Do I Need a VA and a Bookkeeper?

Matt Malouf is a passionate , speaker, , and entrepreneur on a mission to help entrepreneurs around the world break the shackles of mediocrity and reach new levels of personal and business success.
Barbara Turley is the Founder & CEO of The Virtual Hub, a company that specializes in recruiting, training, and managing superstar ‘Virtual Assistants’ in the social media, digital marketing, and systems automation space.

Do I Need a VA and a Bookkeeper?

In this episode, Matt and Barbara speak to Bean Ninjas founder and CEO, Meryl Johnston about why it’s so important for companies to have a strong financial team, what that team needs to look like, and why financial reporting tools are the key to business stability and growth.

Some of the areas covered include:

  • Meryl’s journey from a consulting firm to global, systemized, online business and the perils behind bringing in virtual contractors before you have your processes in place.

Let us know what your key takeout has been from this episode and join the continuing conversation over in the Virtual Success Facebook Group.

In this episode:

1:50 Xero as a Platform

2:38 Aspects of Utilizing Virtual Teams

4:50 Boundaries

5:12 Key Roles Within the Finance Team

8:21 Cost-Effectiveness Medium

10:14 Bookkeeping Role vs VA Role

12:55 Differences with Bookkeepers and VAs

15:11 Stop Doing Book

16:42 Xero Cleanup

19:29 Reporting Practices

20:53 Where to Start

22:10 Building Skillsets

23:22 Next Steps

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