Tools and Tips for Working With Remote Clients as a Bookkeeper скачать в хорошем качестве

Tools and Tips for Working With Remote Clients as a Bookkeeper

Wondering how to work virtually with bookkeeping clients? Whether you're launching a virtual bookkeeping business or shifting away from in-person work, this video will show you how to serve clients remotely with confidence and professionalism. I go over the essentials you need to know to work with bookkeeping clients virtually while being efficient and profitable. -------------------------------------------- Chapters: 00:00 Introduction, challenges, and five-step overview 01:23 Essential tech tools and app strategy 02:52 Paperless document management: capture, fetch, share 04:28 Client onboarding workflow step-by-step 05:53 E-signatures and onboarding checklist tips 07:28 Monthly bookkeeping process: record to restrict 09:14 Team and client collaboration tools 10:20 Free Resources Subscribe: Never miss a new video! Subscribe here: https://bit.ly/5MB_YT_Sub Join my Free Community: Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/5MB_Group Join My Mailing List: Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content Free resource: Get all my essential templates, checklists, and tools in one place inside The Virtual Bookkeeper’s Toolbox: https://bit.ly/bktoolbox Recommended Resource: Never miss a step when bringing on new clients with my Client Onboarding Checklist: https://bit.ly/5MB_onboarding Learn with 5MB Academy: Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\ **Save 10% on all courses using discount code TENOFF at checkout** Recommended Apps & Partners: **Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek **Simplify client proposals and payments with Anchor and get a $50 credit when you sign up: https://join.sayanchor.com/Gywsja Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended... Follow Me on Social Media: Facebook:   / veronicawasek   Instagram:   / veronicawasek   Disclaimer: The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation. Copyright: © 2025 Veronica Wasek – 5MB LLC. All rights reserved. **Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust. #VeronicaWasek, #5MinuteBookkeeping, #5MBAcademy, #BookkeepingWorkflows, #BookkeepingApps, #VirtualBookkeeping, #AppIntegration, #QuickBooksOnline, #AccountingApps, #BookkeepingTips