Hire your Virtual Bookkeeper the Prime Way!

A Bookkeeping Virtual Assistant is the ultimate partner for maintaining the financial health of your business. They handle your day-to-day financial tasks, ensure accuracy in reporting, and keep your books in order, giving you more time to focus on growth and profitability.

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The Prime Advantage

End-to-End Management

We simplify the process by managing onboarding, technical setup, and supervision. Our monthly performance assessments ensure your VA delivers excellence every step of the way.

Seamless Team Integration

Our VAs adapt to your tools, workflows, and culture effortlessly, functioning as a natural extension of your team to maximize productivity.

Proven & Pre-Screened Talents

Gain access to top-tier professionals rigorously vetted to meet the highest standards. We ensure your VA is equipped with the skills and experience to drive your success.

What Can Your Virtual Bookkeeper Do?

Record and categorize all daily financial transactions accurately.
Maintain and update general ledgers, sub-ledgers, and journals.
Manage petty cash transactions and ensure proper documentation.
Track and document business expenses, receipts, and invoices.
Monitor cash flow and ensure sufficient funds for daily operations.
Perform regular data entry and ensure data accuracy.
Assist in setting up and maintaining chart of accounts.
Provide ongoing support for financial data management.

Reconcile bank statements with ledger entries on a monthly basis.
Identify and resolve discrepancies in bank and credit card accounts.
Monitor and reconcile credit card transactions and statements.
Ensure accurate tracking of all financial inflows and outflows.
Prepare detailed reconciliation reports for management review.
Investigate and resolve any unidentified transactions.
Maintain records of reconciled accounts for audit purposes.
Provide recommendations for improving reconciliation processes.

Manage and process vendor invoices, ensuring timely payments.
Track and follow up on customer invoices and overdue payments.
Monitor aging reports and manage collections for overdue accounts.
Handle vendor and customer inquiries regarding payments and invoices.
Ensure accurate recording of all payables and receivables.
Prepare and send payment reminders to customers.
Maintain vendor and customer records and payment histories.
Assist in setting up and managing payment terms and conditions.

Process payroll for employees and contractors accurately and on time.
Calculate wages, salaries, overtime, and bonuses.
Manage payroll taxes, benefits, and deductions.
Ensure compliance with local, state, and federal labor laws.
Prepare and file payroll-related reports and documents.
Track employee hours, leave balances, and attendance.
Handle payroll inquiries and resolve any payroll discrepancies.
Stay updated on changes in payroll regulations and implement necessary adjustments.

Prepare comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow statements.
Generate customized financial summaries tailored to specific business needs.
Analyze financial data to identify trends, opportunities, and risks.
Provide budgeting and forecasting support to aid in financial planning.
Offer actionable insights and recommendations for financial improvement.
Monitor key financial metrics and performance indicators.
Prepare management reports for decision-making purposes.
Assist in developing financial strategies to achieve business goals.

Organize and manage all tax-related documents, receipts, and records.
Prepare detailed reports for quarterly and annual tax filings.
Collaborate with accountants and tax professionals to ensure accuracy.
Ensure compliance with all relevant tax laws and regulations.
Assist in preparing and submitting tax returns on time.
Provide support during tax audits and inquiries.
Maintain organized records for audit purposes.
Stay updated on changes in tax laws and implement necessary adjustments.

Start with the customer – find out what they want and give it to them.

What makes a Great Bookkeeping VA?

Attention to Detail
- Ensures every transaction, record, and report is accurate, leaving no room for error.
- Double-checks data entries and reconciliations for consistency.
Strong Analytical Skills
- Goes beyond recording transactions by analyzing trends and providing actionable insights.
- Identifies potential cost savings and revenue opportunities.
Technically Proficient
- Expert in industry-leading bookkeeping software like QuickBooks, Xero, or Wave.
- Adapts quickly to new tools and technologies to improve efficiency.
Organized and Reliable
- Keeps financial data well-organized and readily accessible for audits, reporting, or decision-making.
- Meets deadlines consistently, ensuring compliance with tax and payroll schedules.
Proactive Problem Solver
- Anticipates potential financial issues, such as cash flow shortages or overdue invoices, and takes corrective actions.
- Recommends strategies to improve financial processes and reduce inefficiencies.
Confidential and Trustworthy
- Handles sensitive financial information with absolute discretion and security.
- Builds trust through consistent delivery of high-quality results and ethical standards.
Effective Communicator
- Explains complex financial data in simple, actionable terms for business owners or stakeholders.
- Keeps you informed of your financial position at all times.

We Cultivate Excellence.

Delivering exceptional virtual assistant services through a commitment to quality, skill, and client satisfaction. Here’s how we ensure our team consistently exceeds expectations:

Ongoing Learning Opportunities

Regular Check-ins and Monitoring

Client-Centric Onboarding

Transparent Feedback Loops

Recognition and Rewards

Hire your Prime Virtual Bookkeeper Today!

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