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Virtual Finance Officer

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It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

We will assist you in building a customized solution to suit your needs from the following services:

Account reconciliation

  • Provide 24/7 online access to Business's Books
  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Maintain fixed asset schedule

Advice

  • Prepare monthly financial statements
  • Tax planning
  • General business consulting
  • Prepare monthly budget reports
  • Quarterly video conference

Tax

  • Corporate or partnership tax preparation
  • Property tax return

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Prepare W-2s
  • Retirement plan/garnishment remittance

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for service providers
  • Provide digital access to paid bills