Frequently Asked Questions

What is remote bookkeeping?

Beyond The Books is a remote bookkeeping company. All of our services are provided virtually, and there is never a need for in-person meetings or paper documents. Nice, huh?

How does remote bookkeeping work?

We use Quickbooks Online for all of our clients, along with a tech stack that allows us to eliminate the exchange of paper documents.
Quickbooks Online is a cloud based accounting software that offers a variety of subscription levels to suit different business needs.
Using a cloud based accounting software along with other secure cloud based resources enables us to complete all of our work online, without ever having to pick up a stack of receipts or waste paper and ink for printing.
All of the documents needed to manage your bookkeeping are exchanged online through secure portals and then stored securely in the cloud.

How do I give you my receipts for my expenses and other documents?

This is an easy one. You can upload your receipts to Quickbooks Online by using your company’s unique receipt email address or by using your camera phone and the Receipt Snap feature on the Quickbooks Online App.

Other documents, such as bank statements or bills, can be uploaded to your secure client portal where they will be stored in the cloud.

How will we communicate? Will we still have meetings?

You’ve got options here.
Most of our communication will likely be done through email or text message, based on your schedule and preferences. We can schedule phone calls or virtual meetings when we need to discuss things that are more in depth or urgent.

I’m just starting out. Can I afford a bookkeeper?

We love working with startups! There are few things more inspiring in business than the drive of a new business owner. We also know that startups can have tight budgets and unpredictable incomes. However, improperly managed or outdated books can result in costly mistakes, missed opportunities, and even fines and penalties. We welcome the smallest businesses and would like the opportunity to give you a free consultation to see what we can offer you.

Why should I outsource my bookkeeping?

Simply put, outsourcing your bookkeeping can save you thousands of dollars and hours of time. When you outsource your bookkeeping instead of hiring an employee, you no longer have to worry about paying a salary (or overtime), what they do with their time, employee benefits, turnover and training, space and equipment for the employee, scheduling, security… the list goes on. By outsourcing this job, your bookkeeping expenses and time required will be a fraction of what it could be for an employee. You can feel great knowing that you’re saving a ton of time and money, and your business is in good hands. No more worrying about all the other stuff, including how long it took me to eat lunch today.

Do I need to sign a contract?

Yes. We will provide an engagement letter that will be signed by both you and your bookkeeper. This document details what is expected of both parties and will state the scope and cost of the project so everyone is on the same page before we get started.