Your Non-Profit Specialist
What is a Virtual Bookkeeper?
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Send us a no obligation discovery email to see if we are a good fit!
My Story
At MoneyTree Bookkeeping, our mission is to create a lasting and meaningful impact on how a business runs by going above and beyond the role of a traditional accountant to be a valued advisor, innovative problem solver, and indispensable resource to our client family.
We look forward to the opportunity to become an integral part of your financial success team.
What We Offer
Informed Decisions Made Simple
Think of me as your financial partner. I'll meticulously handle your day-to-day transactions, ensuring everything is accurately recorded. This not only saves you time but also provides a solid foundation for informed decision-making.
Prepared
for Tax Time
Do you struggle with the stress of gathering everything for the Tax Preparer?
Having a bookkeeper
Insights & Analytics
Bringing in a bookkeeper can bring about positive changes by providing financial expertise, up to date picture of the health of your business and organization.
Gift of
Time & Focus
By taking away the financial organizing and upkeep of expenses, bills, etc. we allow you to focus on your core activities while ensuring that your financial affairs are in order and aligned with your goals.
What is a Virtual Bookkeeper?
How Is A Virtual Bookkeeper Different From A Regular Bookkeeper?
Well, I do all of the bookkeeping virtually. And, really, it is much easier on you and me.
Because of today’s technology, we are able to gain access to 99.9% of your records electronically.
Receipts can be scanned. Deposits are viewed in bank accounts.
Checks are written electronically.
Invoices are created in QuickBooks Online.
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All I really need is a computer and access to the internet. Once we have that, we can get just about whatever we need to get the transactions properly recorded in your accounting system.
I specialize in QuickBooks Online and also use third-party apps to either help me be more efficient or help you be more efficient by building out your business’s infrastructure.
What are the Benefits to hiring a Virtual Bookkeeper?
The benefit to hiring a virtual bookkeeper is that you’ll get someone that understands technology, is efficient, and can handle doing most of the work on their own. My goal is to avoid bugging my clients for things. I have systems in place to securely access information I need to do my job and it gets done. My clients just get an email saying everything is good!
And, since I am so efficient at my job as a virtual bookkeeper,
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I have time to spend helping clients better understand their financials.
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I get them management reporting to help them make decisions so they can reach their goals.
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I am here to answer questions about running a business – via email, text, call, or whatever. I am truly their advisor who just wants to see them succeed.
What Don't Virtual Bookkeepers do?
We don’t need to go to your office. We don’t touch paper (scanners are cheap or you can use your phone).
And, we don’t do general administrative work.
Most bookkeepers have spent years of education, experience, and even more training to understand how the financials work and how to properly report all of your transactions. You don’t need us answering the phones, making copies, or any other administrative work.
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