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How to get started as a virtual bookkeeper in 7 steps

5 Minute Bookkeeping

DECEMBER 23, 2021

You could simply take some bookkeeping courses from there or consider online learning from other online schools. Step 2: QuickBooks Online training and certification. My software of choice is QuickBooks Online. QuickBooks Online or any similar program is your gateway to working with clients virtually.

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

AUGUST 31, 2023

We highly recommend QuickBooks® Checking to our business clients since they’re already using QuickBooks Online. If your client struggles to make large one-time contributions, help them to budget for smaller contributions based on how they earn income. Follow Al-Nesha on Twitter @AlNeshaJ_CPA.

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