Often small businesses lack a full range of internal skills to properly support the financial management needs of a company. We assist client entities with selected tasks and projects, under an ongoing periodic arrangement or as an on-demand support agreement. We also assist management with referrals to other providers or contractors to solve challenges, always seeking the lowest cost options for positive results. Following are examples of work we can do for our clients in need of a Virtual Accountant, always in accordance with clear terms of a CPA Engagement Letter:
- Remote Access Accounting, Bookkeeping, Training, and Support
- Zoom Team Meetings
- QuickBooks Online, Desktop, or Enterprise – Implementation and Setup
- Hosted QuickBooks Desktop – Implementation and Setup
- Payroll Provider Referrals – ADP, Paychex, and Cloud Providers
- Micro or Small Business Accounting Software Assistance
- Custom Financial Reporting Design
- Reconciliations, Troubleshooting, Data Analysis
- Annual, Quarterly, Monthly Accounting Procedures
- Bank and Credit Card Reconciliations and Processes
- Sales and Use Tax Reporting
- Document Management