Online Bookkeeping Services
In online bookkeeping (also called virtual bookkeeping or cloud bookkeeping), you and your bookkeeper use cloud-accounting and document management software to create a secure, paperless system. This allows you to exchange receipts and business documents and to collaborate and get financial statements without having to exchange any paper documents.
Online Bookkeeping Services We Offer
Accounting system management (journal entries) & reporting
We input all your revenue and expenses into an accounting system and categorize them in useful ways so that you can pull reports that provide you insight on your sales, spending and profitability.
Expense and revenue management
We organize and categorize all your business expense receipts and your sales invoices.
We reconcile your bank statements and credit card statements against the data in the accounting system to ensure accuracy and completeness.
How Our Services Work
You'll be working with a dedicated bookkeeper. You'll be able to contact them on a schedule that you agree on.
Correspondence between you and the bookkeeper will be primarily done via email, but you can also arrange to set up calls or web meetings.
Dext is the preferred way for you and your bookkeeper to share the documents (for security reasons). Dext serves as the central database for the bookkeeping process. Dext has built-in contextual messaging so our bookkeepers can ask you for clarifications about receipts, without cluttering up your email.
We use bookkeeping management software called Financial Cents to manage our workflow and reminders and it has a nice feature that enables us to send you a list of documents we need and it reminds you until you check them all off. Our clients love how it puts all the requests in one list for them.
- We help you get set up with virtual bookkeeping quickly.
- We start with a virtual kickoff meeting using Zoom, a web-based conferencing tool.
- We ask you about your existing systems and how you do your bookkeeping, and then we develop an approach that delivers the right solution for your needs while keeping efficiency and cost in mind.
- There are some setup tasks you need to complete (mostly providing information to us), and then we try to take care of the rest.
Sectors We Service
We focus on serving the following sectors and types of business: