Virtual Accountant

From clean-up and catch-up to payroll and tax prep, SnapBooks is a one-stop shop for your small business.

Your Expert Virtual Accountant

A virtual accountant seamlessly blends the expertise of a traditional accountant with the convenience, efficiency, and accuracy of online tools. At SnapBooks, we work remotely to manage your bookkeeping, payroll, and tax prep, giving you clear, real-time insights into your finances.

For more information, fill out the form at the link below, and we’ll respond within 2 hours.

What We Do

Bookkeeping

  • Recording financial transactions

  • Categorizing transactions accurately in accounting software (e.g., QuickBooks, Xero).

  • Reconciling bank accounts and credit card statements.

  • Managing accounts payable (processing bills and payments).

  • Managing accounts receivable (invoicing and tracking payments).

  • Monitoring cash flow and preparing reports

Payroll

  • Processing payroll and ensuring timely payments to employees.

  • Multi-State Filings

  • Calculating and filing payroll taxes.

  • Ensuring compliance with tax laws and regulations.

  • Generating W-2s, 1099s, and other year-end tax forms.

Clean Up

  • Catching Up on Backlogged Work

  • Correcting Errors

  • Reconciliation and Verification

  • Reviewing and Adjusting Financial Reports

  • Organizing Records

  • Implementing Best Practices

  • Preparing for Tax Season or Audits

Tax Preparation

  • Business Tax Preparation (LLC, S Corp, C Corp, Non-Profit, Sole Proprietor)

  • 1099 filing and delivery

  • LLC to S Corp Conversion

  • W-2 Delivery

  • Personal Income Tax Preparation

  • Sales Tax Preparation

  • Quarterly Filings

Bookkeeping

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Tax Services

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Payroll

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Clean-Up Services

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Bookkeeping • Tax Services • Payroll • Clean-Up Services •

Welcome to SnapBooks virtual accountants

We also believe in keeping things simple and clear.

That's why we provide customized, easy-to-understand financial reports every month.

You'll receive your very own P&L, Balance Sheet, and Cash Flow reports—all tailored to fit your unique needs.

But here's what truly matters: Beyond the numbers and spreadsheets, we're just good people.

We pride ourselves on being kind, sincere, and trustworthy. Every interaction with us is rooted in honesty and integrity.

We're here to add value and build trust, one conversation, one action, one follow-through at a time.

So, if you have questions or just want to chat about how we can support you, please don't hesitate to reach out. Whether it's over a zoom or phone call or quick email/text exchange, we're here to listen and help in any way we can. We're genuinely looking forward to connecting with you,

Steve and Chanelle.

Co-Founders, SnapBooks

We're not just your run-of-the-mill bookkeepers—we're genuinely nice people who are passionate about helping self-employed individuals and small businesses like yours thrive.

You focus on running your business. Our accountants and bookkeepers will take care of your books.

Our Credibility and Expertise

At SnapBooks, we are proud to be Fully Certified Bookkeepers and IRS Enrolled Agents (EAs), combining advanced credentials with decades of practical experience to deliver exceptional bookkeeping and tax services. Our team is equipped with the expertise and certifications needed to navigate complex financial challenges and support your business’s success.

Professional Memberships: Proud members of the National Association of Certified Public Bookkeepers and the American Institute of Professional Bookkeepers, exemplifying our commitment to the highest industry standards and ethical practices.

Advanced Degrees in Accounting and Finance: A robust academic foundation that enhances our ability to provide strategic financial analysis, management, and guidance.

QuickBooks Advanced ProAdvisors: Experts in optimizing financial systems, improving efficiency, and ensuring accurate and streamlined recordkeeping.

IRS Enrolled Agents (EAs): The highest credential awarded by the IRS, empowering us to represent clients in audits, appeals, collections, and other tax matters. This designation reflects our in-depth knowledge of tax law, compliance, and advocacy.

Thumbtack Top Pro Recognition: Recognized as a Top Pro for four consecutive years (2021–2024), a testament to our unwavering commitment to client satisfaction and service excellence.

At SnapBooks, we go beyond traditional bookkeeping by offering personalized, results-oriented solutions designed to bring clarity, compliance, and confidence to your financial operations. Partner with us to elevate your business to new heights.

Pricing from $38/hour

We understand that every client has unique financial considerations, which is why we offer flexible pricing options tailored to your specific needs.

Whether you prefer an hourly, weekly, monthly, or fixed price arrangement, we are committed to providing a pricing structure that aligns with your budget and project requirements.

Our goal is to ensure transparent and fair pricing that allows us to deliver high-quality bookkeeping services without any surprises

Our Process

We're thrilled to have the opportunity to work with you and your business.

We prioritize a personalized and transparent approach to bookkeeping, ensuring that our services are tailored to meet your unique needs. Here’s how we collaborate with our new clients:

Discovering Your Needs

We begin our journey together with a friendly phone call or a Zoom meeting, where we get to know you and your business. This initial conversation helps us understand your specific bookkeeping needs and how we can best support you.

Always Here for You

Your peace of mind is our priority. We’re available for phone calls, texts, or emails anytime—day or night. Whatever your concern, we’re here to help whenever you need us.

Formalizing Our Partnership

Once we agree on the details, we’ll document everything in an engagement letter. This letter outlines the scope of our work together, ensuring both parties are clear and confident moving forward.

Setting Up for Success

We’ll email you a list of documents we need to get started, such as receipts and financial statements. To keep your sensitive information secure, we’ll set up a shared folder system with robust security measures

Transparent Collaboration

Next, we’ll guide you through our approach, including our processes, pricing, and timelines. This step ensures that you know exactly what to expect and how we tailor our services to fit your needs.

Regular Check-ins

We value ongoing communication and will meet with you monthly to discuss your business progress and financial reports. These meetings are crucial for staying aligned and making informed decisions

Our USA-based virtual accounting team

While we may be a remote team, we know our clients like to know we are USA-based.

We have US qualifications and certifications, and we don’t work with foreign offshore providers.

We have presence in Boston, Chicago and Tampa, but we work with businesses throughout the USA. If you’re looking to work with a virtual accountant, we’d love to hear from you.

Reasons to hire a virtual accountant

Virtual accounting is a budget-friendly way to access professional financial expertise. With SnapBooks, flexible pricing models mean you only pay for the services you need, and costly errors and penalties are avoided through accurate financial management.

Cost savings

With SnapBooks, you gain access to secure, user-friendly platforms that simplify financial management. Our advanced software solutions help you track cash flow, manage invoices, and monitor financial performance in real-time.

Leverage cutting-edge tools

Whether you're launching a startup or managing rapid growth, a virtual accountant provides support that adapts to your business’s changing needs. SnapBooks grows with your company, offering seamless scalability through flexible services that expand or contract as required.

Scale with ease

Virtual accountants like SnapBooks keep your financial records clean, accurate, and audit-ready. We ensure your business is always fully compliant, enabling you to effortlessly stay on top of tax laws and regulations.

Compliance, solved

  • Christopher Schiavone, City Square Associates

    “Having Chanelle and SnapBooks on our team has been game-changing. I'm spending more of my time leading the business, and less of it trying to troubleshoot a QuickBooks glitch or hunt down a missing expense. And, for the first time in 25 years, I feel like I can always get an accurate picture of our financial situation in real-time. The SnapBooks bookkeepers are just a pleasure to work with. They’re responsive, empathetic, and personable.”

  • Judith Mendel, Mendel & Associates

    “Our law firm has had a great experience working with SnapBooks.  From onboarding to the flow of monthly bookkeeping and payroll processing, this team has been great to work with.  Jessica's attention to detail is unmatched, which is critical in a law practice.  I feel confident that our business books are in great hands. “

  • Jonathan Walsh, Verdant Counseling

    “SnapBooks is responsive to inquiries, efficient, and reliable. After hiring them for a Quickbooks 'cleanup,' I chose to continue with ongoing monthly support. My quarterly and annual reports are always ready to go at tax time. If you are looking for a very reasonably priced partner to help you organize your business, I highly recommend you give SnapBooks a call!”

  • Madelyn Yucht, Summit Executive Advisory Group

    “Can’t say enough good things about the Snapbooks team! They are knowledgeable, helpful, and responsive. I put off getting Bookkeeper Support for the last few years and my books were a mess. They were patient, were able to sort through everything, give me advice, and get me on the right track. I can’t tell you how much better it feels knowing that Snapbooks is taking care of my books.”

  • Paul Schiavone, Boston Chefs

    “We engaged SnapBooks because we needed a vendor that would manage our books with as much care and detail as we would if we were able to do it in-house...but we ended up getting so much more. Not only is SnapBooks incredibly responsive and reliable, but they've also helped us dramatically improve our financial operations and are consistently anticipating our needs. “

We make accounting personal.

Forget switchboards and call centers. As a SnapBooks client, you’ll have a dedicated accountant who you can call, text, email, or carrier pigeon a message to whenever you need to. We want to make sure you feel taken care of.

No books are too messy… trust us.

No matter how much clean-up or catch-up your business may require, the SnapBooks accountants and bookkeepers have seen it all. We’re here to provide the services you need, without delay or judgment. 

Virtual accountant FAQs

  • Despite what the name suggests, a virtual accountant is a real person! A virtual accountant provides online accounting, bookkeeping, and financial management services.

    By leveraging cutting-edge technology, the SnapBooks team can offer the same expertise and services as traditional accountants but with the added convenience, flexibility, and cost-efficiency of remote services.

  • Passionate About Supporting Entrepreneurs Having owned and operated multiple small businesses oursleves, we have a deep appreciation for the challenges and rewards that come with entrepreneurship. This firsthand experience fuels our passion for staying actively involved with fellow business owners. What better way to do this than by directly supporting them with their bookkeeping and financial needs? By handling these critical aspects, we help entrepreneurs focus more on what they do best—growing their businesses. A Comprehensive Approach to Business Support: Beyond bookkeeping, we bring a wealth of knowledge in small business planning, marketing, and operations. Our broad expertise allows us to offer holistic support to business owners, ensuring they not only maintain healthy finances but also achieve operational excellence and effective market positioning. Whether you're looking to refine your business strategy, enhance your marketing efforts, or streamline operations, we are here to assist you in navigating the complexities of business management.

  • Our firm specializes in providing comprehensive bookkeeping services to a varied clientele, including individuals, startups, and small businesses with up to 50 employees.

    We cater to freelancers, solo entrepreneurs, and small to medium-sized companies across multiple sectors, ensuring that our financial expertise aligns perfectly with the specific needs of each client.

    Startups and Small Businesses

    We understand that startups and small businesses are often in crucial stages of growth and require precise financial tracking and management to navigate these phases successfully.

    Our bookkeeping services are designed to establish and maintain a robust financial system that supports your business's scalability and operational needs. From managing day-to-day accounts to preparing detailed financial reports, we handle all aspects of bookkeeping so you can concentrate on expanding your business.

    Individuals

    For individuals, particularly those who are self-employed or managing personal and business finances together, we offer personalized bookkeeping services. These services are tailored to help maintain an organized financial record, ensure accurate tracking of income and expenses, and assist in financial planning and budgeting.

    A Partnership Focused on Your Financial Health

    No matter the size or stage of your business, our aim is to be your trusted bookkeeping partner. We provide detailed, accurate bookkeeping that upholds the integrity of your financial data, enhances your decision-making capabilities, and ensures compliance with regulatory requirements. With our support, you can enjoy peace of mind and focus more on your core business activities.

  • Look for Strong References Ask for references or testimonials from other clients, particularly those in a similar business to yours. This can provide insight into the bookkeeper’s reliability, efficiency, and the quality of their work.

    Check for Compatibility with Your Software

    It’s crucial that the bookkeeper is proficient with the accounting software you use, or at least, adaptable to learning it. For example, being a Certified QuickBooks ProAdvisor would be essential if you use QuickBooks.

    Assess Communication Skills

    Effective communication is vital. Your bookkeeper should be approachable and willing to explain financial matters in a clear, understandable way.

    Regular updates and transparent communication should be a cornerstone of their service

    Understand the Scope of Services: Clearly define what services you need. Some bookkeepers might only manage day-to-day transactions, while others could offer comprehensive services including payroll processing, tax preparation, and financial reporting. Make sure their offerings align with your needs.

    Plan for Regular Reviews and Meetings

    Decide how often you’ll meet to review financial reports and discuss issues. Regular interaction not only helps in keeping your financials up-to-date but also builds a stronger working relationship.

    Discuss Security Measures

    With the sensitive nature of financial data, ensure that your bookkeeper uses secure methods for handling and storing information. Ask about their data security protocols and backup measure

  • Hiring a virtual accountant offers businesses a modern, flexible solution to managing their finances. Here are the key benefits:

    • Cost savings: By working remotely and leveraging innovative online tools, virtual accountants like SnapBooks can offer cost-effective services to businesses of all shapes and sizes.

    • Flexibility: Virtual accountancy services are easily scaled up or down based on your business’s needs.

    • Accessibility: Access financial support and reports anytime, anywhere through secure online tools.

    • Efficiency: Save time with automated processes and expert management of routine tasks.

    • Compliance: Stay audit-ready and meet legal requirements with the help of knowledgeable professionals and real-time accounting.

    • Convenience: All services are handled online, eliminating time-consuming meetings and paperwork mountains.

  • At SnapBooks, we understand that data security – especially when it comes to financial matters – is paramount. We follow strict industry standards and regulations, including data privacy laws, to ensure that your information remains confidential and safe from unauthorized access. Your financial records are protected using advanced encryption methods and secure cloud-based systems, so you can have peace of mind knowing that your data is in trusted hands.