A Virtual Bookkeeper Who's Also
a Federally authorized Enrolled Agent
Fully remote bookkeeping and tax services for small businesses anywhere in the U.S. — delivered online, on time, and backed by federal IRS authority. Not a software platform. An actual expert who knows your business.
Book a Free ConsultationNo obligation · 30-minute call · Serving all 50 states
What "Virtual Bookkeeper" Actually Means
A virtual bookkeeper manages your books entirely online — no office visits, no dropped-off receipts, no waiting until someone's schedule opens up. Secure cloud accounting software, document sharing, and video or phone calls replace the in-person model entirely.
What a virtual bookkeeper isn't: an impersonal software subscription or a call center that treats you as a ticket number. Simple Books Now is a boutique practice — Luisa manages every client account personally. You get a real professional who knows your numbers, answers your questions, and responds when you reach out.
Because our Federally authorized Enrolled Agent is federally licensed, your virtual bookkeeper can also file your returns, represent you before the IRS, and advise on tax strategy — all without you ever needing to be in the same room. That combination of remote access and federal tax authority is what separates this from a software platform or a basic bookkeeping service.
Connect Your Accounts
We securely connect to your bank accounts, credit cards, and accounting software (QuickBooks or Xero). Bank-level encryption, read-only access.
Monthly Bookkeeping
Every transaction categorized, every account reconciled. P&L and balance sheet delivered by the 15th of each month.
Tax Strategy & Filing
Quarterly check-ins to review your numbers and plan your tax position. Returns prepared and filed at year-end — no separate preparer needed.
Questions & Support
Email or schedule a call any time. You'll always reach Luisa directly — not a support queue or an assistant.
Virtual Bookkeeper vs. Bookkeeping Software
| Simple Books Now | QuickBooks / Xero Alone | Bookkeeping Software Services (e.g. Bench, Pilot) |
|
|---|---|---|---|
| Actual human managing your books | ✓ Luisa, personally | ✗ You do it | ✓ (varies by tier) |
| Licensed to represent you before IRS | ✓ Always | ✗ | ✗ |
| Tax return preparation included | ✓ (with tax plan) | ✗ | Extra cost |
| Year-round tax strategy | ✓ | ✗ | ✗ |
| Direct access to your bookkeeper | ✓ Direct line to Luisa | ✗ | Often not |
| IRS audit representation | ✓ | ✗ | ✗ |
| Flat monthly rate, no surprises | ✓ | Subscription | Varies |
| Payroll + sales tax included option | ✓ | Add-ons | Rarely |
Everything Available Remotely
Virtual Bookkeeping
Monthly transaction categorization, bank and credit card reconciliation, P&L and balance sheet — delivered online by the 15th of each month.
Learn more →Remote Tax Consulting
Year-round tax strategy, quarterly estimated taxes, and business and personal return preparation — all done remotely by a Licensed EA.
Learn more →IRS Representation (Any State)
An Enrolled Agent's federal license works in all 50 states. If the IRS contacts you — anywhere in the country — our Licensed EA handles it.
Learn more →Payroll (Remote)
Payroll processing, tax deposits, and quarterly filings for small businesses anywhere in the U.S. — managed entirely online.
Learn more →Multi-State Sales Tax
E-commerce sellers and businesses with multi-state exposure — nexus assessment, registration, and ongoing filing handled remotely.
Learn more →Virtual Catch-Up Bookkeeping
Behind on your books? We clean them up remotely — you share access to your accounts and we take it from there.
Learn more →Remote Bookkeeping That Works for Your Business
Businesses Outside Palm Coast
Our Licensed EA is federally licensed, which means geography doesn't limit who we can serve. Small businesses in Texas, California, New York, and every state in between get the same level of service as our local clients — books, tax strategy, and IRS representation all handled remotely.
E-Commerce & Online Sellers
Online businesses have inherently virtual operations — but their financial needs aren't simple. Platform fees, multi-state sales tax nexus, inventory tracking, and payment processor reconciliation all require a bookkeeper who understands how e-commerce works. We do.
Owners Who Don't Want Another In-Person Relationship
Scheduling office visits with a local bookkeeper takes time you don't have. Remote works — and often works better. Documents shared instantly, monthly reports delivered on schedule, and questions answered by email or a video call at a time that fits your schedule.
Businesses That Tried Bookkeeping Software Alone
QuickBooks and Xero are tools, not bookkeepers. They record transactions — they don't categorize them correctly, catch errors, or connect your books to a tax strategy. If you've been maintaining software on your own and things aren't quite right, we take over and do it properly.
Based in Palm Coast, FL — also serving these local communities:
Virtual Bookkeeping FAQ
We connect to your accounts through QuickBooks Online or Xero using bank-feed integration — read-only access using bank-level encryption. We never have the ability to move or withdraw funds. You can revoke access at any time.
You don't need to be. We handle the software setup, guide you through connecting your accounts, and keep your involvement to a minimum. Most clients share documents via a shared folder (Google Drive or Dropbox) and we do the rest.
Yes — better than you might expect. We specialize in small businesses and have seen the financial patterns across many industries. We ask the right questions upfront, review your business model, and tailor your chart of accounts and reporting to what actually matters for your type of operation.
No. As a federally licensed Enrolled Agent, Luisa can work with clients in all 50 states for bookkeeping, tax preparation, and IRS representation. We currently serve clients from Florida to California.
Most documents are captured automatically through bank feeds. For receipts and other documents, we use a shared folder you can drop files into from your phone or computer. No scanning required for most transactions.
Related Services
Remote Tax Consulting
Year-round tax strategy and preparation — all handled online by a Licensed EA.
Learn more →Virtual Catch-Up Bookkeeping
Behind on your books? We clean them up remotely — no office visit needed.
Learn more →Your Business Doesn't Have to Be in Palm Coast to Work with Us
Book a free consultation. We work with small businesses across the country — all remotely, all with the same flat monthly rate and direct access to a Federally authorized Enrolled Agent.
Book a Free ConsultationNo obligation · Serving all 50 states · Flat monthly rates