[et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” use_background_color_gradient=”on” background_image=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/Background.jpg” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Bookkeeping” _builder_version=”4.24.0″ _module_preset=”default” title_font=”|700|||||||” title_text_align=”center” title_text_color=”#FFFFFF” global_colors_info=”{}”][/et_pb_heading][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”4.24.3″ _module_preset=”default” background_image=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/Background-Blue.png” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/Bookkeeping-scaled.jpg” title_text=”Bookkeeping” _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”1_2″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]
We know that Bookkeeping for a Small Business owner or an investor can be a nightmare. However it is an evil necessity. We do not wish to have our Clients take valuable time away from their business or have to pay a CPA Firm or high priced bookkeeper. Through our Virtual Assistants (VAs), we can provide bookkeeper services starting as low as $100 per month*
Our bookkeepers are well trained with majority having Accounting Degrees. We encourage them to complete continuing education classes and seek certification in the software we use, as a Certified Bookkeeper, and eventually as a CPA or Enrolled Agent. We look for and expect the best to work with our Clients.
So how do you work with our Virtual Assistants? Through our military encrypted website, we create Private Portals for each client where you receive an invitation and create your own login and password. Through the Portal, you upload all of the source documents we need to prepare, review and analyze your Financial Reports. Source Documents could include Bank and Credit Card Statements, Check Register, Invoices, etc. The required documents will be determined on the services you request and how your information is generated. We do this by providing you a list of the services you require with a checklist of documents you are able to provide and the frequency. Once we receive the documents, your assigned VA will get to work. Any questions or requests for additional information will be between the VA and yourself or your designee. Once the monthly work is completed the VA’s Supervisor will be notified who will then review the work. At that time additional communications may take place with the Client to clarify specific transactions. Once this is completed and any adjustments finalized, Financial Reports will be forwarded with brief comments included.
For more information or to request a quote please complete our Inquiry Form
[/et_pb_text][/et_pb_column_inner][/et_pb_row_inner][/et_pb_column][/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”Services” _builder_version=”4.24.3″ background_color=”#383838″ background_image=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/Background-Blue.png” background_size=”stretch” background_position=”top_center” custom_padding=”||8vw||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ header_2_font=”Darker Grotesque|900|||||||” header_2_font_size=”60px” text_orientation=”center” max_width=”700px” module_alignment=”center” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]
Services
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/2-e1712598880640.png” title_text=”2″ _builder_version=”4.24.3″ global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.24.3″ header_4_font=”Darker Grotesque|900|||||||” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” locked=”off” global_colors_info=”{}”]
Bookkeeping
[/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]
Our virtual assistants offer affordable bookkeeping services starting at $100 per month, utilizing military-grade encryption for secure document exchange, allowing small business owners and investors to focus on their businesses while our highly trained bookkeepers handle their financial needs efficiently and effectively.
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/3-e1712598946962.png” title_text=”3″ _builder_version=”4.24.3″ locked=”off” global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.24.3″ header_4_font=”Darker Grotesque|900|||||||” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” locked=”off” global_colors_info=”{}”]
Accounting
[/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]
We offer a complete array of expert accounting and tax assistance for small enterprises, non-profits, groups, and individuals, recognizing the distinctiveness of each client and business, tailoring our accounting services to your specific needs.
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/8-e1712599013968.png” title_text=”8″ _builder_version=”4.24.3″ locked=”off” global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.24.3″ header_4_font=”Darker Grotesque|900|||||||” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” locked=”off” global_colors_info=”{}”]
Payroll
[/et_pb_text][et_pb_text _builder_version=”4.24.0″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]
Our flexible payroll services provide comprehensive solutions tailored to your needs, ensuring accurate processing, timely tax filings, and cost-effectiveness, empowering you to focus on your business without the complexities and risks of payroll administration.
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.24.3″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/1-e1712599056248.png” title_text=”1″ _builder_version=”4.24.3″ global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.24.3″ header_4_font=”Darker Grotesque|900|||||||” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” locked=”off” global_colors_info=”{}”]
Tax Preparation
[/et_pb_text][et_pb_text _builder_version=”4.24.0″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” locked=”off” global_colors_info=”{}”]
Our tax preparation services offer personalized support, comprehensive filing assistance, proactive tax planning, audit support, year-round assistance, and a free encrypted client portal, ensuring that individuals and businesses receive expert guidance tailored to their specific needs and objectives beyond just completing tax returns.
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https://criterionadvisorsgroup.com/wp-content/uploads/2024/04/6-e1712599096800.png” title_text=”6″ _builder_version=”4.24.3″ locked=”off” global_colors_info=”{}”][/et_pb_image][et_pb_text _builder_version=”4.24.3″ header_4_font=”Darker Grotesque|900|||||||” header_4_font_size=”22px” custom_margin=”||20px||false|false” custom_padding=”||10px||false|false” border_width_bottom=”2px” locked=”off” global_colors_info=”{}”]
Trusts
[/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”Darker Grotesque|600|||||||” text_font_size=”18px” text_line_height=”1.4em” custom_margin=”||177px|||” locked=”off” global_colors_info=”{}”]
Trusts, ranging from revocable to irrevocable, grant individuals varied legal rights and tax implications, providing a diverse array of options for estate planning tailored to specific needs and objectives, emphasizing that one size does not fit all.
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_text=”All Services” button_alignment=”center” _builder_version=”4.24.3″ custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#da8a67″ button_border_color=”rgba(0,0,0,0)” button_border_radius=”0px” button_letter_spacing=”2px” button_font=”Darker Grotesque|900||on|||||” button_use_icon=”off” custom_margin=”||||false|false” custom_padding=”15px|40px|15px|40px|true|true” button_text_size_tablet=”20px” button_text_size_phone=”16px” button_text_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”][/et_pb_button][/et_pb_column][/et_pb_row][/et_pb_section]
