A Virtual Accountant, Without the Full-Time Hire
Monthly books closed, bank accounts reconciled, and financial statements ready whenever a lender, investor, or tax filing needs them — without hiring an in-house accountant.
Most small and growing businesses hit a point where spreadsheets and a founder's spare time stop being enough — transactions get missed, reconciliations fall behind, and nobody can produce a clean P&L on short notice. A virtual accountant closes that gap without the cost or overhead of a full-time hire.
"Handled for you" means your books are closed every month, not once a year in a scramble before filing season — bank and credit card statements reconciled, ledgers maintained, and a balance sheet and P&L ready whenever you actually need one, for a lender, an investor, or your own decision-making.
What We Need From You
- Access to your accounting software (or your existing records, if you don't have one yet)
- Bank and credit card statements for the period
- Sales invoices and purchase bills
- Payroll records, if you run one
How It Works
Setup & Migration
Your existing records — spreadsheets or software — are reviewed and set up properly, so nothing is inherited half-done.
Monthly Bookkeeping
Transactions are recorded and categorized every month, not batched at year-end.
Reconciliation
Bank and credit card statements are reconciled against your books each cycle, so discrepancies are caught early.
Reporting
A P&L and balance sheet are ready whenever you need them — for a lender, an investor, or your own review.
Books behind by a few months? We can catch them up before we take over ongoing.
WhatsApp UsFAQ
Do I need a virtual accountant if I already use accounting software?
Software handles data entry; it doesn't reconcile accounts, catch miscategorized transactions, or produce a statement a bank will actually accept. Most businesses use both — software for the records, a person for the judgment and the monthly close.
Can you work with the software I already use?
Yes — we work within whatever you're already using where practical, and only recommend a switch if your current setup is genuinely holding you back.
How far behind can bookkeeping get before it's a real problem?
It varies, but once a few months pass, reconciling gets harder and errors compound — by year-end, a backlog can turn a routine close into a stressful scramble before filing deadlines. We can catch up a backlog, not just maintain going forward.
Is this different from just having someone do my tax return once a year?
Yes — a once-a-year return doesn't give you clean, current numbers through the year. A virtual accountant keeps your books current every month, so the annual filing is just the last step, not a scramble.
Still have a question? WhatsApp us directly — no call centre, no queue.
Ready to Get Your Books Current?
Tell us what you're using today — even if it's just spreadsheets — and we'll tell you what handing it over would look like.