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Tips For Choosing A Virtual Quickbooks Bookkeeper

September 21, 2022

QuickBooks is one of the most used accounting software packages for businesses that are small or medium in size. This is an intuitive accounting software that offers a cloud-based solution for real-time information, data entry, and the ability to see the finances of the business from any internet-connected device.

A Cloud-Based Solution

Using the cloud-based software makes it a natural choice to add a virtual bookkeeper. These professionals will manage a company’s bookkeeping requirements and more, allowing small business owners to focus on the important task of operating their company.

To choose the best virtual QuickBooks bookkeeper, be sure to check into the following factors:

  • Experience – look for a bookkeeper with extensive experience on the QuickBooks platform. They should be able to set up the financial reports, provide the necessary information, and manage the specific bookkeeping tasks that are required for your business.
  • Industry knowledge – a bookkeeper should know your industry. This will allow them to understand what reports you require, what regulations your business follows, and to prepare the necessary documents, tax filings, and accounting services that are the best fit.
  • Ability to communicate – even when working with a virtual bookkeeper, communication is critical. A virtual QuickBooks bookkeeper may work in a different time zone or country, but they should still be able to provide timely answers to questions and requests.
  • Provide financial reporting – a bookkeeper is an invaluable source of financial information on the state of your business. Look for providers that offer profit and loss statements, accounts receivable and accounts payable status reports, and offer customized reports as needed.

It is important to choose a bookkeeper that is proficient in QuickBooks. Choosing the right outsourced QuickBooks bookkeeper gives you a trusted professional to help you grow your small business.

Maxim Liberty is a leading bookkeeping company with over 10 years of experience helping small businesses manage their finances. Passionate about making bookkeeping simple and stress-free, we share practical tips and insights.