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How to find a Virtual Bookkeeping Service in Your Business

I’m sure you are aware that virtual bookkeeping exists. A virtual bookkeeper will do the same job for you as a local bookkeeper but the only difference is that all work will be forwarded to them without you ever meeting them.Virtual bookkeeping can have advantage of time saving efficiency. Here are some tips to help you to find the right one for the business:

  • First, are you a tech savvy type of person? If you hate computer and frustrated with email, uploading, downloading, online banking, then stop here. You should not use a virtual bookkeeper. Find a good accountant close to your residence or business is essential for you.

  • Make sure you check references and testimonials for any virtual bookkeeper you find online. You’ll want to feel reasonably sure that your finances are in the right hands and that your bookkeeper has a stellar reputation.

  • It's important to know what technology the virtual bookkeeper use. What are their security measures? How you do send paperwork to them? Do you have to mail them? Email them? Fax them? Or upload to a secured file vault? How often and how much work will be involved on your end? The process needs to be seamless and efficient to save you time and money.

  • How available is the virtual bookkeeper? Will the monthly work done within the specified timeline? I have seem some bookkeepers half a year behind the work after you engage them.

  • What software do they use? Can you access the software anytime? If the software is outdated or not suitable for your business, it's going to be costly to convert to a different one later one when you change bookkeeper.

If you would like to make an appointment to discuss more, please give this office a call 415-704-8989 or email me at Book a meeting online. More articles see

Circular 230:The articles are for general information only. In accordance with IRS Circular 230 they are not considered tax opinions for purposes of relying on such statements in any challenge of the reporting of the above transaction by the IRS. If a full tax opinion is required certain procedures must be met . Also there is a significant cost for a full tax opinion to meet the requirements of Circular 230.

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