Virtual bookkeepers also make themselves available for discussions around budget planning, late customer payments, cash flow, and any other finance-related questions.Ī virtual bookkeeper’s job will include some data entry and receipt tracking. In this case, you’ll be responsible for ensuring they make proper entries, reconcile accounts and bank statements, get financial documents, and more. Some clients will do work at their site, like entering bills, writing checks, sending invoices, and more. You may even need to email invoice copies to a client for approval and have a signature stamp for paying invoices. Some clients will want you to handle all or most bookkeeping tasks like invoicing, billing customers, or preparing payroll. Sounds simple - right? And it is, but you may still be asking yourself, “Well, what’s it like to run a virtual bookkeeping business?”. Use the same desktop software you’re used to, but accessed through a hosted virtual desktop. ![]() Work through an online cloud-based bookkeeping software (such as QuickBooks Online or Xero) with your own secure login. ![]()
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