Bookkeeping Tasks Your Virtual Assistant Can Handle

Bookkeeping is time-consuming but essential. Here's what you can delegate to a VA with bookkeeping training.

Invoice Processing

Your VA can:

Create and send invoices

Follow up on overdue payments

Record payments received

Manage accounts receivable

Expense Tracking

Delegate:

Receipt collection and organization

Expense categorization

Credit card reconciliation

Expense report preparation

Bank Reconciliation

A trained VA can:

Match transactions

Identify discrepancies

Flag unusual items

Keep records up to date

Payroll Support

Your VA can assist with:

Timesheet collection

Data entry for payroll

Leave balance tracking

Superannuation records

Reporting

Regular reports like:

Profit and loss summaries

Cash flow tracking

Accounts aging reports

Budget variance analysis

Software We Work With

Our VAs are trained in:

Xero

MYOB

QuickBooks

FreshBooks

Getting Started

Start with basic tasks and expand as you build confidence in your VA's abilities. Always have your accountant review critical work.