How to Find the Best Virtual Bookkeeping Service for Your Business

how to find a bookkeeper

They go on to say “CPA MOMS® specializes in the careful selection and screening of experienced professional CPAs. We find, screen & test CPAs that are moms and connect them to entrepreneurs looking for affordable bookkeeping, accounting or tax solutions nationwide. Upwork is a hub for all sorts of freelancing, including freelance bookkeeping. It will take some time to stand out from the crowd, but some people have successfully used Upwork to find most of their clients. It is free for freelancers to bid on jobs, but Upwork stays in business by taking a cut of the fee you charge.

how to find a bookkeeper

A freelance bookkeeper is the most affordable option if your finances are simple, and you’re okay with your bookkeeper not being available for you every single business day. Pure Bookkeeping offers a system for organizing and streamlining bookkeeping processes. Our training covers building checklists, procedures, and standard operating procedures for consistency and accuracy. She started the company in May 2012 and has successfully grown it into a thriving bookkeeping business. Carol is a BAS Agent Member of the Institute of Certified Bookkeepers, a Certified Xero Advisor, Advanced QuickBooks Online Advisor, and has an Advanced Diploma in Business and Finance. Add your business information on sites like Google My Listing and Yelp.

What is the role of a bookkeeper?

It also has two monthly plans—a 4-hour package costing $999 (4 hours a day, 5 days a week) and $1,799/month for the 8-hour package (8 hours a day, 5 days a week). A small business can likely do all its own bookkeeping using accounting software. Many of the operations are automated in the software, making it easy to get accurate debits and credits entered. Bookkeeping is the ongoing recording and organization of the daily financial transactions of a business and is part of a business’s overall accounting processes. If you enjoy organization and numbers and have experience with bookkeeping, starting your own business offering this service might be a smart career choice.

One of the benefits to bookkeeping is that you can look for job postings throughout the whole United States. You don’t have to stay in your own city because, as an online contractor, the job hire a bookkeeper can be done from anywhere. I posted on my Facebook profile that I was a bookkeeper, I was taking on new clients, and I asked my network to share with any of their business owner friends.

Find A Freelance Bookkeeping Job

And you’d hire an accountant to handle official reporting and high level business advice. They can also offer day-to-day support for small business owners. In fact a good bookkeeper is your partner in keeping things running smoothly within your business.

There are many bookkeeping businesses, so you’ll have plenty of choice. You could contact one directly, or you could ask if your business partners or clients have any recommendations. We proudly provide all the in-person and virtual services you need to take your business and your life to the next level without stress, overwhelm, or outlandish fees. If clients do prefer an in person meeting we are happy to travel to them. This way we keep out overhead costs down which helps us keep our rates low. Your bookkeeper candidates should know how important it is that your organization pays invoices promptly.

Business Line of Credit: Compare the Best Options

However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications.

An online bookkeeping solution uses cloud-based software to connect you with a team of bookkeepers, who do your books for you (like Bench). It’s similar to a bookkeeping firm, except more affordable, since automation cuts the bulk of manual work. This is a great choice for most small businesses that don’t have cash-heavy transactions. Ask your prospective virtual bookkeeping service if they have experience in your industry, and if so, how many clients they have in your industry.

In the end, your virtual bookkeeper should be a partner that can help grow your business affordably. Keep that in mind as you search for the right virtual bookkeeper for your small business. It will be a lot harder to work with a virtual bookkeeper if you use QuickBooks and they use FreshBooks or Xero. Therefore, make sure you ask them which accounting app they use for their business and why. If they are using different software and tools, you should figure out why and use that to determine if you really want to work with them.