Virtual Accounting and Bookkeeping Services

Virtual accounting and bookkeeping provide small businesses with access to valuable expertise and services without hiring an onsite accountant or bookkeeper. Virtual services are offered remotely, using technology to securely access and review financial information, generate reports, and offer recommendations. This reduces travel time for face-to-face meetings and helps you keep costs down.

Work with an accountant remotely

Small business owners appreciate the flexibility and cost-efficiency of hiring a virtual accountant. There are several payment options, including monthly or quarterly retainers, project-based fees, and pay-as-you-go services. You also have the option to add or remove services based on current business need to maximize cost-efficiency. If your business grows and it’s time to hire a full-time accountant or CFO, or you’re thinking about selling the company, we can help you navigate these transitions as well.

Keep in mind that virtual services are not intended to replace live communication. We’re always available by phone or email, and in-person meetings can still be scheduled. We believe in ongoing communication with every client, regardless of how services are provided.

There are several ways we can provide virtual accounting and bookkeeping services using QuickBooks Online.

You can securely send or share your financial information, which we can enter into QuickBooks.
You can provide us with login credentials so we can safely access to your bank accounts, credit card accounts, and other financial information.
You can allow us to remotely log onto your computer or network servers so we can securely access your financial information.

Keeping Your Sensitive Data Secure

We work with an IT consultant to ensure all data on our network is protected, all connections with our clients are secure and encrypted, and all compliance requirements are being satisfied. We use two-factor authentication to minimize the risk of stolen credentials and strongly recommend that all our clients take similar steps to secure their data assets.

Need a Second Look?

Just like you might go to a doctor for a second opinion, business owners often come to us for a second look at their financials. Some think they’re paying too much in taxes. Others aren’t happy with their accountant or simply want to validate their accountant’s decisions. Regardless of the reason, we can review your financials, determine if accounting and bookkeeping are being managed correctly, and offer recommendations for improvement.

For example, should certain expenses go on your balance sheet or profit and loss (P&L) statement? Proper classification can affect everything from tax obligations to loan interest rates. We’ll make sure your information is classified correctly. If you want to compare monthly or quarterly sales numbers with last year, review inventory data, or monitor business expenses, we can use QuickBooks Online to remotely generate financial reports and help you analyze the numbers.

To learn more about virtual accounting and bookkeeping services, contact us to schedule a consultation.