Virtual Accounting

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Virtual Accounting

Business success requires financial literacy, but did you know that 60% of small business owners feel they aren’t knowledgeable when it comes to accounting? That’s why working with a reputable virtual accounting services firm will help you to know your numbers and allow you to make sound business decisions saving time, dollars, stress, and avoiding missed opportunities.

C3Workplace offers the best virtual accounting and bookkeeping services for small businesses. We provide the tools and knowledge you need to understand your Profit & Loss, Cash Flow, a method to determine your most profitable services, and how to leverage data to determine return on investment of your marketing dollars. Most importantly, we save our clients from losing sleep over their finances.

With nearly thirty years of experience, we pride ourselves on being one of the best virtual accounting firms in NJ. We know that your business is worth more when you have solid virtual accounting solutions, and we can help you get there. We offer premier US-based virtual accounting services that are cost-effective and will help you save money on your accounting fees.

Whether you struggle to maintain your virtual accounting software and financial data, neglect your accounts receivable and accounts payable, or fear financial transactions and lack of balance sheet, we can help. We offer comprehensive virtual accounting packages that meet you where you are and get you where you need to go. Our customized approach will be a blend of teaching and doing to create the package that make the most sense for you financially.

How can a virtual CPA firm help you?

  • Customize your accounting environment to suit your needs.

  • Create detailed & efficient account systems.

  • Understand generally accepted accounting principles.

  • Receive timely, relevant, and accurate financial data.

  • Make successful business decisions based on your data.

  • Reduce tax time surprises.

  • Create reports that make sense.

  • Elevate your financial literacy

With a knowledgeable and experienced virtual CPA staff, Certified QuickBooks Pro Advisor team members, and an arsenal of intelligent virtual accountant solutions for 2021 and beyond, our team can help you get your business on track. We are experts with QuickBooks Online, as well as QuickBooks Desktop, and we also utilize many 3rd party applications that sync or coordinate with the QuickBooks products, such as PayPal, Stripe, QuickBooks Time, Harvest, various payroll services, etc. Working on over 150 accounts per month, we’ve saved our clients hundreds of hours of their time.

Nearly thirty years of experience and the combined resources of our team, C3Workplace virtual accounting services are an invaluable resource of knowledge, tools, and ideas for our clients. It is our goal to help you learn the value of financial literacy, realize the value of your time, and how to best combine data with your intuitions resulting in super decision-making powers.

Process

After an initial discussion and assessment of your account records and financial statements, our Certified QuickBooks Pro Advisor will provide a comprehensive overview of the best course of management accounting action and virtual accounting solutions and prices. From there, we can help record transactions, handle cash flow, and keep steadfast account records. Or, we can show you how.

Too many virtual accounting companies consistently under-deliver, but with C3Workplace, we can guarantee honest, integrity, and a skilled team of virtual accounting professionals to have your back. Everything we do here at C3Workplace is designed to meet you where you are and help you get where you want to go, even the financial information.

When business owners delegate their virtual accounting and bookkeeping services and focus on professional development, business growth will follow. Some of the most successful companies who have used our virtual accounting services include:

  • Design/printing and publishing firms

  • Legal and financial firms

  • Medical offices

  • Marketing firms

  • Non-profit associations/chambers of commerce

  • Property management firms

  • Solopreneurs

Meet the best virtual CPAs in the industry!

Terri Goldman

Financial Services Manager

Terri has had many jobs over the years, full time & part time, but she found a home within C3Workplace. She’s been part of the team for over seven years in various capacities – from filing to administrative to bookkeeping work. During all phases of her employment here, Donna & the C3 staff have always made me feel part of this wonderful family.

Terri began as an executive secretary at the regional sales office of an insurance company. Through continued education and leadership, she worked her way up the ranks to become the office supervisor, where she was responsible for an administrative staff of 30, including preparing & operating with million dollar budgets, creating & maintain brochures, forms & documents, etc.

Pam Freeman

Bookkeeper

Pam Freeman is one of the lead bookkeepers in the C3Workplace Bookkeeping Department. She graduated from Montclair State University in 1984 with an accounting degree. For over 18 years, she was the VP of Operations and Accounting for the Weichert Insurance Agency in Morris Plains.

In 2001, Pam branched out on her own to form her own bookkeeping business, and in 2016, she joined forced with C3Workplace and has been part of the team ever since. Pam is a valued member of our bookkeeping department and has a knack for helping her clients both understand the process and the possibilities of our bookkeeping services.

Michelle Hagan

Virtual Services Manager

Michelle has over 20 years of experience in small business operations and management with a strong background in start up organizations. She has been fortunate to be involved in every aspect of running a small business. She understands the challenges small business owners face and able to use this knowledge to help them succeed by managing their administrative and operational tasks. Michelle has had a few great mentors and hoping she can also offer the same mentorship to others.

With her small business background, Michelle has always enjoyed bookkeeping. This has been one constant in her life while working with several companies. She is part of our wonderful Bookkeeping Team at C3. She feels that she has finally found her “tribe”.

When Michelle is not working, she is normally at one of her son’s sporting events or hanging out with friends and family.

A Like-Minded Small Business Community

Working with C3Workplace is more than just acquiring a staff – it’s joining a community.

We love sharing our story, our skills, and our friendship with the C3Workplace Community and want to help YOU get involved!

Check out some of the community events, including our annual Small Business Celebration, Chamber of Commerce meetings, webinars, and more that you can become a part of!

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