You Need to make the Switch to Virtual Bookkeeping
There is much to be said for breaking bricks, especially if it improves customer services. Perhaps it is time for your company to abandon a brick-and-mortar location in favor of virtual bookkeeping and accounting.
Business owners have become accustomed to responsiveness and on-demand service thanks to the internet, mobile technology, and advancements in technology. Bookkeepers and practitioners aren’t expected or required to travel to their offices to collect paperwork and check. Companies want virtual bookkeeping services and firms that can work electronically.
Yes, remote and online bookkeeping and accounting can help you save money. Virtual bookkeeping and accounting can help you cut down on monthly rent, utilities, as well as supplies. You can improve your customer service by also going virtual.
What is a virtual company?
The virtual business allows you to conduct business from anywhere and at any time. Virtual offices don’t require you to have a physical space. All data for your firm is stored securely in the cloud. You no longer use paper-based workflows. Instead, you use digital or automated workflows. Electronic payments, such as ACH transfers or EFTs, are also possible.
Your “office” can be anywhere you want it to be, whether that’s at home, the beach, or even at your child’s soccer match.
Are you unsure if it is possible? This CPA operates his business from a motorhome as he travels from coast to coast. You can do it if he can.
Let’s now talk about virtual bookkeeing and how it can enhance your customer service
A steady increase in responsiveness
- Customer service might look something like this if you own a brick-and-mortar practice.
- You are out of the office.
- The client calls your office and leaves a message.
- Your client calls you on your mobile phone and contacts you.
- Tell them that you will call them back with the information they require.
The above scenario will change if your company has enabled virtual bookkeeping or accounting services. Your client reaches you. You have cash flow, documents, and other information in your hands within a matter of seconds. You have the answer, and your customer is happy.
Self-service options
Not everyone is able to reach out by phone or email to every question. It is a smart idea to allow your customers to access the internet to find answers quickly.
You can provide virtual services to customers by creating an online portal that houses financial reports, payment history, contracts, audit trails, and other information. They can log in and quickly find the information they require, then continue their day.
Acquire specialized expertise
Although you may be based out of San Francisco, your business has no borders. Virtual services, such as virtual bookkeeping for churches, allow you to work with any church in the world from the Bible belt to those in the dairy belt.
You can also market and develop industry-specific expertise. There are many types of businesses that you can work with. To find the right customers, you can tap into an international (or national) database of prospects.
In return, your customers will receive bookkeeping and accounting services from a professional who is well-versed in the industry’s challenges and best practices.
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The bonus benefit
You can also use virtual services to eliminate geographic barriers in hiring. Virtual services allow staff to work anywhere in the country, whether it’s a city or state.