Take Advantage of the Services of a Virtual Assistant
If you hire a Virtual Admin Assistant to take care of these responsibilities, you will have more time to focus on the aspects of your firm that are truly important.
The services provided by Unison Globus’s virtual administrative assistant are designed to improve your company’s effectiveness considerably.
Why not hire
us as your virtual assistant if you find yourself in need of one?
Employ adequately educated professionals who will focus their undivided attention on the tasks at hand.
Services of the Highest Quality and Individualization, Capable of Expanding Alongside Your Company
Because of their considerable expertise in the appropriate software, they can perform all bookkeeping and accounting responsibilities.
Complete discretion and uncompromised reliability of the data
We Offer Virtual Virtual Administrative Assistant Services
There are a variety of ways in which our services as virtual administrative assistants might help accounting firms cut costs.
- Record-keeping & Accounting
- Critical financial Reports (weekly/quarterly/annual)
- Reconcile Control Accounts
- Budgeting & Forecasting
- Year-End Accounts
- Tax planning and preparation
- Cash flow projections
- Compute and record all transactions and accounting data entry
- Bank & Credit Card Reconciliations
- Cash Flow Management
- Balance Sheet Management
- Trial Balance Management
- Payroll Management
- Cash Management
- Revenue Recognition and Adjustments
- Financial Analysis
- Control Accounts Reconciliations
- Revenue Management
- Accounts Receivable Management
- Accounts Payable Management
- Create invoices for CPA Clients
- Data Entry
- Email tax returns to the clients
- Email financial statements to the clients
- E-file tax returns
- Generate a daily report of the E-filing status of tax returns
- Email clients for missing items to prepare their tax returns and financials
- Financial planning and advisory services
- Generate time entry reports
- Report timesheet for employees and contractors
- Remind employees and contractors to enter their time
- Organize, upload and edit documents on various platforms like Sharefile / DropBox
- Organize and monitor the Client’s Outlook
- Organize, monitor and respond to clients in a CRM system
- Loan Account Reconciliation
- Order management, customer billing, and customer aging services
- Fixed Assets Management
- Inventory Management
- Prepare daily correspondence emails for clients and send them to them after the Client’s approval
- Review and draft the emails
- Creating various reports with accounting software
- Control Accounts Reconciliations
- Sorting & organizing paperwork
- Marketing statistics & performance report
Software We Use for Virtual Assistance
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Get in touch with us
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Support Center 24/7
+ 1 407 807 0100
Our Location
11555 Heron Bay Blvd., Suite 200, Coral Springs, Florida, 33076 USA
Write To Us
[email protected]
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