Maximize your accounting firm’s productivity with Agent Desk. We provide expert virtual assistants to handle accounting tasks so you can focus on what really matters—growing your practice and servicing your clients.
Our Industry Partners
Tailored Accounting Support for CPAs
Agent Desk understands the unique needs of accounting professionals. Our back-office support services help CPAs and accounting firms streamline their operations, from managing client documents to handling administrative tasks like bookkeeping, data entry, and scheduling. With our support, your team can focus on providing expert financial services and growing your client base.
Our team of accounting support specialists is trained to support CPAs, accountants, and financial professionals by handling routine accounting tasks and administrative duties.
Bookkeeping
Our accounting support specialists provide comprehensive bookkeeping services to ensure your financial records are always up-to-date. From tracking revenue and expenses to managing your firm’s ledgers, we ensure that your books are balanced and compliant with accounting standards.
Bank & Credit Card Reconciliation
We reconcile bank and credit card accounts regularly to ensure your financial records are accurate and up-to-date. This process helps you stay on top of your transactions and prevents discrepancies.
Payroll Processing
Our team assists with payroll by preparing paychecks, calculating deductions, and ensuring timely payments. We also handle payroll taxes and ensure all reports are filed according to deadlines.
Tax Document Preparation
We help organize, prepare, and file tax documents, making the tax season more manageable. Our team will assist in gathering necessary information, filling out forms, and submitting tax returns on time.
Vendor Payments
Our specialists handle vendor invoices, payments, and ensure that you maintain good relationships with your suppliers by processing payments on time.
Client Billing & Invoicing
Our team helps create and send invoices, track outstanding payments, and maintain a clean accounts receivable ledger, ensuring timely payments for services rendered.
Financial Reporting
We assist in generating detailed financial reports, such as profit and loss statements, balance sheets, and cash flow reports. These reports are essential for business decision-making and can be customized to meet client needs.
Expense Tracking
Managing expenses is a crucial part of any accounting firm. Our specialists track and categorize expenses to help you monitor costs and improve financial management.
Accounts Payable & Receivable Management
Our team assists with accounts payable and receivable functions, ensuring that all payments are tracked and any discrepancies are addressed in a timely manner.
Why Choose Agent Desk?
Expertise in Accounting Software: We work with tools like QuickBooks, Xero, and Sage to streamline accounting processes.
Accuracy: Our specialists ensure every transaction is recorded correctly, minimizing errors and discrepancies.
Confidentiality: We adhere to strict confidentiality agreements to protect your clients' financial data.
Scalability: Easily scale your team as your business grows by hiring additional accounting support professionals when needed.
