A bookkeeper who works virtually can live in the same town as you or halfway across the world! All that is needed is for both of you to have an internet connection and a way to communicate with each other.

The bookkeeping software, documents, files, etc. are all stored in the cloud. There is nothing to download onto your computer, you don’t have to back up your files, and you can use any computer or mobile device to access your information.

No more shoeboxes or manila envelopes stuffed with receipts. Simply take a picture with your phone or scan with a scanner and upload the image to the cloud, where it can be stored and retrieved by whoever needs it.

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On your end of things, it is quite easy! There is a phone app that is easy to use, and when you have a receipt for an expense, you simply take a picture and upload it to our secure online storage system.

As part of the setup process, we connect your bank to the accounting software in the cloud (I recommend QuickBooks Online or Xero), and the transactions automatically enter the software for me to categorize and reconcile. This does not give me access to your bank accounts, so I am not able to transfer money or do anything to your actual bank account. Banks simply send out the transaction information (called a “bank feed”) so that the software can pick it up. That’s the information I use on my end.

You and I communicate back and forth when we need to about transactions. This can be done via email or even from within the software itself!

Both Xero and QuickBooks Online have mobile apps you can use that integrate with the main software, which make them even more portable.

Both also integrate with lots of other software: POS systems, time sheets, payment processors, you name it! I will help you figure out what other tools you may need and whether they will integrate directly with the accounting software you choose to use. Again, all this integration takes place in the cloud, so there is nothing to download, update, or store.