ACCOUNTING ASSISTANT

Without a dedicated Accounting Assistant, critical financial tasks can quickly become overwhelming, leading to delayed invoicing, missed payments, inaccurate records, and limited visibility into your business’s financial performance. As your organization grows, these inefficiencies can negatively impact cash flow, increase administrative burdens, create compliance risks, and force business leaders to spend valuable time managing routine accounting tasks instead of focusing on growth and profitability.

Don't let financial administration slow your business down.

Select a pre-trained VA profile and delegate the following tasks:

Billing and Invoicing:

Review time entries for billing.
Encode expenses for client reimbursement.
Request fund replenishments or retainer fees.
Generate and send monthly invoices.
Call clients to collect payments
Email client for past due invoices.

Payroll:

Collect and encode timesheets.
Audit billable hours.
Review non-billable hours.
Coordinate with other staff regarding hours in question.
Application of any benefits and incentives.
Process biweekly payroll.

Bookkeeping:

Posting of daily or weekly expenses.
Monthly transactions reconciliation.
Recording of online payments and checks.
Monitor and follow up on receivables.
Pay bills and subscriptions before the due date.
Consolidate and review billing statements.
Prepare data for monthly financial reports.
Propose initiatives to lower expenses.

Simple Onboarding. Seamless Integration.

Get your dedicated VA team up and running in less than a week.

1- Discovery Call

We learn your workflows, case types, and specific needs.

2 - VA Assignment

We learn your workflows, case types, and specific needs.

3 - System Setup

We integrate with your case management system and processes.

4 - Go Live

Your VA team starts handling calls, intake, and admin work.

Ready to Scale Your PI Practice?

Schedule a free consultation to see how our VAs can transform your firm's operations.