So, how does remote bookkeeping work?

21st century bookkeeping doesn’t operate on pen and paper. Instead, the process is streamlined by utilizing online portals that handle everything, — opening the door to new capabilities. Because it’s based in the cloud, we can both access your records at any time.

This streamlined cross-collaboration means we can instantly input your expenses and/or income. It also allows you to instantly view your finances, with new transactions included, at the touch of a button.

Centralizing this information keeps all aspects of your financial record keeping organized. Anyone in your organization can reference this data at any time for analysis and reporting — while the bookkeepers handle the day-to-day. 

A company will grant a virtual bookkeeper with remote access to its financial documents and integrate with the QuickBooks Online ecosystem. Online accounting software and mobile apps that come with them make it easier for business owners to scan or take a snapshot of receipts and invoices and immediately upload them to secure and shareable online folders.

Your virtual bookkeeper takes this data along with data that online software receives from bank accounts and credit cards and uses it to make daily entries and monthly reconciliations and reports.

Reports are shared between the virtual bookkeeper and clients through the same secure and shared online folders. Remote bookkeepers can also pay recurring bills and invoices, among other tasks.