Reliable Accounting & Bookkeeping Assistance | TaskSquads | TaskSquads - Virtual Assistant & Data Annotation Services

Overview

Numbers You Can Trust, Without the Headache

Keeping your books accurate shouldn't keep you up at night. Our accounting VAs handle day-to-day bookkeeping — from tracking expenses and reconciling accounts to preparing financial summaries — so your numbers stay clean and organized. We work with QuickBooks, Xero, FreshBooks, and Zoho Books, adapting to whatever platform you already use.

Monthly bank and credit card reconciliation
Invoice creation and payment follow-ups
Expense categorization with receipt organization
Basic financial report preparation
Accounts payable and receivable tracking

What's Included

Everything You Get With Accounting & Bookkeeping

Comprehensive support designed to make your life easier from day one

Invoice Management

Create professional invoices, send payment reminders, and track receivables — all while maintaining positive client relationships.

Expense Tracking

Organize and categorize expenses with digital receipt storage, making sure nothing slips through the cracks.

Bank Reconciliation

Monthly reconciliation of all accounts to ensure your records match your bank statements exactly.

Financial Summaries

Clear monthly overviews showing your income, expenses, and key numbers — no accounting degree needed to understand.

Tax Preparation Support

Organized books and categorized transactions ready for your CPA, saving you hours of sorting during tax season.

Payables & Receivables

Track what you owe and who owes you with regular aging reports and gentle payment follow-ups.

Our Difference

Stay Tax-Ready All Year, Not Just at Deadline

Tax season doesn't have to be a scramble. Our VAs maintain organized, categorized records throughout the year. When your accountant needs reports, everything is already sorted. No more shoeboxes of receipts or last-minute spreadsheet panic.

Transactions categorized weekly for up-to-date books
Receipts digitally stored and matched to expenses
Monthly reconciliation reports delivered on time
Clean handoff to your CPA during tax season

Process

How Our Accounting & Bookkeeping Works

A simple, transparent process to get you up and running quickly

01Step

Account Setup

We connect to your accounting software and bank feeds, setting up a chart of accounts that makes sense for your business.

02Step

Ongoing Bookkeeping

Transactions categorized regularly, receipts matched, and invoices processed according to your schedule.

03Step

Monthly Close

Bank reconciliation completed, adjusting entries made, and summary reports delivered within the first week of each month.

04Step

Review & Insights

A monthly overview call to walk through your numbers, answer questions, and plan ahead — no jargon, just clarity.

Who It's For

Industries We Serve

Tailored support that understands your industry's unique needs

Retail & E-commerce

Sales tracking, inventory cost management, sales tax organization, and multi-platform revenue reconciliation.

SaaS & Technology

Subscription revenue tracking, expense allocation, and financial reporting for recurring-revenue businesses.

Real Estate

Property-level expense tracking, rental income reconciliation, and organized records for tax filing.

Non-Profit

Donation tracking, grant expense reporting, and fund accounting support for mission-driven organizations.

Common Questions

Frequently Asked Questions

Which accounting software do you work with?

QuickBooks Online, Xero, FreshBooks, Zoho Books, and Wave. If you're using something else, let us know — we're quick learners.

How do you keep financial data secure?

All VAs sign NDAs. We use read-only access wherever possible and enable two-factor authentication on all accounts. Your financial data stays confidential.

What if I'm behind on my bookkeeping?

No problem. We can help with catch-up work to get your books current. Just let us know how far back you need us to go during onboarding.

Will you work directly with my accountant?

Yes, if you'd like. We can provide your CPA with organized reports and answer their questions, saving you from being the middle person.

Accounting & Bookkeeping