最佳里程跟踪器应用程序应有效地记录和跟踪业务里程和费用，并轻松将旅行归类为与业务相关或个人的。它还应该在负担能力和功能之间取得平衡。考虑到这一点，我们已经编辑了针对小型企业的五个最佳里程跟踪器应用程序：：最佳整体里程跟踪器：最适合自雇人士：最佳QuickBooks用户：最佳适用于成长的公司：最实惠的最实惠的选择，用于简单的里程跟踪快速比较在最佳里程跟踪器应用程序中，请参见全屏表格×Triplog：最佳整体里程跟踪器专家意见是我们的最佳里程日志应用程序，因为您在付费计划中获得的扩展功能。如果您获得了Premium + Time＆Scheduling选项，则将拥有一个调度程序，时间表和费用跟踪器，全部来自一个提供商。我们建议使用Triplog，因为它可以为您节省订阅其他第三方费用跟踪器或时间表应用程序的成本。相反，每位用户的费用少于10美元，您可以获得三个跟踪器（里程，费用和时间跟踪器）。如果您发现它的昂贵，我们建议检查其负担得起的价格。Hurdlr：最适合自雇个人的专家意见，我们向需要里程跟踪器，费用跟踪器和简单会计功能的自由职业者和自雇人士推荐Hurdlr。由于其簿记和发票功能，它的优质和专业计划也可以是绝佳的QuickBooks替代品。 If you’re looking for a dedicated mileage tracker, we recommend choosing or for simple mileage tracking. QuickBooks Online: Best for QuickBooks Users Expert Opinion Because is also our best small business accounting software, it’s a great choice for a new company looking for both accounting software and a mileage tracker—it’s a cost saver to have a combined bookkeeping software and mileage tracker. It features tax computation for mileage deductions, wherein users can choose between standard mileage rates and actual expenses. However, we advise that you look at the other mileage trackers on this list if you need just a dedicated mileage tracker. and are good alternatives for QuickBooks Online because they have tax features that can help in reporting mileage expenses. Everlance: Best for Growing Companies Expert Opinion is a mileage tracker that features expense tracking and tax management. We like its tax-saving tool—this allocates money for your taxes automatically whenever new income enters your bank account, and we find it to be a great budgeting tool for tax expenses. If you decide to expand from self-employed into a small business, you can upgrade to an Everlance Business account easily. Though it includes advanced mileage features, it lacks an integrated bookkeeping system. If you need the latter, we recommend either or . Hurdlr has accounting and bookkeeping capabilities under its Pro Plan while QuickBooks Online is a small business accounting software by default but with mileage tracking features. MileIQ: Best for Simple Mileage Tracking Expert Opinion is an excellent alternative to complex mileage trackers because of its simplicity and easy-to-use interface. It’s an ideal mileage tracker for individuals who drive occasionally but need mileage tracking for expense tracking. Although having more features in a mileage tracker is good, some won’t make use of all of them. In that case, a simple app like MileIQ will do the job. While it lacks automatic tax deduction, we still recommend it for those wanting a simple mileage tracker. If you think MileIQ is too simple for your needs, we recommend checking out . How We Chose the Best Mileage Tracker Apps We ranked the best mileage log apps based on their affordability, ease of use, and the availability of the essential mileage tracking features we like to see, including automatic mileage tracking, bank and credit card integration, expense receipt capture, and route planning. Based on our methodology, we evaluated each mileage tracker app across the following criteria: When To Use a Mileage Tracker A mileage tracker can be used to project tax deductions, control mileage costs, and plan for future expenses. Not all individuals or businesses need to use a mileage tracker. However, the need arises when: The user intends to deduct mileage expenses for tax purposes: The IRS has strict requirements for documenting business mileage. Taxpayers must keep a detailed log of trips showing the date, number of miles, and purpose of the trip. The company has a high volume of mileage expenses and reimbursements: If your line of business involves delivery, or if you provide gas allowance to employees, a mileage tracker makes reimbursements easier, faster, and more accurate. The user’s job is driving (like rideshare driver or company driver): Individuals registered to drive for Uber or Lyft can use a mileage tracker to track their daily route, maximize earnings, and reduce tax liability. Frequently Asked Questions Are there free mileage tracking apps? All of the mileage tracker apps in our list have free plans, except for QuickBooks Online. The free versions are suitable for occasional drivers needing mileage deductions. But if you want a comprehensive mileage tracker for your business, TripLog offers many features suitable for a small business setup. Do I need a mileage tracker for my business? That depends on the nature of your business. If you deliver products to customers or meet with clients, you need a mileage tracker to monitor your mileage and fuel expenses, as well as determine tax deductible amounts. What’s the best way to track my mileage? GPS tracking is the most accessible way to track mileage since smartphones have GPS capabilities and cellular service. Through this feature, you can track mileage accurately, regardless of the route you’ve taken and maximize your mileage tax deductions. However, GPS tracking consumes smartphone battery, especially if you leave it running in the background. As such, it’s best to always charge your smartphone while using this feature. Bottom Line Each mileage tracker app in our guide has its own strengths and weaknesses, so the best option greatly depends on your particular requirements. For instance, if you’re managing a team of delivery drivers, you can benefit from route planning feature. If you need a simple and affordable way to track mileage, you should consider . If you’re currently using , then you can try its built-in mileage tracker and see if it’s enough for you. and are also worthy choices if mileage deduction is your top concern for getting a mileage tracker.
QuickBooks Online vs Desktop：哪个适合您2022年？
集成WooCommerce，一种流行且免费的电子商务解决方案，QuickBooks可以为您节省数百小时，并防止昂贵的错误手动传输数据。创建QuickBooks的Intuit具有本机连接器，但也有第三方集成。每个插件的工作方式不同 - 有些提供双向数据传输，并支持不同版本的QuickBooks，因此您需要为您的业务需求选择合适的版本。The four most popular plugin options for integrating WooCommerce with QuickBooks are: We’ll walk through how to choose the best one for your business and the steps to set up each integration: Step 1: Determine Your Data Transfer Needs Data transfers work differently depending on which plugin you choose. There’s one-way data transfer, which moves data from one app to another, and two-way data sync, which offers real-time updates and data transfer from and to both apps. Step 2: Choose a WooCommerce & QuickBooks Plugin Zapier only offers one-way data transfer, and there’s a monthly fee ranging from free to $49 for small businesses. MyWorks and Webgility both offer two-way data sync and integrate with both online and desktop versions of QuickBooks. Only Webgility doesn’t have a free plan and is the most expensive as far as starting price. WooCommerce & QuickBooks Integration Pricing * Based on an annual plan Step 3: Integrate WooCommerce With QuickBooks Using Your Chosen Plugin Choose Intuit, Zapier, MyWorks, or Webgility below for step-by-step integration instructions. Frequently Asked Questions (FAQs) About WooCommerce & QuickBooks Bottom Line WooCommerce and QuickBooks are powerful systems for managing your sales, inventory, and accounting, but if you use these two programs separately, you’ll have to do quite a bit of manual entry to reconcile your business data. The best solution to save you time and sanity is to connect WooCommerce to QuickBooks, either with the native connector provided by Intuit or a third-party plugin. Choosing the right WooCommerce and QuickBooks integration depends on a few things. Aside from the version of QuickBooks you’re using, you should consider how many orders you receive each month. If it’s less than 100, and you don’t track inventory or products in QuickBooks, Zapier’s free option can work for you. Otherwise, opt for the affordable MyWorks plugin to get two-way data sync. Webgility can be useful for connecting multiple stores to one QuickBooks account. Of course, for free and simple sharing of data, Intuit (QuickBooks’ home company) provides its own connector. You May Also Like … Are you still using spreadsheets for tracking your ecommerce sales? Try one of the best ecommerce accounting solutions instead to save time. Outgrowing your current online store? It might be time to upgrade your ecommerce platform. Still can’t decide which platform to use to build your online store? Compare BigCommerce to Shopify to see which would be best for you.
业务费用跟踪器允许所有者和员工以电子方式跟踪费用，处理报销并保留收据记录。在寻找最佳的业务费用应用程序时，请考虑灵活的定价计划，易于学习和使用，信用卡费用自动记录以及文档功能以减少文书工作。以下是我们针对最佳业务费用跟踪器应用程序的六个建议，可帮助您的业务自动支出管理管理并与现有系统同步：：最佳总体费用跟踪器与负担得起- 时间卡费用：最佳第三方集成：最适合自由职业者和企业家的最佳业务费用跟踪器，请参见全屏表格×Zoho费用：最佳总体费用跟踪器，具有负担得起的定价计划，我们的专家意见我们建议Zoho Evense作为我们的最佳整体费用其负担得起的价格和各种各样的费用跟踪功能。它还可以轻松地与Zoho Books，Zoho的专用会计软件以及您企业可能使用的其他流行的小型企业会计软件。Emburse支出：最佳免费业务费用跟踪器我们的专家意见如果您的重点是实时费用跟踪和报销，我们建议您的Emburse支出，因为其实时费用报告可以更快地获得批准和报销。但是，如果您想充分利用其功能，我们建议您使用Emburse卡，因为用户更容易提交和处理费用报销。您现有的公司卡计划仍然可以用于Emburse支出，但会有适用的费用。QuickBooks Online：最适合需要完整簿记系统的小型企业，我们的专家意见QuickBooks在线是我们最好的整体小型企业会计软件，它也可以用作小型企业费用跟踪工具。鉴于这是一个成熟的会计系统，因此选择它是一种成本效益的选择，因为它已经是费用跟踪器和簿记软件的组合。 As such, we highly recommend it if you want a two-in-one software solution for accounting and expense management. If you’re already using QuickBooks Online but are still in need of an app for expense approval and reimbursement, then we recommend or as an auxiliary and standalone expense tracking app. Fyle: Best for Real-time Card Feeds Our Expert Opinion Fyle is a convenient solution if you already have a corporate card program using Visa. However, its expense tracking solutions are still worth it even if you use non-Visa cards or don’t use cards at all. For non-Visa cards, you still get feeds from your card provider, but they’re not real-time. As for its expense tracking features, it can give you a 360-view of all expenses, from submission until reimbursement, rivaling the functions of Zoho Expense. We recommend Fyle if pricing isn’t a major factor in your decision because it’s a bit expensive. Otherwise, choose for more flexible pricing tiers. Rydoo Expense: Best for Third-party Integration Our Expert Opinion Rydoo is an affordable expense-tracking service for travel expense tracking and one of our best mobile accounting apps. It’s a great expense tracker for established small businesses that use different kinds of software-as-a-service (SaaS) apps. However, while it helps manage expenses, it doesn’t have a built-in reimbursement feature like . FreshBooks: Best for Freelancers & Solopreneurs Our Expert Opinion We recommend FreshBooks for freelancers and entrepreneurs because it’s an all-in-one app that contains accounting, expense tracking, time tracking, and project management. It’s also easy to learn and suitable for business owners who prefer to do the bookkeeping themselves. However, it isn’t suitable for businesses needing inventory management or those requiring at least more than three users. is a great alternative to FreshBooks, as it has outstanding inventory accounting and other bookkeeping features as well. Bottom Line The ideal business expense tracker app isn’t the same for everyone. The apps we’ve recommended in our list perform well in a given area or business function and are the best for their intended use—although each has its respective drawbacks. We suggest that you analyze your business’s needs and choose the app that can best meet them.
QuickBooks Online是一款出色的小型企业会计软件，但这并不是一个适合所有解决方案。无论您发现QuickBooks昂贵或难以使用还是正在寻找QuickBooks所提供的东西，都可以考虑很多替代品，包括免费的QuickBooks替代品。以下是最好的QuickBooks替代方案，每个替代品都具有自己的不同功能和用例：：最佳整体QuickBooks替代出色的移动应用程序：最佳无限用户：最佳QB桌面替代多公司簿记替代品：最佳客户服务：最佳客户服务：Best Bestfree alternative to QB Online : Best for individuals with rental property QuickBooks vs Alternatives: Quick Comparison See fullscreen table × *Quicken isn’t rated, as it’s not a double-entry accounting system. While it can help with personal accounting, it can’t track fixed assets and liabilities—meaning it’s not a good fit for corporations, limited liability companies (LLCs), and partnerships. Zoho Books: Best Overall QuickBooks Alternative With an Outstanding Mobile App While and QuickBooks Online share many similar features, Zoho Books stands out with its mobile accounting app. In addition to sending invoices and capturing expense receipts, its mobile app can perform advanced features like entering bills, accepting payments online, and generating reports. This powerful app makes Zoho Books one of our best small business accounting software. *Elite and Ultimate were newly launched in 2022. Elite includes enhanced inventory management features like serial number tracking, while Ultimate offers advanced analytics, such as the ability to generate collaborative reports with other team members. Zoho Books Standout Features Mobile app: Zoho Books’ mobile app offers a wide range of features that QuickBooks Online’s app doesn’t. You can enter bills, generate reports, and even track time. Invoice and estimates: Create and send invoices and estimates in seconds and send them in any currency. Zoho Books’ accounts receivable (A/R) management module is also exemplary, with robust features like issuing credit memos, viewing customer accounts, and accepting short payments. Project accounting: Zoho Books allows you to compare estimated and actual project costs—something you can’t do with QuickBooks Online. Inventory management: Capture product details, including product costs, product details, and stock on hand. Zoho Books also keeps track of the cost of goods sold (COGS) and computes ending inventories. We recommend choosing if you’re looking for accounting software that’s similar to QuickBooks Online but has a more functional mobile application. Its mobile app is useful for freelancers and small business owners who often do business or work outside of their office space. Additionally, Zoho Books delivers an experience similar to QuickBooks Online in terms of robust inventory, A/R, and accounts payable (A/P) features. To learn more about these solutions, read our QuickBooks vs Zoho Books comparison. Xero: Best for Unlimited Users is one of our best small business accounting software that has similar features to QuickBooks but is priced lower. It even allows unlimited users, so if your primary issue with QuickBooks is the price or the limited number of seats, then this is likely your best choice for alternative software. Xero Standout Features Unlimited user access: You can add as many users as needed without paying an additional fee. Inventory management: Track simple and complex inventory items and create reports on what products are trending. Xero separates the cost of your purchases into your COGS and your cost of ending inventory automatically. Fixed asset management: Xero is the only cloud-based accounting software service that we’ve reviewed with a dedicated fixed asset manager. If your business uses a lot of fixed assets, Xero can keep fixed asset records and manage depreciation. While has comparable features to QuickBooks Online, it has a lower price and includes an unlimited number of users in all subscriptions. As such, it’s a great choice if you have a large accounting team, and it’s our top recommendation for budget-conscious small businesses. The major drawback of Xero compared to QuickBooks Online is that it’ll be much harder to find a bookkeeper to help you. Check out our Xero vs QuickBooks guide to see other similarities and differences between the two software. Sage 50cloud: Best QuickBooks Desktop Alternative for Multicompany Bookkeeping is great accounting software if you need to keep the books of multiple companies. QuickBooks Online requires separate subscriptions for each company, which can become very expensive and, while QuickBooks Desktop does allow unlimited companies, the data cannot be accessed remotely without paying for an expensive QuickBooks cloud hosting service. Sage 50cloud can even consolidate the companies into a single entity and prepare consolidated financial statements, something QuickBooks Desktop cannot do. Sage 50cloud Standout Features Domestic consolidation: Consolidate reports for subsidiaries that are in the same base currency. Sage 50cloud will reconcile intercompany transactions and accounts automatically. Global consolidation: Manage multiple currencies for customer or supplier accounts across the globe. Multidimensional consolidation: Use multiple dimensions, such as customer, supplier, or project, to consolidate your reports. ASC 830/FAS-52 compliance: This feature is useful for companies operating in foreign countries. lets you manage all your businesses on a single platform, making it one of our top choices for multicompany accounting software. Its highest plan includes advanced budgeting tools and multicompany support that allows you to create consolidated financial statements for multiple entities. On the downside, we can’t recommend it to DIY business owners and non-accountants because it’s difficult to use. However, it’s a great choice if you have an internal bookkeeper. Read our Sage 50cloud vs QuickBooks review to see how these two products compare. FreshBooks: Best for Excellent Customer Service is a complete bookkeeping system that’s known for its outstanding customer support. You can directly call a customer support agent if you encounter serious issues—as opposed to QuickBooks Online, where you submit a request first and then wait for them to call you. FreshBooks Standout Features Outstanding customer support: FreshBooks offers many ways to contact them for assistance. You can call them, or you can ask them to call you. There are chatbots ready to assist with frequently asked questions (FAQs) or quick help. Alternatively, you can email them for inquiries or visit their help page for informative guides. Time tracking: Track time spent on projects and record it in FreshBooks for invoicing. Mobile app: Freelancers and solopreneurs will like FreshBooks’ mobile app because it can perform basic and advanced features like sending invoices, entering bills, capturing receipts, tracking time, and assigning time worked to projects. Unlike QuickBooks, customer support is available by calling its toll-free number. Beyond good customer service, it’s known for its terrific-looking invoices, and it has an impressive array of integrations with ecommerce platforms. If you need multiple users, it isn’t a great choice since all users in excess of the one included with each plan are $10 per month. We compare QuickBooks Online vs FreshBooks to help you decide which program fits your needs. Lendio Accounting: Best Free Alternative To QuickBooks (formerly Sunrise) offers users free accounting software and a paid plan for $19.99 per month. In the free tier, a single user can access most features of Lendio Accounting, making it ideal for freelancers and solopreneurs. Lendio Accounting Standout Features Free accounting: It’s rare for accounting software to offer a free plan that contains almost all of the features of the paid subscription. A/R management: You can manage invoices using statuses or filter them according to customer. AR management is Lendio’s biggest strength, making it easy to manage invoices and send reminders to clients. Unlimited bank accounts: You can add multiple bank accounts and credit cards used in your business. These connections can simplify and speed up the recording of expenses and deposits. Sales tax tracking: Lendio Accounting offers a convenient way to track sales tax. Although Lendio doesn’t have an in-app feature for paying and filing taxes, it does add sale tax items to invoices and accumulates taxes collected in liability accounts. Lendio Accounting is our best free QuickBooks alternative as it offers a no-cost basic plan for businesses wanting free accounting software. With a free subscription, you get most features you need for freelance or small business accounting. However, you’ll need to upgrade to Plus if you need multiple users or manage multiple companies. Quicken: Best QuickBooks Alternative for Individuals With Rental Property allows you to manage and track tenants with its Home & Business edition, which isn’t possible with QuickBooks Online. Unlike double-entry bookkeeping software, Quicken keeps things simple by focusing on only your income and expenses instead of tracking assets and liabilities. It can also be used to track your personal finances, including your retirement accounts, which provides a lot of value beyond simply accounting for rental income. Quicken Standout Features Tenant management: Track tenants’ details like personal information, rent collection, and lease terms. Rental dashboard: Monitor the status of your properties, occupants, and rents in one place. Market value tracker: Analyze your portfolio of mutual funds using its integrated Morningstar’s X-Ray tool (Windows only). PayPal payment: Collect rental payments easily by adding a PayPal payment link to your email. Individuals needing to track income and expenses for a personally-owned rental property might prefer Quicken over QuickBooks Online. It can help you manage your rental activity by creating invoices, accepting online payments, and managing lease terms, rental rates, and security deposits. However, Quicken cannot produce a balance sheet, so it’s not ideal if your rental activity requires you to file a business return like Form 1120, Form 1120S, or Form 1065. Although it’s specialized software for leasing, it doesn’t have strong accounting features. Check out our Quicken vs QuickBooks guide to see which program fits the bill. Feature Comparison: QuickBooks vs Its Alternatives When evaluating the top QuickBooks alternatives, we place a strong emphasis on three key features that we think are very crucial to those needing a great substitute for QuickBooks Online. The feature comparison tables below will help you determine how other software compares to QuickBooks in terms of mobile app, inventory management, and project accounting. How We Evaluated QuickBooks Alternatives We rated the accounting software products on this list based on their capabilities to be a substitute for QuickBooks. Moreover, we included the insights we gathered from our case study to show you what we think about these solutions based on the case study criteria. Bottom Line dominates the market for small business accounting—but it isn’t always the best answer, and there are many alternatives to QuickBooks to consider. Depending on your budget, required features, and industry, you might find an alternative software that will meet your needs better.
最佳的发票软件使用户可以快速创建自定义的发票，并通过发票管理功能更快地获得付款。在投资专门的发票软件之前，请考虑包括发票功能在内的全面小型企业会计软件是否更好。总体而言，您应该确定哪个平台可以最好地为您提供有关特定问题的解决方案。这是我们为小型企业提供最佳发票软件的七个选择：：带有复杂会计功能的最佳整体发票软件：适用于企业家和自由职业者的最佳发票：最佳独立发票软件：最佳免费发票软件：最佳免费发票软件：最佳Square用户：最佳开票用户：最佳开票方式具有基本会计功能的软件：专业服务公司的最佳发票软件比较最佳发票软件，请参见FullScreen Table×QuickBooks Online：带有复杂会计功能的最佳总体发票软件，一个原因是我们的总体最佳小型企业会计软件是其出色的发票功能。与我们审查的任何其他簿记软件不同，它将自动计算营业税率，以根据客户地址应用于您的发票。然后，它跟踪您的销售税是根据管辖权收取的，并帮助您提交最需的退货。您可以在30天内免费在线尝试QuickBooks，而无需信用卡。Freshbooks：最佳企业家和自由职业者的发票，而现在提供了整个簿记系统，它开始是生产出色的专业发票的一种方式。它继续强调发票，同时添加了跟踪小时并将其分配给发票的功能。 There’s no credit card required to start a 30-day free trial. Invoicera: Best Standalone Invoicing Software combines accounts receivable (A/R) management (sending invoices) and accounts payable (A/P) management (receiving invoices) in a single dashboard. While not a complete bookkeeping system, it makes cash flow management simple by focusing on two of the most important aspects of your business: collecting cash from your customers and paying your vendors. You can try Invoicera for 15 days without providing a credit card. Zoho Invoice: Best Free Invoicing Software is our choice for a totally free invoicing software, making it suitable for very small businesses, startups, and freelancers who are new to invoicing. Unlike other software on this list, it doesn’t have paid options. Square Invoices: Best Invoicing Software for Square Users Square is a merchant services provider with no monthly fee, making it a great choice if your business processes less than $10,000 per month in credit card transactions or if you’ve been using other Square services. , included in your free Square account, lets you offer multipackage estimates and send contracts with estimates. ZipBooks: Best Invoicing Software With Basic Accounting Features provides a template that you can tweak with your logo before entering your sales information. While not as customizable as some other software, the invoices look nice and provide a good first impression to your customers. The free subscription is all you need to create, send, and track invoices for an unlimited number of customers. TimeTracker: Best Invoicing Software for Professional Service Firms by eBillity offers lawyers, accountants, engineers, and other professional service firms an invoicing option integrated with powerful time tracking features. It makes sense to combine these functions for professional service firms since billable hours are the primary item on your invoices. The platform has a 14-day free trial, no credit card is required. How We Evaluated Invoicing Software Choosing invoicing software requires careful consideration of the features that you need. We considered four categories in evaluating the software listed here. Breakdown Pricing: 15% Customization: 20% Invoicing features: 30% Bookkeeping system integration: 35% Bottom Line With these seven best invoicing software for small businesses, we hope that you’ll be able to choose an invoicing software that matches your business needs. We have presented free and paid options with varying features. To make a decision, we recommend that you consider your business’s invoicing and information needs and possible integration with existing software or migration from legacy systems.
在为您的业务雇用虚拟簿记服务时，您必须了解您现在要外包的会计任务以及业务扩展时可能需要的服务。最重要的是，您必须根据不同的因素（例如簿记员的费用，他们使用的会计软件）以及如何与您进行交流以在您的书籍上工作。步骤1：首先确定您目前需要哪些服务，请考虑一下您想做多少工作以及根据您的情况轻松外包的工作。例如，如果您是自由职业者或独资所有人，则可能需要将税收归档和簿记外包给像公司这样的公司，或者查看我们的自由职业者最佳在线簿记服务指南。如果您是一家需要外包工资单的中型或大型公司，则可能会考虑。步骤2：确定您将来可能需要的服务随着业务的增长，其需求也将需要，并且您不想在扩展时更改簿记员。因此，重要的是要确定一家可以与您一起成长的簿记员或公司，该公司根据您的业务规模和需求提供灵活计划的全方位服务簿记。您可能会发现自己将来需要的服务包括工资和人力资源（HR）管理，税收申请和咨询服务以及首席财务官（CFO）咨询服务。步骤3：评估您的潜在虚拟簿记员一旦您了解了所需的内容，就该进行研究并与潜在的虚拟簿记员进行交谈了。要缩小选择范围，您必须考虑重要因素，包括以下内容：会议：一些在线簿记员允许您每月安排会议，而其他人则可以根据需要进行安排。 Communication can be as simple as a phone call or as elaborate as a one-way video conference with the ability to screen-share your documents. Dedicated bookkeeper: Decide whether it’s important to have a dedicated bookkeeper―so that you can always talk to the same person. Software: Know which accounting software your prospective bookkeeper uses. Review the most popular small business accounting software to see which program suits your needs. Online portal: Ask your prospective bookkeeper if they use an online portal. It can be a valuable way to communicate with them, see their ongoing task list, schedule future appointments, and share private documents. Price: Some virtual bookkeepers offer the option of paying for services on an as-needed basis, whereas others let you customize your services by paying an additional hourly rate. We have compiled the best online bookkeeping services to help you decide which fits your needs. Step 4: Preview Your Top Choice, Then Hire Once you have selected your top choice, you should preview the fit for your business with either a free trial or demonstration. Some virtual bookkeeping services provide a short-term contract, which allows you to change your mind without losing a large financial investment. Once you sign up, you’ll begin the onboarding process. You may be required to provide your bank account statements or software file to set up your account, but if you have elected to have a dedicated bookkeeper, then they should be able to assist with that. How Can a Virtual Bookkeeper Help Your Business? Virtual bookkeeping services are often less expensive than hiring a local bookkeeper. Because they work online, they tend to be very tech-savvy and can view and adjust your books with very little effort from you. Unlike local bookkeepers who may not take advantage of cloud-based accounting software, a virtual bookkeeper will never ask you to provide them with paper reports, save digital backups for them, and post your own adjusting journal entries. Typical Services Provided by Virtual Bookkeeping Companies Account reconciliation: One of the most common services that virtual bookkeeping companies provide is account reconciliation and the performance of a month-end close, ensuring that your books are accurate. Invoicing customers: Often available as an add-on service, many companies will take on the task of billing your customers for you. Paying bills: Bill pay services are also provided by online bookkeeping services for an additional fee, with the ability to process payments via automated clearing house (ACH) or check. Reports: The complexity of financial reports provided varies, from a basic profit and loss (P&L) statement to reports that are customized for your industry. Tax management: Many online bookkeeping firms also provide tax services, including tax preparation, filing, and advice. CFO advisory services: Growing startups and other venture-backed companies may be interested in solutions such as CFO advisory or controller services. Be sure to check out our top-recommended online bookkeeping services to find the provider that fits the bill. Virtual Bookkeepers vs Traditional Local Bookkeepers Of course, not all local bookkeepers are strictly traditional, and many will likely use some of the modern tools of the virtual bookkeeper, such as Zoom meetings and cloud-based accounting software. Bottom Line You need to determine exactly what bookkeeping assistance you need, now and in the future, before shopping for an online bookkeeping service. Once you’ve compiled a list of bookkeepers that meet your needs, you should consider other factors, such as the service’s price and the type of communication available.