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Why work with a Virtual Bookkeeper? As a business owner you already wear so many hats, but managing your books doesn't have to be one of them. A virtual bookkeeper gives you the support of a professional without the overhead of hiring in-house. You pay only for the services you need.
How does this work?
1) Get in Touch
Fill out our contact form to let us know about your business and bookkeeping needs. Within 1–2 business days, you’ll receive a reply to schedule a consultation, either by phone or video chat, whichever you prefer.
2) Consultation & Tailored Plan
During our call, we’ll talk about your current bookkeeping situation, your goals, and your workflow. Based on your needs, we’ll create a custom plan that works for your business.
3) Agreement & Onboarding
Once you’re happy with the plan, we’ll send over a contract. After it’s signed, we’ll gather your bank, credit card, and other financial statements so we can get to work.
4) Getting Your Books in Order
Whether it’s catching up months (or years) of past records or setting up from scratch, we’ll organize and update your books so they’re accurate, up to date, and ready to use.
5) Ongoing Monthly Bookkeeping
We use QuickBooks Online to handle your bookkeeping. At the beginning of each month, sometimes more often if needed, we update your books with all the transactions from the previous month.
6) Clear, Timely Reports
By the 15th of every month, you’ll receive your financial reports, as long as we have all the necessary information from you. These reports give you a clear view of your business’s performance so you can make informed decisions with confidence.
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