What is a virtual business or remote office?
A virtual office is a place "in the cloud" where people meet remotely but not "face-to-face" as done in a physical space, although local clients have the option of in-person appointments and/or long-term project assistance. Per the International Virutal Assistants Association: "Virtual assistants are independent contractors who (from a remote location, usually their home or office) support multiple clients in a variety of industries by providing administrative, creative, and technical services." According to PCG Services (Reference www.pcg-services.com/evolution-digital-accounting/)): "Digital accounting refers to the formation, representation and transmission of financial data in an electronic format. Computers and accounting software have transformed the financial industry. Technology advancements have enhanced the accountant’s ability to interpret and report data faster, more efficiently and more effectively than ever before."
A virtual office is a remote service where the accountant(s) and clients meet together remotely or online. Face-to-face meetings can still take place on such modes as Skype, Zoom, Go To Meeting, etc. This type of office saves clients time and money because the business owners and managers do not have to leave their place of operations to commute to meetings. They can schedule quick and to the point meetings as convenient parts of their work days. The staff works from multiple locations but are integrated together by a central manager and system. Technology including software and communication modes makes this possible, feasible, and very practical today.
Jeanine utilizes a network team of employees, vendors, and contractors to bring cost-effective services and a diversity of professional expertise to her array of accounting, financial, and law-related programs. She works in four time zones (Mountain, Central, Eastern, Pacific) for the convenience of workers and clients to provide monthly accounting, payroll/vendor management, and tax compliance to commercial clients and owners in all USA states and localities.
How do I/we schedule a telephone consultation?
Please schedule a consultation for introduction, your appointments may be scheduled 24/7. Once on the page, please select the 15-minute phone call option. A calendar of openings will populate so that you may click on the opening you want. Complete the required information on the form and hit the submit button when finished. You will receive a confirmation once complete and an e-mail notification will go to your e-mail box. Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.
The 15-minute phone call option may be selected by:
Clicking on the 15-minute icon on the calendar page to schedule now.
What is covered during an intial telephone consultation for business needs?
New and potential clients should select the free 15-minute phone call to receive an evaluation and follow-up engagement proposal with estimate if appropriate.
We will go over what is needed to get started. Those inquiring about services and fees, please leave your name, business name, email, cell number, and details about what kind of services you need at my email. The details are necessary in order to provide a meaningful quote with pricing options.
We will evaluate your business needs and owner expectations. Jeanine will explain what information is needed for a good quote during your initial consultation. When confirming your order and/or introductory appointment at the time and date that you register for when you book your appointment on my 15-minute appointments calendar with immediate confirmation for your and my calendars.
A follow-up e-mail with services proposal and pricing options, or a referral to a company better able to service your needs, will arrive within a few days of our conversation if mutual interest is communicated from the client or potential client.
What is covered during a client onboarding telephone appointment?
Jeanine introduces you to what to expect from your monthly and year-end services. We also overview:
--Client Resource Center;
-- Client Tools;
-- Onboarding List including accounting services, bookkeeping services, payroll, QuickBooks sign-up, sidebar contact, tax-planning, tax preparation for businesses;
--Policies and Procedures;
-- Applications for encrypted cloud account on our secure file exchange, and for e-news notifications service.
Follow-up 15-minute appointments are scheduled to go over such steps as connecting bank accounts and credit cards to client accounting system(s), payroll set-up, contractors management set-up, how to read financial statements and using them for management tools, and balancing bank statements with the Quick Books Online (QBO) accounting package licensed for the client.
What is covered during a full-service client monthly check-up telephone consultation?
Full-service clients (accounting, payroll and/or contractors management, and tax compliance) should schedule a 15-minute phone call check-up appointment each month. Clients should ask any questions needed to understand their financial reports (profit & loss statement, balance sheet, cash flow statement, payroll summary, or other reports). They should also request help if having issues with reconciling their monthly bank statements to their QBO register for each bank account and credit card. Other questions or concerns may be asked during this time as well.
Current full-service clients, income tax only clients, and hourly clients may schedule and pre-pay for additional hourly consulting by scheduling at the appointments page of the website at to select the type of appointment desired. Complete the requested information, follow the prompts, and submit to receive a confirmation of your selected date and time. Be sure to put the reason for your consulting request in the memo line of the scheduler form. Alternatively, clients may go directly to Jeanine's Time Trade Calendar to select from the following options:
All appointments and projects are offered remotely during the Covid-19 pandemic. In-person arrangements may be made for existing clients if masks are worn in our faciities and around Jeanine, and if social distancing guidelines are followed. As the pandemic gets under better control, clients visiting us in person may be asked to demonstrate proof of vaccinations and/or to continue to follow these precautionary protocols at the discretion of Jeanine and our support staff.
Any required payment for hourly consulting must be pre-paid through our Intuit QuickBooks Billing e-bill system (currently engaged clients) or our PayPal system (one-time consulting client) before your appointment begins.
Can I/we get income tax appointments for annual interviews and review and signing times to finish our tax returns?
Absolutely! Full-service clients and approved income tax only clients get notified in the fall with engagement proposals and pricing options along with the openings for their annual income tax interviews.
Jeanine calls clients at the scheduled times to inform clients of recent tax law changes, income tax season protocols, and the required income tax organizers which serve as the pre-existing oral interviews. Reviews of income tax returns and signature documents are uploaded to the client encrypted cloud folders for final approval before e-filing (sometimes paper-filing is set-up for those not eligible for e-filing or those requesting paper-filing documents) before filing. Clients may request a 15-minute telephone or in-person review and signing if assistance is required for specific questions or how to complete the signature forms with cursive signatures and dates.
Income tax appointments are currently available. Jeanine informs clients where to find this link each year and also where to find the income tax season requirements and protocols on the website.
Can we get hourly consulting and what are the fees for such services?
Yes, certainly. This is an appropriate option if you need one-time services, or if you require detailed information prior to deciding upon the need for monthly full-service engagements.
Clients may go directly to Jeanine's Time Trade Calendar as listed above on this page.
All appointments and projects are offered remotely during the Covid-19 pandemic. We are normally 100% remote and virtual in providing appointments and projects completion. In-person arrangements may be made for existing clients if masks are worn in our faciities and around Jeanine, and if social distancing guidelines are followed. As the pandemic gets under better control, clients visiting us in person may be asked to demonstrate proof of vaccinations and/or to continue to follow these precautionary protocols at the discretion of Jeanine and our support staff.
Pre-payments to your consultations may be made via:
--our QBO Billing Department e-billed invoices where you can pay with credit/debit card or direct pay, or
--via our PayPal service
where you can pay via your own PayPal account, credit/debit card, electronic check, or any other listed options shown.
We no longer take checks, money orders, or currency and coin for health and security reasons. Also, the banking system recently increased its fees for processing and crediting such forms of payment.
Can we contract for project services and what is your availability for remote and/or in-person projects assistance?
Yes, we help other accounting firms, corporations, governmental entities, and law firms with projects. These can be arranged on an hourly, monthly, or annual basis. Dicounted pricing is generally offered for projects of 40 or more hours.
Are there discounts available for current and new clients?
Yes, continued clients are generally offered Jeanine's professional advisor discount options in the fall (generally due by on or before December 20, XX) of each year prior to the upcoming year. These discounts are time-sensitive with due dates for engagement letter signatures and e-billed retainers due. Clients who choose to not accept these discounted offers must pay full market pricing or lower discounted offers after the expiration of "early bird" discounted pricing.
New clients are generally offered advertised pricing options or pricing options with earlier due dates for the cheapest pricing.
New and continued clients may qualify for special discounts that are better than the pre-mentioned options. If these special discounts are more advantagous to the clients, then they may request that these discounts be applied in lieu of other general offers:
Where do the workers of Remote Business Solutions, Inc. and its affiliates work from?
We are 100% remote and provide our appointments and services remotely. A LIMITED number of appointments with Jeanine take place in-person. We are however real people who work from physical locations.
Locally our two employees and affiliates work from our Yates Drive Office and Chester Street Office. Our contractors and vendors work from the UPS Federal Boulevard and Wadsworth Parkway offices. We also utilize some local meet-up sites posted on the website when Jeanine and Calvin need to pick up or drop off items in person.
Our network of contractors/vendors work from offices in the Eastern and Pacific time zones. Jeanine is the digital accounting manager and point of contact for the full-service Remote Business Solutions, Inc. services utilized from our company and its network of contractors and vendors from where client services are utilized.
What industries do Jeanine service?
Jeanine is experienced and knowledgeable about a diversity of industries:
Healthcare including physicians, psychologists, nurses, therapists, counselors, medical assistants, and administrators;
Hospitality including hotels, motels, restaurants, caterers;
Real Estate including rental real estate and investment real estate;
Retailers including soft lines and hard lines;
Transportation including trucking owner operators and company drivers.
Please see the dropdown list of her most knowledgeable areas of industry.