how to become a virtual bookkeeper
| |

How To Become A Virtual Bookkeeper & Get Paid $75 an Hour!

Want to learn how to become a virtual bookkeeper?

Have you always been good with numbers? Are you organized and can multi-task?

Read on for a crash course on how to become a virtual bookkeeper with no experience! Yes, there is also a guide on where to look for online bookkeeping jobs!

Small businesses (like myself, this blog is run as a business believe it or not! Here is how I make money blogging) usually run on limited staff and resources.

More often than not, it is the business owners themselves who maintain the records of business and financial transactions. 

While we busy ourselves with dealing with all other aspects of our business, sometimes we forget to record transactions. This leads to a pile-up of work that needs to get done but also causes stress. 

It is in situations like this where the services of a bookkeeper come in handy. If you think this is something you want to do, you can easily learn how to become a virtual bookkeeper even if you have never done it before.


Some of the links on here are affiliate links and I may earn if you click on them, AT NO EXTRA cost to you. Hope you find the information here useful! Thanks.

how to become a virtual bookkeeper

How To Become A Virtual Bookkeeper: A Step-By-Step Guide

If you’re ready to take this on, here is our in-depth  guide on how to learn to be a bookkeeper:

Step 1: Back to Basics

Basic bookkeeping knowledge will include:

  • Inserting details of financial transactions in a debit and credit sheet
  • Issuing invoices
  • Bill payments
  • Preparing monthly financial statements
  • Preparing a summary of transactions

You can equip yourself with these digital bookkeeping skills by learning from experience and figuring things out through trial and error. 

This will save you time (and probably plenty of tears of frustration) as there will be someone there to guide you through your journey into the world of bookkeeping. 

Bookkeeper Launch by

how to become a virtual bookkeeper

Bookkeeper Launch is a mega bookkeeping course from

Not only do they give you in-depth details on how to start your own bookkeeping business, but they also offer multiple courses on how to promote and market your business as well. 

They have something for you, no matter what stage of your virtual assistant bookkeeping business you are in. They have detailed guides whether you are starting, growing, or scaling. 

While most of their courses need to be paid for, they have an extremely popular free course run by Ben Robinson, the founder of (If it is FREE, it’s for me!) 

This free course gives you all the basic knowledge you need to become the boss of your own bookkeeping business. 

With their tagline being “We are on a mission to build an army of 25,000 21st Century Bookkeeping Pros by 2025”, you can see how committed they are to giving you all the tools you need and to teaching you how to become a bookkeeper. 

Step 2: Register Your Bookkeeping Business

While this is not necessary to start a virtual bookkeeping business, it does add the element of legitimacy to your business. This added legitimacy will make your clients more comfortable in trusting you with their financial records and transactions. 

You can register your business as a sole proprietor or a private company, depending on how you prefer your tax liabilities to be structured.

Most importantly, you must have a mechanism in place to ensure that your client’s financial data are protected and that they remain private and confidential. 

Most countries have strict privacy laws on personal, financial, and sensitive data. If you can show your clients that you are aware of this and that you take their privacy seriously, this is an added value that you can give to them.

Step 3: Let’s Tell The World!

Once you’ve equipped yourself with everything you need on starting a virtual bookkeeping business, you need to make it known to everyone that you’re in business and raring to go. 

You can do this by:

  • Updating your LinkedIn Profile 
  • Telling your friends on Facebook and Instagram
  • Writing brief bookkeeping articles with useful tips and posting them on your social media pages to create awareness about your skills and business
  • Being on the lookout for small businesses. You can write to them to see if they require bookkeeping services
  • Setting up a website for your virtual bookkeeping business to inform people of the kind of services you provide

Here is a FREE step by step guide on how to set up a virtual bookkeeping website 

To Niche or Not to Niche?

In starting your virtual bookkeeping business, you may be wondering whether you should provide your services to a particular type of business or industry. 

At the early stages of your virtual bookkeeping business, it is probably not wise to niche down just yet. At this point, you want to get clients and work so that you can start earning a substantial income from home. 

Providing virtual bookkeeping services for a particular type of business will certainly make your job easier. This is because they are likely to have the same types of expenses and financial recording requirements.

However, the experience you gain in providing virtual bookkeeping services for a diverse range of businesses will allow you to charge higher rates for your services, and expose you to how different businesses and industries operate. 

Remember, knowledge and experience are priceless assets that will take you a long way in your virtual bookkeeping business!  

FAQ on How To Become A Virtual Bookkeeper

What Is A Virtual Bookkeeper?

As a bookkeeper, you can offer small business owners solutions to their record-keeping problems.

As a virtual bookkeeper, you can provide these solutions remotely and have as many clients as you want or need, from the comfort of your home. 

A virtual bookkeeper is essentially someone who tracks, records, and manages the business expenses of small to medium enterprises. 

What Services Does A Bookkeeper Provide?

In providing transaction recording solutions, among other things, a bookkeeper usually maintains records of the following:

  • Money that came in for the day
  • Expenses incurred for the day
  • Any claims made by staff
  • Bills that need to be paid

Additionally, a bookkeeper is also responsible for:

  • Drawing up salary slips and ensuring salary payments are made
  • Organizing receipts, payment vouchers, and other transaction information
  • Coming up with a system or template that accurately reflects all of the above
how to become a virtual bookkeeper

What Is The Difference Between A Bookkeeper and An Accountant?

A bookkeeper is not an accountant! In case you were wondering, there are some core differences between the roles played by a bookkeeper and an accountant in businesses. A certified public accountant is not the same as a certified bookkeeper.

Essentially, a bookkeeper is responsible for the day-to-day financial transactions of a business and an accountant comes into the picture for more official purposes such as for tax submissions or to draw up certified accountants’ reports. 

Here’s a quick summary:

Records financial transactionsEvaluates and examines financial transactions
Organizes transactionsOrganizes financial information for tax purposes
Ensures that records are accurateEnsure accounts comply with the applicable laws
Does not need to be professionally trained and/or certifiedMust be certified and recognized by relevant professional bodies

How Much Can A Virtual Bookkeeper Earn?

So how much do bookeepers make?

According to ZipRecruiter, as of September 2020, a virtual bookkeeper salary is an average of $38,193 a year. 

As a virtual bookkeeper with little to no experience, you can charge $60 per hour and slowly increase your rate as you gain more clients, experience, and skills to up to $100 per hour. 

A quick look on Upwork indicates these rates are entirely possible! 

how to become a virtual bookkeeper

Starting A Virtual Bookkeeping Business

If the idea of bookkeeping work from home sounds a little intimidating, don’t worry. There are many resources out there to help you get started on your journey towards working as a bookkeeper from home.

There is a common misconception that you need to be a math genius to be a bookkeeper. This could not be further from the truth.

You need to have basic maths skills, yes. But you most certainly do not need to have NASA scientist levels of arithmetic knowledge to become a virtual bookkeeper. 

how to become a virtual bookkeeper

Skills That You Need To Be A Virtual Bookkeeper

If you have the following skills, you are well on your way to starting a virtual bookkeeping business:

  • Highly organized

If you’re constantly drawing up to-do lists and take satisfaction in ticking them off when they’re done, then you’re highly organized! You will be landing virtual assistant bookkeeping jobs in no time!

  • Pay close attention to details

Bookkeeping is a numbers game. So there is no room for error as a single wrong number can throw off all the work that you’ve already done, and make things difficult for your client. 

  • Familiar with Excel sheets or similar programs and/or similar accounting or bookkeeping software

Your efficiency and ability to navigate around these programs will enable you to work faster and take on more clients.

What Are The Benefits Of Working As A Virtual Bookkeeper?

Starting a virtual bookkeeping business may not be the easiest thing to do at the beginning. However, like most things, once you take the time to set it up and have all your systems in place, it becomes rewarding very quickly. 

Some of the biggest pros include:

  • Quick and easy business start-up
  • Working from the comfort of your home, or wherever you feel like working from
  • Flexible schedules so that you can have time for your family and children (human, fur, and plant babies included!)
  • You decide which clients to take on and how much work you want to do
  • You can get experience quickly and increase your rates accordingly

Where To Look For Virtual Bookkeeping Jobs

how to become a virtual bookkeeper

There are plenty of ways how to become a remote bookkeeper from wherever you are.

Many freelance websites work as a platform for business owners to post their bookkeeping needs. You can submit your proposals on these platforms and you can also make it known that you provide remote bookkeeping services and you can snag yourself some virtual bookkeeper jobs.  

Some of the most popular platforms to look for virtual bookkeeping jobs include:

  • FlexJobs
  • UpWork
  • Fiverr
  • Facebook groups – Join bookkeeping groups. You get to see available jobs, and as a bonus, you also get to learn how others in the same industry as you conduct their business and deal with clients.

Tips to Succeed As A Bookkeeper

If you are still thinking about whether to start a virtual bookkeeping business, you may also be worried about the challenges that come with work from home bookkeeping jobs such as:

  • the competition out there in the world of virtual bookkeepers
  • whether you can get enough work to sustain your lifestyle, pay your bills, and save
  • whether being a virtual bookkeeper will yield you a steady income in the long run

Here are some quick tips on how you can set yourself apart and get a steady flow of work:

  • Make an excellent first impression

Ensure that you provide your clients with the best virtual bookkeeping services and your work will start to speak for itself. You have one shot to impress a client, make it good!

Think about how you can impress them and set yourself apart from everyone else.

  • Let your clients speak

If you’re able to, get your clients to review your services or provide testimonials of their experience with you. You can add these to your website, your social media pages, and your LinkedIn profile.

  • Remember that relationships are everything

Build a relationship with your existing clients. There is no better way to increase your online bookkeeping jobs philippines than through recommendations from clients who have already used your virtual bookkeeping services. 

How can you provide an added personal touch to make your clients smile? I always send them a message on their birthday and comment on any projects I am working on for them. 

As you can see, there is plenty of resources on bookkeeping virtual assistant, guidance, and courses online that will teach you how to become a virtual bookkeeper. 

While it may take some time and effort at first, it is worth the investment in yourself to give you the freedom and flexibility you need while being able to earn a full-time income from wherever it is you choose to work. 

How To Start A Virtual Bookkeeping Business?

  • Equip Yourself With Bookkeeping Knowledge
  • Become Certified
  • Legal Matters
  • Spread The Word
  • Always Provide Value

Equip Yourself With Bookkeeping Knowledge

Learning to utilize accounting software is a necessary step in starting a career as a virtual book keeper, even though book-keeper courses will aid in your understanding of the concepts and guidelines of bookkeeping.

A good software to learn is QuickBooks Online. You will be able to collaborate with clients across the United States and many other countries.

The amazing news is that QuickBooks offers free training and certification programs.

To gain access to these facilities, you must first create a free Accountant account in order to access the training and certification.

Avoid making the rookie mistake of looking for additional programs that require payment – QuickBooks Online Accountant allows you to complete all tasks without charge. 

Additionally, plenty of Youtube videos are there for you to browse and learn from. Hey, the videos are free, and if it is free, it is for me.

Become Certified 

This is by far the most time-consuming method of training, but you can use your certification to attract more clients.

You can earn certification from either of these two leading professional book-keeper organizations:

You must pass a test and provide documentation proving that you have a degree in accounting in order to become certified by the NACPB. 

how to become a virtual bookkeeper

This certification consists of a 4-part exam which you have to pass and have the necessary 3,000 hours of work experience in order to become AIPB-certified.

how to become a virtual bookkeeper

Legal Matters

A business license is the next step to work on. Verify your local regulations to discover if you need a business license according to where you reside. It differs across the United States, and I’m sure it differs everywhere in the world as well.

You must obtain a tax ID in addition to choosing a business system in the US. You can obtain this number, which is commonly referred to as an EIN number, from the IRS.

It is advisable for you to obtain an EIN number since, in the absence of one, you will be required to file W-9 forms and other forms using your social security number.

Spread The Word

In order to attract clients, you must engage in marketing. By marketing, I don’t mean spending hundreds and thousands on advertising. 

The best way to start with sales and marketing is to spread the word to your friends and family. If you are serious about this venture, post it all over your social media accounts, LinkedIn, and any other platform you engage in. 

Keep in mind the significance of starting to advertise yourself as you examine how to become a virtual bookkeeper. 

Hey, once your business takes off, you may even need a virtual bookkeeping assistant.

Related Posts

Always Provide Value

Make sure to go above and above for your initial customers if you’re serious about developing and having bookkeeping jobs from home.

Even if you’re just testing the waters, you still want to provide high-quality service to clients so they can accomplish their objectives and save time by hiring you to do the job.

Even if you are planning to work from home bookkeeping, getting very clear on whoever you are helping is crucial for this reason as well.

Potential clients might want to speak with you before employing you, but you should also speak with them while they are being onboarded.

Spend some time getting to know a new customer when you first start working with them so you can better understand their requirements and aspirations.

What are the problems they are having that you can help solve? What benefits do they anticipate from doing business with you? 

Additionally, you will be aware of your goals but do not be afraid to exceed them. Look for opportunities to fill in the blanks that other bookkeepers might miss and provide a truly distinctive experience.

I’ve worked with independent contractors before on several projects, and I’ve found that it’s ideal to work with someone who follows instructions, speaks up, adheres to deadlines, and communicates effectively.

How Do I Become A Virtual Bookkeeper With No Experience?

Here are the steps on how to become a virtual bookkeeper with no experience even if you are wondering if it is possible to be a virtual bookkeeper without any bookkeeping experience or any accounting experience.

Among the things to bear in mind, is that with virtual bookkeeping, you are in control over who you deal with – the clients, the jobs, the arrangements with the employer.

You decide which ones you can best serve.

Keep in mind that you must be self-driven, organized, and have excellent time management skills. To thrive in your virtual bookkeeping career, you must possess and grasp these crucial characteristics.

Okay, enough fluff, let’s get to the steps.

1. Step 1: Prioritize Investing In Your Working Tools

The two essential tools in remote bookkeeping jobs are laptops and a steady internet connection.

It goes without saying that it is highly likely that you will be glued to your laptop with initial bookkeeping training, when you are trying to find remote bookkeeping jobs, and when you are ready to launch your own virtual bookkeeping business.

When you are trying to build your portfolio to attract your won clients, you will be relying heavily on your laptop and a good and stable internet connection.

So, pay attention to these two tools, make some changes if necessary, and especially if you are serious about becoming a remote bookkeeper.

2. Step 2: Pick up Basic Bookkeeping Training

Can I teach myself bookkeeping?

Yes! Bookkeeping can be self-taught thanks to the sea of online courses available for you to choose from. Provided that you dedicate certain hours of a day to elevate your bookkeeping experience.

If you want to be a full-time remote bookkeeper, you will need to invest your time to learn about the business.

Here are some courses that can help you increase the bookkeeping skills that you might find useful:

Udemy: Bookkeeping Step-by-Step Mastery Class

how to become a virtual bookkeeper

The Bookkeeping Course

how to become a virtual bookkeeper

Udemy: Accounting Basics

how to become a virtual bookkeeper

Coursera: Financial Accounting Fundamentals

how to become a virtual bookkeeper

Penn Foster: Bookkeeping Program

how to become a virtual bookkeeper

Related Posts

3. Step 3: Learn Accounting Software

Clients will value you considerably more if you know how to use accounting software. Software technologies simplify online bookkeeping, allowing you to work more effectively.

Accounting software may also save time because of features like automation, and it provides a secure location for the owner to store crucial papers and receipts that can be accessed at any time.

If accounting isn’t your strong suit, or if it is and you want to save time, these are some factors to consider when choosing a bookkeeping software:

  • Bookkeeping features of the software
  • Mobile operations
  • Cost
  • Storage facility
  • Usability
  • Interoperability

You should think about both your clients’ and your own financial management when choosing an online accounting package. Keep in mind that you’ll be using it to manage your personal funds as well.

Software and programs are seldom given away for free, it’s up to you to choose one that will provide you the most bang for your buck.

Can the software help you find your own clients? Can it help you start your own business? Will it help you on your way to being an experienced bookkeeper?

Keep these questions in mind as well, as software can be one of the essential bookkeeping tools to have. Here is some accounting software to try out:


how to become a virtual bookkeeper


how to become a virtual bookkeeper


how to become a virtual bookkeeper


how to become a virtual bookkeeper


how to become a virtual bookkeeper

4. Step 4: Get Started On Your Bookkeeping Business

Now that you have the foundation laid, you can start working towards a thriving bookkeeping business.

One option is to concentrate on a certain specialty that you can expand naturally. Almost every firm needs the service of virtual bookkeepers.

They may not be actively seeking one, but they will require virtual bookkeepers to ensure that the business’s daily financial health is in check.

Inform your family and loved ones of your new virtual bookkeeping job, and make use of the connections you currently have. Solicit recommendations from others so that you may get clients and expand your network.

You might start by interacting with individuals on a LinkedIn, like-minded freelance bookkeeper or a professional bookkeeper that could include you in their circle.

Social selling is an efficient technique to advertise your services. As you would with your website, should you decide to create one, make sure to maintain your profile with relevant and quality material.

5. Step 5: Negotiate A Sensible Rate

You can make more when you do online bookkeeping than the average full-time bookkeeper. Providing the value your clients require is the key to charging a better charge.

Freelancing is great for anyone who wants to make money online. The entrance hurdles are minimal and you can start making money quicker than a full-time job.

However, as a business model, freelancing can be a little challenging.

Freelancers operate from their own point of view when it comes to earning with online bookkeeping when they should be looking from the client’s perspective.

As a result, take the time to examine both your client’s and the project’s nature. The importance of the job to the client influences the rate you may charge more than anything else.

Ask yourself these questions when negotiating the rate with bookkeeping jobs:

  • What are the benefits of your work to the client?
  • What impact will it have on their business?

Questions as such will decide how much you make when you decide to become a bookkeeper.

Always keep in mind the value you can offer your client.

f your service can keep their financial statements and financial records in order, and you have eased their burden as a whole when it comes to bookkeeping, chances are that you can bargain higher rate increases.

6. Step 6: You Are Your Biggest Asset

As cliche as it sounds, you are your biggest investment. In order to excel in anything, you have to put in the time and effort to do so.

Educate yourself on all things necessary to become a great bookkeeper such as financial reports, reconciling bank statements, processing payroll, personal finance, preparing tax statements, so on and so forth.


There you have it! All essential tips to help you once you decide to become a bookkeeper.

Niching down is one of the keys to success as an online bookkeeper. Even if you end up being one of the many freelance bookkeepers, you can stand out because of your niche.

All you have to do is to choose a particular niche and stay with it.

In this situation, perhaps you’d prefer to work as an entry level bookkeeper for a bakery.

Perhaps you would like to work with attorneys as a virtual accountant.

You can always broaden your specialization, but it’s a good idea to start with a single customer and grow naturally.

Work hard once you have decided to become a bookkeeper and give your best in all the bookkeeping jobs you secure, and success will soon be yours.

Related Posts:

How To Become A Virtual Bookkeeper

Similar Posts