Transaction Management That Keeps Books Current Every Day
A dedicated virtual professional enters and categorizes transactions as they happen, so your books stay current instead of piling up until month end.
Daily
Entered and categorized
the same day
Monitored
Cards and accounts together
How It Works
Books That Stay Current, Not Just Accurate at Month End
Waiting until month end to enter transactions means errors pile up and cash flow visibility disappears in between. Your Savvital VP enters and categorizes transactions daily across every account, flagging anything unusual as it happens instead of finding it weeks later.
How It Works
What Your Business Gets
Daily Transaction Entry and Categorization
Transactions entered and categorized the same day they occur, not batched at month end.
Multi-Account Transaction Monitoring
Every account monitored together, so nothing gets missed across cards or accounts.
Discrepancy Flagging
Unusual transactions flagged as they happen, not discovered weeks later.
Month-End Transaction Review
A final review before month end close, catching anything that needs attention.
For Your Business
Fits Into Your Existing Workflow
Your VP works inside QuickBooks alongside your bookkeeping and reconciliation services, so daily entry, monthly reconciliation, and reporting all stay in sync rather than working from separate versions of your books.
One Set of Books
Daily entry feeds the same QuickBooks file your bookkeeping VP maintains, so nothing is duplicated or out of sync.
Daily Entry, Monthly Matching
This page covers the day-to-day. Bank Reconciliation Services covers the monthly match against your statements.
Banking
Categorized today
Ready for books that are current every single day?
Transaction management questions, answered
Daily, as they occur, rather than batched at month end.
This page covers day-to-day transaction entry and categorization. Bank Reconciliation Services covers the monthly process of matching your books against bank and credit card statements.
Yes, transactions outside the normal pattern are flagged the same day rather than caught during a later review.
Client Experiences That Speak Volumes
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What is the investment?
One simple monthly price for a dedicated,
full-time virtual professional.
Money-back guarantee within the first 30 days of VP onboarding
Full-Time Virtual Professional
Starting at
$2,300/month
40 hours a week · Dedicated
Best for: Law firms, insurance agencies, and growing teams that need consistent, high-volume support.
What's Included
- Dedicated virtual professional matched to your industry
- 40 hours/week of dedicated support
- Email & calendar management
- CRM updates and data entry
- Document formatting & prep
- Client communication support
- Daily End-of-Day (EOD) reports
- Secure, HIPAA-compliant infrastructure
- Works in your tools (Slack, Asana, etc.)
- Priority task handling & faster turnaround
- Workflow optimization support
- Increased task ownership & autonomy
- Free replacements
- 30-day money-back guarantee
- Month-to-month, no contracts
Frequently
Asked
Questions
Don't see the answer you need?
Frequently Asked Questions
They can handle administrative tasks, customer support, data entry, and scheduling, allowing businesses to streamline operations. They specialize in assisting industries like insurance, real estate, marketing, and dental.
Savvital maintains strict quality controls and has a thorough onboarding process for our team. Our professionals are trained to provide exceptional services tailored to your specific business needs.
We're a multi-national organization. Different cultures have different holidays and celebrations. With vacation, holidays, and sick time, you can expect up to 20-30 days of paid time off a year. Some of which will land on the Federal holidays celebrated in North America. This time off is included in your monthly payment. We're proud to offer this to our employees; that's why we have a good name in the industry.
We prioritize candidates with strong educational backgrounds, specifically from reputed institutes. The 3-step process is as follows: Initial Screening Interview - Assessing qualifications and culture fit of the candidate. Technical Interview - Evaluating skills and expertise of the candidate. Assessment Activity - Testing performance and capabilities through evaluations based on the candidate's expertise. Successful candidates who excel in all stages of the recruitment process are offered roles at Savvital.
After our strategy session, we schedule 3 candidates that we think would be the best fit for you based on your specific needs as a company. You'll interview these candidates and ask them as many questions as you deem necessary.
Once you sign the agreement, we usually get a VP onboarded within 5-10 business days.
Once you've decided on your virtual professional, we'll send you a contract. It's nothing to worry about as it's not a long term commitment. In fact, if you ever decide to discontinue your contract, give us a month's notice and we'll part as friends. Pricing starts at $2,300 per month for a full-time VP. Payment is due on retainer each month.
Ready for a Real Change?
Book your free strategy call now and find out how we can save you time and money.
Let's Transform Your Business
Schedule your 15-Minutes FREE Strategy Session below!
Why Go With Savvital
Realtime analytics, accountability and performance management are done for you
From onboarding to HR to support, we handle it all
Industry Specific Services
Services are designed to align with your organization and industry.
Rigorous Hiring Process
We pick the right resource for you after an extensive three step recruitment and evaluation process.
Dedicated Onboarding
Fully equipped with understanding your processes and systems to ensure you achieve disruptive growth.
Adaptable Talent
Professionally coached associates equipped with best practices and SOPs to ensure effectiveness.
Tech Savvy Professionals
At Savvital, we ensure our employees get the best technical training.
Support System
Your virtual professional is backed by a dedicated team equipped with all the tools to ensure seamless performance for you.
Cyber Security is
Our Top Priority
- HIPAA Compliance
- Proactive 24/7 Monitoring
- All in One Inclusive Protection
- 100% Security for All Savvital Employees
- Private Firewall & VPN
- 24/7 Security Operations (SOC)
- Endpoint Security (Antivirus & Malware Protection)
Access To Our Talent Pool
- Quick, easy access to high-quality, pre-trained talent
- Performance guaranteed on us
- 100% English fluency
- 4 year Bachelor Degrees from top universities
- Hand-picked matching to meet your tailored requirements
- Cultural fit for your organization
- We select just 0.2% of applicants—highly qualified professionals with 4 year bachelor's degrees.
From onboarding to HR support, we handle it all
Realtime analytics, accountability and performance management are done for you
