Remote Bookkeeping Services

Remote Bookkeeping Services for Startups & Mid-Sized Businesses | RealtaxPK

What Is Remote Bookkeeping?

Remote bookkeeping means outsourcing day-to-day financial recordkeeping to experienced professionals who work virtually. Using cloud accounting platforms like QuickBooks Online, Xero, Zoho Books, Odoo, Wave and other cloud accounting apps.

We will manage:

Daily transactions recording or categorization of expenses.
Monthly Bank & Credit Card reconciliations with statements.
Monthly preparation of Financial statements & reporting.
Accounts payable management and bill processing on behalf of your business.
Accounts Receivable management and sending invoices to customers and followup with customers on overdue invoices.
Payroll preparation, processing and recording of journal entries.
Ecommerce bookkeeping and stock and order tracking.
Inventory management and item/SKU COGS setup and analysis.
Forecasting cashflow on monthly basis by location, products, groups or COAs.
Automation of accounting flow using apps like A2X, Zapier, Make.com and APIs.
Migration from Quickbooks Desktop to QBO or from other accounting softwares to cloud accounting softwares.

You can still maintain full visibility and control – without the burden of hiring, training, and managing an internal bookkeeper.

Who Needs Remote Bookkeeping?

This service is ideal if you:

Are a startup or growing business focused on product or service delivery.
Are a founder spending too much time in spreadsheets or QuickBooks.
Want monthly financials you can trust and rely on.
Need clean, accurate books for fundraising, tax filing, or compliance.
Operate remotely or don’t have a physical office.
Want to manage your ecommerce inventory.
Want to have clear view on real estate property management revenue.
Operating digital currency business and have lot of trading transactions.

The Cost & Benefit Equation

Hiring a full-time, in-house bookkeeper can cost $45,000 to $100,000 annually – not including benefits, office space, or software. In contrast, our remote bookkeeping services start at a low monthly fee of 250 USD to 2000 USD, $3,000 to $24,000 annually, tailored to your transaction volume and business complexity.

Save up to 60% vs. full-time hiring
Avoid turnover, rehiring, and training hassles
Access a full team of experts, not just one person

You pay for clean books and dependable delivery—not time spent at a desk.

What to Expect

A dedicated point of contact for communication through Slack, Teams or even whatsapp group.
Monthly or weekly bookkeeping feedback depending on your needs and schedule.
Categorized transactions based on your chart of accounts specially tailored for your business needs including location and class trackings.
Monthly sharing of financial reports: P&L, Balance Sheet, Cash Flow and insides
Reconciliations of all linked bank and credit accounts on monthly basis.
Cashflow forecast analysis and budget review and comparisons.
Montly or weekly meeting over google meet, Zoom or Microsoft Teams.
Secure document exchange & clear communication workflows.
Year-end support and accountant collaboration.
Year end statementf for your accountant to file taxes.
Annual corporate tax filing services to IRS.

Our Cloud Bookkeeping Platforms

We work with industry-leading tools:

QuickBooks Online (we are Certified ProAdvisor, Certified accountants)
Xero (Xero Certified Partner)
Zoho Books
Wave
Odoo
QuickBooks Desktop
Fathom for Forecasting and budgeting
SOS Inventory for Inventory management that can be linked with Shopify
SAASANT for migration and bulk data importing/exporting
Cin7 for inventory management
Gusto & Deel (for payroll sync)
Bill.com for Accounts payable and expenses and vendor payments
Hubdoc for receipt management
Keeper
Jobber
Shopify
Amazon seller center
Etsy
Walmart seller center
Zapier
Zoho CRM

All your financial data is stored securely in the cloud with real-time access from anywhere.

Core Deliverables

Task Area	Deliverables
Transaction Management	Daily Categorization, entry, and review
Reconciliations	Monthly Bank, credit card, and payment processors
Reporting	Monthly P&L, Balance Sheet, Cash Flow reports
AP/AR Oversight	Bill entry, vendor tracking and payment, aging reports and followups
Payroll Journals	Entry of monthly or bi-weekly payroll data and processing

Why Realtax?

Reliable and on-time delivery every day, week and month
U.S. standard compliant bookkeeping (US GAAP) with audit-ready practices
Seamless collaboration with your tax accountant or CPA
Scalable support as your business grows
Cloud-based transparency—your data, anytime, anywhere

“Realtax keeps our books spotless every month. Their team is responsive, detail-oriented, and lets us focus on our core business.”
— Founder, Direct-to-Consumer Brand

AI Driven Remote Bookkeeping Services

QuickBooks Online: AI Agents & Intelligent Features

Intuit AI Agents: QuickBooks now includes AI-powered assistants like Accounting Agent who can now automate accounting processes (auto-categorizes transactions, reconciles, flags anomalies), Payments Agent who can automate your payment processing (speeds up invoicing & collections), and Finance Agent who can provide insites and generate valueable business reports (automates forecasts, highlights variances) 

These tools can save businesses up to 12 hours/month, increasing efficiency and data accuracy.

Intuit Assist simplifies invoicing by converting emails/notes/photos into invoices and automates payment reminders, helping you get paid ~5 days faster 

Advanced research shows QuickBooks uses deep learning on relational data to improve auto-categorization accuracy—known as QuickBooks’ “Rel-Cat” model 

Xero: AI-Driven Reconciliation & Data Capture

Bank reconciliation predictions intelligently auto-match transactions and learn common exceptions 

Hubdoc-powered invoice & receipt scanning uses OCR and AI to extract data accurately

Xero Analytics Plus offers AI forecasting, anomaly detection, and cash flow insights 

Third-party modules like SimpleAI or With Otto complement these by offering intelligent auto-matching and learning exceptions for complex transactions .

How These Features Enhance Remote Bookkeeping

Feature	Benefit for Your Business
Auto-categorization + learning AI	Hundreds of transactions processed in seconds
Auto bank feeds & rules	Real-time updates, fewer manual edits
OCR-powered document scanning	Fast, accurate entry from bills/receipts
AI anomaly detection	Flags duplicates or unusual transactions
Predictive cash flow forecasts	Helps avoid cash crunches before they happen
Third-party integrations	Syncs with inventory (SOS), CRM, ecommerce, payroll, financial tools

Modern Bookkeeping. Seamless. Accurate. Remote.

At Realtax, we offer expert remote bookkeeping services designed for startups and mid-sized businesses that want clarity, compliance, and control—without the overhead of in-house staff. Our virtual bookkeepers work with you using the latest cloud platforms to keep your books accurate, up-to-date, and audit-ready.

Our Bookkeeping Services

We offer reliable remote bookkeeping tailored to your needs. From reconciling bank statements to managing monthly reports, we ensure your finances are in order.

Bank Reconciliation

We accurately match your bank transactions with your records, helping you identify discrepancies quickly and ensuring your books reflect your actual financial position. This thorough review prevents errors and saves you from costly mistakes.

Accounts Payable & Receivable

We manage your incoming and outgoing transactions efficiently, ensuring you never miss a payment or invoice. This keeps cash flow steady and helps you avoid late fees, making financial management easier for you.

Monthly Reports

Receive clear, concise financial reports every month that help you understand your business’s performance. We highlight key metrics so you can easily track your progress and make informed decisions.

Expense Tracking

Our expense tracking services categorize your spending, providing a clear view of where your money goes. This insight helps you manage costs and identify areas where you can save.

Sales Tax Reporting

We simplify your sales tax, GST, or VAT reporting by preparing accurate filings on time. Our meticulous record-keeping helps you avoid penalties and ensures compliance with all regulations.

Payroll Support (Optional)

As a bonus, we offer optional payroll services to manage your employee payments. This ensures everyone gets paid accurately and on time, allowing you to focus on growing your business.