Remote Bookkeeping Services
Guide to Remote Bookkeeping Services for Startups & Mid-Sized Businesses | Realtax
What Is Remote Bookkeeping?
Remote bookkeeping means outsourcing your day-to-day financial recordkeeping to experienced professionals who work virtually. Using cloud accounting platforms like QuickBooks Online, Xero, Zoho Books, and Wave, we manage your:
Transactions & categorization
Bank & credit card reconciliations
Financial statements & reporting
Accounts payable & receivable
Payroll journal entries
You 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
Need clean, accurate books for fundraising, tax filing, or compliance
Operate remotely or don’t have a physical office
The Cost & Benefit Equation
Hiring a full-time, in-house bookkeeper can cost $50,000–$70,000+ annually—not including benefits, office space, or software. In contrast, our remote bookkeeping services start at a low monthly fee, 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
Monthly or weekly bookkeeping depending on your needs
Categorized transactions based on your chart of accounts
Monthly financial reports: P&L, Balance Sheet, Cash Flow
Reconciliations of all linked bank and credit accounts
Secure document exchange & clear communication workflows
Year-end support and accountant collaboration
Our Cloud Bookkeeping Platforms
We work with industry-leading tools:
QuickBooks Online (Certified ProAdvisor)
Xero (Xero Certified Partner)
Zoho Books
Wave
Gusto & Deel (for payroll sync)
All your financial data is stored securely in the cloud with real-time access from anywhere.
Core Deliverables
| Task Area | Deliverables |
|---|---|
| Transaction Management | Categorization, entry, and review |
| Reconciliations | Bank, credit card, and payment processors |
| Reporting | Monthly P&L, Balance Sheet, Cash Flow reports |
| AP/AR Oversight | Bill entry, vendor tracking, aging reports |
| Payroll Journals | Entry of monthly or bi-weekly payroll data |
Why Realtax?
Reliable and on-time delivery every month
U.S.-compliant bookkeeping 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.