Dan Lutchansky CPA
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“The generation of random numbers is too important to be left to chance.”

Robert R. Coveyou

Small Business Taxes and Accounting Pie Chart


Accounting pie chart



What are five benefits of using our virtual accounting approach?

  • 1. Allows you to focus your time and energy on what makes you the most money.

  • 2. Takes the headache of accounting off your shoulders.

  • 3. Develops a simple system to get the numbers off your plate and onto ours with the least     amount of hassle.

  • 4. Uses an approach that accounts for all of the money that goes through your bank account.

  • 5. Provides you timely and accurate financial information so you can confidently grow your     business.

How does it work?

  • 1. Use a major bank and have online access.

  • 2. Make copies of every deposit.

  • 3. Pay most bills using checks, credit card, debit card or online bill pay.

  • 4. Keep cash expenses to a minimum.

  • 5. Pay employees using an online service.

There is more available depending on the way you do business. These are the basics. We aim to make it simple and keep it affordable.

Would you like to know our bank of choice?

Choosing the right bank makes virtual accounting a much more workable solution. We prefer a major bank such as Wells Fargo. They have great online access and it is easy to understand and follow.

Wells Fargo also allows Guest Users. That means a guest can view your bank and credit card activity without the ability to transact any business. This feature makes virtual accounting a snap and works wells for our clients.

We have successfully used virtual accounting with clients who are customers of Bank of America, Citibank, Union Bank, Comerica, Bridge Bank and many others.

How do you find out more?

We understand accounting and will design a system that works for the way you do business. We will review your options and answer all of your questions during a complimentary consultation. We can be reached at (408) 378-9500 or by completing the form at Contact Us.