Professional Accounting and Tax Services
- +1 (408) 409-7550
- Info@docfyle.com
- 672 W 11th Street, Suite 220, Tracy, CA 95376
Tools & Applications
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):
- Recordkeeping & accounting
- Critical financial Reports (weekly/quarterly/annual)
- Reconcile Control Accounts
- Budgeting & Forecasting
- Year-End Accounts
- Tax planning and preparation
- Cash flow projections
- Compute and record all transactions and accounting data entry
- Bank & Credit Card Reconciliations
- Cash Flow Management
- Balance Sheet Management
- Trial Balance Management
- Payroll Management
- Cash Management
- Revenue Recognition and Adjustments
- Financial Analysis
- Control Accounts Reconciliations
- Revenue Management
- 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
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