RemoteBooksOnline

Outsource recurring and historical bookkeeping to a dedicated team for organized records, reviewed financials, and support that scales with business needs.

Run payroll, manage filings, and deliver employee payments and year-end forms with predictable pricing and accounting-aligned reporting.

Scale complex accounting operations with controller-led support, multi-entity services, and outsourced AP/AR without managing every role internally.

Expand branded bookkeeping services and recurring revenue while retaining client relationships and pricing control, without hiring an internal bookkeeping team.

Helps businesses analyze sales and use tax exposure and gain clarity on tax compliance.

Outsourced Bookkeeping Services

A managed bookkeeping service for businesses that need reliable financial operations without hiring, training, or managing in-house staff. A dedicated team handles transaction categorization, account reconciliations, monthly close, financial reporting, and CPA review through standardized workflows. The service supports QuickBooks and Xero, monthly bookkeeping, catch-up work, and cleanup of overdue or inaccurate records. Catch-up and cleanup services can include historical transaction organization, reconciliation, corrections, file repair, AR/AP adjustments, and CPA-reviewed reporting. Other support includes AP/AR posting, payroll and sales tax journal entries, multi-entity or class tracking, and secure cloud workflows, depending on plan and scope. Flat-rate monthly plans are based on transaction volume, accounts, cleanup needs, reporting complexity, and review frequency; catch-up and cleanup pricing depends on project scope.

Category: Bookkeeping Services

• Reconcile Accounts Against Statements
  Matching account records to statements helps maintain current books and restore reliable balances for reporting.
• Receive CPA-Reviewed Financial Reports
  Reviewed financial statements and reporting packs provide organized information for business reporting, tax preparation, or lender needs.
• Restore Reliable QuickBooks Records
  Correcting underlying file issues helps make financial records more reliable for reporting, tax preparation, and subsequent bookkeeping.
• Offload Recurring Bookkeeping Work
  A dedicated team manages bookkeeping tasks without requiring the business to hire, train, or manage internal bookkeeping staff.
• Organize And Correct Bookkeeping Records
  Categorizing transactions and correcting disorganized or duplicate records helps create a clearer, more dependable basis for financial reporting.
• Correct Historical Bookkeeping Errors
  Correcting errors in overdue or inaccurate records helps make the resulting books more accurate and usable for reporting.
• Receive Reports On A Regular Schedule
  A defined month-end close and delivery target gives businesses a regular timeframe for receiving financial reports.
• Plan For Predictable Monthly Costs
  Flat-rate plans provide a defined monthly price for the selected scope, with costs adjusted to bookkeeping needs rather than billed hourly.
• Maintain Books In QuickBooks Or Xero
  Work in supported accounting software, with source documents and transaction history available to help reconstruct records when feeds are incomplete.
• Assess Backlog And Project Scope
  Reviewing missing periods and bookkeeping needs helps establish the work required and an expected project timeline.
• Clarify Project Costs And Timing
  Scope-based pricing and timelines help businesses understand the expected cost and duration of historical bookkeeping work.
• Maintain Books With Monthly Support
  Moving to ongoing monthly bookkeeping helps businesses maintain records after historical backlogs or cleanup issues are addressed.
• Protect Financial Data With Controlled Access
  Access controls, multi-factor authentication, encrypted document sharing, and audited access logs help protect financial information during bookkeeping workflows.
• Scale Bookkeeping Without Hiring
  Businesses can expand bookkeeping support as operations grow without building an internal bookkeeping team.
• Organize Payables And Receivables
  Posting, reporting, and correction of AP/AR records help organize payable and receivable activity and address balance discrepancies.
• Align Payroll And Tax Records
  Recording entries and aligning payroll, sales tax, and liability balances helps incorporate these activities into bookkeeping records; related filings remain with the client's provider.
• Coordinate With Your Tax CPA
  Cleaned records and reviewed reporting support a clearer handoff to the tax CPA.
• Track Multiple Entities And Classes
  Support for multiple entities and class tracking helps accommodate more complex bookkeeping structures.
• Document Historical Bookkeeping Work
  A transaction summary and audit trail provide documentation of completed catch-up work.
• Organize Receipts And Documents
  A receipt inbox and document management help keep supporting records organized.
• Review Results With Your Team
  Scheduled calls provide an opportunity to discuss bookkeeping results, with frequency depending on the plan.

Payroll Processing Services

RemoteBooksOnline provides payroll processing for small businesses, handling payroll runs, direct deposits, federal and state tax filings, and year-end W-2 and 1099 delivery. The service supports employees and contractors, including multi-state payroll, and aligns payroll data with accounting workflows and the general ledger. Plans include unlimited payroll runs, an employee self-service portal, payroll reporting, and compliance support. Pricing is monthly, with a base fee and per-employee charge; additional states and paper form mailing are optional add-ons.

• Process Employee And Contractor Payroll
  Handle payroll processing for employees and contractors through one service, supporting businesses with different worker types.
• Handle Federal And State Tax Filings
  Manage federal and state payroll tax filings as part of the payroll service, with additional-state support available as a listed add-on.
• Run Payroll Without Per-Run Fees
  Process payroll as needed without additional charges for each payroll run.
• Deliver Year-End Forms Electronically
  Support year-end W-2 and 1099 processing with electronic delivery included; paper mailing is an optional paid add-on.
• Align Payroll With Accounting Workflows
  Connect payroll data to accounting workflows and the general ledger so payroll activity is reflected in financial reporting.
• Deliver Pay And Employee Self-Service
  Provide direct deposit for employees and access to an employee self-service portal.
• Support Payroll Across Multiple States
  Extend payroll processing to additional states with state-specific payroll support available for a listed monthly fee.
• Deliver CPA-Reviewed Payroll Reports
  Provide payroll reports reviewed for accuracy and prepared to support audit-ready recordkeeping.
• Plan Payroll Costs With Clear Pricing
  See monthly base and per-employee pricing, with no per-run, setup, or cancellation fees and optional add-ons clearly identified.
• Standardize Payroll Settings And Rules
  Organize employee classifications, pay and deduction codes, and PTO and overtime rules within the payroll environment.

Enterprise accounting services

RemoteBooksOnline provides controller-led accounting and outsourced financial operations for larger and more complex businesses. Services include controller and fractional CFO support, accounts payable and receivable at scale, multi-entity consolidation and eliminations, ASC 606 revenue recognition, and sales-tax compliance. For insurance organizations, enterprise support can also include premium accounting, commissions, reconciliations, month-end close, financial reporting, and Premium Accounting implementation. Engagements include predictable pricing, secure file exchange, and monthly CPA review.

Category: Accounting Services

• Strengthen Financial Oversight
  Controller-led services provide support for managing accounting and financial operations.
• Scale AP And AR Operations
  Outsourced accounts payable and receivable support helps businesses manage vendor and customer payment workflows at scale.
• Consolidate Multi-Entity Financials
  Consolidation and eliminations support accounting and reporting across multiple entities.
• Manage ASC 606 Revenue Recognition
  Revenue recognition support addresses ASC 606 workflows as part of enterprise accounting services.
• Receive Reviewed Financial Work Securely
  Monthly CPA review and secure file exchange are included across engagements.
• Extend Financial Leadership
  Fractional CFO services provide businesses with financial leadership support without specifying a full-time internal role.
• Support Sales Tax Compliance
  Sales-tax compliance is included among the enterprise accounting services offered.
• Outsource Insurance Accounting Operations
  Insurance organizations can build a dedicated accounting operation with support for key accounting workflows and Premium Accounting implementation.

White-label bookkeeping

A managed bookkeeping service for CPA, accounting, and bookkeeping firms that want to offer bookkeeping under their own brand. RemoteBooksOnline handles the work behind the scenes, including categorization, reconciliations, reporting, cleanup, and monthly bookkeeping execution. Partner firms retain the client relationship and control of pricing and communication, while their clients receive firm-branded reports and service delivery. The program includes CPA-reviewed monthly closes, support for QuickBooks and Xero, partner onboarding, and capacity that can scale with client volume and seasonal demand.

Category: Bookkeeping Services

• Offload Bookkeeping Work
  Delegate recurring bookkeeping operations to RemoteBooksOnline while your firm maintains the client relationship and presents the service as its own.
• Deliver Services Under Your Brand
  Keep your firm's identity visible across reports, portal access, email templates, and client communications while RemoteBooksOnline works in the background.
• Provide CPA-Reviewed Reports
  Present clients with reconciled financial statements and reporting packs reviewed by a CPA before delivery.
• Scale Capacity Without Hiring
  Adjust bookkeeping capacity as client demand changes, including during tax season, without expanding internal headcount.
• Keep Existing Accounting Software
  Continue working in client QuickBooks or Xero accounts rather than requiring a change to a new bookkeeping platform.
• Start With A Defined Workflow
  Use a structured intake and access process with documented service expectations, response targets, and a monthly delivery cadence.
• Resolve Backlogs Under Your Brand
  Bring late or incomplete client books up to date through separately scoped catch-up and cleanup work before beginning the regular monthly cadence.
• Control Access To Client Accounts
  Keep accounting accounts client-owned and apply role-based, least-privilege access, with audit trails and documented changes.
• Set Your Own Retail Pricing
  Purchase bookkeeping at wholesale partner rates and set the retail price charged to your clients.
• Add Workflows As Needed
  Extend the bookkeeping scope with available AR, AP, payroll journal, inventory, or multi-entity workflows to match client requirements.
• Use Ready-Made Sales Materials
  Draw on partner-facing templates and sample deliverables when explaining the service to prospective clients.

TaxMap

TaxMap is a standalone platform developed by RemoteBooksOnline for analyzing sales tax and use tax exposure and providing compliance clarity.

• Understand Sales Tax Exposure
  Helps businesses assess their sales tax exposure as part of their tax compliance review.
• Clarify Tax Compliance
  Gives businesses clarity on sales tax and use tax compliance considerations.
• Understand Use Tax Exposure
  Helps businesses assess their use tax exposure as part of their tax compliance review.