Remote Bookkeeping: Working With Clients Remotely

What Is Bookkeeping?

Before we talk about remote bookkeeping, let’s briefly come to an understand of what bookkeeping is. Bookkeeping refers to a record of financial transactions, and it is a part of a process of accounting in business. A bookkeeper is a person who records the day-to-day financial transactions of a business. The responsibilities of a bookkeeper are writing the daybooks, which including records of purchases, sales, receipts, and payments. The bookkeeper is responsible for ensuring that all transactions whether it is cash or credit are recorded correctly.

For remote bookkeeping, long distance doesn’t hinder a remote bookkeeper’s value in any aspects. Most of the owners will try to sort out the information themselves when it comes time to transition.

When You Work Remotely With Clients

Most bookkeepers need little convincing that working from their own offices instead of traveling to client’s location. It’s time to remote bookkeeping for more benefits.

  • It is convenient to work on client’s book follow your schedule
  • Save time and money on traveling
  • Maximize the ability to serve more clients

There are three basic ways to work remotely with your clients:

  • Remotely connect to your client’s computer to perform the bookkeeping, and you can use it on site.
  • Work through cloud-based bookkeeping software on a web browser, and only you can log in to your confidential account.
  • Using the same desktop software you are used to and it’s more tangible via the web.

Running a bookkeeping business has required rules to take the initiative in reaching out to potential clients. First of all, you need set a price of your services. It’s easy for those new to freelancing to underbid and sell themselves in a short time. It is important to consider the following factors:

  • Transactions processing monthly
  • Financial accounts being handles
  • Specific bookkeeping work for what clients need
  • Any new software that you need

Moreover, it’s better to choose high-quality clients. Using remote bookkeeping means follows the rules to provide information in a timely manner and be patient to get the results. However, there are some clients just want to micromanage. For the financial experts considering a switch to working remotely, here are some suggestions. First of all, do not view it as a get-rich-quick scheme because you are building your business. Secondly, it is important to build a self-discipline. For an online career to succeed, being a self-starter is the basic part.

Admittedly, working in a remote environment does have challenges, but there are beginning to pale due to improvements in technology and client trust of online productivity methods.

It is common to learn a new software and new technology, there will be at least some learning curve and adjustment of the workflow procedures. However, it is worth to adapt in the new ways to work with clients via the Internet. Besides, you are professional in your position, and if you have the ability to raise your fees, just do it.

This service is provided for someone when you are doing bookkeeping services but you are not at the client’s location. Then the perfect way is remote bookkeeping. Are you already working remotely?