Your financial records shouldn't be months behind your business.

Routine financial admin between your transactions and your accountant: invoicing and receivables tracking, payment follow-up with approved messaging, expense entry and categorization, receipt collection and organization, transaction entry, bill tracking and payment-schedule preparation, vendor records and W-9s, reconciliation support, accounting-system upkeep, monthly checklists, document organization, accountant coordination, and routine reports from your existing system. The exact scope is defined during VA Success Setup™.

No. This is structured bookkeeping support and finance administration. It isn't licensed accounting, tax preparation, financial advising, or fractional CFO work. The Remote Assistant maintains the record; your accountant handles the accounting judgment. Some businesses also keep a professional bookkeeper for review or complex work.

Common platforms include QuickBooks Online, Xero, FreshBooks, and Wave. Platform experience is matched to your actual accounting system and requirements, and confirmed during scoping rather than assumed.

Yes. They can create and send approved invoices and track due dates, following the invoicing process agreed during setup.

Yes, with approved messaging: payment reminders, aging review, and identifying overdue accounts. Payment issues are escalated. Changing pricing, negotiating settlements, extending terms, waiving fees, approving write-offs, and collection or legal decisions stay with leadership.

Yes. They can enter bills, collect vendor invoices, track due dates, maintain vendor documentation, prepare payment schedules, and route items for approval.

Not by default. They can prepare payments and route them for approval, but authority to release funds isn't automatic. Preparation and approval should be separate whenever practical, and any payment authority is a decision you make and document during setup.

A qualified Remote Assistant can support routine reconciliation: matching transactions, identifying unmatched entries, collecting missing documents, and flagging discrepancies, following your existing process. Complex discrepancies, unusual transactions, adjusting entries, and accounting-policy questions are escalated to you, your bookkeeper, or your accountant.

Sometimes. Some Finance Admin Remote Assistants can support catch-up or cleanup work when the records are within their skill level and the scope is clearly defined. More complex cleanup may require a professional bookkeeper or accountant before ongoing Remote Assistant support begins. How long it takes depends on the condition of the records, so we don't promise a timeline.

Yes. Receipt collection and organization, tax-document organization, W-9 and vendor-document collection, and contractor payment records can all be part of the role. They organize the documents; tax decisions stay with your tax professional.

Yes, and that's a big part of the value. They can collect requested documentation, prepare files for review, answer basic administrative questions, resolve missing-document requests, and keep accountant follow-up visible. We don't promise lower accountant fees; cleaner records make the work easier to review.

Payroll admin support can be scoped in, such as organizing records and preparing information within your payroll system's process. Payroll decisions, approvals, and tax filings stay with you and your payroll provider or accountant.

With least-privilege access: accounting-platform user permissions, view or entry access where practical, approval workflows, documented authority limits, separate payment authorization, MFA, and password-manager access instead of shared passwords. Blanket direct banking access is avoided where better permission structures exist. We help structure access so it matches the role; no one can guarantee security.

They flag it and escalate it. Anything that requires judgment beyond the agreed process, such as an unusual transaction, an unclear category, or a discrepancy that doesn't resolve, goes to the owner, bookkeeper, or accountant with context. It isn't guessed at.

Role Clarity, Delegation Mapping, Communication & Workflow Setup, a Structured Launch, and a 30-Day Success Plan with checkpoints. For this role it covers your accounting platform, invoicing process, AR workflow, bill and AP workflow, receipt process, transaction volume, bank and card accounts, chart of accounts, reconciliation process, accountant relationship, approval authority, access permissions, escalation rules, payroll responsibilities, reporting expectations, and document storage.

Part-time is approximately 20 hours per week, starting at $1,197/month, often routine entry, receipts, invoicing, and a monthly checklist. Full-time is approximately 40 hours per week, starting at $1,797/month, with broader ownership that may include AR follow-up, AP preparation, reconciliation support, and accountant coordination. Both are starting prices and include VA Success Setup™.

We'll talk through where your financial admin lives today, where it falls behind, and whether this role fits, or whether a professional bookkeeper or accountant should come first. If it's a fit, we define scope and begin VA Success Setup™ and matching. Timing depends on scope and matching, and we'll give you a realistic picture on the call.