How does Remote Bookkeeping Work?

How Remote Bookkeeping Actually Works (And Why It’s Safer Than You Think)

A guide for tradespeople and small business owners who want clarity without the chaos

If you’re a contractor, tradesperson, or small business owner, you’ve probably heard about “remote bookkeeping” but maybe you’re not sure how it works, whether it’s secure, or if it’s even right for your business.

At Shingatok Bookkeeping Services, we specialize in remote, fixed-price bookkeeping with professional oversight. And we get it: handing over your financial data to someone online can feel risky.

This article breaks down how remote bookkeeping actually works and why it is often safer, faster, and more accurate than traditional methods.

What Is Remote Bookkeeping?

Remote bookkeeping means your bookkeeper works with you online not in person.

Instead of dropping off receipts or meeting face-to-face, you share documents digitally and your books are managed through secure cloud software like QuickBooks Online (QBO).

It’s not just convenient it’s built for speed, accuracy, and oversight.

Is It Safe?

Yes, when done properly, remote bookkeeping is extremely secure.

Here’s why:

  • Bank-level encryption protects your data

  • Two-factor authentication keeps your accounts locked down

  • Secure portals let you upload documents safely

  • Audit trails track every change made

QuickBooks Online is trusted by thousands of accountants and bookkeepers across Canada. It’s designed to protect your business.

What Do You Actually Send?

You don’t need to send everything.

Here’s what most clients share:

  • Access to view-only bank feeds (no login credentials)

  • Monthly receipts or invoices (via email or upload)

  • Credit card statements

  • GST info (if applicable)

  • Any unusual transactions or notes

We handle the rest reconciling accounts, categorizing expenses, filing GST, and preparing clean monthly reports.

What Happens Behind the Scenes?

Once we have your data, we:

  • Reconcile your accounts — making sure every transaction matches your bank and credit card statements

  • Categorize expenses properly — so you get every deduction you deserve

  • Prepare monthly reports — including your Balance Sheet, Income Statement, Trial Balance, and General Ledger

  • File GST — if you’re on our Basic package

  • Catch errors early — so you don’t get surprises at year-end

It’s like having a financial safety net every month.

What Tools Do We Use?

At Shingatok Bookkeeping Services, we use:

  • QuickBooks Online for bookkeeping and reporting

  • Secure document portals for uploads

  • Email and messaging for communication

  • Oversight systems to catch errors and flag issues

You don’t need to learn new tech we guide you through everything.

Why Clients Love Remote Bookkeeping

  • No travel, no drop-offs

  • Faster turnaround

  • Clear monthly reports

  • Fixed pricing — no surprise bills

  • Professional oversight — not just data entry

Overall

Remote bookkeeping isn’t just a modern convenience it’s a smarter way to run your business.

It gives you clean books, accurate reports, and peace of mind all without leaving your job site or office.

If you’re ready to stop guessing and start growing, Shingatok Bookkeeping Services is here to help.

Explore Our Services

Previous
Previous

Most Mistakes Aren’t Dishonest, They’re Overwhelmed 

Next
Next

The hidden cost of "Plugging" Bank Reconciliations