VBfast

VBFAST – Professional Support for Accounting, Audit, Nonprofit & Tax Firms

Human Energy. Human Touch. AI-Empowered Excellence.

At VBFAST, your assistants are highly trained AI-empowered specialists, but we believe one truth:

🧾 A. ACCOUNTING & BOOKKEEPING SUPPORT TASKS

Accurate, efficient, and reliable financial workflow support.

  • Daily bookkeeping, tagging, data entry
  • Bank & credit card reconciliation
  • Accounts payable & vendor management
  • Accounts receivable & invoicing
  • Financial statements (draft)
  • Month-end & year-end closing support
  • Fixed assets & depreciation schedules
  • QuickBooks setup & cleanup

🧪 B. AUDIT & ATTEST SUPPORT TASKS

(Support only — not providing audit opinion)

  • Prepare and organize PBC client documents
  • Follow up with clients for missing requirements
  • Confirmations & audit evidence gathering
  • Workpaper organization & folder structure
  • Tick marks, tie-outs & variance explanations
  • Internal control documentation
  • Risk assessment data organization

❤️‍🔥 C. NONPROFIT MANAGEMENT SUPPORT

Helping 501(c)(3) organizations thrive with clarity and compliance.

  • Donor database management
  • Grant research & draft preparation
  • Bookkeeping for nonprofit accounting
  • Program expense tracking
  • Fundraising support
  • Annual report preparation (draft)
  • Board meeting minutes & agendas
  • IRS/state compliance assistance (990 prep support only)
  • Volunteer scheduling

🧾 D. TAX FIRM SUPPORT TASKS

Built for CPAs, EAs, and busy tax preparers — especially during peak season.

1. Tax Preparation Support

  • Organizing client tax documents

  • Data entry into tax software

  • Drafting Schedules A–E

  • Depreciation & mileage logs

  • Book-to-tax adjustments

  • E-file and refund status checks

  • Extension preparation

  • Client follow-ups

2. Tax Office Administrative Operations

  • CRM updates & client portal support

  • Appointment scheduling

  • Payment recording

Year-round bookkeeping for tax clients

🏢 E. PROFESSIONAL PRACTICE SUPPORT

For CPAs, tax preparers, lawyers, bookkeepers, nonprofit specialists, and consultants.

  • Email inbox management
  • Calendar & appointments
  • Engagement letters & template drafting
  • Case file organization
  • Client onboarding & KYC checklist
  • Billing & collections support
  • Proposal & report editing
  • CRM management (GoHighLevel, Canopy, TaxDome, etc.)
  • Project management

🏠 F. PERSONAL & FAMILY SUPPORT FOR BUSY PROFESSIONALS

Free your time. Focus on family. Live with less stress.

Family Support

  • School and academic reminders

  • Homework calendar and monitoring

  • Doctor & dentist appointments

  • Prescription refills

  • Family events & vacation planning

  • Organizing IEP/medical/legal files

Household Tasks

  • Utility bill reminders

  • Contractor & vendor coordination

  • Home maintenance scheduling

  • Online errands & shopping

  • Meal planning assistance

Life Management

  • Insurance and claim follow-ups

  • Subscriptions & memberships

  • Personal document filing

Birthday & event reminders

🤖✨ G. AI-EMPOWERED — BUT HUMAN AT THE CORE

VBFAST assistants are trained to use the latest AI tools for:

  • Data organization

  • Report preparation

  • Automation

  • CRM workflow optimization

  • Document drafting

  • Process acceleration

However — AI cannot replace:

  • Human intuition

  • Human connection

  • Compassion

  • Relationship-building

  • Emotional intelligence

  • Trust and confidentiality

  • The heart of service

This is why VBFAST blends AI efficiency with real human presence, giving you the best of both worlds.

🔐 H. SECURITY & TRUST

Every VBFAST Assistant:

  • Passes federal and local background checks

  • Is vetted, trained, and continuously evaluated

  • Adheres to strict confidentiality and data protection

  • Works with secure cloud systems only