Virtual service
Virtual bookkeeping, anywhere in the country
Same bookkeeper, same standards, no geography. Dave works with small businesses across the US through QuickBooks Online, Zoom, and a communication rhythm built around you.
How virtual bookkeeping works
Modern bookkeeping already lives in the cloud. QuickBooks Online pulls your bank and credit card activity automatically, your sales platforms like Stripe, Square, and Shopify feed in their numbers, and Dave works from read-only access to all of it. Each month he categorizes, reconciles, and closes your books, then sends reports and walks you through them on a call if you want the walkthrough.
Distance changes nothing about the standards. You work with Dave directly, every time. Questions get answered within a day. Reports come in plain language. And the same boundary applies everywhere: he can see your money, and he can never move it.
Who virtual works best for
- Online businesses running on Stripe, Square, or Shopify
- Consultants and service businesses without a storefront
- Owners anywhere in the US who want a specific bookkeeper, not a big-firm queue
- Businesses that started with a local connection to Dave and moved away, because the relationship travels
Picking a virtual bookkeeper you can trust
The internet is full of bookkeeping offers, and you can't shake hands with any of them. Dave's answer to that problem is being a known quantity: QuickBooks Certified ProAdvisor, 25 years of owning small businesses, a real name on a real website, and a local reputation around Philadelphia that he stands behind. Ask him anything on the consultation, including for references as they become available. The right virtual bookkeeper should feel as accountable as one down the street.
Virtual bookkeeping questions
Is virtual bookkeeping secure?
Yes, when it's set up right. Dave works from read-only bank feeds connected through your accounting software, so he sees transactions without the ability to move money. He never holds signing authority, and he never asks for credentials that could touch your cash.
How do we communicate if we never meet?
Zoom for conversations, email for the day-to-day, phone when talking is faster. Dave responds within a day, usually sooner, and adapts to how you like to communicate. Some clients want a monthly call; others run fine on email alone.
Can you do bookkeeping for a business in my state?
Yes. Bookkeeping is about accurate records, and those rules travel. State-specific tax filings stay with your CPA or tax preparer, and Dave coordinates with them directly regardless of where they sit.
What does Dave need to get started remotely?
Access to your accounting file (or a plan to set one up), read-only bank and credit card feeds, and a conversation about your business and goals. Onboarding typically takes about a week.
Start with a Zoom call.
Tell Dave about your business, wherever it is. The consultation is free, and you'll leave it knowing what your books need.