Virtual Bookkeeping – How it works

 

Regardless of where you are and where I am in the country, I can provide you with quality, timely, accurate bookkeeping services.

 

Using the latest cloud-based bookkeeping and receipt management programs, your financial data and documents are organized and stored securely.

 

During the month, I will reconcile and record transactions that come directly from your bank and financial institution via bank and credit card feeds. When you make a purchase, simply use the secure mobile app - snap a photo, upload it, and I will record and reconcile it.

 

At the end of the month, I will create financial reports for your business (Income Statement, Balance Sheet, Statement of Cash Flows) which we will review and discuss during our monthly meeting via video or phone call.

Benefits of Virtual Bookkeeping

 

  • Secure cloud-based software (no lost receipts or data)
  • Accurate information and faster results (bank feeds)
  • Less expensive than hiring an employee (no space in your office, no employee benefits, taxes or insurance)