Services

Your Virtual Accounting Office®

This service is perfect for busy entrepreneurs who have been doing their own bookkeeping or those who have had a bookkeeper that isn't giving them the level of accuracy and/or service that they want and need.

This service may be appropriate for businesses that are in a pre-revenue or low-revenue stage . Because the business owner is spending their valuable time doing accounting instead of strategically pursuing revenue-generating activities, it is recommended that this is a short term situation and that the client advance to Your Virtual Accounting Service as soon as possible.

Choose from these available services:

Accounts Receivable: invoice your clients
Deposit client payments to your bank account
Receive your bills at our PO Box (except for inventory purchases)
Accounts Payable: pay your bills on-line and on time
Payroll processing and payroll reports, free direct deposit
Sales tracking and sales tax reports
Record your banking activity
Reconcile balance sheet, generate accurate financial statements with trend reports
Provide required data to your CPA at tax time
Provide secure online portal for data transfer
Special reports on request

What our clients say…

I'm so glad we are surrounded and supported by such smart, ethical people. A long time ago I learned to hire the best firms to represent us and yours is certainly the best. Thanks for your great service and professionalism.

- Rena Floyd, Business and Personal Bookkeeping Client since 2006

Your Remote CFO®

This service is perfect for businesses that have an in-house bookkeeper that is working without expert supervision. Your CPA will encourage you to establish internal controls, which simply means don't have one person doing everything with your accounting. With this service we will access your computer remotely through high speed internet to handle some of the higher level accounting functions to discourage fraud.

The cafeteria of services you can select from include…

Any of the Your Virtual Accounting Office Services
Reconcile your bank, credit card, loan, and other balance sheet accounts
Process payroll (if you prefer)
Post payroll journal entries
Post monthly journal entries
Do a general ledger review
Generate financial statements and trend reports
Create any special reports you require
Work with your CPA at tax time
Provide secure online portal for data transfer

What our clients say…

…having your oversight on QuickBooks is very valuable to me and I have learned much in the few months that we have been working together.

- Julie Morrison, SPHR, Firm Administrator, Morrison & Associates, CPAs, Your Remote CFO client since 2010

Bill Paying

This service is perfect for busy professionals, people who travel a lot, those with multiple residences, seniors, or anyone who doesn't like to pay bills. We do more than just paying the bills, we'll track where the money was spent. That's helpful for budgeting purposes and getting ready for income tax preparation. If you are an entrepreneur working from home, this service will capture all those household expenses so that your CPA can accurately calculate your home office deduction for your tax return.

Choose from these available services:

Receive your bills at our PO box
Pay your bills on-line and on time
Monitor and reconcile your bank accounts
Produce monthly reports for budget use
Coordinate with your CPA and other professionals, as needed
Provide secure online portal for data transfer

What our clients say…

I had to let you know how much I appreciate your (personal bill pay) service! I can't tell you how relieved I am not to have to worry about paying my bills! Bill paying has always been my least favorite thing to do, but now I never even have to see a bill and I know they will always be on time. So thank you!

- Dana Stout, RN, Personal Bill Pay client since 2004

Your Virtual Accounting Office®

Your Remote CFO®

Bill Paying

Have Questions? The Accountant's Office Is Here To Help.