HoloBookkeeper | Virtual Bookkeeping & Accounting Services | Remote CFO Skip to main content
QuickBooks Online · Xero · FreshBooks · Gusto Payroll · Bill.com · Shopify · Stripe · A2X · Wave · ADP Run

Performance Statistics

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Accounts Managed Monthly
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Years of Experience
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Five-Star Reviews

What I Offer

Financial services built around your workflow

From daily transaction entry to year-end close, every engagement is tailored to how your business actually runs.

Full-Cycle Bookkeeping

Daily, weekly, or monthly transaction recording, bank reconciliations, and general ledger maintenance across QuickBooks, Xero, and FreshBooks.

Financial Reporting

P&L statements, balance sheets, cash flow reports, and custom dashboards that translate numbers into clear decisions for owners and investors.

Accounts Payable & Receivable

Invoice management, vendor payment scheduling, client billing follow-up, and aging reports — keeping your cash flow predictable every month.

Payroll Processing

End-to-end payroll runs, tax withholdings, direct deposit coordination, and quarterly payroll tax filings for teams of any size.

Tax-Ready Preparation

Year-end clean-up, categorization review, and organized financials handed directly to your CPA — reducing their time and your tax bill.

Software Setup & Migration

Chart of accounts build-out, historical data import, third-party app integration (Shopify, Stripe, HubSpot), and team training.


Track Record

Eight years across industries

From early-stage startups to established service businesses, maintaining books through growth, restructuring, and everything in between.

2021 — Present
Lead Virtual Bookkeeper
HoloBookkeeper (Independent Practice)

Manage full-cycle bookkeeping for 18 active clients across e-commerce, SaaS, consulting, and real estate. Reduced average monthly close time by 40% through standardized reconciliation workflows.

QuickBooks Online Xero Stripe A2X
2018 — 2021
Senior Bookkeeper
Meridian Accounting Group

Oversaw a portfolio of 30+ small businesses, trained two junior bookkeepers, and led the firm's migration from desktop to cloud-based platforms. Payroll error rates reduced to under 0.3%.

QuickBooks Desktop Gusto ADP Bill.com
2016 — 2018
Bookkeeper & Office Manager
Pinnacle Property Group

Handled AP/AR for 12 commercial properties, produced monthly owner statements, and coordinated with external CPA at year-end. Reconciled CAM charges and prepared lease abstracts.

AppFolio Excel Real Estate Accounting

Proficiency

Tools and competencies

Depth in the platforms most growing businesses rely on, with a practical bias toward automation and clean data.

Accounting Software

QuickBooks Online98%
Xero92%
FreshBooks85%
Wave Accounting80%

Payroll & Payments

Gusto95%
ADP Run88%
Bill.com90%
Stripe / A2X87%

Client Feedback

What business owners say

Engagements built on trust, clarity, and books that close on time — every month.

★★★★★
"Before HoloBookkeeper, I had no idea whether we were actually profitable month to month. Now I get a clean P&L by the 5th and make decisions with real confidence."
Sara R.
Founder, Wildcraft Studio (E-commerce)
★★★★★
"We were behind on books for nearly two years. HoloBookkeeper did a full clean-up in 6 weeks, got us tax-ready, and has been our bookkeeper ever since. Incredibly thorough."
James M.
Managing Partner, Peak Consulting LLC
★★★★★
"Our CPA told us our books were the cleanest they'd seen from any small business client. HoloBookkeeper makes year-end completely painless — we actually look forward to it now."
Nadia K.
CEO, NovaBridge SaaS
★★★★★
"The payroll setup saved us hours per pay period. When we scaled from 4 to 14 employees in six months, HoloBookkeeper handled it all without missing a beat."
Tom L.
Operations Director, Elara Health Group

Common Questions

Frequently asked questions

Everything you need to know before getting started.

We connect securely to your accounting software (QuickBooks, Xero, etc.) remotely, process your transactions, reconcile accounts, and deliver clean financials on a schedule that fits your business — all without needing to be in your office.
We specialize in QuickBooks Online, Xero, FreshBooks, and Wave. We also integrate deeply with Shopify, Stripe, Gusto, Bill.com, and A2X for e-commerce businesses.
Pricing is customized based on your transaction volume, number of accounts, and service scope. Most clients invest between $250–$800/month. Book a free consultation and we'll give you an exact quote within 24 hours.
Absolutely. We use bank-level encryption, two-factor authentication on all accounts, and a signed NDA is part of every engagement agreement. Your financial data is never shared with third parties.
Most new clients are onboarded within 3–5 business days of signing the engagement letter. If you have a backlog of catch-up work, we'll give you a clear timeline during your free consultation.

Let's Work Together

Ready for books you can rely on?

Whether you need a full-service bookkeeper or a one-time clean-up, I'll assess your situation and give you an honest recommendation — no sales pressure.

hello@holobookkeeper.com
+1 (555) 847-3920
Available Worldwide (Remote)
Typically responds within 4 hours