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Virtual Accounting Services
HOW DOES VIRTUAL BOOKKEEPING WORKS?
STEP 1: YOU PROVIDE YOUR INFORMATION IN ONE OF THREE WAYS
• Grant us “view only” access to your bank account
• Send us your monthly statements via our secure portal
• Utilize our document sharing software (no cost to you)
STEP 2: WE PREPARE YOUR BOOKS BASED ON YOUR SELECTED PLAN
STEP 3: RECEIVE REPORTS IN ONE OF THREE WAYS
• We use our software and provide you with monthly financials in PDF format
• Grant us Accountant Access to your QuickBooks Online account
• Allow us to log into your system remotely, ensuring your file is up-to-date on your desktop or in the cloud
Accurate, Timely Bookkeeping & Financial Statement
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We can get your bookkeeping caught up whether it be months or even years behind.
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In most cases we can give you a flat rate for this service therefore you know the cost before we get started.
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We work with you monthly to ensure you don’t fall behind again.
CATCH-UP: Are you months or even years behind in your bookkeeping?
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We will review your books to assess the issues.
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Your bottom line is our priority. We advise you with a custom plan to present accurate books to your CPA.
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We save you money by saving your CPA time, which would be billed to you at a higher rate.
CLEAN-UP: Are your books a mess? Is your CPA having to work extra hours on your books?
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We will start you off on the right foot with your bookkeeping needs and work with you monthly so that you don’t fall behind.
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We provide you with accurate financial statements so you can make sound financial decisions for your business growth.
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We work side-by-side with you keeping you organized and working towards your financial goals.
NEW BUSINESS: Are you a new business owner?
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Are you confident with your day to day bookkeeping tasks, but want that extra set of eyes?
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We review your transactions, reconcile your accounts and provide you with accurate financial statements.
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We provide accountability to your business operations