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I am an experienced virtual bookkeeper, and have also worked for a tax service. For one customer who never established a bookkeeping system and had the IRS after him, I had to go back through five years of receipts, bank statements and miscellaneous - as well as keep up the current books, in order to present to his CPA and the IRS.
The way I have done it before was to have the client mail me his receipts and bank statements. I was then able to establish a bookkeeping system. From this I was able to reconcile his bank accounts, keep track of his income, expenses(accounts payable and receivable), pay bills and provide monthly reports.
This was a win-win situation. I worked as a contract laborer and not employee (although I like both ways), I was able to utilize my home office, got paid a monthly retainer to do his work, and was still able to do other freelance work.
Toni Lawrence said:I am an experienced virtual bookkeeper, and have also worked for a tax service. For one customer who never established a bookkeeping system and had the IRS after him, I had to go back through five years of receipts, bank statements and miscellaneous - as well as keep up the current books, in order to present to his CPA and the IRS.
The way I have done it before was to have the client mail me his receipts and bank statements. I was then able to establish a bookkeeping system. From this I was able to reconcile his bank accounts, keep track of his income, expenses(accounts payable and receivable), pay bills and provide monthly reports.
This was a win-win situation. I worked as a contract laborer and not employee (although I like both ways), I was able to utilize my home office, got paid a monthly retainer to do his work, and was still able to do other freelance work.
I saw your ad on ODesk and was interested in finding out how I would be able to fit your needs. I have an established virtual assistant business. Feel free to check out my website: http://shadowwingsconsulting.com. Then feel free to contact me at: tonilaw51@comcast.net. I look forward to hearing from you.
Toni Lawrence
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