How does a virtual bookkeeper work with my business?
By utilizing cloud technology, we can work together just as easily as if I came to your business. I would be a collaborator on your accounting software and document management accounts and have access to your POS system, if needed, to pull daily sales reports. It does still require that I see all documents to be able to classify and record transactions correctly, so having you upload invoices and receipts is very important. I can explain more in our consult. Storing information in the cloud can cause some business owners concern. Read about QBO security here and Hubdoc here. I personally use these services in my own business.
How do I send you receipts and documents?
Taking photos of receipts on your phone with the Hubdoc app or emailing invoices and receipts is the easiest and most efficient process. I can also set up a shared file that both of us can upload documents into and work on together if needed.
Do I hire you as an employee?
No. My services are a deductible business expense for you. This is a big advantage because you are not responsible for payroll taxes for my services. I am providing you with professional services and you are my client.
This all sounds good, but I'm not even sure where to start.
Contact us here. I'll ask you questions to get to know you and your business needs. I'll guide you through the on-boarding process from the proposal to uploading the receipt for your phone bill.