Tools and Tips for Working With Remote Clients as a Bookkeeper

Wondering how to work virtually with bookkeeping clients? Whether you're launching a virtual bookkeeping business or shifting away from in-person work, this video will show you how to serve clients remotely with confidence and professionalism. I go over the essentials you need to know to work with bookkeeping clients virtually while being efficient and profitable.
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Chapters:
00:00 Introduction, challenges, and five-step overview
01:23 Essential tech tools and app strategy
02:52 Paperless document management: capture, fetch, share
04:28 Client onboarding workflow step-by-step
05:53 E-signatures and onboarding checklist tips
07:28 Monthly bookkeeping process: record to restrict
09:14 Team and client collaboration tools
10:20 Free Resources

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Free resource:
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Recommended Resource:
Never miss a step when bringing on new clients with my Client Onboarding Checklist: https://bit.ly/5MB_onboarding

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Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\
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Recommended Apps & Partners:
**Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://keeper.app/?via=veronicawasek

**Simplify client proposals and payments with Anchor and get a $50 credit when you sign up: https://join.sayanchor.com/Gywsja

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

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