Does anyone have recommendations for hiring a virtual book keeper?

November 24, 2023

by a searcher from Southern Methodist University in Dallas, TX, USA

I run a manufacturing company and I am looking for a virtual book keeper that can help us track bills on an accrual basis, and facilitate payments and track profitability. Ideally, this person will be able to send invoices, match inventory from our ERP with our accounting system, and generally clean up our accounting system (which is currently done on Quickbooks).

Does anyone have experience with this? Generally, what is required from a cost perspective and what is the lift associated with training a Virtual Assistant on the specifics of your business? Any recommendations for services are appreciated.

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Reply by a professional
from Columbia University in New York, NY, USA

^redacted‌ Hi Zach! Hope you are having a nice Thanksgiving weekend. I'm the founder of AlphaXN, a provider of bookkeeping and accounting services. I have more than 20 years experience in Accounting, Finance and Banking. My experience also includes a few years as a full time CFO and CEO of a growing manufacturing company. I'm a graduate of the McCombs' Masters in Professional Accounting Program (UT Austin). We are now supporting a few clients with bookkeeping. We are actively supporting a few Independent Sponsors and PE Funds across the U.S with other financial services as well. Would be happy to chat. I will DM my contact number.
Thanks, Sri,
Tri-State area
www.linkedin.com/in/nsrikanth
https://alphaxn.com/

Reply by a professional
from Bentley University in Boston, MA, USA

^redacted‌ - thanks for the tag here. Much appreciated. ^redacted‌ - I've worked with startups and small businesses for the vast majority of my career and would welcome a call to better understand your needs here. If we are not an ideal fit, I can likely recommend other options to help you achieve your desired goals. Feel free to DM me or grab time with me here: https://meetings.hubspot.com/andrew863 I know there are a ton of options to navigate here and it can be overwhelming. I wish you the best finding the right solution.

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