240-334-6167 | sscott@savvyfinancialsolutions.com

Schedule your free consultation today
make a payment Annapolis, MD Washington DC
  • Home
  • Services
    • Accounting Services
    • Audit and Assurance
    • Forensic Accounting Services
    • Tax Preparation and Planning
    • PPP Loan Forgiveness Assistance
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Cash Flow Forecast
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Xero Cloud Accounting
    • Cloud Accounting
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
    • QuickBooks Desktop
    • QuickBooks Enterprise Solutions
    • QuickBooks Payments
  • Industries
    • Services
    • Medical Practice
    • Government Contractor
    • Restaurant
    • Non Profit
  • Who We Work With
    • Start-ups
    • Existing / Established Small Businesses
    • Project Consulting
  • Resources
    • Resources
    • Mobile Accounting
    • Blog
  • Testimonials
  • About us
  • Contact
  • Home
  • Services
    • Accounting Services
    • Audit and Assurance
    • Forensic Accounting Services
    • Tax Preparation and Planning
    • PPP Loan Forgiveness Assistance
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Cash Flow Forecast
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Xero Cloud Accounting
    • Cloud Accounting
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
    • QuickBooks Desktop
    • QuickBooks Enterprise Solutions
    • QuickBooks Payments
  • Industries
    • Services
    • Medical Practice
    • Government Contractor
    • Restaurant
    • Non Profit
  • Who We Work With
    • Start-ups
    • Existing / Established Small Businesses
    • Project Consulting
  • Resources
    • Resources
    • Mobile Accounting
    • Blog
  • Testimonials
  • About us
  • Contact

5 Key Services Your Virtual Accountant Should Provide

March 24, 2020 In Accounting
ShareTweetPinterestLinkedin

A large number of tasks fall under bookkeeping and accounting areas. In your first meeting with your virtual accountant, they’ll want to know what you need them to do, so it’s important to narrow the field to what you really need help with. Here are 5 key services most companies will want to have their virtual accountant provide:

Tax Filing and Reporting

Regardless of what kind of business your company does, the owner shouldn’t try to deal with taxes on their own. There are many varying laws and requirements for industries, state, municipalities, and the IRS. The consequences of getting that wrong are dire, and often costly. Save that for the pros.

Bank Reconciliation

Bank account reconciliations can take a great deal of time and trouble, especially if you have multiple accounts. Since most business bank accounts are accessible online, it’s very easy for a virtual accountant to access company bank accounts in real time, as well as download statements.

Managing Credit Cards

The time it can take for an owner or office manager to go through credit card statements can eat away from other more demanding tasks on site, especially for multiple cards. Like bank accounts, card statements can be worked with easily online and remotely.

Record Cleanup

If a company has missing or incomplete documentation and accounting history to clean up, it’s hard to do while keeping up with daily business. Let the virtual accountant get that done.

Data Entry for AP & AR

If you’ve got a lot of bills to input and receivables daily, save money and time by letting your virtual accountant keep it all up to date.

Contact us to learn about all the different services we can provide for your organization.

bookkeeping outsourced accounting virtual accountant

Monthly Archives

Categories

  • Accounting (6)
  • Blog (4)
  • Bookkeeping Tips (1)
  • Business Development (1)
  • Business Growth (4)
  • Business Tips (14)
  • Cool Tech Tools (1)
  • Cost-Saving Tips (1)
  • Customer Service Tips (1)
  • Expense Reduction Tips (3)
  • Finance Management (1)
  • Management Tips (1)
  • Marketing Tips (1)
  • Money Management (1)
  • non profit (2)
  • Personal Development (5)
  • Quickbooks (1)

Sitemap

  • Home
  • Services
  • Products
  • Industries
  • Who We Work With
  • Resources
  • Testimonials
  • About Us
  • Contact

Contact Us

Tax Services, Accounting Services and Services for QuickBooks®

Savvy Financial Solutions

Upper Marlboro, MD

240-334-6167 | virtual@savvyfinancialsolutions.com


Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

Client Portal Login Annapolis, MD Washington DC

Schedule your free consultation today Annapolis, MD Washington DC

Copyright Savvy Financial Solutions, Inc. 2020 | Site Design by Accelerator Websites