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Virtual Accountant — Marcus $1,500/mo
Virtual Employee · Meet Marcus

Virtual Accountant

Books closed, reports sent, and taxes filed on time.

A full finance back office without a full finance salary.

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Overview

Virtual Accountant captures receipts, categorizes every transaction, builds your reports, and keeps you ready to file. It watches cash and deadlines so the month-end close arrives in your inbox and tax season becomes a review, not a scramble.

  • Captures receipts and categorizes every bank line automatically
  • Delivers P&L, balance sheet, and cash reports on schedule
  • Tracks tax deadlines and prepares returns to file
  • Protects runway by watching receivables, payables, and cash
Components of Virtual Accountant

7 agents. Buy the bundle or any agent alone.

Receipt Scanning Agent

$300/mo

Turns a photo of a receipt into a clean ledger entry.

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Transaction Categorization Agent

$300/mo

Sorts every bank line into the right category.

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Automated Reporting Agent

$300/mo

Sends the P&L and cash report on schedule.

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Questions

What owners ask before hiring Marcus

Does it replace my bookkeeper or my CPA?

It handles the day-to-day capture, categorization, and reporting and keeps you filing-ready. Many owners keep a CPA for sign-off and strategy on top.

Will it actually file my taxes?

The Tax Filing Agent assembles returns from your books and submits them after your review. You approve before anything is filed.

Can I start with just reporting?

Yes. Each of the seven agents is available alone at $300/mo, or together as the bundle at $1,500/mo.

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$1,500/mo Virtual Accountant