Remote Bookkeeping Services for U.S. Small Businesses
My remote bookkeeping services are designed to support U.S.-based small businesses and entrepreneurs with accurate, well-maintained financial records that help you understand your numbers and make informed decisions. Whether you need QuickBooks setup, catch-up bookkeeping services, ongoing monthly support with the essentials, or more extensive bookkeeping services, I have tailored bookkeeping solutions for you.
My Remote Bookkeeping Services
Record + Categorize Transactions via bank feed, register, and/or statements
Reconcile bank accounts, credit cards, and other accounts with documents to ensure accuracy
Generate Financial Reports like profit and loss/income statement, balance sheets, expense reports, etc.
Tax Preparation Support by preparing books and financial statements for tax filing.
QuickBooks Setup and Support if you’re a new QuickBooks Online user.
The Essentials Bookkeeping Package
Additional Bookkeeping Services
Accounts Payable Management by creating bills, scheduling/recording vendor payments, monitoring outstanding bills, reporting, etc.
Accounts Receivable Management by creating invoices, tracking customer invoices/payments, issuing reminders for overdue invoices, reporting, etc.
Sales Tax tracking, filing, and paying
Inventory Management by calculating COGS, tracking inventory, valuation methods, etc.
Basic Payroll Services such as processing, record-keeping, journal entries, and issuing 1099s.
Weekly/Monthly Reviews of your business’s financial reports and any other topics that might arise.
Budgeting, Forecasting, and Projections to help set financials targets, work towards operational goals, and predict the potential future performance.
Want a clear understanding of scope and pricing? The next step is to share a few details about your business.
Frequently Asked Questions
Remote bookkeeping is the management of a business’s financial records by a professional bookkeeper who works online rather than on-site. Similar to an in-person bookkeeper, the basic virtual bookkeeping services typically include categorizing transactions, account reconciliation, financial reporting, and ongoing support, all handled securely online. If you have an accountant or bookkeeper that handles your bookkeeping in their office, that’s remote bookkeeping.
What is Remote Bookkeeping?
What does a Remote Bookkeeper do Each Month?
Each month, a remote bookkeeper handles core bookkeeping tasks such as categorizing income and expense transactions, reconciling bank and credit card accounts, maintaining the general ledger, and preparing financial reports so business owners have a clear view of their finances. I offer all of the core bookkeeping services in my “Essential Bookkeeping Package” with the option to add more services, like invoicing and payroll as needed, at the same hourly rate.
Is Remote Bookkeeping Secure?
When done by a professional, yes. Remote bookkeeping is handled using encrypted, cloud-based accounting software and secure data handling processes designed to protect your financial data. While the bookkeeping work is done online, I use password-protected systems, role-based access, and secure methods for sharing documents and information, ensuring your data remains private and protected at all times. You retain full ownership and control of your financial accounts at all times, and access can be adjusted or removed whenever you choose.
What is the Difference Between a Bookkeeper and an Accountant?
A bookkeeper focuses on the ongoing bookkeeping work that keeps financial records accurate and organized, such as transaction tracking and reconciliations. An accountant typically uses those bookkeeping records to prepare taxes, provide compliance support, or offer higher-level financial analysis. Many businesses use both services together.
The goal is always to provide fair and appropriate pricing that aligns with your workload, which is why I offer two pricing options. The right structure depends on how predictable your monthly activity is.
Flat Monthly Fee: This rate is based on an estimate of the time required to complete your bookkeeping each month. This option is great for businesses that have relatively stable monthly activity and owners that prefer fixed pricing.
Dynamic Hourly Support: For businesses with less predictable workloads, I also offer a “pay by the hour” option. This pricing model is ideal for businesses with a fluctuating monthly workload, when bookkeeping needs are more project based, and for business owners that prefer flexibility rather than a fixed monthly commitment.
How are Services Priced?
Do I Need to be Located in a Specific City?
No. Because remote bookkeeping is performed online, I can work with any U.S.-based small businesses and entrepreneurs nationwide. Your business can be anywhere in the United States, even if you’re international!
Do You Work With QuickBooks Desktop?
Yes, I can work with clients who would like to continue using QuickBooks Desktop. My two methods for performing remote bookkeeping for clients using QuickBooks Desktop are:
Establishing a remote connection.
Providing your log-in credentials so I can access your financials from my workstation.
Ready for a Free Consultation/Estimate?