What is a Virtual Bookkeeper?

woman_computer_file_share_400_clr_7854A virtual bookkeeper is someone who works remotely, utilizing current technologies and the internet to complete tasks such as expense coding, reconciliation, financial reporting and more in order to provide you with an accurate picture of your financial situation and assist with tax compliance.


Virtual bookkeeping is not location-dependent, and services may be offered to clients across the United States.

How do I get my Information to you?

You can grant "view only" access to your bank account, securely upload documents through my Client Portal, or grant access to your Hubdoc account.

How do you access my accounting software?

grant me accountant access to your cloud-based accounting software



Frequently Asked Questions

Your CPA or tax preparer advises you on tax matters and helps you file your taxes. Your bookkeeper enters and classifies your transactions and provides up to date financial reports. I accurately reflect the state of your business, which is helpful to you for making business decisions, and helpful to your CPA/tax preparer at tax time.
In some cases, your CPA will act as your bookkeeper; while charging you double, or sometimes triple, of what I charge. Organized books make the life of your CPA/ tax preparer much easier, allowing them to focus on the tax aspects of your business and save you money as a result.

Outsourcing your bookkeeping needs has become a cost-effective move. On-site bookkeepers require office space & furniture, a computer, employee taxes/benefits and administrative support. While on-site bookkeepers cost around $40,000 or more a year, a virtual bookkeeper will cost you a fraction of that depending on the services contracted.

I specialize in QuickBooks Online.  I can also support Xero and AccountingSuite.

I specialize in serving small and medium sized service-based businesses.  Some of our clients are online creatives (content marketers, web designers, graphic designers, writers, etc), home and business services (lawn care, handymen, electricians, plumbers, etc) and small non-profit organizations among a few others.

During the Discovery Call process, I will learn about your business and specific industry and let you know if I am able to help.

You have several options for sending me pertinent documents. You can upload securely through via my Client Portal. Alternatively, you may choose to utilize Hubdoc, Receipt Bank or AutoEntry.

You can also grant me view-only access to your online banking, to allow me to gather statements & transaction information without you needing to provide them every month. Most banks offer accountant logins with restricted access and permissions.

I do not charge by the hour.  By providing a fixed price upfront, you won't have to worry about any surprise bills.   We offer a variety of packages to meet your needs depending where you are in your business journey.

Regular monthly bookkeeping prices are based on a variety of factors such as the size of your business, the number of bank and credit card accounts you have, the average number of transactions you do each month, and other factors such as additional services needed (ie. Advisory Meeting, Accounts Receivable, Custom Reports, etc.). Pricing for catch-up work is based on the number of months of backlog and the extent of the clean-up.

All prices are customized based on your goals and business after conducting an Accounting File Health Check. I encourage you to schedule a discovery call to discuss your business's specific needs to get a customized proposal.

However big you think your mess is, chances are I've seen and cleaned up bigger ones. I have experience in getting financial transactions organized and caught-up after months or even years have gone by.

Yes. Of course, if you are close to the deadline, there may be a rush fee. Let's talk it over.

Your company’s financials are a private matter and are treated with the utmost care.  Our full confidentiality policy will be detailed in your service agreement.

I am very responsive to emails as my preferred communication method. You will also have access to my calendar so you can schedule a time to talk.  Your questions and concerns will be dealt with in a timely manner.