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Meet the QuickBooks Live Virtual Bookkeepers

quickbooks live expert bookkeeper

So yes, you will not be on live video with clients the entire shift. Do you work with the same customers each month and then add additional as time permits? Depending on the group that you are working with within QuickBooks Live, you may work with the same customer month after month. Additional customers are added based quickbooks live bookkeeping on the workload, demand, and capacity of the bookkeeper and team. Live Bookkeeping Messaging connects you to a QuickBooks product expert. Though these experts can’t give you specific bookkeeping advice, they can answer your questions about QuickBooks or connect you to the right resources for bookkeeping help.

quickbooks live expert bookkeeper

We’re bringing in our experts from TurboTax, another Intuit product, to help you file your taxes right in QuickBooks to give you a seamless transition from your books to taxes. With an average of 16 years of tax experience, they’re pros at helping partnerships, S-corps, sole proprietors and LLCs get filed and maximize credits and deductions. You’ll be able to see your experts’ specific credentials and experience, so you’ll know you’re in good hands with America’s #1 tax prep provider. Plus, every return is backed by our Expert-Approved Guarantee. If you have at least 2 months of data in QuickBooks, there’s a flat fee for cleanup and setup for the first month of service.

Start with a clean slate

I have 8 years using QuickBooks maintaining small businesses including payroll; but not online. We do require at least 1 year of professional experience with QBO as this role exclusively supports our QBO customers. Most businesses meet with their bookkeeper on a live call once a month. These monthly meetings are a great time to get a status update on your books and go over key financial statements. A bookkeeping certificate can help you find a bookkeeping role, either as an in-house bookkeeper or as a freelancer.

Our partners cannot pay us to guarantee favorable reviews of their products or services. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Easily track their progress in real time, schedule a video call, or send your general bookkeeping questions to our team of bookkeeping experts. Each month, your bookkeeper categorizes your transactions and reconciles your accounts.

Chat with a product expert through QuickBooks Live Bookkeeping

And if you need accounts receivable or accounts payable, Bench offers specialized bookkeeping for an additional fee. A Live Bookkeeper cannot begin cleaning up your past books until they receive the required supporting documentation, which your bookkeeper will request from you after your first meeting. Once your bookkeeper receives all the necessary documentation, they’ll typically complete your cleanup within 30 days. In some cases, your cleanup may take longer depending on timeliness of documentation and the complexity of your books.

This influences which products we write about and where and how the product appears on a page. Here is a list of our partners and here’s how we make money. Yes, you’re free to switch QuickBooks Online plans or cancel at any time. QuickBooks Live customers may cancel plans at any time. They helped me catch up on over a year of lackadaisical sloppy data entry. Your bookkeeper ensures you’re keeping track of income and expenses.

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