What is a Virtual Bookkeeper? - Florida Virtual Bookkeeper

A 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 and securely upload documents through our Client Portal

How do you access my accounting software?

grant me accountant access to your cloud-based accounting software

Frequently Asked Questions

I already have a tax preparer. Do I need a bookkeeper?

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 we charge and they may not complete it as timely as you need or provide reports. 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.

Why not hire an on-site bookkeeper instead?

Outsourcing your bookkeeping needs has become a cost-effective move. On-site bookkeepers require office space & furniture, a computer, employee taxes/benefits, workers' comp insurance and administrative support. While on-site bookkeepers cost around $42,000 or more a year, a virtual bookkeeper will cost you a fraction of that depending on the services contracted.

What bookkeeping software do you support?

I specialize in QuickBooks Online. I also support Xero for select industries.

What industries do you serve?

I specialize in serving small and medium sized service-based businesses using QuickBooks Online. Most of our clients are online creatives (content marketers, web designers, graphic designers, writers, 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.

How do I get my financial data to you?

We offer a secure client portal where you can upload your information, ask questions and answer questions we ask.

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.

How much do you charge for your services?

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 on where you are in your business journey and your goals.

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.

My bookkeeping is too much of a mess, can you do anything for me?

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.

Taxes are coming due. Can you get me ready?

At the time we review the information that you provide, we will provide an estimated timeline for completion. If you are close to the tax deadline, there may be a rush fee (subject to availability). Let's talk it over.

What about confidentiality?

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.

If I have questions or concerns, will I be able to reach someone?

Email is our preferred communication method and we reply within 1 business day. You will also have access to our calendar so you can schedule a time to talk. Your questions and concerns will be dealt with in a timely manner per our communication policy.