Virtual Administrative Assistant

Service Details

Our virtual admin assistant services, which are designed to help CPA companies save time and resources, include (but are not limited to):

Reconcile Control Accounts
Budgeting & Forecasting
Year-End Accounts
Tax planning and preparation
Cash flow projections
Virtual Accounting
Recordkeeping & accounting
Critical Financial Reports (weekly/quarterly/annual)
Reconcile Control Accounts

Bali Glints Company

Tax planning

Bank & Credit Card Reconciliations
Cash Flow Management
Balance Sheet Management
Trial Balance Management
Payroll Management
Virtual Bookkeeping
Compute and record all transactions and accounting data entering

Financial Analysis
Control Accounts Reconciliations
Revenue Management
Financial Operations
Cash Management
Revenue Recognition and Adjustments
Financial Analysis
Financial Analysis
Control Accounts Reconciliations

You may be growing at an exponential rate, but your staff may not be able to keep up with the requisite level of efficiency.

Order management, customer billing, and customer aging services
Accounts Receivable
Accounts Payable
Loan Account Reconciliation
Financial planning and counselling services
Data entry
Fixed Assets Management
Inventory Management

Remind employees and contractors to submit their time
Create time entry reports for employees and contractors
Report timesheets for employees and contractors

E-mail tax returns to clients
E-mail financial statements to clients
E-file tax returns
E-mail customers for missing items to compile their tax returns and financials
Create invoices for CPA clients
Use services like Sharefile, DropBox, and Count to organize, upload, and modify documents.
Organize and keep track of the client’s Outlook.
Prepare daily correspondence e-mails for clients and send them after receiving client approval
Use CRM system to organize, monitor, and respond to clients.
Examine the e-mails and write them down.

Creating multiple reports using accounting software
Control Accounts Reconciliations
Sorting and sorting documents
Marketing data and performance reports.

Still Confused About Our Services? Get A Consultation

Join hands with us and gain access to a company that has the ability to assist you in gaining an advantage in a competitive industry through its service offerings!

Libre Tax Service

We help you save time and do your tax preparation in timely and accurate manner. We offer 100% satisfaction guarantee or your money back

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Contact

Looking for collaboration?

info@libretaxservice.com

18946 Vickie Ave, Cerritos, CA 90703, USA

Monday-Friday: 08am-9pm

562-925-7100

We increase your productivity and deliver integrated tech-savvy accounting and tax solutions.

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Services

Contact

Looking for collaboration?

info@libretaxservice.com

Visit our Office

18946 Vickie Ave, Cerritos, CA 90703, USA

Monday-Friday: 08am-9pm

(562) 925-7100

Providing tax preparation services for the past three decades.