New Customer Account Creation
- Step 2 – Job / Entity Creation Under Customer Account
- Step 3 – Client Survey Form Completion
- Step 4 – Quotation & Engagement Letter
- Step 5 - Invoicing & Payment Term
- Step 6 - Collection Upload
- Step 7 – Upload Completed Task for Review (Task Section)
- Step 8 - Commission Report
- Step 9 – Commission Disbursement
- 4.1 Company Secretary
- 4.2 Audit/Tax Fee Quotation
- 4.3 SQL Accounting Software
- 4.4 Marketing Supports
- 5.1 Referral Fees with Collaboration Partners
- 5.2 Referral Payment Process
- 6.1 Client Engagement Termination
- 6.2 Collaboration Agreement Termination
- Group Bonus Policies
- A. Customer Greeting Templates
- B. Self review checklist
- C. AAA Contact information
- D. Link to download template
- Tax Related Fee
- Recommended Study Flow for New Joiners
- Franchising & Licensing
- Bad Debt
- How Auditor Check Account
- Marketing Strategy and How to use FB Advertisement
- How To Help SMEs Get Loans
- FB Ads Setting
- Shareholders' Agreement
- Copywriting Sharing
- Transfer Pricing
- 聘请外劳指南知识分享会｜Guidelines for Hiring Foreign Workers
- E-Invoice 专属顾客线上说明会
- Key Man Insurance