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Start-Ups

6 Ways Accountants Use Virtual Business Services

By Brian Farris   |    April 27, 2021   |    3:25 PM

Virtual Office Space, Virtual Assistants, & More: How Virtual Business Services Help Accountants and CPAs Get More Done

The busy tax season is in full swing, and if you’re like many of the tax professionals we work with at Intelligent Office, you could use some extra help. In fact, you could probably use some extra help all year long!

While we can’t give you more hours in a day, we can share some valuable tips and insights you can use to find a better balance. 

There are many ways to get your work-life balance back. Today, we’re going to focus on how accountants can use virtual business services, like phone answering and virtual assistant support, to get more done in less time.

1. Rent a meeting room or private office for client appointments

Many accountants, CPAs, and tax preparers don’t need a full-time, dedicated office. Virtual office space and meeting rooms give them access to big-business amenities, without the price tag of a standard commercial office lease.

Virtual office providers have a variety of office space solutions that you can utilize, including private offices and fully-equipped meeting rooms. It’s the perfect solution for accountants and CPAs who need to work from a quiet, distraction-free location.

You can rent these spaces by the hour, day, week, or longer. The right provider will have flexible options so that you only pay for the space and time you need. 

2. Schedule back-to-back client appointments

You’ve already rented virtual office space, so why not schedule as many appointments as (reasonably) possible? 

This is a particularly great approach when your clients need to drop-off documentation or sign something quickly. Our Intelligent Office members sometimes schedule as many as four appointments per hour.

3. Meet with clients across town 

Some virtual office providers (including Intelligent Office) have multiple locations that

members can utilize. 

Our network spans the U.S. and Canada, and many major metropolitan areas boast several officing options. This makes it easy to meet clients in the city, in the suburbs, or somewhere in between. 

4. Let a virtual assistant manage your calendar

Calendar management can quickly eat up precious time in your workday, so let a virtual assistant handle client scheduling.

Your assistant will take care of the back-and-forth communication and you can focus on doing the work that only you can do. Plus, scheduling those back-to-back client appointments is a breeze when you have a trustworthy virtual assistant on the job.

5. Hire a virtual receptionist to take care of incoming calls

If you’re answering the phones for your business, consider onboarding a virtual receptionist.

These qualified, competent professionals make sure all calls are answered. That means there’s

no need to interrupt your work every time the phone rings.

All phone answering providers will answer calls using your company’s name, but that’s the bare-bones level of service you should expect. The right provider will deliver a wholly personalized service and callers will never know they’re speaking to a virtual receptionist.

If you want more details on the game-changing value of a virtual receptionist, check out this actionable article from our blog archives: Accounting Professionals, Here's How to Spend Less Time on the Phone (And More Time on Your Business) 

6. Use a virtual business address to send and receive mail

A virtual business address makes it easy to send and receive mail. With Intelligent Office, members can choose addresses in prestigious office locations across the United States and Canada.

Use this address on business cards, letterhead, your website, and elsewhere. Some accountants and CPAs even rely on virtual addresses for their satellite offices, which makes it easy to expand the business footprint to new regions.

No matter what you need, there’s a virtual business service that can help you run your business more efficiently and effectively. To learn more about the possibilities, get in touch with our team today. We’ll connect you with a local business services expert who’s ready to help you maximize your time during busy season (and beyond).

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Download the Intelligent Office App

Available at the App Store and Google Play Store