Frequently Asked Questions
- What if I don’t have accounting software or have a different accounting software?
- Why is bookkeeping important for a small business?
- How does bookkeeping help in decision-making?
- What software can help me automate my bookkeeping?
- What is a virtual bookkeeper?
- What does it look like to work with a virtual bookkeeper?
- Do I need to meet in person with a bookkeeper?
- Does my virtual bookkeeper need paper documents from me?
- What criteria make me a good fit for utilizing virtual bookkeeping services?
- Will you prepare my personal and business tax returns?
- What do your virtual bookkeeping services cost?
No problem. We will assess your needs and decide which product is appropriate for your business. Then we will provide you with a discounted subscription fee that is a fully deductible business expense. If you already have other existing accounting software, we will convert your data to QuickBooks Online.
Bookkeeping is a critical service for any small business. First and foremost, keeping your books up to date is essential in the event your business gets audited. It also allows you to analyze and plan based on your collected data and saves you time during tax season since you’ve done the work to keep your finances updated throughout the year.
Accurate bookkeeping serves as a baseline analysis for investors and lenders. It provides a financial health report on your business for creditors, like banks, who might be providing you with a business loan. It can also help to guide your business and allow for accurate forecasting should you choose to grow and scale in the future.
There are a variety of different software and technology tools that can help to automate your bookkeeping and accounting. They can help reduce human error, improve efficiency, and save you time and money. We work exclusively with QuickBooks Online. QuickBooks Online is cloud-based accounting software that you can use anywhere you have internet access. It is a unique collaboration tool that allows you to invite your bookkeeper and tax professional to access your data. It also interfaces well with many other tools and industry-specific applications.
A virtual bookkeeper utilizes the most advanced and secure technology tools to capture and organize your financial data. Some of the services we provide are payroll, accounts payable, accounts receivable, account reconciliations, and tax‐ready financial statements.
We will provide you with the technology and software tools that will enable us to collaborate with you in a remote environment. Any documents that you provide through these tools will be securely stored in the cloud. Also, any financial reports or other information that we provide to you will be accessible to you on your mobile phone. A virtual bookkeeper means your data is always available at your fingertips.
No. If we need to discuss anything with you, we can meet with you via a Zoom video meeting or phone call. No more of your time spent driving to an office, finding parking, and waiting in the lobby for meetings that often start late. Your time is too valuable for that. And why not make our meetings more convenient for you? Call or zoom us from your job site or your office. Less time wasted for you means more time spent on all the other things you need to focus on, like growing your business or spending time with your family!
No. Any documents we request from you and any documents that we provide to you are all shared and stored securely in the cloud where you can access them any time and anywhere 24/7.
If you are comfortable using your smartphone you are likely a good fit for our services.
We outsource tax preparation to experienced tax professionals. That way your bookkeeping is handled by a QuickBooks specialist and your taxes are handled by a tax professional.
We provide a variety of services and plans to meet your needs. While most businesses will receive the greatest benefit from monthly services we can also provide quarterly and annual services. We can also provide clean-up services if your bookkeeping is behind and you need to get it caught up. Please schedule a free consultation so that we can assess your needs.