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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 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