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Bookkeeping Support

Administrative support for your financial records. Your assistant works alongside your registered accountant or bookkeeper and does not provide tax or financial advice.

A virtual assistant managing a shared calendar and inbox on a laptop

Tasks this role can handle

Data entry and records

  • Entering invoices and bills into your accounting software
  • Matching receipts to transactions
  • Filing and organising financial documents
  • Keeping spreadsheets up to date

Invoicing and follow-up

  • Preparing and sending invoices from your details
  • Following up overdue invoices politely
  • Recording payments received
  • Keeping a clear list of what’s outstanding

Preparing for your accountant

  • Gathering documents and statements
  • Organising records by month or quarter
  • Listing questions to pass to your accountant or bookkeeper
  • Sharing files with your accountant or bookkeeper

Business problems it helps solve

Receipts and invoices pile up

Records are entered and matched regularly instead of in one big catch-up.

Invoices are paid late

Overdue invoices are followed up consistently and politely.

Month-end is a scramble

Documents are gathered and organised as you go, ready for whoever prepares your accounts.

Records are scattered

Files and spreadsheets are kept in one organised place.

Example weekly workload

Illustrative only

One way a part-time week might be structured. Your assistant's week would be shaped around your own priorities.

Monday
Receipt matchingData entry
Tuesday
Invoice preparationFiling
Wednesday
Overdue invoice follow-ups
Thursday
Recording paymentsGathering documents
Friday
List of outstanding invoicesRecords tidy-up

Matching and onboarding

  1. Step 1

    Tell us what you need

    Share the tasks, hours and tools involved through a discovery call or enquiry form.

  2. Step 2

    Meet suitable candidates

    We shortlist people whose skills and availability match your brief, and you interview them.

  3. Step 3

    Choose your assistant

    You decide who’s the right fit. We help confirm the role outline, hours and start date.

  4. Step 4

    Onboard and get started

    We help plan access, handover notes and the first weeks so work begins with clear expectations.

Related services

FAQs

Questions about virtual assistance

Answers reflect our proposed approach. Anything in brackets will be confirmed before launch.

Ask us on a call

Let’s make room for what matters.

Tell us what's taking up your week. We'll talk through the work you could hand over and what the right support might look like.