11555 Heron Bay Blvd., Suite 200, Coral Springs, Florida, 33076 USA
+1 407 807 0100
Do you feel that you are putting in all your efforts and time in saving money for your customers but many times fail to recognize how to streamline your workflow? As a result, are too many operational and administrative tasks consuming a considerable amount of time with considerable compromises to the quality of your core functions?
You might be expanding exponentially, but your team might not be able to cope with the required amount of efficiency.
The perfect solution is to hire a Virtual Admin Assistant who can take charge of all such operations and help you focus on the primary critical functions of your business.
We at Unison Globus have designed our virtual admin assistant services in a way that can bring about a radical change in the productivity of your firm.
Get specialized professionals who will be dedicated to your tasks
Scalable and customized services
Well trained in all accounting software to manage your bookkeeping and accounting tasks effectively
Complete data security and data privacy
With a vision to help CPA firms save time and resources, our virtual admin assistant services include (but are not limited to):
Recordkeeping & 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
Loan Account Reconciliation
Order management, customer billing, and customer aging services
Data Entry
Fixed Assets Management
Inventory Management
Financial planning and advisory services
Generate time entry reports
Report timesheet for employees and contractors
Remind employees and contractors to enter their time
E-mail tax returns to the clients
E-mail financial statements to the clients
E-file tax returns
Generate daily report of E-filing status of tax returns
Create invoices for CPA Clients
E-mail clients for missing items to prepare their tax returns and financials
Organize, upload and edit documents in various platforms like Sharefile / DropBox / Qount
Organize and monitor Client’s Outlook
Organize, monitor and respond to clients in CRM system
Prepare daily correspondence e-mails for clients and send to them after Client’s approval
Review and draft the e-mails
Creating various reports with accounting software
Sorting & organizing paperwork
Marketing statistics & performance report
Control Accounts Reconciliations