5000 Birch St., West Tower Suite 3000 Newport Beach CA 92660
3281 E. Guasti Road, Suite
700, Ontario California 91761
Call: 1 (909) 952-3804
Virtual Bookkeeping
"RIGHT SOLUTION FOR YOUR VIRTUAL ACCOUNTING NEEDS"
Outsourcing your books to us will be a cost-effective decision compared to hiring in-house. We work in the cloud and can service your books no matter where you are located. Our team consists of professional and experienced bookkeepers who are Certified in QuickBooks and Xero.
It’s stress-free. I guarantee!
A virtual bookkeeper is someone who works remotely, by using current technologies and the internet to complete tasks such as revenue and expense coding, bank, credit card, and loan reconciliation, accounts payable, accounts receivable, payroll processing, and financial reporting and others relating to client’s financial needs.
What Does It "Look Like"?
The first step? An on boarding phone call or an email to us. A crucial stage to both sides, methodically, helping you understand the process and helping us to understand YOURS.
During this process, we go over your situations, your requirements and your financial reporting needs. We gathered banking information, your current accounting systems files, whether it is QuickBooks, Xero and/or other accounting software alike. We tackle important issues such as the use of your email system and workflow management system. We figured transfer of information to us, relating to your finances. Your expectations of team members, important issues with key vendors, customers, and employees, and a review of important financial deadlines and calendar dates.
If you’re a small business looking to delegate your bookkeeping to a dedicated, US-based bookkeeper, our virtual assistants provide a simple, cost-effective solution. Experienced in the most popular bookkeeping applications, including QuickBooks Online, our virtual assistants can reconcile your accounts, handle your bills, and run your payroll.
Frequently Asked Question
Do you currently have an accounting software?
If not, then don’t worry we will help you and guide you with this. We can easily capture and migrate your accounting data to QuickBooks or Xero Online.
Do you work with other accounting software or only QuickBooks, or Xero?
In order for us to provide the best service possible, my practice is highly focused on QuickBooks and Xero Online, these software’s easily integrates with third-party apps, and keeping up to date with the latest trends and developments. If you're not currently using the platform, that's 's okay—we can easily migrate your data if you're interested in moving to any accounting software you choose, depending on your requirements and needs.
Do I really need both a Bookkeeper and an Accountant?
Definitely, in my experience, I believe it’s best and practical that you maintained a Bookkeeper for your company. If you want to know the financial health of your company, then you have to have a bookkeeper.Your CPA or accountant advises you on tax matters and helps you file your taxes. Your bookkeeper help you organized everything, enters and classifies your transactions and provides up to date financial reports. In some cases, your CPA/accountant will act as your bookkeeper; while charging you double, or sometimes triple, of what we charge. Together, we form an important team that works in the best interest of your business. In addition to providing strategic consulting, they can also ensure that your books are correct, up-to-date, and ready for tax time.
Will my bank account information be safe using a cloud software?
Yes, QuickBooks and Xero Online encrypt their data and files with the same process and security standards that your bank utilizes. We also have confidentiality agreements with everyone we work with to ensure none of your information will ever be made public.
Are you completely virtual?
Yes and No! Depending on your location. But most of the time the communication is handled via email, phone, text, Hangouts and Zoom video conferencing. If you're local, within 1 hour, I'm happy to work on-site and as-needed.
What does it mean to be a "Certified QuickBooks ProAdvisor, Xero Certified and Certified Professional Bookkeeper"?
It means we're awesome! a Certified QuickBooks ProAdvisor and Xero Certified have been trained and tested by Intuit and Xero. Anyone can buy and install a copy of QuickBooks and Xero, but not everyone has the ability to fully utilize its power. This why I obtained my certification to specialize and help your business with the most popular accounting software in the world. I can also help you get things set up, clean up a file gone hay-wire, or simply step in to assist in managing day-to-day bookkeeping tasks. As for being a Certified Professional Bookkeeper, we have been trained, tested and certified by Acclaim. It means we are professional, experienced and knowledgeable in our choosing field.