virtual bookkeeping


I’m developing a network of bookkeepers who are taking new clients. I’m incredibly selective with who I work with and can’t say yes to everyone because there aren’t enough hours in the day!

If you’re a virtual bookkeeper looking for new clients and interested in being considered as a one of my strategic partners please fill out this form.

You may be a good fit if:

  • If you worked in an office you’d likely have a title such as “Staff Accountant”
  • You’re obsessed with being efficient and effective
  • You love using technology to automate as much as possible (see the previous item!)
  • You realize bookkeeping is more than entering invoices and doing reconciliations

Interested parties must be in the United States and have several years of hands-on experience with Quickbooks Online.

I’d be incredibly grateful if you’d share this post with others who may be interested!

Click To Tweet: Are you a virtual bookkeeper looking for new clients? Would we be a good fit?

A bit more detail

Here’s a quick overview of how we envision the selection process of potential strategic partners.

Everything is sequential and is intended to help us select the absolute best bookkeepers for our current and future clients.

It’s our intent to set our strategic partners up for success! We’ll give you our internal client checklists, notes/other relevant info.

  • Step One: This form
  • Step Two: QBO Bookkeeping Skills Assessment (you will be directed to this form after finishing your submission in Step One)
  • Step Three: Phone interview

How do referrals work? We care about “the match”. Our clients will do their own interview to make sure they feel it’s a good fit (personality, availability, experience, etc.).

What’s the cost to you? A flat one-time fee will be due to me at the time a client hires you. You owe absolutely nothing until you’re hired.

This will not be a subcontracting position.