Our Bookkeeping VAs keep your books current, your reports on time, and your cash flow visible. Most are QuickBooks Online or Xero certified and work alongside your CPA so month-end never sneaks up on you.
Most service businesses doing $500K–$10M in revenue can't justify a full-time bookkeeper but desperately need one. The result is messy books, a stressed-out owner, and a CPA who has to charge premium hourly rates to clean things up at year end. A Bookkeeping VA closes that gap at a fraction of the cost — typically $1,200–$2,500 a month — while keeping your CPA's invoice predictable and your reports usable for actual decision-making.
We have clients who saved $8,000–$15,000 a year in CPA cleanup fees alone after their books moved to a weekly reconciliation cadence with a dedicated VA. The bigger payoff is forward-looking: you can finally trust your P&L enough to price work correctly, plan hiring, and make tax-time decisions on time.
By the 5th business day of every month, your VA closes the books for the prior month: bank, credit-card, and merchant accounts reconciled; AR and AP current; payroll booked; and a 1-page financial summary delivered. Your CPA reviews quarterly without playing catch-up. Your reports actually mean something. And your time gets out of QuickBooks for good.
A clean monthly close is the single most valuable artifact your bookkeeping VA produces. It starts with weekly reconciliations — bank, credit card, merchant accounts — so that nothing is left to discover at month-end. By the 3rd business day of the new month, AP and AR are current. By the 5th, all transactions are categorized and the books are locked. By the 10th you have a 1-page financial summary in your inbox: P&L vs. last month, balance sheet, cash on hand, AR aging, and a short variance note for anything that moved more than 10%.
That cadence does two things. It makes your CPA's quarterly review cheaper and faster, because they're not re-categorizing transactions you should have caught in real time. And it gives you forward visibility — you can finally see a margin compression or a cash crunch in time to do something about it.
The most expensive mistake we see is treating bookkeeping as a quarterly catch-up project instead of a weekly cadence. The catch-up tax is real: every month you let books drift, you triple the time it takes to clean them up later. Categorization decisions made three months after the fact are slower and less accurate than the ones made the same week. A dedicated bookkeeping VA running a weekly cadence is dramatically cheaper than a CPA cleaning up nine months of mess at year end — and it's the difference between actionable financial reports and a year-end fire drill.
A snapshot of the work a Bookkeeping VA ships day-to-day. Your SOPs and priorities shape the actual mix.
Concrete artifacts your Bookkeeping VA ships on a recurring cadence — so you always know what's coming and when.
All bank, credit card, and merchant accounts reconciled with a short note on any uncategorized or unusual transactions.
Updated AR aging report with collections actions taken, plus the week's bill payments queued for your approval.
P&L, balance sheet, and cash-flow statement delivered by the 10th — CPA-ready with variance notes.
Clean books closed for the year with 1099 vendor file, fixed-asset schedule, and CPA handoff packet.
Measurable success criteria we hold the work to — reviewed weekly with your account manager.
Tell us hours, tools, and how to reach you. We'll route you straight to the consultation form with everything pre-filled — review and submit in one click.
See how a Bookkeeping VA plugs into the operating cadence of your specific industry — with the tools, compliance, and workflows you already run on.
A right-hand for founders and executives — calendar, inbox, travel, vendors, and personal ops handled with discretion.
Content, social, email, and campaign execution. Your strategy, our hands — consistent output without hiring an in-house marketer.
CRM hygiene, document processing, research, and the recurring busywork that drains your team's focus.
Practical playbooks to set your VA up for success from day one.