Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

Get $1,000 Benefits — Free Bookkeeper ($500) + Business Tools ($500)

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Industry's Top 0.1% Talent

Hire a Bookkeeping Virtual Assistant in 60 Minutes

6-step vetted, supervised by ex-entrepreneurs, & 50+ tool trained

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We handle the numbers so you can focus on growth
Hire, Delegate, & Start Saving 3+ Hours Daily
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Daily Transaction Management
  1. Tick IconRecord income & expenses
  2. Tick IconCleaning up old books
  3. Tick IconBank & card reconciliation
  4. Tick IconCategorize transactions
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Accounts Receivable
  1. Tick IconCreate & send invoices
  2. Tick IconTrack unpaid invoices
  3. Tick IconPayment follow-ups
  4. Tick IconManage client statements
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Accounts Payable
  1. Tick IconEnter vendor bills
  2. Tick IconSchedule payments
  3. Tick IconReconciling vendor statements
  4. Tick IconTrack recurring expenses
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Financial Reporting
  1. Tick IconProfit & Loss reports
  2. Tick IconBalance Sheet reports
  3. Tick IconBudget vs spent reports
  4. Tick IconCustom financial summaries

The Complete Bookkeeping Delegation Checklist (50+ Tasks)

Download the checklist, select what you need, and we will match you with the right expert

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Get instant access to the downloadable PDF

Structured Hiring. Supervised Delivery. Measurable Results

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Managed, Not Freelance

You are not hiring a solo operator. You get a supervised assistant backed by a task support team and a dedicated customer success manager

Structured Vetting

Every candidate goes through a 6-step vetting process, practical assessments, and background checks, so only the top 0.1% make it through

Backup Coverage

Long leaves do not stop your books. We provide trained backup support to keep reconciliations, entries, and reports on track

Ongoing QA Reviews

Weekly manager reviews, SOP checks, and performance tracking ensure your bookkeeping virtual assistant maintains accuracy consistently

Security by Default

Legal NDA from day one. SOC2 and GDPR compliant systems to protect financial data, reports, and access credentials

We Made Hiring a VA Ridiculously Simple

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Share your bookkeeping gaps, monthly transaction volume, & reporting needs

Discover The Impact We've Made

Proven Results Across Growing Businesses

Wishup Vs. The Rest: Reason We Lead

Onboarding Speed & Availability
Talent Quality & Training
Trained in AI/No-Code Tools
Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)
Replacement & Money-Back
Dedicated Account Manager & Knowledge Transfer
Wishup
60 minutes (always available)
0.1% (Pre-vetted & Pre-trained)
✅ 120+
✅ Free Business Tools (Worth $500)
✅ Yes
✅ Yes
Freelance Platforms
Up to 3 weeks (waitlist)
Unclear (No training)
❗Limited
❌ No
❌ No
❌ No
Other Companies
1 to 2 weeks (waitlist)
1% (Pre-vetted Only)
❗Limited
❌ No
❌ No
❌ No

Wishup Vs. The Rest: Reason We Lead

Onboarding Speed & Availability

Wishup60 minutes (always available)
Freelance PlatformsUp to 3 weeks (waitlist)
Other Companies1 to 2 weeks (waitlist)

Talent Quality & Training

Wishup0.1% (Pre-vetted & Pre-trained)
Freelance PlatformsUnclear (No training)
Other Companies1% (Pre-vetted Only)

Trained in AI/No-Code Tools

Wishup✅ 120+
Freelance Platforms❗Limited
Other Companies❗Limited

Business Tools (Apploye, Pipedrive, Hiring Credits, etc.)

Wishup✅ Free Business Tools (Worth $500)
Freelance Platforms❌ No
Other Companies❌ No

Replacement & Money-Back

Wishup✅ Yes
Freelance Platforms❌ No
Other Companies❌ No

Dedicated Account Manager & Knowledge Transfer

Wishup✅ Yes
Freelance Platforms❌ No
Other Companies❌ No

Bookkeeping Virtual Assistant: A Detailed Guide

What is a Bookkeeping Virtual Assistant?

A bookkeeping virtual assistant is a remote professional who manages your day to day financial records. They record transactions, reconcile bank and credit card accounts, manage payables and receivables, and prepare financial reports. They work inside your accounting software just like an in-house bookkeeper, but without occupying office space or payroll bandwidth.

What are the Services Offered by Bookkeeping Virtual Assistants?

  • Transaction Recording: Categorizing income and expenses accurately.
  • Bank & Credit Card Reconciliation: Matching statements with accounting records.
  • Accounts Payable & Receivable: Invoice creation, bill tracking, and payment follow-ups.
  • Payroll Support: Payroll entries and basic reconciliation support.
  • Financial Reporting: Monthly P&L, balance sheet, and cash flow summaries.
  • Data Entry & Cleanup: Updating overdue transactions and correcting errors.
  • CPA & Tax Support: Preparing organized financial reports for accountants.

Which Businesses Need Virtual Assistants for Bookkeeping?

  • Small and mid-sized businesses
  • Startups and early-stage companies
  • E-commerce and service businesses
  • Consultants and freelancers
  • Agencies and remote-first companies
  • Accounting firms outsourcing routine bookkeeping

What are the Benefits of Hiring a Bookkeeping Virtual Assistant?

  • Lower Costs: No full-time salary, benefits, or office expenses.
  • Accurate, Up-to-Date Books: Consistent reconciliation reduces errors.
  • Scalable Support: Increase or decrease hours as needed.
  • Remote Flexibility: Cloud-based accounting tools allow smooth collaboration.
  • More Time for Growth: Owners focus on strategy and operations.

What’s the Cost Comparison: Freelance Bookkeeper vs Managed Bookkeeping Virtual Assistant vs In-house Bookkeeper?

Hiring Mode Cost Best For
Freelance Bookkeeper $15–30/hour Small businesses with low transaction volume
Managed Bookkeeping Virtual Assistant US$299 onwards Businesses needing pre-vetted and trained bookkeepers, backup support, and hassle-free bookkeeping experience
In-house Bookkeeper $45K–65K/year + benefits Businesses needing on-site involvement

What are the Essential Skills to Look for in a Bookkeeping Virtual Assistant?

  • Strong bookkeeping fundamentals and attention to detail
  • Experience with tools like QuickBooks, Xero, or similar platforms
  • Bank reconciliation expertise
  • AR/AP workflow understanding
  • Financial reporting accuracy
  • Spreadsheet proficiency
  • Confidential handling of financial data

How to Hire a Bookkeeping Virtual Assistant?

  1. Freelance Platforms like Fiverr and Upwork
    Pros: Ideal for one-time jobs, flexibility
    Cons: Juggles between multiple clients, needs constant follow-ups and supervision, lacks accountability
  2. Managed Bookkeeping Services like Wishup
    Pros: Matched according to your needs, pre-vetted bookkeepers, structured onboarding, data privacy
    Cons: Not ideal for one-time jobs
  3. In-House Hire from Platforms Like Indeed and LinkedIn
    Pros: On-site availability
    Cons: High fixed cost, long hiring cycles, needs vetting

What are the Steps to Hire a Bookkeeping Virtual Assistant?

  • List bookkeeping tasks to delegate.
  • Estimate monthly transaction volume and reporting needs.
  • Choose a hiring model based on reliability and budget.
  • Vet for relevant bookkeeping experience and software skills.
  • Run a short paid trial, for example one month of reconciliations.
  • Set clear KPIs, access permissions, and reporting timelines.

Frequently Asked Questions About Bookkeeping Virtual Assistants

A bookkeeping virtual assistant can manage transaction categorization, invoice creation, vendor payments, customer billing follow-ups, expense tracking, and monthly reconciliations. They also prepare profit and loss statements, balance sheets, and cash flow summaries. Many assist with payroll coordination and maintaining audit-ready documentation.

A bookkeeping virtual assistant focuses on recording and organizing financial data accurately. An accountant analyzes that data, provides tax advice, handles compliance, and supports financial planning. In most businesses, the bookkeeper maintains clean, structured records so the accountant can make informed decisions without correcting errors first.

In the current market, ongoing virtual bookkeeping services typically range from about $1,500 to $2,500 per month, depending on transaction volume, complexity, and whether you work with a freelancer or an agency-style provider. If you hire through Wishup, you get a managed bookkeeping service starting at $299 per month, while a dedicated bookkeeping virtual assistant starts from $999 per month. These plans include structured oversight, tool support, and backup coverage so your books stay consistent and accurate without surprises.

It is safe when proper systems are in place. Best practices include signing NDAs, granting limited role-based access to accounting software, using secure password managers, and working with providers like Wishup that follow strict data protection standards. Access can be monitored and adjusted anytime.

Most bookkeeping virtual assistants work with QuickBooks, Xero, Zoho Books, FreshBooks, and NetSuite. They also use payroll platforms like Gusto, payment tools like Stripe, and reporting dashboards. Managed services providers like Wishup also train in automation and AI tools that reduce manual entry and improve reporting speed.

Yes. Many businesses choose bookkeeping virtual assistants who align with their local working hours. Time zone alignment allows faster communication, real-time collaboration during close cycles, and quicker resolution of financial queries without waiting.

Hiring speed depends on your sourcing method. With a managed service like Wishup, you can usually review and interview pre-screened candidates within a day and onboard them in 60 minutes.

They prepare organized, reconciled financial records that make tax filing easier and more accurate. This includes categorizing expenses correctly, maintaining supporting documents, and generating financial reports. Final tax filing and advisory work are typically handled by a licensed CPA or tax professional.

Look for hands-on experience with your accounting software, strong reconciliation skills, and a clear understanding of financial statements. Attention to detail and process discipline are critical. It also helps if they understand your industry’s billing patterns and reporting expectations.

Yes, provided they use structured processes and proper tools. High-transaction businesses require consistent categorization, timely reconciliations, and reporting discipline. With automation tools and clear SOPs, a bookkeeping virtual assistant can manage growing volumes without compromising accuracy.

A managed bookkeeping virtual assistant service usually offers structured vetting, supervision, and backup coverage. Freelancers work independently without oversight or replacement support, and they also manage multiple clients. For businesses that rely on consistent financial reporting, structured management reduces risk and improves reliability.