What SMBs Should Know Before Switching to Remote Bookkeeping in 2025
The way small businesses manage their books is changing fast. Remote bookkeeping is no longer just a “tech-forward” option – it’s the default for thousands of entrepreneurs who want accurate, affordable, CPA-reviewed financials without hiring in-house.
Download Our Free Brochure →If you’re still relying on spreadsheets, hiring local freelancers, or struggling with outdated software, this guide will walk you through what to expect when switching to a remote bookkeeping service – and how to do it right in 2025.
Why SMBs Are Moving to Remote Bookkeeping
Post-pandemic, businesses of all sizes have embraced cloud-based tools. Bookkeeping is no different. Remote bookkeeping gives business owners:
- Flat-rate monthly pricing (no hourly surprises)
- Online access to real-time reports
- Support from trained professionals without needing to hire
- Faster turnaround and CPA oversight
More importantly, it frees up your time to run the business – not reconcile accounts.
Key Benefits of Remote Bookkeeping (vs. In-House or Local Firms)
| Area | Remote Bookkeeping | In-House / Local Bookkeeper |
|---|---|---|
| Cost | Flat monthly, scalable | Hourly or salaried + overhead |
| Availability | 24/7 dashboard access, support | Business hours only |
| CPA Review | Included with RemoteBooksOnline | Often separate or not offered |
| Reporting | Delivered monthly + real-time updates | Often delayed or inconsistent |
| Security | Encrypted, access-controlled systems | May lack formal IT safeguards |
What to Expect When You Switch
Making the switch to remote bookkeeping is easier than you think. Here’s how it works at RemoteBooksOnline:
1. Discovery Call
We understand your business structure, software, and reporting needs.
2. Historical Review
If needed, we clean up or catch up any past transactions.
3. Software Setup or Access
We integrate with your existing QuickBooks, Xero, or help you migrate.
4. Ongoing Monthly Service
Our team reconciles your accounts, generates reports, and answers questions — all while you focus on growth.
5. CPA Review and Tax-Ready Books
Your books are reviewed by a licensed CPA, so your accountant or tax preparer gets clean financials on demand.
Test Case: 3-Location Restaurant Group
A regional restaurant operator had been juggling three sets of books, a part-time bookkeeper, and occasional CPA oversight. But data entry was slow, reconciliation took weeks, and tax season was always stressful.
We transitioned the client to RemoteBooksOnline:
- Connected all three QuickBooks files under one login
- Reconciled past 9 months of data in under 10 days
- Delivered weekly P&L and vendor reports to the owner
- Handled year-end prep directly with their tax team
Outcome: 50% reduction in overhead, zero tax season panic, and on-time monthly closes every month.
FAQs
What software do I need?
We work with QuickBooks Online, QuickBooks Desktop, and Xero. No other systems required.
Can you catch up my old books?
Yes. We offer catch-up and cleanup services before transitioning to monthly service.
Will I get to speak to a real person?
Absolutely. You’ll have a dedicated bookkeeping team and CPA access – not a chatbot or help desk.
Do I lose control of my finances?
Not at all. You retain full access and approval rights. We just do the work.
How long does onboarding take?
Most customers are up and running within 3-5 business days.
Learn more about our Virtual Bookkeeping + CPA Review
Behind on your books? Check out our Catch-Up Bookkeeping Options
See how we offer Affordable Monthly Plans for Small Business
Switching Doesn’t Have to Be Scary – or Expensive.
Join thousands of SMBs already using RemoteBooksOnline to get clean, accurate books every month – all without hiring in-house.
