Streamline Your Business with a Bookkeeping Virtual Assistant

Drowning in receipts and struggling to keep your finances organized? You’re not alone. Many business owners wear multiple hats, and bookkeeping often falls by the wayside. Here’s where a virtual assistant for bookkeeping can be a game-changer. When you hire a virtual bookkeeper in the Philippines, you gain a skilled professional who can manage your finances remotely, freeing you up to focus on what matters most – growing your business.

This blog post will explore the world of virtual bookkeeping assistants or outsourced virtual bookkeeping assistants, outlining the benefits they offer, the tasks they handle, and the skills they possess. We’ll also discuss the different types of services available and where to find the perfect fit for your needs. 

What is a bookkeeping virtual assistant?

A bookkeeping virtual assistant (VA) is a remote professional specializing in managing your business’s financial records. They leverage cloud-based accounting software to handle tasks like data entry, bill payment, reconciliation, and financial reporting. Essentially, they act as an extension of your in-house accounting team, providing the expertise you need without the overhead costs associated with a full-time employee.

Why hire a virtual bookkeeper?

Running a business is no easy feat. You juggle a million tasks, from marketing and sales to product development and customer service. Often, bookkeeping gets pushed to the back burner, leading to a financial mess and wasted time. 

Hiring a virtual bookkeeper can allow you to focus on your business. Free yourself from the time-consuming burden of bookkeeping. Invest your energy in strategic planning, customer acquisition, and core business activities.

Asian businesswoman, professional millennial woman or female financial analyst working on financial graphs and chart data in the office.

Benefits of Hiring A Bookkeeping Virtual Assistant

The advantages of hiring a virtual bookkeeping assistant are numerous:


Virtual assistants offer significant cost savings compared to hiring a full-time bookkeeper. You eliminate expenses like office space, benefits, and payroll taxes.


Increase or decrease your bookkeeping services as your business demands fluctuate.


Gain access to qualified professionals with experience in various accounting software and bookkeeping practices.

Improved Accuracy

Minimize errors with meticulous data entry and record-keeping.

Timely Reporting

Get timely financial reports to make informed business decisions and ensure regulatory compliance.

Enhanced Cash Flow Management

Stay on top of your bills and invoices, ensuring smooth cash flow.

What tasks can bookkeeping virtual assistants do?

Beyond the basic data entry, virtual bookkeeping assistants offer a comprehensive range of services to keep your finances organized and streamlined. Below are specific tasks a bookkeeping VA can handle to free up your time and give you peace of mind.

Ensuring your bills are paid on time

Maintain a smooth cash flow by managing your payables.

Preparing balance sheets or P&L accounts

Generate crucial financial reports to understand your business’s financial health.

Reconciling bank and credit card statements

Ensure your financial records are accurate and error-free.

Preparing invoices and general ledgers

Streamline your invoicing process and maintain organized financial records.

Preparing and mailing invoices to customers: Get paid faster with efficient invoice creation and distribution.

Mailing payment reminders and following up with customers by phone

Maintain healthy customer relationships and ensure timely payments.

Maintaining financial data in your chosen software application

Whether you use QuickBooks, Xero, or another platform, your VA can seamlessly manage your data.

Entering payables and receivables

Keep track of your incoming and outgoing funds.

Sales tax reporting and submission

Ensure compliance with sales tax regulations.

Help create year-end reports

Prepare for tax season with accurate and organized financial data.

Help interpret financial statements

Gain insights into your business’s performance with expert guidance.

Dealing with delinquent accounts

Manage outstanding payments and maintain positive customer relationships.

Businesswoman and businessman with laptop and analyzing a chart working together in the office.

Types of Virtual Assistant Bookkeeping Services

Virtual assistant bookkeeping services can be categorized based on the level of support you require:

Maintains Financial Records

This service includes data entry, bank reconciliation, and generating basic financial reports.

Handle Tax Preparations

Partner with a VA who can collaborate with your tax professional to ensure accurate tax filings.

End-of-Year Accounting

Get expert assistance with closing the books, preparing year-end reports, and ensuring smooth tax preparation.

What skills and qualities should a bookkeeping virtual assistant possess before hiring?

Look for a virtual assistant with the following qualifications:

Strong Accounting Skills

Proficiency in bookkeeping principles, double-entry accounting, and financial systems.

Experience with Accounting Software

Familiarity with popular platforms like QuickBooks, Xero, and FreshBooks.

Excellent Communication Skills

The ability to clearly communicate complex financial information.

Time Management Skills

Meeting deadlines and maintaining a well-organized workflow are crucial.

Attention to Detail

Accuracy and meticulousness are essential for managing financial records.

Where To Hire A Virtual Assistant for Bookkeeping

There are several avenues to explore when searching for a bookkeeping virtual assistant:

Freelance Marketplaces

Platforms like Upwork and Fiverr offer access to a vast pool of virtual assistants. However, careful vetting is crucial to ensure qualifications and experience.

Virtual Assistant Companies

Partner with a reputable VA company, such as WithPort, that specializes in bookkeeping services. These companies pre-vet and manage their virtual assistants, ensuring quality and expertise.


Ask your network of colleagues or business partners for recommendations on virtual bookkeepers they use.

Portrait of a man business owner showing a happy smiling face as he has successfully invested her business using computers and financial budget documents at work.

How can WithPort help with your bookkeeping needs?

At WithPort, we stand out as an industry leader in managed virtual assistant services. We take the guesswork out of hiring by providing a streamlined process:

Complimentary Consultation

Discuss your specific bookkeeping needs and goals with our team.

Customized Talent Selection

We meticulously match you with a qualified virtual bookkeeping assistant who possesses the right skills and experience for your business.

Ongoing Support

Benefit from our dedicated support team, which ensures seamless communication and project management.

With WithPort, you can free yourself from the burden of bookkeeping and focus on what truly matters – growing your business. We equip you with a skilled and reliable virtual assistant who becomes an integral part of your financial team.

Empower Your Business with a Virtual Bookkeeping Assistant

In today’s competitive landscape, streamlining your operations is vital for success. Hiring a bookkeeping virtual assistant from WithPort offers a cost-effective and efficient way to manage your finances. Get back valuable time, gain financial clarity, and focus on propelling your business forward. Contact WithPort today and unlock the potential of a virtual bookkeeping assistant!

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