My Pivot to Virtual Accounting Services

When the Pandemic hit in the middle of Tax Season 2020, as a CPA (which is all about good relationships) I had to figure out how to maintain great client service and relationships in this changing environment. The pivot to offering virtual accounting services was made, and I’m not looking back!

Flannery & Associates

Why Hire a Virtual Accountant?

virtual accountant

Contrary to what you might think, virtual accountants provide many benefits over traditional accounting services. And honestly, hiring a virtual accountant could be the best decision you make this year!

Here’s why.

Video chatting is here to stay, and it’s better than ever.

With the help of secure video chat software, I was able to transition a phone call more into a face-to-face meeting and share tax information more efficiently with my clients. With the help of high-speed internet & high-quality web cams, video chatting today is a close as you can get to an in-person meeting.

I’m more accessible to my clients (even local ones), saving time for both of us.

Similar to how remote workers are now saving time by not commuting to the office, the same goes for me! Virtual meetings have improved how easy it is to get ready for and have a meeting. Getting ready for a meeting is as easy as turning on a webcam and making a few clicks with my mouse. As for my clients, well they’re able to enjoy more time with family and friends while still getting all of their tax-related needs met without ever having to leave home!

Secure software ensures all of your shared tax documents are safe.

When it comes to sharing sensitive or confidential documents online, many people feel apprehensive. They worry that their files might not be secure and that anyone could access them if they’re not careful. However, with the help of secure software, these fears are put to rest. I can ensure my file sharing procedures utilize top-of-the-line security. Your tax documents are safe with me!

I can still cater to people who are uncomfortable with video chatting.

Don’t have a webcam, or are uncomfortable in a video chat? No worries. Calling works too! Video chatting is usually the gold standard in replicating face-to-face meetings, but some people don’t have the necessary tools or simply feel uncomfortable on camera. Simply give me a call, or call into the virtual meeting, and you’ll never know the difference.

All in all, if the pandemic has proven anything, it’s that remote work is here to stay. Technological advances in both video chatting and cyber security has allowed my introduction to offering virtual services become natural and effortless.

Improving the accessibility and convenience of being able to meet virtually allows more freedom when it comes to scheduling meetings during tax season—I truly believe it’s a win-win for everyone! This year ditch the in-person meeting by letting me do your taxes from afar! Contact me today if you want more information about how virtual accounting services can be the new way you complete your taxes.