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.

Hire a Virtual Administrative Assistant

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.

Why outsource virtual admin assistant services to us?

  • 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

Our Virtual Admin Assistant Services

With a vision to help CPA firms save time and resources, our virtual admin assistant services include (but are not limited to):

Virtual Accounting
  • Recordkeeping & accounting
  • Critical financial Reports (weekly/quarterly/annual)
  • Reconcile Control Accounts
  • Budgeting & Forecasting
  • Year-End Accounts
  • Tax planning and preparation
  • Cash flow projections
Virtual Bookkeeping
  • Compute and record all transactions and accounting data entry
  • Bank & Credit Card Reconciliations
  • Cash Flow Management
  • Balance Sheet Management
  • Trial Balance Management
  • Payroll Management
Financial Operations
  • Cash Management
  • Revenue Recognition and Adjustments
  • Financial Analysis
  • Control Accounts Reconciliations
  • Revenue Management
Administrative Tasks
  • 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
Reports
  • Creating various reports with accounting software
  • Sorting & organizing paperwork
  • Marketing statistics & performance report
  • Control Accounts Reconciliations