HOW TO INSTANTLY DOUBLE YOUR DEDUCTIONS
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Our Process
It’s as easy as 1—2—3—4—5!
Step 1
We evaluate your business to determine your requirements
Depending on the size and scope of your business, you may need a variety of services, or you may not. We will determine whether you require accounts payable and check writing, payroll management, accounts receivable and customer invoicing, month-end closing and book adjustments, or other related services. We accomplish this through a free, in-depth phone consultation with you.
Call us now for your evaluation.
Step 2
We assign someone to your account
Virtualis cares about your business. Initially, owner Diego Alvarez will contact you to get your account started; he likes to get to know his clients. Depending on your need, he will either oversee your account or assign it to one of his trusted associates. This person will be available anytime you have a question. If necessary, he or she will also come to your facility to train you how to send your documents to us and how to view your information once we’ve updated your bookkeeping and accounting financial records. Over time you will come to regard your Virtualis account rep as an indispensible part of your bookkeeping and accounting record-keeping.
Step 3
You send us your source documents
Scan and upload your hard-copy documents (source documents, etc.) to our shared Dropbox or mail them to our scanning service who will do the work for you. Once we have your receipts and access to your bank statements, we can get started working for you.
Step 4
We take care of the rest
Virtualis will enter your data, supervise all of your bookkeeping and accounting financial records and produce customized reports for your company. You choose how involved you want us to be in your business. We can send out your checks and post your bills, or you can prepare them yourself. You can also choose monthly, bi-monthly or weekly bookkeeping. When we are finished, we’ll send you an email with a snapshot of the bookkeeping period and a note saying your report is ready to be viewed.
Bookkeeping services have never been so easy! We can do the work on your own computer or via our secure remote server (recommended). We also offer complete tax services and can handle your quarterly payments and your tax returns each year if you wish. It’s all up to you.
step 5
Reporting
After Virtualis has completed and reconciled your bookkeeping in your QB file, we will send you an email with a snapshot of your accounting period. For more detailed information, you can log into your account and view profit and loss information, easy-to-use forecasting tools, your balance sheet, customer profitability, and more.
See a working demo client here.
