[ HOW VIRTUAL OUTSOURCING WORKS ]

Our Process

[ CONSIDER THE BENEFITS OF VIRTUAL OUTSOURCING ]

WORKING WITH US IS A SIMPLE PROCESS.

01

Consultation

We’ll have a chat to answer any questions, learn about your business, find out what you need help with and what you are looking to accomplish.

02

ADVISE

We advise you which of our services would be most beneficial to your business. You choose which services you would like to hire us for.

03

DOCUMENTS & SETUP

We’ll send you a checklist of the information and documents to send us.
We’ll set you up with apps to improve the work flow and productivity between us.
We’ll send you an engagement contract which outlines the services you have hired us for, delivery schedules and and our confidentiality commitment to you.

04

WE START WORK

That’s it! We start working on your books and provide you with deliverables and reports every step of the way. Chat with us when you need us.

05

ENJOY PEACE OF MIND

You can rest easy knowing your bookkeeping & payroll are in good hands, while you concentrate on core areas of your business that require your attention.

Many businesses need help, but don’t know where to start. WE DO.

Qualified staff can be difficult to find or retain, office space is sometimes lacking and often there just isn’t enough money to allow hiring someone so the business owner takes it all on in an attempt to save money. The latter ends up overworking the owner with every small task, taking them away from overseeing the big picture and focusing on moving the business forward. In the end, the business ends up losing money. 

Virtual outsourcing is really rather simple. Most people just need some time to let go of the notion that bookkeeping, HR and other aspects of business need to be done by people who inhabit the same space as they do. If you can let go of that notion, a whole new world of help will be available to you!

"Despite bold visions and big plans, it's all too easy for entrepreneurs to become bogged down by the mundane tasks involved in building a successful business. Virtual outsourcing is the best kept secret of modern productivity."

- Ink Magazine

"Despite bold visions and big plans, it's all too easy for entrepreneurs to become bogged down by the mundane tasks involved in building a successful business. Virtual outsourcing is the best kept secret of modern productivity."

- Ink Magazine

[ WE WORK VIRTUALLY WITH BUSINESSES ACROSS CANADA ]

FREQUENTLY ASKED QUESTIONS

Businesses outsource work in order to reduce costs, increase productivity, fill staffing gaps with experienced professionals and save time so they can allocate their time to other business areas that need their attention.

Absolutely. We offer a full range of services that cover most aspects of running a business or non-profit. We’re here to fill your staffing gaps and address any challenges you might be facing.

For example, we can manage your full-scale bookkeeping on a daily basis or just review and reconcile your accounts and prepare reports each month. We can fully manage your HR needs or just take care of your staff scheduling. Hire us for as little or as much as you need at any given time.

No! We are not employees of your business, therefore you do not have to pay taxes, EI, CPP, vacation pay or benefits. Think of us as a loyal staff member without the overhead.

We set all of our clients up with a shared folder in our Google Drive to exchange documents. For Bookkeeping, we use Quickbooks Online for your bookkeeping and, Dext to allow you to upload and digitally store your receipts. If we’re handling your Accounts Payable (A/P), we use Plooto to securely and efficiently pay your bills. We use PandaDoc and PaperForm to securely gather any sensitive information and contracts. The document portals use bank-level security and information is encrypted at rest to protect your information.

It’s common to confuse the role of a bookkeeper and that of an accountant. Both offer critical support for the financial health of a business and share similar goals. Bookkeepers are responsible for recording daily transactions, posting invoices and expenses, running payroll, reconciling accounts, keeping a business’ finances balanced and organizing financial information. That’s what we do.

An accountant, usually a CPA, takes the information compiled by the bookkeeper to produce financial models and statements, analyzing the cost of operations, providing audits and completing tax returns.

Virtual bookkeeping allows a bookkeeper to work remotely instead of physically working at a business’ office. Aside from the work location, there is not much difference between regular bookkeeping services and a virtual arrangement. A virtual bookkeeper uses cloud-based bookkeeping software (such as Quickbooks Online) to record financial transactions, review and update statements and reconcile accounts.

The advantages are that you don’t need to hire a full time in-house bookkeeper and pay source deductions or benefits, or require any office space, equipment or software. We are a Quickbooks Online Certified Pro Advisor and Payroll certified partner. You also get an experienced professional working on your financials. 

You still retain full control over the Bookkeeping and have access to all your financials anytime by logging into your Quickbooks Online account from any device.

Yes, we work on your books on set days of the week. Daily, weekly, twice a month, monthly, quarterly or even annually. We’ll provide services based on your business needs. 

For most of our clients, we close the books monthly. Provided all of the information is provided to us in a timely manner, we always have your books closed and reports uploaded for you by the 15th of the following month.

We pride ourselves on working ethically and confidentially. We understand how important it is to have trust in the company you hire to work on your financials and sensitive business information.

Our commitment to security, privacy, and compliance:
Protecting our client’s information is taken very seriously. Form submissions are secured using TLS 1.2 SSL and encrypted at rest. Your login(s) are stored in our secure password manager, using end-to-end encryption, compliant with Privacy Shield, HIPAA, GDPR, CCPA, and SOC 2 security standards.
 
We’ll provide you with a signed engagement contract, which outlines our confidentiality commitment to you. You can rest assured that your business information will always be kept just between us.
[ WE'D LOVE TO HEAR FROM YOU ]

GET IN TOUCH

We’d love to hear from you!
We work virtually with businesses across Canada.