How It Works

HOW DOES OUTSOURCED BOOKKEEPING WORK?

Outsourced bookkeeping is quite similar to having an in-house bookkeeper. The only difference is that the bookkeeper is virtual and working from a remote location. You can use email (most popular), instant messenger or phone to communicate with our virtual bookkeeper. Our virtual bookkeeper uses his/her own desktop computer to perform tasks or uses remote desktop software to logon to your computer and perform tasks.

As an example, let’s consider the options available for QuickBooks Bookkeeping Outsourcing using a virtual bookkeeper.

Local Option – QuickBooks v Services done on our computers
  • You provide us with an initial copy of your QuickBooks file.
  • You send us the invoices and other documents via email or dropbox. Or, we get this information directly from vendor and bank web sites.
  • Our QuickBooks specialists will regularly update the QuickBooks file on our desktop.
  • Our QuickBooks specialists will regularly backup the QuickBooks file to the shared folder on dropbox.
  • Our QuickBooks specialists will send you periodic bookkeeping reports via email in Excel or PDF format.
Remote-Access Option – QuickBooks Bookkeeping Services done on your computers
  • We connect to your computer over the Internet using Remote Desktop.
  • You scan the source documents to your computer’s desktop.  Or, we get this information directly from vendor and bank web sites, and save to your desktop.
  • Our QuickBooks specialists will work with you to setup access to QuickBooks on your desktop.
  • Our QuickBooks specialists will update QuickBooks on your desktop and logout.
Online Option – QuickBooks Bookkeeping Services done using QuickBooks Online
  • You send us the invoices and other documents via email or dropbox.  Or, we get this information directly from vendor and bank web sites.
  • We login to to your QuickBooks online account using a user ID and password you provide us.
  • Our QuickBooks online specialists will update QuickBooks online and logout.