Task Guide
Virtual Assistant For Bookkeeping
Keep your books clean with weekly and monthly bookkeeping help.
What Bookkeeping Includes
Recording income and expenses
Sending invoices and following up on late payments
Paying bills on time
Matching bank and card records
Preparing simple monthly reports
How To Delegate It
Choose your accounting system first. Start with view access, then add more. Set a weekly and a monthly checklist, and have your accountant review the work.
Tools
QuickBooks, Xero, Wave, and Google Sheets.
When To Hire For This
If you are behind on your books or dread tax time, it is time.
Related
Hire a virtual assistant for your books.
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