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, accounts payable, accounts receivable, payroll processing, and financial reporting. Virtual bookkeeping is not location-dependent, and services may be offered to clients across the United States (or perhaps across the world).

How do I get my Information to you?

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

I already have a CPA or 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 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.
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 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.

What bookkeeping software do you support?

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.

How do I get my financial data to you?

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.

How much do you charge for your services?

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. 

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?

Yes. Of course, if you are close to the deadline, I may have to work overtime. Let's talk it over.

What about confidentiality?

Your company’s financials are a private matter and are treated with the utmost care.

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

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.