Virtual Management Services

We provide both growing and established small businesses with experienced Managers or Consultants at a fraction of the cost of a full-time employee.

Our manager and consultants will be available to address financial concerns, mentor your staff, and help you make critical decisions.

What we offer within our Virtual Management services includes:

  • Monthly Bookkeeping Services: We prepare your financial statements and email you your profit and loss reports every single month.
  • Payroll Services: We process pay stubs for you, prepare payroll returns, pay your payroll taxes for you, and prepare W-2 forms.
  • Sales Tax Services: We file your Sales tax returns and pay your sales taxes for you. We help you understand your sales tax so you are always compliant.
  • Estimated Tax Services: We calculate your estimated tax payments and make the payments on your behalf with your approval.
  • Tax Planning Services: We help you with tax planning strategies all year round based on your business trends.
  • Corporate Tax Returns: We file your corporate tax returns in a timely manner.
  • Individual Tax Returns: We file your individual tax returns in a timely manner.
  • Support: Phone & Email support: If you need help with something, or have a question, our offices are open M-F 9am to 5pm to assist all of our clients.
  • IRS & State notices: We take care of all IRS and State notices as well as responding to them on your behalf.
  • IRS Payment Plans or IRS Phone Calls: We will call the IRS for you and assist you with what you need.
  • 1099’S: We file all the 1099’s for you. You don’t need to do a thing!
  • Secured Portal: You have access to a secure portal where everything is stored.
  • Account Manager: You will be assigned to one account manager who in most cases will handle all of your finances.

Virtual Management Services: All done for you.

Your Holistic Wealth is our business.

If you find yourself in need of a Virtual Manager to manage your business, contact us!

Why Choose Us

Accurate Record Keeping

Always On Time

Time management is very critical to us and we deliver based on your schedule.

Hard Working

We try harder to maximize your returns and we use the tax laws to our advantages.

24/7 Availability

We make it convenient to get in touch with us via live chat, phone, text and live support.