Virtual Assistance Services – Professional Accounting and Tax Services

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Virtual Assistance Services – Professional Accounting and Tax Services

Virtual Assistance Services

Tools & Applications

quickbooks

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commAssocInst200

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great-plains

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xero

proconnect

echo200

Our Outsourced Virtual Admin Assistant Services

With a vision to help CPA firms save time and resources, our virtual admin assistant services include (but are not limited to):

Virtual Accounting

Recordkeeping & accounting
Critical financial Reports (weekly/quarterly/annual)
Reconcile Control Accounts
Budgeting & Forecasting
Year-End Accounts
Tax planning and preparation
Cash flow projections

Virtual Bookkeeping

Compute and record all transactions and accounting data entry
Bank & Credit Card Reconciliations
Cash Flow Management
Balance Sheet Management
Trial Balance Management
Payroll Management

Financial Operations

Cash Management
Revenue Recognition and Adjustments
Financial Analysis
Control Accounts Reconciliations
Revenue Management

Administrative Tasks

Accounts Receivable Management
Accounts Payable Management
Loan Account Reconciliation
Order management, customer billing, and customer aging services
Data Entry
Fixed Assets Management
Inventory Management
Financial planning and advisory services
Generate time entry reports
Report timesheet for employees and contractors
Remind employees and contractors to enter their time
E-mail tax returns to the clients
E-mail financial statements to the clients
E-file tax returns
Generate daily report of E-filing status of tax returns
Create invoices for CPA Clients
E-mail clients for missing items to prepare their tax returns and financials
Organize, upload and edit documents in various platforms like Sharefile / DropBox / Qount
Organize and monitor Client’s Outlook
Organize, monitor and respond to clients in CRM system
Prepare daily correspondence e-mails for clients and send to them after Client’s approval
Review and draft the e-mails

Creating various reports with accounting software
Sorting & organizing paperwork
Marketing statistics & performance report
Control Accounts Reconciliations

Hire Tax Expert and Unlock Your Business Potential.

Share your needs and our tax experts will recommend the best possible solution for your business. Interested?