How Does Virtual Bookkeeping Work?

Check Out: What is Virtual Bookkeeping?

Let us take your daily bookkeeping chores off your shoulders.
We’ll set up a system that’s adapted to your unique needs; one that’s simple and easy to use.

With secure login, you will have 24/7 online access to your books, including financial statements and other reports needed to evaluate how well your business is doing.

With our trained specialists at work, you can rest assured that your books will always be organized, accurate, reliable and current—on a day-to-day basis, as well as at year-end when you’re dealing with your CPA or tax preparer.

We are happy to take all your bookkeeping duties off your shoulders, or to share them with you.

We never have access to your funds. Depending upon the level of personal interaction you desire, we may request read-only access to transactions in your bank, credit card, and other accounts. The decision is always yours.

We’ll work with you to set up a system you feel comfortable with—which is always the right one.

Here’s One Example of How It Might Work
On a daily basis, you upload your sales, bills and other statements as appropriate, to our secure site. From there, we’ll handle the bookkeeping end of things. We’ll record deposits, reconcile bank and credit card accounts, initiate bills for you to approve and pay, record payroll, and the rest of the bookkeeping.

Virtual Bookkeeping in the South Bay. Based in Santa Clara, CA.

Sounds Great! Let’s Get Started

Check Out: What is Virtual Bookkeeping?