How do I get my Information to you?
How do you access my accounting software?
Frequently Asked Questions
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 a year, a virtual bookkeeper will cost you between $1,200 and $19,500 a year, depending on the services contracted.
I support cloud-based bookkeeping software such as Quickbooks Online, Xero, Wave Accounting OR desktop Quickbooks software installed on a secure server. This allows you to choose the software and services that make you feel the most comfortable and secure.
If you don't currently have accounting software, I can get you set up on your choice of the above cloud-based options. If you wish to transfer from QuickBooks Desktop to QuickBooks Online, I can help with that as well.
You have several options for sending me pertinent documents. You can upload through QuickBooks Online, scan or snap a photo, and upload the files to me via my Client Portal. Alternatively, you may choose to utilize Hubdoc, Receipt Bank or ShoeBoxed. You can also grant me view-only access to your online banking, to allow me to gather statements & transaction information. Most banks offer accountant logins with restricted access and permissions.
Regular monthly bookkeeping prices are based on the size of your business, the number of bank and credit card accounts you have, and the average number of transactions you do each month. Pricing for catch-up work is based on the number of months of backlog.
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, I may have to work overtime. Let's talk it over.
Your company’s financials are a private matter and are treated with the utmost care.
I am very responsive to emails as my preferred communication method and I am often able to reply to after-hours messages during evenings, weekends and holidays. You will also have my phone number and your questions and concerns will be dealt with in a timely manner.