Accounting · Online bookkeeping
Online and virtual bookkeeping services
Online and virtual bookkeeping services at a fixed monthly fee: your senior bookkeeper works inside your own cloud QuickBooks file, transactions flow in through bank feeds, documents are shared securely, and the books are reconciled and closed every month, while you keep full access and ownership of your file.
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
Call (877) 751-5575. Or book a discovery call.
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Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification, held by TechBrot’s senior reviewer (verification on request) · TechBrot, Inc. · Delaware corporation · est. 2023
Online bookkeeping (also sold as virtual bookkeeping or virtual accounting services) is monthly bookkeeping delivered remotely: your senior bookkeeper works inside your own QuickBooks Online file, bank feeds bring the transactions in, documents move through a secure portal, and every account is reconciled and closed each month. Fixed monthly fee, typically $500–$2,500+/mo, scoped in writing. The file stays yours.
Certifications
Current certifications held by TechBrot’s senior reviewer: Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification — verification on request. Intuit’s ProAdvisor program becomes Intuit ProPartner Accountants in early 2027; the certifications continue.
How online bookkeeping works with us.
Online delivery comes down to a handful of moving parts — where the file lives, how transactions arrive, how documents move, how we stay in touch, and who keeps control.
Element 01 · We work inside your own cloud file
Online bookkeeping runs in QuickBooks Online — a cloud file that lives under your subscription, not ours. A QuickBooks ProAdvisor is added with the access level you choose and can update both books from anywhere, while you keep logging in to the same file in real time. There is no second copy, no version to email back and forth, and no “send me the file when you’re done.”
Element 02 · Bank feeds drive the workflow
Instead of keying in transactions, the file pulls them automatically from your bank and credit-card feeds. The ProAdvisor categorizes what comes in, matches it to invoices and bills, and reconciles each account to its statement. Feed-driven entry is what keeps an online file current day to day rather than reconstructed once a quarter.
Element 03 · Documents are shared securely, not emailed
Receipts, statements, and supporting documents move through a secure client portal rather than email attachments or a shoebox. You upload once and the ProAdvisor attaches the document to the transaction inside QuickBooks, so the backup lives with the entry — useful at tax time and essential if you’re ever asked to substantiate a number.
Element 04 · A fixed monthly communication cadence
Remote doesn’t mean out of touch. Each month you get the same rhythm: the books closed and reconciled, a standard set of reports, and a scheduled check-in to flag anything unusual and answer questions. The cadence is set up front so you always know when the numbers land and who to ask — not whenever someone happens to get to it.
Element 05 · You keep full access and ownership
The file is yours, the subscription is yours, and the access you grant a ProAdvisor is yours to revoke. You can pull a report at midnight, hand a banker live access, or move to another provider and take everything with you. Online delivery never trades convenience for control of your own data.
Why remote holds up · Why it’s as reliable as in-person
The reliability of bookkeeping comes from the workflow and the file — monthly reconciliation, a documented close, attached backup, reports you can act on — not from physical proximity. A cloud file fed by bank feeds is usually more current than a desktop file someone updates on a quarterly visit, because nothing waits for the next appointment.
How online bookkeeping works with us, step by step.
Five steps from first look to a running monthly cycle — with you keeping full access to your own file the whole way.
Start with a free file review
We look before we scope. A QuickBooks ProAdvisor reviews your existing QuickBooks Online file (or your current setup) to see where the books stand, what’s connected, and what online delivery will involve — at no cost and with a written scope before any work begins.
Connect your file and your bank feeds
You add a ProAdvisor to your cloud QuickBooks file at the access level you choose, and we confirm the bank and credit-card feeds are connected and importing. If feeds aren’t set up yet, we get them flowing so transactions arrive automatically from day one.
Set up the secure document portal
We set up the secure portal you’ll use to share receipts, statements, and questions — replacing email attachments. You upload supporting documents there, and they get attached to the matching transactions inside QuickBooks.
Agree the monthly cadence
We agree up front when the books close each month, which reports you’ll receive, and when the check-in happens. That fixed rhythm is what makes remote delivery feel as accountable as someone down the hall.
Run the monthly cycle and review together
Each month the ProAdvisor categorizes, reconciles to the bank statement, and closes the books inside your file, then delivers the reports and walks the numbers with you on the scheduled check-in — with you keeping full real-time access the whole time.
Who online bookkeeping fits.
You already run (or want to run) in the cloud
If your business is on QuickBooks Online — or you’re ready to move there — online bookkeeping fits the way you already work. Feed-driven, cloud-native bookkeeping is built for files that live online, not for shuttling a desktop company file back and forth.
You want current books without an in-house bookkeeper
Online delivery suits owners who need the books kept current and reconciled every month but don’t have, or don’t want, an in-house bookkeeper. You get a QuickBooks ProAdvisor working in your file on a fixed cadence without adding a payroll seat.
You value real-time access and remote convenience
If you’d rather log in and see live numbers than wait for a folder to come back, online bookkeeping fits. It’s built for owners who work from anywhere, want documents handled securely, and expect their books to be a few clicks away, not a phone call and a wait.
Want your books kept current in the cloud?
A QuickBooks ProAdvisor reviews your file free, then runs your monthly bookkeeping inside your own QuickBooks Online file on a fixed cadence — a fixed monthly fee scoped to your transaction volume, in writing before any work begins.
A QuickBooks ProAdvisor works inside your own cloud file.
Online bookkeeping isn’t software running on its own — it’s a QuickBooks ProAdvisor working inside your file, the same as they would in person, just remotely. They categorize what the feeds bring in, reconcile each account to its statement, attach the backup to the entry, close the month, and walk the numbers with you on a scheduled check-in. You keep full real-time access throughout, and the file stays under your subscription and ownership.
Free
file review first — we look before we scope
QuickBooks Online
your cloud file, your subscription — we work inside it
What people ask about online bookkeeping.
What is online bookkeeping, exactly?
How is online bookkeeping different from monthly bookkeeping?
How is it different from virtual accounting?
Is online bookkeeping as reliable as having someone in person?
How do you access my books securely?
Do I keep ownership of and access to my QuickBooks file?
How do we communicate each month?
What does online bookkeeping cost?
Ready to move your books to the cloud, or already there?
See how online bookkeeping would work for your file.
What happens after you call.
1. We talk for up to 30 minutes. You tell us where the books stand; we ask the questions that decide the scope. No charge.
2. We look at the file if we need to. You add us as an accountant user in your own QuickBooks file, and you can remove us at any time. If the file cannot be priced without working inside it, we say so and propose the paid diagnostic, whose fee is credited in full against the cleanup.
3. You get a fixed fee in writing. What we will fix, what you will receive and one fixed fee. Nothing starts until you accept it.
Tell us what’s wrong with the books. We’ll tell you whether cleanup, catch-up or monthly bookkeeping fits.
We reply within one business day. Written fixed-fee scope within 3 business days of your call. No hourly billing.