Virtual Bookkeeping

How it works

Once you've found a virtual bookkeeper that you feel is a good fit for you and your business you will need to grant them remote access to your software and financial documents.

Several software programs now have online capability (such as Quickbooks Online or Xero) that store information in the cloud allowing access to both yourself and the virtual bookkeeper from any computer or mobile device at any time.  Many of these programs also integrate with other software that make sharing and storing financial documents (such as statements and receipts) easy and convenient.  Some as simple as snapping a picture with your phone or mobile device.  Your virtual bookkeeper will combine these resources to complete the tasks necessary to keep your financial records up to date and ready when you need them.

But what about..

Communication - Don't let distance discourage you!  There are a number of ways to connect and touch base with your virtual bookkeeper such as by phone, email, or a video chat service like Skype or FaceTime.  Finding the method that works best for both of you (and using it consistently) is key to effective communication and building and maintaining a trusting relationship.

Security - Many cloud-based software programs (such as Quickbooks Online and Xero) provide security features from password protected logins, two-step authentication, firewall protected servers, and bank-level encryption technology to physical security staff and video surveillance at data centers to keep your information SAFE.  It is highly recommended to do a lot of research before deciding which program is best for you.

How you benefit

Cost savings - Many virtual bookkeepers work as contractors out of their own office saving you money on insurance, benefits, employment taxes, recruitment and training costs, and office space and supply expenses.  And since virtual bookkeepers can work as little or as much as the business needs you can pay only for what you need rather than paying someone by the hour.

Time savings - By delegating your bookkeeping tasks to a virtual bookkeeper you will have less on your plate and more time to focus on the core reason you started your business in the first place

Flexibility - Since you're not limited by geographical location you have more options to find a perfect fit

Less worry - Have a decision to make?  With a dedicated virtual bookkeeper you will have quick and easy access to the up-to-date information you need to make the right decisions for your business.

So what are you waiting for?  Hire a virtual bookkeeper and start experiencing the benefits of stress-free bookkeeping today!