Virtual Bookkeeping & Accountancy Solutions
The technology-driven, remote offering of a company’s accounting, guidance, and financial record-keeping services is referred to as virtual bookkeeping and accountancy solutions. A virtual bookkeeper or accountant uses digital tools and cloud-based software to handle your finances from anywhere in the world, compared to working from a physical office within the organization.
Virtual Bookkeeping Services.
The Foundation of Your Financial Success.
- Transactional and Detail-Oriented
- Objective and Fact-Based
- Focus on Historical Data
- Numerical and Quantitative
- Organized and Methodical
- Technology-Dependent
- Advisory Role Potential
- Essential for Compliance
We Mind the Books, You Make the Moves
Our proficiencies in the discipline of bookkeeping are detailed in the subsequent graphical format.
Trust in the Numbers
The essential service of systematically recording and organizing a business’s financial operations is provided by a bookkeeping company. This involves keeping track of income and expenses, managing invoices, reconciling bank accounts, and upholding the general ledger. It acts as the basic process for gathering the unprocessed financial data which represents a company’s daily operations.
This company supports essential tasks including tax preparation, financial reporting, and cash flow management by ensuring current and precise financial records. It offers a well-organized and transparent view of a company’s financial situation, allowing entrepreneurs to make informed choices without getting bogged down in complex administrative duties.
From Receipts to Results.
Work in Progress
Research
Investigating imbalances, clarifying ambiguous transactions, and verifying financial data for proper documentation are all part of the bookkeeping research process.
Idea
With the goal to develop and develop efficient, automated, and sensitive bookkeeping solutions and services, the idea of process involves examining client pain problems.
Developing
By developing a chart of accounts, setting up software, and generating specific processes and reports, the creation process creates a new bookkeeping system.
Launching
The new bookkeeping system is established, live data is transferred, users receive instructions, and ongoing support is given through the launching process of the system.
Frequently Asked Questions
You have question, we have Answer
At CIS Accounting Services, we clarify common queries upfront to streamline your experience. From project timelines to pricing, tech stacks, and post-launch support—get instant clarity on how we deliver seamless, high-impact web solutions.
What exactly do you mean by "Virtual Tasking" clients?
We specialize in serving professionals who provide services remotely. This includes, but is not limited to:
Virtual Assistants (VAs)
Freelance Writers, Graphic Designers, & Web Developers
Online Business & Marketing Coaches
Social Media Managers
E-commerce Store Owners
Project Managers & Consultants
Why do I, as a solo freelancer, need a bookkeeper?
Even as a solo operation, you are a business. Proper bookkeeping helps you:
Save Time: Focus on client work, not spreadsheets.
Maximize Tax Deductions: Ensure you don’t miss any home office, software, or mileage deductions.
Understand Profitability: See exactly how much you’re making after expenses.
Stay Prepared: Be ready for tax season without the last-minute scramble.
I'm not in your state. Can you still be my bookkeeper?
Absolutely! We operate virtually and serve clients across the United States. While state tax laws vary, we are well-versed in the requirements for remote businesses in all 50 states.
What specific services do you offer?
Our core services are tailored for the virtual tasking industry:
Monthly Bookkeeping: Categorizing income and expenses, reconciling accounts, and generating financial reports.
Accounts Payable & Receivable Management: Tracking invoices you send and bills you need to pay.
Payroll Support for Contractors: Helping you manage 1099-NEC filings for your subcontractors.
Sales Tax Guidance: Advice on navigating sales tax for digital products or services, if applicable.
Quarterly & Year-End Financial Reviews: Preparing your books for your CPA at tax time.
Software Setup & Training: Getting you started on platforms like QuickBooks Online or Xero.
What accounting software do you use?
We primarily work with QuickBooks Online (QBO), as it integrates seamlessly with many business apps and is ideal for remote collaboration. We can also support Sage and Zoho.