Finance Support
Virtual Assistance Services for Finance Professionals
Bookkeepers, accountants and mortgage brokers run on trust and deadlines. Every invoice, report, and client update needs to land accurately and on time. I handle the day-to-day admin behind your financial operations, so you're free to focus on advising your clients. Having worked within accountancy practices myself, I know this world from the inside - the pace, the precision, and what "on time" actually means.
Most Popular Tasks I Offer
Bookkeeping Support & Data Entry
- Recording transactions in Xero, QuickBooks, FreeAgent
- Bank reconciliation and expense categorization
- Processing invoices and tracking payments
- Managing accounts payable and receivable
Financial Reporting & Admin
- Preparing monthly reports, managing expenses, managing timesheets
- Creating, sending and chasing overdue invoices, estimates and payments
- Generating client financial statements
- Assisting with end-of-year tax preparation documents and submissions
Client Relationship Management
- CRM updates: maintaining client profiles, managing notes, and tracking communication in CRM systems
- Client onboarding: assisting with onboarding new clients, collecting financial documents, and setting up initial meetings
- Client follow-ups: sending follow-up emails after meetings, reminding clients of important deadlines or tasks
Client Documentation Management
- Gathering and verifying client information (ID, proof of income, etc.)
- Organizing financial documents for mortgage applications
- Preparing affordability assessments and mortgage illustrations
- Tracking deadlines and progress of applications
Ready to take finance admin off your plate?
Book a free 20-minute chat and let's see if we're a good fit - no pressure, just a conversation.