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Bookkeeping Virtual Assistant

Bookkeeping Virtual Assistant (Ultimate Guide)

A bookkeeping virtual assistant (VA) offers expert financial management remotely; by handling day-to-day accounting tasks.


A bookkeeping or accounting virtual assistant can help businesses streamline operations, reduce costs, and improve financial accuracy.


So, in this article, we’ll discuss the best bookkeeping virtual assistant providers, their benefits, and the common tasks they do.


Let’s begin!

What is a Virtual Bookkeeping Virtual Assistant?

A Virtual Bookkeeping virtual assistant is a professional who knows how to do bookkeeping and financial management services online.


They use digital tools to manage invoices, track expenses, handle payroll, and prepare financial reports for businesses or individuals.


This service allows for efficient and accurate management of financial records without the need for a bookkeeper to be physically in an office.

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Best Bookkeeping Virtual Assistant Providers

Stealth Agents is great for finding bookkeeping virtual assistants. They offer service that aligns well with business financial management needs.




Their virtual assistants are top-notch, and carefully picked to manage many bookkeeping jobs well and precisely.


What do Stealth Agents deliver?

  • – Invoice Management


  • – Expense Tracking


  • – Financial Reporting


  • – Budgeting and Forecasting



  • – Highly skilled VAs


  • – Cost-effective services


  • – Flexible scalability


  • – Reliable and precise


Why Choose Stealth Agent’s Bookkeeping VA?

Outsourcing to Stealth Agents allows for significant savings compared to in-house staff, as you pay only for the services used.


With a selection process that filters in only the top-tier professionals, businesses gain access to skilled bookkeeping specialists.


Services can be scaled up or down according to business requirements, providing flexibility in managing resources.




By delegating routine financial tasks to a virtual assistant, you can focus more on core activities.


These aspects make Stealth Agents an excellent choice for businesses looking to enhance their financial processes without full-time employees.

What Does a Bookkeeping Virtual Assistant Do?

1. Transaction Tracking

A major task for Bookkeeping VA is keeping a close watch on every single transaction that flows through your business.


This means recording every sale, purchase, payment, and receipt with precision and accuracy. 


By doing so, they help paint a clear picture of your business’s financial health, making it easier for you to make informed decisions and plan for the future.

2. Financial Reporting

Financial reporting is all about taking the numbers and transactions from your business and turning them into clear, easy-to-understand reports.


These reports can show you how your business is doing financially, highlighting your income, expenses, and overall financial health.


An assistant will organize this data regularly, ensuring you have up-to-date information to make informed decisions. 

3. Bill Payment

This process involves monitoring all due dates to ensure that payments for services, supplies, and other operational expenses are made on time. 


By organizing and paying bills, a VA helps maintain a steady cash flow, avoiding late fees and maintaining good relationships with suppliers. 


With their expertise, they also verify the accuracy of each bill, ensuring that only legitimate charges are paid. 

4. Invoice Management

They also take charge of handling invoices, ensuring every transaction between a business and its clients or suppliers is accurately recorded and processed. 


This involves creating, sending out, and following up on invoices, making sure they’re paid on time. 


They also watch over the flow of money, keeping an eye on incoming payments and managing any discrepancies or delayed payments efficiently. 

5. Payment Follow-ups

These professionals are tasked with sending out timely reminders for unpaid invoices, ensuring that clients or customers fulfill their payment obligations. 


When payments are delayed, an assistant steps in to diplomatically reach out to the concerned parties, negotiating and resolving any issues.

6. Book Balancing

Balancing tasks involves monitoring every penny that comes in and goes out of the business, ensuring that incomes and expenses match the records.


By checking financial statements, invoices, and receipts, a VA guarantees accuracy and reliability in a company’s financial reports. 

7. Sales Tax Monitoring

They diligently track and report the sales tax your business accrues on transactions, ensuring accurate and timely filings to avoid penalties. 


This involves understanding the various tax rates that apply to your products or services across different regions. 


By managing this aspect of your finances, a professional keeps your business on the right side of tax laws and aids in effective budget management.

8. Account Reconciliation

Account reconciliation is like giving your financial records a thorough health check to ensure everything adds up perfectly.


It’s the process where an assistant examines and matches the records of transactions from your bank statements against what’s recorded in your business’s books. 


This task is crucial for identifying any discrepancies, such as missing transactions or potential errors, and ensures that your financial records are accurate. 

9. Payroll Processing

A bookkeeping VA ensures that every employee is paid correctly and on time, accounting for deductions, taxes, and benefits accurately. 


This involves record-keeping, updating employee details, calculating overtime, and ensuring compliance with federal and state regulations. 


This level of detail and care strengthens trust within the organization and supports a smooth operating environment.

10. Financial Statements Preparation

Lastly, one of the critical tasks of this assistant involves preparing financial statements. This task is about telling the story of a business’s financial health.


Financial statements such as the balance sheet, income statement, and cash flow statement are created to provide a clear picture of how a business is performing.


These documents are vital because they give business owners insights into their company’s profitability, liquidity, and cash reserves.

What are the Benefits of Bookkeeping Virtual Assistant?

1. Better Productivity

When you bring a bookkeeping VA into your business operations, you’re unlocking a higher level of productivity. 


This specialized assistant handles your financial documentation, tracking, and reporting with precision, allowing you to focus on the core areas of your business. 


You’ll no longer need to juggle receipts, invoices, and spreadsheets. Instead, you can channel your energy into strategic planning and growth. 


The direct result? 


Your business runs smoother, faster, and more efficiently. 

2. Cost Efficient

On the other hand, hiring a bookkeeping assistant cuts down on costs significantly. 


First off, you’re not spending extra on office space, equipment, or utilities since the assistant works remotely. 


You pay only for the hours worked or tasks completed, dodging the hefty expense of a full-time salary and benefits that come with in-house staff. 


This way, funds that would otherwise be tied up in overhead get liberated, allowing businesses to invest in areas directly impacting growth and profitability.

3. Saves Time

Instead of drowning in piles of invoices, receipts, and financial statements, you can delegate these tasks to a skilled professional who works remotely. 


This means you can focus on what truly matters – growing your business and refining your strategy. 


Every hour saved from tedious bookkeeping is an opportunity for creativity, networking, and innovation. 

4. Maintenance of Financial Data

This practice is about gaining clear insights into your financial health, enabling informed decision-making.


So, you can rest easy knowing your financial records are up-to-date, organized, and accurately maintained. 


This level of attention to your financial data also simplifies tax preparation and compliance, saving you from headaches down the line.

What is the cost of hiring a Bookkeeping Virtual Assistant?

The cost of hiring a Bookkeeping Virtual Assistant varies, typically ranging from $20 to $50 per hour for freelancers, and $30 to $100 per hour through agencies, depending on their expertise and experience.

Fixed-price packages for routine services like financial reporting or payroll processing are available, ranging from $200 to $1,000 per month, tailored to transaction volume and complexity.

For regular support, consider a retainer model, which ensures predictable costs and consistent service.

When selecting a Bookkeeping VA, verify their credentials and experience to ensure precise and effective financial management for your business.

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