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!
Why Hire a Virtual Accountant?
In the past few years, we learned that in-person meetings, and even working in the office is starting to become a thing of the past. When the time comes to get your taxes done, hiring a virtual accountant may be the right move for you.
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!
Video Chatting with a Virtual Account is Here to Stay, and it’s Better than Ever.
With the help of secure video chat software, CPA’s are able to transition a phone call more into a face-to-face meeting and share tax information more efficiently with their 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.
Hiring a virtual accountant not only allows you to have your taxes done and looked over by a professional, it adds convenience to the whole experience without having to set out to an office. You can simply turn your computer on and get started!
Similar to how remote workers are now saving time by not commuting to the office, the same goes for accountants! 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 a mouse. With remote meetings and virtual accounting, you’ll able to enjoy more time with family and friends while still getting all of your 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.
Video or Phone Works Great
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. Whether you decide to use phone or video chat, you’ll be connected with your CPA instantly.
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.
Begin Your Virtual Accounting Experience
Now that you’ve read about the benefits and conveniences of hiring a virtual accountant, you’re now ready to take the next step!
Improving the accessibility and convenience of being able to meet virtually allows more freedom when it comes to scheduling meetings during tax season—it’s a win-win for everyone! This year ditch the in-person meeting by letting Karen Flannery & Associates do your taxes from afar!
Contact us today if you want more information about how virtual accounting services can be the new way you complete your taxes.