Looking for bookkeeping help?

We’re the leading provider of remote bookkeeping talent.

We provide talent to top Silicon Valley startups and Fortune 500 companies.
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Just a few of the great companies we’ve worked with

Here’s what our clients say about us

She is AMAZING. I have nothing but positive feedback to share on her. In fact, I've been thinking about getting another one if you can find more like her.
Jason Shapiro
Founder at eighty2i
My assistant is great. She's hard-working, smart, diligent, and creative in problem-solving. We've also really enjoyed her personality and friendliness.
Taylor West
Chief of Staff at New Approach PAC
I'm a startup with unpredictable, mostly-urgent needs, and a limited budget. Through Persona I can hire talent that I know will be smart, trainable, diligent, and affordable in a matter of weeks without any of the normal hiring and employment hassle. The core team is also super responsive. Persona is a no-brainer.
Maddy Nguyen
Founder of TalentDrop
I'm not saying this because I was asked to give a testimonial... I'm saying this because it's true: The Persona process has provided tangible value for remarkably low effort and great value. We essentially plugged in a top tier team member with a phenomenal effort and output in a few days.
Gardner Loulan
Cofounder of REACH
My assistant has exceeded our expectations in every respect. We tell her what we need and she just figures it out and gets it done without any handholding. The value we are receiving is incredible.
Chris Olin
Head of Finance, NVE Experience Agency
Persona has been game-changing for us! We now hire all of our remote administrative roles through them because the quality of the talent is so much higher than when we try to recruit for these roles ourselves.
Julie Nguyen
CEO of Methodology
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What Is Virtual Bookkeeping

Virtual bookkeeping refers to the process of managing a business’s financial records, transactions, and accounts remotely. A virtual bookkeeper uses cloud-based software and tools to keep track of your financial data, ensuring accurate and up-to-date records. This enables businesses and professionals to focus on their core operations while maintaining a healthy financial status.

Managing finances is a significant challenge for many professionals, especially for busy executives, entrepreneurs, and small business owners. While some professionals attempt to handle their bookkeeping in-house or hire full-time employees, these methods can be time-consuming and expensive. A virtual bookkeeper from Persona can provide a more efficient and cost-effective solution to improve your business’s financial health.

Benefits of Hiring a Virtual Bookkeeper

Hiring a virtual bookkeeper from Persona offers numerous benefits, including improved productivity, cost savings, and access to financial expertise. Here are some specific tasks and responsibilities a virtual bookkeeper can handle:

1. Accurate and Timely Financial Record-Keeping

A virtual bookkeeper ensures that all financial transactions are recorded accurately and promptly. This helps businesses maintain a clear overview of their financial health and make informed decisions based on up-to-date information.

2. Streamlined Invoicing and Payment Processing

Virtual bookkeepers can manage invoicing and payment processing, ensuring that clients are billed correctly and payments are received on time. This helps businesses maintain a steady cash flow and reduces the risk of late or missed payments.

3. Financial Reporting and Analysis

Virtual bookkeepers can generate financial reports and provide insights into your business’s financial performance. This allows you to identify trends, monitor key performance indicators, and make data-driven decisions to improve profitability.

4. Budgeting and Forecasting

A virtual bookkeeper can assist with budgeting and forecasting, helping you set realistic financial goals and plan for future expenses. This enables businesses to allocate resources effectively and prepare for potential challenges.

5. Tax Preparation and Compliance

Virtual bookkeepers can help businesses stay compliant with tax regulations by preparing and filing tax returns, managing payroll taxes, and ensuring accurate deductions. This reduces the risk of costly penalties and audits.

How to Improve Your Business’s Finances with a Virtual Bookkeeper

A virtual bookkeeper from Persona can help you better manage your business’s finances through various tools, strategies, and techniques. Here are some steps to follow:

Step 1: Assess Your Current Financial Situation

Review your current financial records, identify any discrepancies or issues, and determine areas for improvement. A virtual bookkeeper can help you analyze your financial data and provide recommendations for optimizing your financial management processes.

Step 2: Implement Cloud-Based Accounting Software

Transition to cloud-based accounting software, which allows for real-time access to financial data and seamless collaboration with your virtual bookkeeper. This ensures that your financial records are always up-to-date and easily accessible.

Step 3: Establish a System for Tracking Expenses and Income

Work with your virtual bookkeeper to create a system for tracking expenses and income. This enables you to monitor your cash flow, identify potential issues, and make informed decisions about your business’s financial future.

Step 4: Regularly Review Financial Reports

Regularly review financial reports generated by your virtual bookkeeper to gain insights into your business’s performance. This allows you to identify trends, monitor key performance indicators, and make data-driven decisions to improve profitability.

Step 5: Maintain Open Communication with Your Virtual Bookkeeper

Keep an open line of communication with your virtual bookkeeper to ensure that they understand your business’s needs and can provide the support you require. This helps to build a strong working relationship and enables your virtual bookkeeper to become a valuable partner in your business’s success.

Frequently Asked Questions about Virtual Bookkeepers

Here are some common questions and concerns about hiring a virtual bookkeeper:

How does a virtual bookkeeper ensure data security?

Virtual bookkeepers from Persona prioritize data security by using secure, cloud-based accounting software and following strict protocols for handling sensitive financial information. Additionally, Persona’s rigorous vetting process ensures that all hires are trustworthy and reliable.

Can a virtual bookkeeper handle tax preparation and filing?

Yes, virtual bookkeepers from Persona can assist with tax preparation and filing, helping businesses stay compliant with tax regulations and reducing the risk of costly penalties and audits.

How can hiring a virtual bookkeeper be more cost-effective than employing an in-house bookkeeper?

Hiring a virtual bookkeeping assistant eliminates the need for expenses associated with a full-time employee such as office space, utilities, employee benefits, and training. You only pay for the services you need, which can be scaled up or down depending on your business requirements.

Can a virtual bookkeeper provide me with access to the latest accounting technology?

Yes, virtual bookkeepers often have access to the latest accounting software and technology. Since they cater to various clients, they stay updated with the latest tools and software. This saves you the cost and effort of acquiring and maintaining accounting software, and ensures that your financial records are kept using the most current tools.

Does hiring a virtual bookkeeper provide any benefits in terms of flexibility and availability?

Persona’s Executive Assistants offer a high degree of flexibility. They are often available during non-traditional business hours, and because they work remotely, they can adjust their schedule to meet your needs. This can be especially useful during busy seasons or when you need urgent assistance with financial matters.

Qualities we look for in generalists talent

World class problem-solving ability
Strong organizational and project management abilities
Reliability and attention to detail
Superb communication skills and writing ability
Professionalism and good judgement
Great collaboration skills
What is the pricing?

Priced to your needs

Talk with a specialist to get a quote

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Persona is a flexible talent solution

In our experience, the best assistant/client relationships are the result of close, consistent work. We find that having a full-time, dedicated assistant results in the highest satisfaction rate for our clients. Therefore, we only offer full-time, fully dedicated assistants.

We’ll match you with the right talent

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