Helping Businesses Grow with Banking and Financial Services

Banking and Financial services are not the core function of your business. Yet as a Public company, SME, SMB, Broker or a CPA firm, you find that you are spending an inordinate amount of time on investing, filing, complying with requirements pertaining to financial services like mortgage or insurance on your office space, loans for capital expenditure or working capital and so on. Make no mistake; they are crucial to the growth of your business. But they are cumbersome, time consuming and require meticulous attention. In short, something you are best off outsourcing to experts. We, at Thomas & Alex, understand its importance, as well as the different, business-specific needs that you have. We are a team of highly qualified and competent professionals committed to delivering high quality solutions that are cost effective.

Why are Insurance Services important to me?

Insurance as protection and investment is crucial for future growth. Yet, the processes you have to go through are routine and time consuming. For instance, applications require information in specified formats; premium payments have to be paid on time and so on. You would rather outsource this processing work so that you free resources and time to focus on other aspects of your business.

At Thomas & Alex, we can help you with the following:

• Insurance application processing
• Prompt payment of premium
• Updating account records relating to insurance transactions and reinsurance
• Statutory reporting

How can you help me in Mortgage & Loans Services?

This is yet another space that requires a lot of processing, reconciliation and reporting.painstaking work which you can outsource to experts - that's us. We can help you in:

• Shopping for best deals
• Preparation of the mortgage schedule
• The processing of applications
• Prompt payments
• Preparation of reports
• Tracking changes in interest rates
• In addition we can also offer the following services:
• Expert consultation on your financial planning
• Structuring and monitoring your debt repayment schedule

How can you help me in Banking and Financial Services?

You would appreciate that this aspect of your business consumes a lot of time and requires to be done by experts. By outsourcing this part of your business to TA, you can focus on your core capabilities as well as on the expansion of your business. We believe in understanding your business and mould our service delivery to your requirements.

We can offer the following banking and financial services:

Financial Statement preparation including,

• Profit and Loss Statements
• Balance Sheets
• Cash Flow Statement

Accounting services including,

• Preparation and Maintenance of Ledgers
• Preparation of Tax Returns
• Comparisons and analysis of previous year returns including ratio analysis

Other services include,

• Preparation of Invoices and bills
• Tracking and reconciliation of payments
• Tracking and reconciliation of receivables

Why should I outsource these services to TA?

TA not only takes on the hassle of meeting the data and documentation requirements of your banks and other financial intermediaries, but also offers you consultative advice on how to grow your business. Your benefits would include:

• Reduced workload so that you are able to concentrate on the core aspects of your business
• Cost effective option as you reduce your overhead costs, hire and train fewer employees
• Dedicated team of Full time Executives (FTE's) to handle your work
• Assurance of reliability and data privacy, which we emphasize and value greatly
• Timely delivery of reports to you as and when you need them and in the prescribed formats
• Customized work processes to suit your needs. We will understand your business and style of working, and mould our processes accordingly

I'm definitely interested. What next? (h2) Outsourcing Banking & Financial services to TA gives you more time to concentrate on your core business, reduce overhead administrative costs, avoid penalties and keep yourself free of all associated pressures.