Virtual Bookkeeping Q.&A. 


What is Virtual Bookkeeping & how does it work?

It’s easy. I promise.

A virtual bookkeeper is someone who works remotely, by using current technologies and the internet to complete tasks such as expense coding, reconciliation, accounts payable, accounts receivable, payroll processing, and financial reporting.

The first step? An on boarding phone call. Our time is spent carefully, and methodically, helping you understand the process and helping us to understand YOURS.

During this time we go over your banking information, your current QuickBooks files, how to use your email system and workflow management system, how to transfer information to us, your expectations of team members, critical relationships you have with key vendors, customers, and employees, and a review of important financial deadlines and calendar dates.


Do you work with other accounting software or only QuickBooks?

In order to provide the best service possible, my practice is highly focused on QuickBooks, how it integrates with third-party apps, and keeping up to date with the latest developments. If you're not currently using the platform, that's okay—we can easily migrate your data if you're interested in moving to QuickBooks Online.

Do I really need both a Bookkeeper and an Accountant?

In my experience, I believe it’s best to work with both year-round.  Your CPA or accountant 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. In some cases, your CPA/accountant will act as your bookkeeper; while charging you double, or sometimes triple, of what we charge. Together, they form an important team that works in the best interest of your business. In addition to providing strategic consulting, they can also ensure that your books are correct, up-to-date, and ready for tax time.

Will my bank account information be safe using a cloud software?

Yes, Quickbooks Online encrypts their data and files with the same process and security standards that your bank utilizes. We also have confidentiality agreements with everyone we work with to ensure none of your information will ever be made public.

Are you completely virtual?

Yes! Communication is handled via email, phone, text, and Zoom video conferencing. If you're local, within 45 minutes, I'm happy to work on-site and as-needed.

What does it mean to be a "Certified QuickBooks ProAdvisor"?

It means we're awesome! Besides that, a Certified QuickBooks ProAdvisor has been trained and tested by Intuit. Anyone can buy and install a copy of QuickBooks, but not everyone has the ability to fully utilize its power. This why I obtained my certification to specialize and help your business with the most popular accounting software in the world .I can also help you get things set up, clean up a file gone hay-wire, or simply step in to assist in managing day-to-day bookkeeping tasks.

I'm not seeing a plan that fits my needs. Should I still reach out?

Yes, we can absolutely customize a plan based on your unique needs.