How Does Remote Bookkeeping Work?
Gone are the days when you had to meet your bookkeeper in person or exchange shoeboxes full of receipts. Today, remote bookkeeping allows small businesses to manage finances securely, accurately, and efficiently – without geographic limits. But how does it actually work?
Step 1: Secure Access
- You connect your bank accounts, credit cards, and payment processors (Stripe, PayPal, Shopify, etc.) securely.
- RemoteBooksOnline uses encrypted portals and cloud-based feeds to keep data private and accessible only to authorized users.
Step 2: Categorization & Reconciliation
- Every income and expense is coded into your chart of accounts.
- Bank feeds are reconciled monthly to ensure accuracy.
- This process is supported by AI-assisted categorization and always reviewed by trained bookkeepers.
Step 3: CPA Review & Monthly Close
- Once reconciliations are complete, your books are reviewed by a CPA.
- You get monthly profit & loss, balance sheet, and cash flow statements that are tax-ready and lender-ready.
Step 4: Ongoing Support
- Need help with sales tax, 1099 tracking, or catch-up bookkeeping? Our team provides ongoing support.
- You’ll have a dedicated account manager who knows your business and responds quickly.
Why Businesses Prefer Remote Bookkeeping
- Nationwide support – works in all 50 states.
- No in-person meetings needed – everything is cloud-based.
- Flat-rate pricing – no hourly surprises.
- First month free – test it before committing.
Conclusion
Remote bookkeeping works by combining secure technology, professional bookkeepers, and CPA oversight into a seamless service. You stay focused on your business while we keep your financials clean, accurate, and tax-ready.
See how it works with your first month free – get started today.
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