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What is virtual bookkeeping?

A virtual bookkeeper is like a bookkeeper you may have in your office, except they are not in your office. This is an immediate savings on overhead, insurance and benefits.

Your virtual bookkeeper uses Cloud Based Accounting (CBA).  CBA is a secure, efficient way to manage your accounts online. Your financial data can be accessed and updated anytime, anywhere (computer, laptop, smartphone). Data, information and communications are securely shared using various internet programs and applications. Your records are always safely secured and backed up online, meaning never having to worry about your computer crashing or losing your data.

Your company’s data is never housed on my personal computer.  Software and applications used are equipped with bank-level security.  If you can trust to access your bank online, you can have confidence in maintaining your bookkeeping online.

What bookkeeping software do you use?

As a Quickbooks Online Certified ProAdvisor, this is our first choice for financial management.  But there are many other programs out there to be considered, so we will try to meet your needs or determine the best option for your business.

For other Cloud Based functions, we integrate with Hubdoc, Google Drive, Zoom and any other apps we find meet our high standards for functionality and security. The online world is constantly evolving and we look for the best solutions for our clients.

What is the difference between a bookkeeper and a CPA? Do I need both?

A bookkeeper does the day-to-day work, bringing the accounts up to a high standard of detail and accuracy resulting in valuable reporting.  We can advise you on issues that might affect you in the near future, such as cashflow problems or late invoice payment.

A CPA is typically your go-to person for the occasional financial needs of your business.  They would handle such tasks as filing taxes and reviewing or auditing reports for official needs.

As your bookkeeper, our goal is to make tax time easy on you and your CPA by having all information completed and accurate, and we can work directly with your CPA as a liaison regarding your financial records.

What do you need to get me set up?

  1. Submit the Company Profile Questionnaire and then you will be contacted to schedule an initial call to review your needs.

  2. You will provide read-only access to your financial records to be reviewed to determine the scope of work needed and BlueWing will develop a proposal of our services for your company.

  3. When the proposal is agreed upon, you will sign a letter of engagement which will outline both our responsibilities (the documents you need to provide and the work you can expect from us) and confirm the payment for services.

  4. You will receive a checklist of initial documents and tasks required to begin work (tax id, bank statement, tax returns, etc.)

  5. We are ready to go!

Frequently Asked Questions

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