virtual assistance services for
finance professionals
I provide virtual assistance services for finance professionals, including accountants, bookkeepers, and mortgage brokers. By handling essential admin tasks, I help streamline operations, improve efficiency, and free up your time so you can focus on delivering financial expertise and growing your business. No more missed deadlines, no more sleepless nights over unprepared documents, no more stress.
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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, VAT returns and 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 to clients after meetings, reminding them 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