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Virtual Technique Services

Some of the services we provide are:

  • Bookkeeping
  • Conversion to Xero Bookkeeping Platform
  • Business plans and planning

To our bookkeeping clients, we can also provide assistance with:

  • Office Management
  • Collections
  • Research

If you do not see what you need here, contact us.  We have a network of expert Virtual Assistants ready to provide the services you need.*  You can create your own customized proposal by using the links below.

Bookkeeping Services

 Business Bookkeeping Ultra Lite Services – Xero or Quickbooks Online

  •  Categorization of transactions for up to three bank accounts, less than 50 bank transactions per month.
  • Downloaded transactions are reviewed, categorized and reconciled at least every other day.
  • Invoicing for up to 15 simple invoices.
  • Standing quarterly meeting to review the books.
  • Work with accountant to prepare tax filings and reports as necessary
  • Prepare and send 1099s
  • Entry of Payroll payment information from your Payroll provider into bookkeeping software.

 Business Bookkeeping Lite services – Xero or Quickbooks Online

  • Categorization and entry of transactions for up to three bank accounts (credit card, checking, PayPal or Stripe).
  • Downloaded transactions are reviewed, categorized and reconciled at least every other day.
  • Prepare and send up to 25 simple invoices per month.
  • Standing monthly meeting to review financial reports.
  • Work with accountant to prepare various tax filings and forms.
  • Prepare and send 1099s
  • Asset entry and depreciation
  • Entry of Payroll payment information from your Payroll provider into bookkeeping software.

Business Bookkeeping Standard Services – Xero or Quickbooks Online

  • Categorization of transactions for up to seven bank accounts (up to 700 transactions per month).
  • Invoicing up to 40 complex invoices per month.
  • Standing monthly virtual meeting regarding financial status and reports.
  • Availability of as needed reporting.
  • Entry of payroll payment information from your payroll provider into bookkeeping software.
  • Expense and invoice tracking by project.
  • Asset entry and depreciation.
  • Basic cashflow reporting.

Business Bookkeeping for Well Established Entities – Xero only

Business bookkeeping for established entities includes all expense entry and transaction reconciliation for all accounts, all invoicing, entry of Payroll information into bookkeeping system, monthly and quarterly virtual meetings regarding status and financial reports, work with accountant for various tax filings and reports, complete and send 1099s.  Starts at $1000/mo.  Inquire for specific quote.

 

Xero Conversion Services

Xero Conversion Lite

  • Up to three bank, credit card, PayPal or Square accounts for the current and previous year.
  • Up to 150 transactions per month of bookkeeping to be converted.
  • Bank accounts will be connected for ongoing download and reconciliation.  Not all bank and credit card accounts are connectible.
  • Conversion will be completed through the end of the month just prior to the date conversion begins.
  • The new Xero account will be created under Virtual Technique so that client will receive a 15% on its ongoing subscription cost.

A balance sheet as of the most recent year of business not being converted to Xero is required or one will be created.  Accuracy of created balance sheets used for conversion purposes are deemed reliable but not guaranteed.

Xero Conversion Standard

  • Up to five bank, credit card, PayPal or Square accounts for the current and previous year.
  • Up to 500 transactions per month of bookkeeping to be converted.
  • Bank accounts will be connected for ongoing download and reconciliation.  Not all bank and credit card accounts are connectible.
  • Conversion will be completed through the end of the month just prior to the date conversion begins.
  • Work with accountant to complete prior year tax return if required.
  • Enter Adjusting Entries at accountant’s instruction.
  • The  Xero account will be created under Virtual Technique so that client will receive a 15% on its ongoing subscription cost.

A balance sheet as of the most recent year of business not being converted to Xero is required or one will be created.  Accuracy of created balance sheets used for conversion purposes are deemed reliable but not guaranteed.

Xero Conversion Established

  • Up to seven bank, credit card, PayPal or Square accounts for the current and previous year.
  • Up to 800 transactions per month of bookkeeping to be converted.
  • Bank accounts will be connected for ongoing download and reconciliation.  Not all bank and credit card accounts are connectible.
  • Conversion will be completed through the end of the month just prior to the date conversion begins.
  • The  Xero account will be created under Virtual Technique so that client will receive a 15% on its ongoing subscription cost.
  • Entry of Fixed Assets and Depreciation
  • Work with accountant to prepare for prior year tax filings if necessary.
  • Enter Adjusting Entries as request by accountant.

A balance sheet as of the most recent year of business not being converted to Xero is required or one will be created.  Accuracy of created balance sheets used for conversion purposes are deemed reliable but not guaranteed.

 

* At our discretion, we charge a rush fee of $45 for services requiring completion the same business day and $20 for services requiring completion the next business day, depending on our schedule, previous commitments to other clients, and time necessary for completion.