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.