Description: The company is a premier bookkeeping service delivered 100% remotely. As part of the services provided, they offer a full suite of bookkeeping services to their customers as well as virtual assistant services to two additional verticals (Real Estate and Insurance)

Bookkeeping Services:
The company’s bookkeeping services are designed to support a customer’s business with a full suite of financial management tasks. Data entry, ensuring all financial transactions are accurately recorded in your accounting system. Categorize transactions to help customers track income and expenses effectively, making it easier to assess financial performance. Financial reporting services provide clear, timely insights through income statements, balance sheets, and cash flow reports.
Bank account and credit card reconciliation to ensure records match the statements and to identify discrepancies early. They also assist with payroll tasks, ensuring your employees are paid accurately and on time, and manage expense tracking to help you stay within budget. Customized reporting is available, tailoring insights to your business needs for better decision-making.
The financial analysis services help interpret the numbers and identify trends or risks. They manage accounts receivable and payable, keeping customers cash flow healthy by tracking what they are owed and what they owe. The firm supports invoicing and billing, helping customers get paid faster and maintain strong customer relationships. Lastly, the firm contributes to strategic planning meetings to help customers stay ahead of tomorrow’s challenges today.

Additional services are offered to two separate verticals today as well.

Real Estate Virtual Assistance
For the real estate market, the company provides a suite of services the administrative burdens of this profession such as Uploading data, KPI tracking, communication with sellers, and managing social media messages. Additionally, they provide sales operations services targeting lead creation and management.

Insurance Virtual Assistant
For the Insurance market, administrative burdens such as updating master files and trackers, email, calendaring, and CRM management are provided. Additionally, Onboarding assistance including job posting, qualifying, reporting, interviewing, and post hire assistance are provided.

Summary
This opportunity is perfect for an accounting firm looking to add or extend focus to bookkeeping services. Likewise, an opportunity for an existing bookkeeping service to scale or as a platform for future acquisition of bookkeeping services. With strong results, operational processes, and key support staff that has been lead by a growth oriented team of executives, this company is well positioned for successful growth.