How to Become a Professional Virtual Bookkeeper with Less Experience

Filed in Career, Career Guide by on January 25, 2022

– How to Become a Professional Virtual Bookkeeper –

If you are looking to start a side hustle and numbers are your thing, then I am here to give you all the details you need on how to become a virtual bookkeeper. 

How to Become a Professional Virtual Bookkeeper

Starting a virtual bookkeeping business isn’t as hard as it sounds. Use this step-by-step guide as a starting point for learning how to set up your virtual bookkeeping services business.

There are few boundaries to who can become a great virtual bookkeeper. You don’t need a college degree, or a bunch of money or business experience to get started.

All you need is the drive to want to make extra income from home.

Do you know what’s awesome about starting a virtual bookkeeping business?

1. You get to make your schedule.

2. Can work with whatever type of business you want.

3. And of course, you can make a living working from home.

So, do you want to learn how to start a virtual bookkeeping business?

In this guide, we’ll be covering everything you need to know about starting an online bookkeeping services company and more.

Let’s get started.

What Is A Virtual Bookkeeper?

Just like traditional on-site bookkeepers, virtual bookkeepers manage day-to-day financial tasks like recording transactions, reconciling bank and credit card accounts, and processing payroll.

The key difference is that a traditional bookkeeper needs to be present in your workplace to carry out these tasks, whereas a virtual bookkeeper handles everything remotely using cloud-based software.

Virtual bookkeeping is also known as remote or online bookkeeping.

As with any person or service you’d consider hiring to help manage your business finances, it’s important to be sure the person’s work is reliable, accurate, timely, and comprehensive.

A virtual bookkeeper is essentially someone who tracks, records, and manages the business expenses of small to medium enterprises.

What Services Does A Bookkeeper Provide?

In providing transaction recording solutions, among other things, a bookkeeper usually maintains records of the following:

1. Money that comes in for the day

2. Expenses incurred for the day

3. Any claims made by staff

4. Bills that need to be paid

Additionally, a bookkeeper is also responsible for:

a. Drawing up salary slips and ensuring salary payments are made

b. Organizing receipts, payment vouchers, and other transaction information

c. Coming up with a system or template that accurately reflects all of the above

How Virtual Bookkeeping Works

In a nutshell, when a company hires a virtual bookkeeper, they give the bookkeeper remote access to their bookkeeping software and financial documents.

You can log in from home and access records and documents just as if you were sitting in their office with them.

There are three main ways to work remotely with clients that use cloud technology:

i. Connect remotely to your client’s computer to balance the books, just like if you worked on-site.

ii. Work through an online cloud-based bookkeeping software such as QuickBooks Online or Xero with your secure login.

iii. Use the same desktop software you’re used to, but accessed through a hosted virtual desktop.

Sounds simple, right? And it is, but you may still be asking yourself, “Well, what’s it like to run a virtual bookkeeping business?”

Some clients will want you to handle all or most bookkeeping tasks; like invoicing, billing customers, or preparing payroll.

You may even need to email invoice copies to a client for approval and have a signature stamp for paying invoices. Some clients will do work at their site, like entering bills, writing checks, sending invoices, and more.

In this case, you will be responsible for ensuring they make proper entries, reconcile accounts and bank statements, get financial documents, and more.

Starting a Virtual Bookkeeping Business

Become a Professional Virtual Bookkeeper

If all this sounds a little intimidating, don’t worry. There are many resources out there to help you get started on your journey towards working as a bookkeeper from home.

There is a common misconception that you need to be a math genius to be a bookkeeper. This could not be further from the truth.

You need to have basic math skills, yes. But you most certainly do not need to have NASA rocket scientist levels of arithmetic knowledge to become a virtual bookkeeper.

What Do You Need To Become A Virtual Bookkeeper?

To become a virtual bookkeeper, you should have the same essential qualifications as an on-site bookkeeper.

Plus, reliable internet and a laptop. Bookkeepers tend to be pretty good at accounting, have good math and basic computer skills.

Even if you don’t have formal training, don’t sweat it. You can choose from a bunch of certification courses or classes to learn new skills and take your business to the next level.

Benefits of Virtual Bookkeeping

Now, there are a lot of wonderful things about owning your own virtual bookkeeping business and working from home. The perks are real, you can:

1. Set your schedule, which means it can be as flexible as you want it to be

2. Start your day whenever you want

3. Wear sweatpants most days

4. Challenge yourself to earn more because no one sets your salary

5. Cook lunch at home

6. Hang with your pets, friends, and take breaks whenever you want

I mean, what sounds better than that?

Where to Look For Virtual Bookkeeping Jobs

There are plenty of ways how to become a remote bookkeeper from wherever you are.

Many freelance websites work as a platform for business owners to post their bookkeeping needs.

You can submit your proposals on these platforms and you can also make it known that you provide remote bookkeeping services.

Some of the most popular platforms to look for virtual bookkeeping jobs include:




Facebook groups 

You get to see available jobs, and as a bonus, you also get to learn how others in the same industry conduct their business and deal with clients.

As you can see, there is plenty of resources, guidance, and online courses that will teach you how to become a virtual bookkeeper.

While it may take some time and effort at first, it is worth the investment in yourself to give you the freedom and flexibility you need while being able to earn a full-time income from wherever it is you choose to work.

Don’t forget to keep visiting our page for more information if this one was useful. Also, invite your friends to have a visit to our page too.

CSN Team.

Comments are closed.

Hey Hi

Don't miss this opportunity

Enter Your Details