How to Hire a Virtual Bookkeeper Assistant

How to Hire a Virtual Bookkeeper Assistant

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To hire a virtual bookkeeper assistant, you should determine your needs, do thorough research on potential candidates, conduct interviews, check references, set clear expectations, and maintain regular communication for optimal collaboration.

1. Determine Your Needs:

Before you set out to hire a virtual bookkeeper assistant, it’s essential to identify what tasks you need assistance with. This can range from basic bookkeeping tasks like recording transactions and reconciling accounts, to more advanced tasks such as financial reporting or forecasting. By having a clear understanding of your requirements, you’ll be better positioned to find a candidate that fits your needs.

2. Research Potential Candidates:

The online world offers numerous platforms where you can find virtual assistants specializing in bookkeeping. Websites like Upwork, Freelancer, and Virtual Staff Finder can be a good starting point. Look for candidates with relevant experience and high ratings from past clients.

3. Conduct Interviews:

Once you’ve shortlisted a few potential candidates, conduct interviews to gauge their expertise, communication skills, and fit for your business. Since they will be handling sensitive financial information, trustworthiness is paramount. Use video conferencing tools like Zoom or Skype to get a more personal feel during the interview.

4. Check References:

Always ask for and check references from potential hires. Past clients can provide insights into the candidate’s work ethic, reliability, and skillset. This step helps ensure you’re making an informed decision.

5. Set Clear Expectations:

Once you’ve decided on a virtual bookkeeper assistant, establish a clear set of expectations. This should include the tasks they’re responsible for, the tools and software they’ll use, and the deadlines for each task. Consider drafting a contract that outlines the scope of work, payment terms, and confidentiality clauses.

6. Maintain Regular Communication:

Effective communication is the key to a successful working relationship, especially when working virtually. Schedule regular check-ins, provide feedback, and ensure they have all the resources they need to complete their tasks. Using communication tools like Slack or Microsoft Teams can help keep things organized and streamline interactions.

The Hassle-free Way to Choose a Virtual Bookkeeping Assistant

Amid the steps to hiring a virtual bookkeeper assistant, there’s a shortcut for businesses looking to simplify the process even further: turning to professional agencies like VA Support Now. These agencies specialize in vetting and providing trained virtual assistants tailored to specific needs.

Why consider VA Support Now?

  • Expertise in Selection: With their primary focus on virtual assistance, they understand the nuances of the job and the qualifications required better than most. They ensure that their VAs are trained and well-versed in modern bookkeeping tools and practices.
  • Time-Saving: Sifting through numerous applications can be time-consuming. VA Support Now handles the bulk of this process, presenting you with only the best matches for your requirements.
  • Reliability: Reputed agencies like VA Support Now typically offer guarantees or trial periods, ensuring that if things don’t work out with a chosen assistant, there are options to switch or refine the selection.

Incorporating the services of such professional agencies can significantly streamline the hiring process, ensuring you get a top-notch virtual bookkeeper assistant with minimal hassle.


Hiring a virtual bookkeeper assistant can be a game-changer for businesses looking to streamline their financial operations without the overhead of a full-time employee. By following the steps outlined above, you can ensure a smooth hiring process and cultivate a relationship built on trust and efficiency. Remember, while skills and experience are important, finding someone who aligns with your business values and culture can lead to a long-lasting and fruitful partnership.

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