0784 269 5932 [email protected]

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.

Optimize Your Business Today!

Schedule A Free Consultation Call

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

Ready to start your growth journey?