What accounting software do you work with?

I work with QuickBooks Pro, Premier, Enterprise and QuickBooks Online. I do now work with QuickBooks Self-Employed, QuickBooks for Mac or any other accounting platforms that is not QuickBooks.

How does Virtual Bookkeeping Services work?

I perform the bookkeeping one of three ways: 1) QuickBooks Online 2) Cloud hosted platform or third party login like Logmein to use QuickBooks Desktop or Enterprise or 3) Locally on my computer and send you back the file when complete.

Depending on the schedule that you choose for the books to be updated, I can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, I will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. I have many clients that do not provide any documents, I can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you do not feel comfortable with that, I will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where I am assigned my own login.

What if I do not use QuickBooks?

Chances are I will not be able to do your books. Convert to QBO, everyone is doing it!