Virtual Bookkeeping

Virtual Bookkeeping Services for US Businesses Fully Online, Fully Reviewed

Virtual bookkeeping services from a dedicated team that works entirely online. Secure document sharing, monthly reconciliations and reviewed financial reports, delivered during US business hours.

  • 100% onlineNo office visits
  • Reviewed twiceEvery monthly close
  • US hoursSame named team

Our virtual bookkeeping services give US businesses a dedicated, reviewed bookkeeping team that works entirely online. You share documents through a secure portal, we keep your cloud accounting file reconciled every month, and you receive financial statements you can use to run the business.

There is no office to visit and nothing to courier. Online bookkeeping services work best when the process is clear, the team is consistent and the books are reviewed before they reach you. That is how we run every remote bookkeeping engagement, whether you operate from one location or across several states.

Built for
  • Owners who want the books off their plate
  • Businesses outgrowing do it yourself bookkeeping
  • Teams replacing a part time or departing bookkeeper
  • Companies with locations or staff in several states
How it works

How Our Virtual Bookkeeping Services Work

Four steps repeat every month, so you always know what happens next and when your reports arrive.

  1. Documents in

    Receipts, bills and statements arrive through a secure portal, bank feeds or email forwarding. No paper and no couriers.

  2. Processing

    We categorise every transaction, match receipts and record bills and invoices in your cloud accounting file.

  3. Reconcile and review

    Every bank, card and loan account is reconciled, then a second accountant reviews the month before it closes.

  4. Reports delivered

    You receive a profit and loss statement, a balance sheet and a short summary, with a review call if you want one.

Onboarding starts with a free call. We confirm your accounts, software and reporting needs in writing before the first month begins.

Compare

Online Bookkeeping Services vs a Local Bookkeeper

Both can keep accurate books. The difference is coverage, consistency and how the work is checked.

FactorLocal bookkeeperBig Accountants virtual team
Where the work happensYour office or theirsSecurely online
Holidays and turnoverOften depends on one personTeam based cover with the same named contacts
Review of the workVaries by personA second accountant reviews every monthly close
SoftwareWhatever they know bestQuickBooks Online, Xero or Zoho Books
Access to your numbersWhen reports are sentMonthly reports plus access to your own cloud file
Cost structureHourly or salaryCompetitive fixed monthly fee, hourly or per task

A local bookkeeper can be the right fit if you need someone on site. For businesses that already bank, invoice and get paid online, a virtual team usually gives more coverage and consistency.

Technology

The Tools Behind Our Remote Bookkeeping Services

We work inside the tools you already use, and add only what makes the monthly process faster and more secure.

Cloud accounting

QuickBooks Online, Xero or Zoho Books. Your file, your subscription and your data.

Secure document portal

Encrypted upload for statements, receipts, payroll reports and tax documents.

Bank and card feeds

Transactions flow into your accounting file automatically, ready to categorise and reconcile.

Receipt capture

Photograph or forward receipts from your phone and we match them to the right transaction.

Electronic signatures

Engagement letters and approvals are signed online, with a clear record of who approved what.

Calls and messaging

Email, phone and video meetings on the platform you prefer, with questions batched into one message.

IRS Publication 583 states that the requirements for paper books and records also apply to electronic recordkeeping systems, and the IRS publishes FAQs on electronic accounting software records. A well maintained cloud file is a complete set of books.
Security

Security for a Fully Remote Engagement

Remote work only works if your financial data is protected at every step. We maintain a written information security plan, which the IRS explains is required for tax and accounting firms under the FTC Safeguards Rule.

We work inside an accounting file you own, so you keep control of your data and can review or remove our access at any time.

  • Role based accessEach team member sees only the accounts their work requires.
  • Multi factor authenticationRequired on every system that holds client data.
  • Encrypted document exchangeFiles move through a secure portal, never as plain email attachments.
  • Written security planDocumented safeguards, staff training and breach procedures.
Working together

How We Communicate With You

The most common worry about virtual bookkeeping is losing touch with the people doing the work. Our cadence is agreed up front and stays the same every month.

  • Every weekAny questions about transactions are batched into one message, sent through the channel you prefer.
  • Every monthYour books are closed and your reports are delivered on a date we agree at onboarding.
  • Monthly callAn optional review call to walk through results, cash flow and anything unusual in the month.
  • Year endA year end package ready for your tax preparer, or for our business tax team.
The same named accountant and reviewer, during US business hours
Pricing

Virtual Bookkeeping Services Pricing

Pricing depends on your monthly transaction volume, the number of accounts and the reports you need. We quote after a free call, and our pricing is competitive.

Fixed monthly fee

One predictable price

Ongoing monthly bookkeeping for a set fee, agreed before work starts and reviewed only if your scope changes.

Hourly

Pay for time used

Suited to variable or seasonal work, with time tracked and reported clearly each month.

Per task

Defined pieces of work

A set price for specific tasks such as a quarter of reconciliations or a year end package.

Behind on your books? Start with catch up bookkeeping services to bring every account current, then move to monthly virtual bookkeeping.

Industries

Industries We Support

Our remote bookkeeping team works with businesses across these sectors, each with its own reporting and reconciliation needs.

  • Ecommerce
  • Healthcare
  • Retail
  • Wholesale
  • Manufacturing
  • Restaurants
  • Construction and contractors
  • Real estate and property management
  • Accounting firms
More services

More Ways We Support Your Finances

Catch up bookkeeping

Months or years of overdue books rebuilt and reconciled, with a fixed quote.

Business tax preparation

Returns prepared straight from your reconciled books.

Fractional CFO services

Budgets, cash flow forecasts and KPI reporting when you need senior support.

Software setup and migration

QuickBooks, Xero and Zoho Books set up correctly from day one.

Virtual bookkeeping is part of our wider outsourced accounting services for US businesses.

FAQ

Virtual Bookkeeping Services FAQs

What are virtual bookkeeping services?

Virtual bookkeeping services are bookkeeping delivered entirely online. Your bookkeeper works in your cloud accounting software, receives documents through a secure portal and delivers monthly reconciliations and financial reports without needing to visit your office.

Is online bookkeeping secure?

It can be more secure than paper based bookkeeping. We use role based access, multi factor authentication and encrypted document exchange, and we maintain a written information security plan as required for tax and accounting firms under the FTC Safeguards Rule.

How do I send documents to a virtual bookkeeper?

Through a secure document portal, by forwarding receipts from your phone or email, and through bank and card feeds connected to your accounting software. You never need to post or courier paper records.

Do you work during US business hours?

Yes. You work with the same named accountant and reviewer every month, and our team is available during US business hours for questions and review calls.

Which accounting software do you use?

We work in QuickBooks Online, Xero and Zoho Books. If you use something else or want to switch, we can set up or migrate your file as part of onboarding.

How much do virtual bookkeeping services cost?

Pricing depends on transaction volume, the number of accounts and the reports you need. We offer a competitive fixed monthly fee, hourly billing or per task pricing, and quote after a free call.

Can you take over from my current bookkeeper?

Yes. We review your existing file, reconcile any open periods and take over from the next month. If your books are behind, we start with catch up bookkeeping so the handover begins from clean numbers.

Will I lose access to my books?

No. You own your accounting subscription and data. We work inside your file, so you can see your numbers at any time and remove our access whenever you choose.

Get started

Move Your Bookkeeping Online

Tell us about your accounts, software and reporting needs. We will recommend a setup, send a quote and handle the transition for you.

Book a free call