+1-205-303-3776 info@virtualteamonline.com 12680 W Lake Houston Pkwy Suite 510-4017 Houston TX, 77044, USA

Services

Virtual Team Online is operated by Virtual Optimize Inc. with qualified accountants and bookkeepers providing subcontracting services to individuals & firm of bookkeepers, accountants and advisers at a very reasonable rate

HOW TO START

Our vision for this business is to build a long term relationship where you get the maximum benefit from relocating part of your practice to us.

Step 1: Call us 

Telephone us for an initial discussion. Once we have an outline of your needs we will be happy to provide a detailed obligation free consultation.

Step 2: First detailed consultation 

  • We will cover following points:
  • Existing systems
  • Data management
  • Our capabilities and your requirements
  • Short and medium term staffing needs
  • Existing process, cost structure and how we can improve both

Step 3: Decide which service and what level of staff you want to start with

  • We suggest starting simple and basic, much as most do in building a team in the USA.
  • A graduate starting as a junior bookkeeper/accountant, to work at the direction of your manager in the USA.
  • Alternatively, we can provide a senior staff at our end who will monitor a junior staff.
  • Or you can have our on call coaching as per your need.

Step 4: Get the IT sorted out

  • For firms with good existing IT networks, we can move swiftly to accommodate those systems, often in a matter of days. From experience, for best advantage, the things you particularly need will be–
  • A recognized and compatible data storage system for paperless operations to cover the areas of work you need.
  • Broadband, VPN and server capacity to support full electronic communication.
  • With remote desktop and cloud solutions around working in different offices has been very seamless and efficient, accordingly, dealings between USA (on shore platform) becomes seamless.
Step 5: Sign the contract and get the work started (Applicable to long term contracts) 

We will then sign the contract and start getting our staff work for you with due supervision

Step 6: Quality Assurance

We are strongly committed to quality throughout what we do. Our managers will be in touch with you regularly to get updates and feedback on how things are progressing.

Things a Virtual Staff can do for you

 

  • Debt Coaching
  • Bank Offers
  • Best Credit Card as per requirements
  • Introduction with New Banks
  • Consumer Benefits
  • Shopping Guide
  • Points & Reward Cards
  • Search required information from the internet
  • Compiling searched information in word, excel or any other document style
  • Financial information, key facts, figures, news or analysis of any companies
  • Relevant news articles and bulletin research
  • Collating relevant news as per the client needs
  • Product or service research
  • Manufacture research
  • Online data entry for products and e-book catalogues
  • Online coping, pasting, editing, indexing, sorting data
  • Survey forms online entry
  • Patient records entry
  • Subscription entry
  • Medical claims entry
  • Insurance claims entry
  • Legal documents entry
  • Hand written documents entry
  • Business cards entry
  • Books entry
  • Images entry
  • System data entry
  • Transaction recording
  • Application forms
  • Utilities price comparison
  • Retail competition entries
  • Numeric Data Entry
  • Textual Data Entry
  • Double Keyed Data Entry
  • Image Data Entry
  • Online Form Entry
  • Data Processing
  • Data Conversion
  • Reports in PowerPoint
  • Reports in Keynote
  • PowerPoint presentation makeover
  • High end presentation
  • Conversion from one template to another
  • One-to-one presentation
  • Visual enhancement
  • Creating Waterfall Chart, Gantt Chart & Flow Chart
  • Adding illustrative images
  • Animating slides
  • Producing bespoke word documents and tidying up the existing ones
  • Microsoft excel - Pivot tables, analysis, calculation and producing reports etc.
  • Data entry
  • Managing and sending out mass emails on client's behalf
  • Arranging a newsletter and sending it to desired contacts
  • Social media marketing – Facebook, Twitter, Linked In – updating and managing accounts
  • Posting free classified ad's on various websites
  • Filling up online chats for your website as required
  • Competitive analysis
  • Business Plan and proposals and marketing plan preparation
  • Setting up a database
  • Uploading your existing contacts (through your digital lists and hard copy) onto a data base
  • Maintaining existing data bases, updating and fine tuning databases
  • Handling mass emailing and direct email campaigning
  • Supply and/or management of email marketing, SMS and survey tools
  • Branded, custom designed professional email templates for your contacts
  • Strategies for increasing your database numbers both online and offline
  • Creating content for communications with your database
  • Complete management of communications with your database
  • Regular reporting and monitoring

Checklist based routine vouching and verification and maintaining spread sheets of the work done

Fulfilling documentation requirements

Checking for compliance with local FRS framework as per UK legislations, including account preparation compliance, disclosure requirements etc

Ensuring audit work is done with a proper audit matrix tool, which also highlights queries to be asked to client and matters for the attention of signing partner

  • Appointment setting
  • Making business and personal reservations
  • Interview schedules
  • Sending invites and responding to invite
  • Scheduling client visits
  • Obtaining quotes, placing orders, working on remote desktop
  • Mail-merge, print, envelope stuffing and post 100 letters
  • Convert word documents into PDF
  • Chase up outstanding invoices
  • Preparation of written proposals/quotes/estimates
  • Sending bulk SMS campaigns to your customers
  • Email and ticket based customer support
  • Managing files on drop box, Google drive etc
  • Updating surveys, sending out surveys via email, phone etc
  • Creating online forms
  • Submit press releases on your business to online article sites
  • Invoicing/billing management
  • Creating timesheets for staff and emailing automatic reminders
  • Creating and posting job openings on various websites
  • Sending out emails to shortlisted candidates
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