What to Expect When Hiring a Remote Bookkeeper
Hiring a remote bookkeeper is one of the smartest decisions small business owners can make. It saves time, reduces costs, and ensures your financials are always accurate and up to date.
Download Our Free Brochure →But if you’ve never worked with a remote bookkeeper before, you might be wondering what to expect. This guide walks you through the process and shows how remote bookkeeping can work for your business.
What Is a Remote Bookkeeper?
A remote bookkeeper is a professional who manages your financial records from a different location. Instead of working on-site, they use secure online tools to track your income, expenses, reconciliations, and more.
The work is the same as a traditional bookkeeper – just without the overhead of an in-office hire.
What Services Do Remote Bookkeepers Provide?
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Payroll support (or coordination with your payroll provider)
- Monthly financial reporting
- Catch-up and cleanup services
- Communication with your CPA or tax preparer
Most remote bookkeeping services are tailored to your industry and accounting platform, whether it’s QuickBooks, Xero, or FreshBooks.
How Does the Process Work?
1. Onboarding and Access
You securely share your financial documents and software logins through a client portal or encrypted system.
2. Weekly or Monthly Updates
Your bookkeeper enters transactions, reconciles accounts, and flags any issues.
3. Monthly Reports and Reviews
You receive Profit & Loss, Balance Sheet, and Cash Flow reports to keep you informed.
4. Communication
You can reach your remote bookkeeper by email, phone, or virtual meetings – just like an in-house employee.
Benefits of Remote Bookkeeping
- Lower cost than hiring full-time staff
- No need for physical office space
- Flexible service levels that scale with your business
- 24/7 access to your books via cloud platforms
- Faster turnaround time with expert oversight
Test Case
A consulting firm had been using a part-time in-house bookkeeper but was falling behind every month. After switching to our remote team, they received weekly reconciliations, accurate reports, and year-round bookkeeping support – all at half the cost of their previous setup.
Call to Action
Hiring a remote bookkeeper means less stress, more control, and better financial decisions. Whether you’re behind on your books or just want reliable support each month, we’re here to help.
Schedule your free bookkeeping consultation today at www.remotebooksonline.com
FAQs
Is remote bookkeeping safe?
Yes. We use encrypted systems and follow strict security protocols to protect your financial data.
How do I send documents to a remote bookkeeper?
Most firms, including ours, offer a secure online client portal where you can upload bank statements and files easily.
Do I need to use QuickBooks to hire a remote bookkeeper?
Not at all. We support multiple platforms, including Xero and FreshBooks.
