Financial Planning

As an outsourcing solution provider AccSource can equip Financial Planning Firms with top-tier operational and administrative capabilities through Paraplanners, and Virtual Assistants. Gear your firm up with higher capacity through comprehensive outsourcing solutions. AccSource’s robust IT and ISO 27001 security framework is the foundation you need for peace of mind, ensuring the highest confidentiality and care for your data.

SOA Preparation

Preparation of Statements of Advice, with compliance and clarity in financial recommendations for your clients.

ROA Preparation

Your team at AccSource can enable you to diligently craft Records of Advice, providing accurate and timely documentation of client consultations for you.

Financial Planner Back-Office Support

Comprehensive support services that customised to suit your business’s back-office operations, enhancing your efficiency and focus on client engagement.

Customer Support Services

Customer support helps enhance customer experience through responsive and professional assistance to enhance client relations and satisfaction.

SMSF Annual Compliance

Your team at AccSource can enable you meticulously manage your client’s Self-Managed Super Funds compliance requirements, with accuracy and regulatory adherence.

Cash Flow Analysis

In-depth analysis of cash flows to provide insightful financial planning and decision-making support for your team.

Vendor Liaison

Your team can act as your liaison with insurance providers, SMSFs, and banks, facilitating smooth communication, transactions including research tasks for better rates.

Forecasting for Five/Ten-Year Period

Your team at AccSource can assist you with strategic long-term forecasting to aid in making informed decisions and planning advice.

Virtual Assistant Services

Professional virtual assistance to manage various administrative tasks, increasing your team’s productivity and efficiency.

Mail Management

Efficient handling and organisation of mail, ensuring timely responses and maintaining the flow in communication.

Chat Support

Real-time chat support to address client queries promptly, enhancing customer engagement and support.

Why AccSource?

Client-focused, Customized Solutions and Proactive Engagement

No business is the same and there isn’t a standard outsourcing solution suiting all businesses and their functional requirements. When we partner with you, we jointly understand the goals and objectives of outsourcing, the service lines or functions to be outsourced and accordingly customize the solution that suits your specific needs. Our client-focused approach leads us to being proactive in all our dealings with you – we will ask questions, suggest best practices and devise the delivery mechanism suiting your business requirements.

Highly Secure & Process Oriented

Highly secure environment, through a combination of the security measures of AWS and our own IT systems, we ensure that your data and information remain protected at all times. Controlled access, even your cloud applications are controlled with custom software, without the need of a password by the team members. At all times, you are in complete control of your data.

Account Managers

Your account managers are “relationship managers” tasked with managing and strengthening our relationship. They are trouble shooters – domain experts who understand the process the team is handling. Our partnership with you is based on “We” and not “You” and “I.”

Seamless Communication

Effective communication can help to foster a good working relationship between you and your staff, which in turn improves morale and efficiency. With effective communication channels, we focus on building and maintaining a good relationship, employees feel comfortable in openly communicating new ideas, build an effective team and ensure transparency.

Transparent pricing

Pricing is a vital aspect for any business process outsourcing. A transparent pricing model always provides a solid foundation for a lasting and prolific relationship. At AccSource, we believe in offering a transparent and upfront pricing model. Our pricing, with no hidden costs or future surprises, seek to create a successful partnership and a long-term business relationship. Having such an explicit approach helps in reducing the tedious rounds of negotiations and establishes a trusting relationship from the very beginning.

Benefit from a World Class Talent Pool

India has a very large talent pool of skilled professionals from a robust and high-quality education system. English is the medium of instruction in graduate and post graduate courses in the country, making Indian students proficient in English and communication. India also enjoys the demographic dividend of a young population. India’s young professionals are not only talented, but also brilliant, creative and innovative. India offers the perfect recipe for attracting businesses around the world to outsource any business processes. At AccSource, we enforcea meticulous screening process to choose the best candidates from this young, dynamic and erudite talent pool so you can reap the benefits of working with some of the best minds in the industry.

How It Works


It all starts with a thorough consultation to understand your
unique requirements and challenges. We mutually select
the best outsourcing model for you that suit your required
skill-set for the business.

Managing team

This step involves job planning, scheduling,
execution and reporting. Your AccSource team
members start working on their respective jobs
within the project and reports are shared every
day. You have full control and visibility on the
progress of the work.

Setting up Process & Onboarding

This step involves all the things you’d do if you were to
recruit an internal employee like creating all-important
onboarding activities like establishing email accounts,
remote server access, application access, etc. A brief
induction is conducted followed by a process overview to get
the entire team on the same page.

Feedback mechanism

If you wish to make outsourcing work for your business, you
certainly need to provide constructive feedback
continuously. A process is been set up by us that will help
you provide feedback at regular intervals. This helps the
team to learn and adapt quickly and improve the quality of
the deliverables.

Our Services


Let’s set up a truly customisable model to help you structure and run your process efficiently.

Any Queries?