Virtual Bookkeeping Services for Small Businesses
Virtual bookkeeping services from Ledger & Logic give small business owners accurate, up-to-date books without the need to manage bookkeeping themselves or hire an in-house bookkeeper.
We work in your own QuickBooks Online subscription rather than in any system of our own, so your numbers stay with you.
Working with you from anywhere
We are in Lorton, Virginia, and work with small businesses across Northern Virginia. Everything sits in your own QuickBooks file, so we can work with clients nationwide the same way we work with businesses here in Northern Virginia.
We read your reports before you do. If a number looks unlike your usual month, you hear about it from us that month.
Who virtual bookkeeping helps
You are in the right place if any of these are familiar:
- You are doing the books yourself and would rather be running your business
- Your bookkeeper has left, and you would rather not fill the position
- Your team already works remotely, and your bookkeeping can too
- You want the work handled properly without adding to payroll
- You are growing and want the bookkeeping to keep pace
- You are working from spreadsheets and would like a proper set of books
- You are outside Northern Virginia and want a bookkeeper who provides cloud based services
Sound like your situation?
How virtual bookkeeping services work
A personal consultation
Tell us about your business, which accounts are involved, and which parts of your bookkeeping you would like handled. From that, we can usually give you a broad range on the call itself.
A review of your books
We review what you have now, so the plan we quote fits what is there.
Your plan and fee
You receive a clear scope and price before work begins.
Access
We help you grant accountant access to QuickBooks Online and, where available, read-only access to your business bank and credit card accounts so we can retrieve statements directly. If your financial institution does not offer that access, you can share statements through QuickBooks Online or a shared Google Drive folder.
The routine
Monthly bookkeeping begins, and your reports arrive on schedule.
Staying in touch
We agree how often we speak at the start, whether that is the reports with a note on anything that needs you, or a call each month to go through them together.
What your plan can include
We build virtual bookkeeping services around your business needs rather than offering a fixed package.
Monthly bookkeeping is the core of every plan: business bank and credit card accounts included in the agreed scope, reconciled month by month against your statements, transactions categorized, and reports provided each month. We also offer services based on your business needs, including:
- Accounts payable, so vendor bills are tracked and paid according to an agreed process
- Accounts receivable, so someone is collecting what you are owed
- Sales tax filing and 1099 preparation, where included in your plan
- Job costing, so you can see the margin on each project
- QuickBooks setup, cleanup, and training, if the file needs work or your team does
If your books are behind before we begin, we discuss any catch-up or cleanup work with you and agree on a separate scope and fee before proceeding.
Personalized scope and pricing
Your fee is a personalized monthly amount based on the services in your plan.
A flat monthly fee makes it easier to budget for your bookkeeping. Your personalized plan outlines the work and level of support included. If your needs change, we discuss any adjustments with you before changing the scope or fee.
Virtual bookkeeping services run month to month, with no long-term commitment. A written service agreement outlines the scope, fees, responsibilities, and cancellation process, including any required notice.
Want to know what your plan would cost?
What we need from you
Less than you might expect, because much of the information we need can be accessed once your accounts are set up.
Once access is set up, we retrieve bank and credit card statements directly where available. You provide receipts, supporting documents, and details about transactions that need clarification through QuickBooks Online or a shared Google Drive folder. We group questions where practical to make responding easier.
If a document is missing or a transaction is unclear, we come back to you rather than guessing. Where it still cannot be resolved, we will work it through with you, and involve your tax preparer if that helps.
Frequently asked questions
How does this compare to hiring someone in-house?
With virtual bookkeeping, you pay a monthly fee for an agreed scope of services without adding an employee to your payroll. Whether that fits depends on how much bookkeeping you generate, and we can talk that through on a call.
How do you keep my information secure?
The subscription stays in your name throughout. You grant access in QuickBooks Online, and you can change or remove it at any time. Where your bank offers read-only access, that is the level we ask for, allowing us to access the information needed for bookkeeping without the ability to move money. Everything else moves through the channels set up for you at the start.
Not seeing your question? Read the full FAQAsk Kris on a call
A note on taxes. Ledger & Logic provides bookkeeping services and does not prepare or file income tax returns. With your permission, we work directly with your tax preparer on bookkeeping questions and adjustments.
See what working this way would look like for your business.
Book a personal consultation. We’ll discuss your needs, provide a broad pricing range when possible, and explain the next steps toward a formal quote.