Virtual Assistant for Bookkeeping (Buy & Hold Investing)

[Monica Kovalsky]

Hi everyone!

I'm interested in exploring the idea of using a Virtual Assistant for bookkeeping for our buy and hold business. Does anyone have any advice or VA recommendations?

Thank you,

Monica

[Daniel Hyman]

@Monica Kovalsky 

Just make sure that the VA is someone who can interface well with your CPA. When it comes time to prepare your taxes, there will invariably be questions on the bookkeeping. A streamlined approach would be for the CPA to ask the VA or bookkeeper directly.