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Monday - Friday: 9am - 5pm

How Does Virtual Bookkeeping Actually Work?

It's much easier than you may think!

Step One

Step Three

Step One

Schedule a FREE consultation. We can discuss your needs and concerns. 

Step Two

Step Three

Step One

If you think we might be a good fit for your needs, I will ask some more specific questions to find which of our services will best help accomplish what you shared with us in step 1. 

Step Three

Step Three

Step Three

I will create a customized bid based on your needs. This bid can be adjusted as needed to fit your price range by adjusting a few of the services we offer. 

Step Four

Step Four

Step Three

Once a price is agreed upon; you will sign an agreement and I will get started.  

Step Five

Step Four

Step Five

I will compile a list of items I need from you. This will include; view only bank access, QBO access, access to other Apps you want us to manage, past statements, and so on.  

Step Six

Step Four

Step Five

Next; I will get familiar with your books and your current process. Then I will suggest areas where you could improve your workflows and create a workflow document for you. 

Step Seven

Step Seven

Step Seven

We're almost there. Next; I will review the new customized process with you and your team. This includes where to put files, the proper workflows in QBO, and so forth. Plus you will be able to address any areas of concern at this point so that we can tweak your new process.

Step Eight

Step Seven

Step Seven

That's it! Sit back and relax knowing I can take it from there. The process can take anywhere from 1-3 months but I promise to do all of the heavy liftings! 

 

Imagine eliminating the burden of spending your days worrying about bookkeeping.

This is exactly what you will get when you work with me.

We love technology, we love bookkeeping, and of course, we love numbers!

With me, you can depend on updated financials; prepared by the 15th of every month, 24/7 access to your personal bookkeeper, one day each week dedicated to your company, and so much more!