I am a virtual CPA firm specializing in QuickBooks Online and all the applications that integrate with the system.
I am currently looking to supplement my current client base with part-time or project-based assignments.
I currently provide my clients with bookkeeping, tax planning (if requested), tax preparation ( all returns come with insurance), payroll (via Gusto), accounts payable (via QBO), and receivable management. In addition, if requested, budgeting and forecasting services can be provided, as well as financial analysis into expenses or analysis such as lease buy are done as additional services on a consulting basis. Included with the monthly or quarterly are reconciled accounts and management reporting. When our clients are interviewed in the beginning, and after our monthly or quarterly reviews, this reporting is tweaked to ensure it gives management what they need to see during those reviews.