Virtual Teammate
Finance Bookkeeping

Your books shouldn't be a quarterly emergency.

A dedicated bookkeeper who owns categorization, reconciliations, AR and AP inside QuickBooks or Xero. Books closed on the same day every month, reports your CPA trusts, and your ops lead stops rebuilding the P&L at midnight.

Same day
monthly close, every month
73%
Lower cost vs. in-house hire
1-2 wks
Live in QBO or Xero
4.9★
Average Google rating

Covered by the 30-Day Right-Fit Promise: free replacement or your money back.

Where the books get out of sync.

Your CPA flagged at least two of these last year. Which ones?

Nothing flagged yet.0 / 6

If two or more feel true, hiring a virtual teammate pays for itself in the first month.

What they own

One accountable seat on the books.

  1. 01

    Categorizes weekly

    Transactions into your chart of accounts on cadence.

  2. 02

    Runs reconciliations

    Bank and credit card reconciled monthly, same day.

  3. 03

    Manages AR and AP

    Invoices out, bills paid, follow-up chased.

  4. 04

    Ships monthly reports

    P&L, cash, and AR aging on the same day, same format.

Right now
  • Books weeks behind
  • AR uncollected
  • AP paid late
  • P&L rebuilt monthly
With a teammate
  • Weekly categorization
  • AR chased weekly
  • AP on schedule
  • Same-day monthly close
What this role doesn't do

Real teams, real books closed.

A slice of what bookkeepers have moved in their first two months. [PLACEHOLDER: metrics pending real client data.]

5th
of the month, close every time
The monthly close became something we hit, not something we hope for.
SaaS Founder
Austin, TX
22 days
average AR aging, was 47
Cash stopped sitting in customers' pockets.
Agency Owner
Chicago, IL
0
late vendor payments in Q1
AP went from a fire drill to a schedule.
eCommerce
Portland, OR
Weekly
P&L on the founder's desk
I stopped rebuilding the number in Sheets to trust it.
Founder
Denver, CO
From admin-support desks
Close by the 5thSaaS, TX
AR aging 22 daysAgency, IL
0 late APeCom, OR
Weekly P&LFounder, CO
Reconciliation same-dayB2B, GA
CPA year-end painlessOps, MA
Close by the 5thSaaS, TX
AR aging 22 daysAgency, IL
0 late APeCom, OR
Weekly P&LFounder, CO
Reconciliation same-dayB2B, GA
CPA year-end painlessOps, MA
73%
Lower cost vs. in-house hire
1-2 wks
Live in QBO or Xero
4.9★
Average Google rating
30-day
Right-Fit Promise

How it works

  1. 01

    A quick, honest call.

    We map the work with you and your ops lead, the tools you already run, and where the week actually breaks. If it isn't a fit, we say so.

  2. 02

    Meet your shortlist.

    A hand-picked group of teammates with the right skill mix, tool fluency, and time-zone fit. You interview, we coordinate, you choose.

  3. 03

    They get to work.

    Onboarded to your stack and SOPs by a Client Success Manager. Live inside 1 to 2 weeks, backed by the 30-Day Right-Fit Promise.

The 30-Day Right-Fit Promise.

If it’s not working in month one, we make it right — three ways. No clawbacks, no lock-in, no fine print.

  1. 01

    No-cost replacement.

    Not the right fit? Tell us why. We deliver a curated re-shortlist within 2 business days, onboard the new teammate at no charge, and pause your billing until the replacement is live and producing.

  2. 02

    30-day money-back window.

    Not sure outsourcing fits your workflow? Cancel any time in the first 30 days. We refund every billed day in full. No clawbacks, no termination fees, no minimum-term lock-in. A staffing partner, not a contract trap.

  3. 03

    Backup coverage built in.

    Sick day, PTO, family emergency? Your Client Success Manager arranges a trained backup teammate within hours, at no extra cost, briefed on your workflows and tools. Coverage ships with every placement — it’s not an upsell.

Meet the bench

A slice of the Finance teammates ready to interview this week.

Showing 3 of 83+ on the bench
Browse the full bench
Richelle C., Bookkeeper
Accounting
Richelle C.
Bookkeeper
  • Full-cycle bookkeeping (QuickBooks, Xero)
  • Financial reporting & analysis
  • Bank reconciliation & AR/AP
Experienced
Request this teammate

No new software to learn.

They log into your accounting stack on day one.

QuickBooks OnlineXeroBill.comRampBrexGustoStripeShopifyExpensifyAirbase
Get matched

Tell us where you're stretched. We'll come back with a shortlist this week.

A short form. A real reply within one business day. Bring your ops lead to the call. If it's not a fit, we'll tell you.

Your details stay with our matchmaking team. No mailing lists, no drip sequence.

30-Day Right-Fit Promise applies.

What practices ask before hiring this role.

One short conversation

Get a teammate matched this week.

One call to scope the work. A shortlist inside the week. Live inside two.

30 days to know it's working. If it's not, we fix it or refund it.