Quick answer: Virtual bookkeeping means a professional keeps your books remotely inside software you own — QuickBooks, Xero, Sage or Wave — with read-only bank feeds and revocable accountant access. Numerawise delivers categorized transactions, reconciliations and monthly reports from $300/month, cancellable anytime, with a fixed quote in one business day.
Remote, cloud-based bookkeeping for US small businesses. Secure access, monthly delivery, ProAdvisor Gold quality. From $300/month. No long-term contracts.
Everything happens remotely. No in-person meetings required (though we’ll do video calls anytime). You upload documents through a secure portal or connected app (Hubdoc, Dext). We work in your QuickBooks Online file through accountant access. Financial reports delivered by email and accessible in QuickBooks Online. Phone and email support whenever you need it.
Better, for most businesses. The work is the same. The cost is lower (we don’t pass through office space overhead). The access is broader (you can reach us by phone, email, or video from anywhere). And the books are in the cloud, so you always have current access, not just a monthly printed report.
Yes. We operate on SOC 2 Type II infrastructure. Access to your QuickBooks file goes through QBO accountant access (encrypted, audit-logged). Documents transfer through encrypted client portals, never email. NDAs in every engagement.
From $300/month for solopreneurs and very small businesses (under 100 transactions/month). $600-$1,200/month for typical small businesses. $1,500+ for higher volume or multi-entity.
Yes, virtual bookkeeping works best on QuickBooks Online. If you’re on QuickBooks Desktop, we can either migrate you to QBO (one-time fee) or work in your Desktop file via hosting.
Through Hubdoc, Dext, or Bill.com. You photograph receipts on your phone; they appear in QuickBooks categorised. Or email PDFs directly to a dedicated address.
We give your CPA the same accountant access. They get clean tax-ready books every year.
30-day notice. No long-term contracts.
1-2 weeks. Sometimes faster if your books are current.
Send a few details. We respond within one business day.
Founder of Numerawise Solutions, established MMXXIV in Atlanta. Intuit ProAdvisor Gold tier. Former Intuit Technical Support engineer. Has personally led two hundred accounting software conversions for US small businesses since founding the practice. Reachable directly at [email protected].
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Virtual bookkeeping means your books are kept by a professional working in your cloud accounting file — with you keeping full ownership and visibility. Here is the whole workflow:
| Step | What happens |
|---|---|
| 1. Connect | You grant accountant access in QuickBooks Online, Xero, Sage, or Wave, and connect read-only bank feeds. Nothing leaves your control. |
| 2. Baseline review | We review the current state of the file, flag issues, and quote a fixed monthly fee (plus a one-time catch-up quote if the books are behind). |
| 3. Monthly cycle | Transactions categorized weekly, accounts reconciled at month-end, questions batched into one short email — not a drip of interruptions. |
| 4. Reporting | P&L, balance sheet, and cash-flow summary delivered on a fixed date each month with notes in plain English. |
| 5. Year-end | Your CPA gets a clean, reconciled file and supporting schedules — tax prep without the archaeology. |
| Virtual (Numerawise) | Part-time local hire | |
|---|---|---|
| Typical cost | Fixed monthly fee sized to your volume | Hourly wages + taxes + management time |
| Coverage | Team-backed — no sick days or turnover gaps | Single person |
| Software depth | QuickBooks, Xero, Sage, Wave daily; migration specialists | Varies |
| Oversight | Work reviewed before reports go out | Usually unreviewed |
| Office space / equipment | None needed | Yours to provide |
Access is the least required to do the job: accountant-level login to your accounting file and read-only bank feeds. We never have authority to move money, sign checks, or change your banking. Multi-factor authentication is required on every account we touch, and access is revocable by you at any moment — it’s your file, always.
Coming from a previous bookkeeper, a DIY spreadsheet, or a big-brand platform? We take over mid-year without drama: we review what exists, reconcile forward from the last clean point, and if your current platform has you locked in, we migrate your data out — conversions are our core specialty. Most handovers complete within a week.
With the right access design, it’s typically safer than emailing statements to a local bookkeeper. Everything stays inside your accounting platform’s permission system: you grant accountant access, we work under it, you can revoke it in one click. Bank connections are read-only feeds — we can see transactions, never move money.
QuickBooks Online and Desktop, Xero, Sage, and Wave. If you’re on something else — or want to leave it — we migrate your data as part of onboarding.
Those platforms keep your books in their proprietary software — leaving means losing your ledger’s native format. We work inside software you own, so your history is yours forever, and you get a named bookkeeper rather than a queue.
A fixed monthly fee based on accounts, transaction volume, and whether payroll or sales tax is in scope. You’ll have an exact quote within one business day — most small businesses find it costs a fraction of a part-time hire.