Hiring a virtual bookkeeper is more cost-efficient and flexible than hiring in-house. Cloud-based accounting software like QuickBooks Online will have security features, but it’s better to be safe than sorry. This usually means working from home or a private office. This is necessary to protect client data. The bookkeeper will also need to work only on secured computers, networks, and internet connections. This can be on a local server, but better yet, cloud-based software that can be updated in real time. They also need access to whatever tool a business is using to record financial data. This usually means sending over soft copies like snapshots of physical receipts or PDFs of bills and invoices. This is because a virtual bookkeeper will be used to computerized or internet bookkeeping software for recording financial transactions, updating statements, reconciling accounts, and even processing payroll and monitoring cash flow.Ī virtual bookkeeper must have remote access to all pertinent financial documents. A virtual bookkeeper is probably more likely well-versed in a number of accounting and bookkeeping software solutions, including cloud-based tools. That’s not the only difference there is, though. This is different from the traditional setup where a bookkeeper would physically go to a client’s business location to do their books. Hiring a virtual bookkeeper give you more flexibility and lowers your costs, too.Ī virtual bookkeeper today usually works from home (meaning anywhere they can use a computer and connect to the internet), or from their own private office space. Moreover, businesses are looking to cloud-based solutions to replace local ones. And with the pandemic stirring things up, virtual setups are much more common and desirable. Going virtual is popular even among entrepreneurs these days, so hiring a virtual bookkeeper makes a lot of sense. We will be fully transparent with you regarding who is working on your books and work with you to staff your file appropriately.A virtual bookkeeper provides services remotely, meaning that they do not have to physically go to an office. That would mean your point of contact is in Canada but some of the work like the reconciling of your accounts is done by a Philippine team member who is overseen by your Canadian account manager. We will offer the option to have your main point of contact still be in Canada if that’s important to you. Our research has shown us that thanks to cloud software and Zoom, and the fact that English is the primary language in the Philippines, and their very strong college accounting programs, and their willingness to work during their night to match our business hours, we can offer as good or better service to Canadian clients with some of the work being done in the Philippines. ![]() We will work to mitigate all the concerns our Canadian clients have. Right now our team members are all based in Canada (Ontario and Alberta), but we have learned over the pandemic that staff need vacations and sometimes get sick, and we need redundancy to make sure our client's books can always be kept up to date.Īs such, in the coming months, we will be exploring how to add English-speaking, fully trained accountants located in the Philippines to our team. Most growing accounting and bookkeeping agencies are being forced to consider hiring team members in other countries that are training more bookkeepers than Canada is. For context, there is a shortage of cloud bookkeepers in Canada and the demand will exceed supply for the next several years. Our team is currently located in Canada but we are exploring the possibility of hiring a team in the Philippines to provide additional support and capacity. Our clients love how it puts all the requests in one list for them. We use bookkeeping management software called Financial Cents to manage our workflow and reminders and it has a nice feature that enables us to send you a list of documents we need and it reminds you until you check them all off. In terms of cloud accounting systems, we only use Xero and Quickbooks Online and we are experts in both systems and integrating them with other third-party systems. ![]() Dext has built-in contextual messaging so our bookkeepers can ask you for clarifications about receipts, without cluttering up your email. Dext serves as the central database for the bookkeeping process. You'll be able to contact them on a schedule that you agree on.Ĭorrespondence between you and the bookkeeper will be primarily done via email, but you can also arrange to set up calls or web meetings.ĭext is the preferred way for you and your bookkeeper to share the documents (for security reasons). You'll be working with a dedicated bookkeeper.
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