What Services Do Virtual Bookkeepers Provide?
Virtual bookkeepers handle your business’s day to day financial tasks remotely. Instead of hiring an in-house employee or doing the books yourself, a virtual bookkeeper manages everything from transaction entry to monthly reports using cloud software.
They offer many of the same services as a traditional bookkeeper – but at a lower cost, with more flexibility, and no need to manage another staff member.
Core Services Provided by Virtual Bookkeepers
- Transaction Entry and Categorization
Every deposit, expense, and transfer is recorded and properly categorized. - Bank and Credit Card Reconciliation
Each month, your bookkeeper ensures your books match your actual statements. - Accounts Payable (A/P) and Receivable (A/R) Support
Virtual bookkeepers can track bills, due dates, incoming payments, and send reminders. - Monthly Financial Statements
You receive profit and loss statements, balance sheets, and cash flow reports. - Sales Tax Tracking (If Applicable)
Some virtual bookkeepers track sales tax collected and prepare filing data. - Payroll Support
While they may not run payroll, they record payroll entries and help ensure taxes are accounted for. - Catch-Up Bookkeeping
If you are behind, they can clean up and bring your books current – even years back. - CPA Ready Reports
Virtual bookkeepers organize and prepare your financials so your accountant or tax preparer can file with no cleanup.
Additional Services Some May Offer
- Budgeting and forecasting
- Inventory tracking
- Invoicing
- QuickBooks or Xero setup
- Coordination with your CPA or tax advisor
- Industry specific reporting
Note: Not all virtual bookkeepers offer the same services, so it is important to confirm what is included in your plan.
Test Case Example
A small architecture firm had no time to manage their books and was constantly behind at tax time. They hired a virtual bookkeeper through RemoteBooksOnline. The bookkeeper now manages all their monthly categorization, reconciliation, and sends a clean report to their CPA every month. They no longer worry about deadlines and save $2000 per year in CPA fees.
What Makes Virtual Bookkeeping Different?
- 100 percent remote
- Flat monthly pricing
- No training, management, or payroll responsibilities
- Accessible from anywhere
- Scales with your business
Who Benefits Most from Virtual Bookkeeping?
- Small business owners with no admin staff
- Freelancers and consultants
- E-commerce sellers
- Real estate professionals
- Nonprofits
- Anyone behind on their books
FAQs
How does a virtual bookkeeper access my data?
Most use secure, read only bank feeds or document uploads via portal.
Can I talk to my bookkeeper directly?
Yes. You can communicate by email, phone, or portal – depending on your provider.
What if I need help with taxes too?
Your bookkeeper prepares CPA ready reports. Some services can coordinate directly with your accountant.
How much do virtual bookkeepers charge?
Rates typically start around $150 per month and scale based on your volume.
Final Thoughts
Virtual bookkeepers provide the full range of bookkeeping services – without the cost and complexity of hiring in house. They help you stay organized, tax ready, and focused on what you do best. Whether you are just starting or ready to scale, virtual bookkeeping is a smart step forward.
Let RemoteBooksOnline handle your bookkeeping from anywhere – starting at just $150 per month.
Try your first month free
Curious how a virtual bookkeeper operates? Our virtual bookkeeper workflow guide outlines the step-by-step process-from data collection to monthly reporting-so you can see exactly how we streamline your financial operations.
Discover the advantages of virtual bookkeeping-our guide to virtual bookkeeping services highlights top benefits like cost savings, expert support, real-time reporting, and scalable solutions.
Looking to streamline your finances? Check out our online accounting & bookkeeping services guide to see how digital tools and remote expertise simplify everything from data entry to financial reporting.
