I keep books for people I have never met in person
I am in Lake City, Florida. A good number of my clients are not, and it has not once been a problem.
the folder never gets lost in the truck this way
Remote does not mean less. Your statements arrive through a portal instead of across a desk, and we talk on video instead of in my kitchen. Everything else is the same work, done the same way, on the same schedule.
What we use
QuickBooks Online
Your books live in your own account, in your name. I have access as your bookkeeper. If we stop working together you keep everything.
A secure document portal
Statements, receipts and signed forms go through it, not email or a photo of a 1099 by text. It keeps the copy and the date, which matters later.
Video calls
Only when there is something worth looking at together. I share my screen and walk you through your own numbers. Most clients want one a month.
The telephone
Still the fastest thing ever invented. 386-344-7113. You get me, not a queue.
What I need from you, and when
At the start
Read only access to your bank and card feeds, your prior year return, and whatever books exist. Especially if they are a mess.
Once a month
Answers to one short list of questions, and any document the feed could not give me. Fifteen minutes, most months.
When something changes
A message when you hire, buy equipment, or change what the business does. Before, if you can. That one saves the most money of anything here.
In January and February
The forms that arrive in your mail, uploaded as they come rather than all at once in April.
What a month looks like
The honest rhythm of it, so you know what you are signing up for.
Early in the month your bank feeds bring in the prior month. I work through it: categorize, reconcile, chase anything that does not tie. If something puzzles me I ask you one batch of questions, not eleven separate emails. That is usually all I need from you all month, and it takes about fifteen minutes.
By the middle of the month your profit and loss statement and balance sheet are in the portal, with a short note about what moved and what looked strange. You read it or you do not. It is there either way.
Around quarter end there is more: estimates, payroll returns, sales tax if you collect it. I tell you what is due and when, in advance, and I file it.
Then in the spring your return is prepared from books that have been right all year. That is the point of the other eleven months.
one batch of questions, that is the dealWhere I can work
Anywhere in the United States. Bookkeeping and payroll travel fine. On the tax side, state rules vary and some situations need somebody who practices in your own state; if yours is one of those, I will say so on the first call.
If you are actually local, there is a page for that: bookkeeping in Lake City.
Distance has never been the hard part
Twenty minutes, free, and nothing to prepare. Tell me how your money moves and I will tell you what the work looks like.
Book a free 20-minute call See what I do
By video or by phone, whichever you prefer.