Hire Virtual Assistant for Financial Services for $4/Hour.

Get Skilled, Fully Managed Remote VA with Dedicated Support and Advanced AI Expertise at an Affordable Price. ✔️Dedicated Assistant. ✔️Hours-Rollover. ❌No Contract

Our Financial Services Suite

Precision support for founders, CEOs, and busy professionals.

Bookkeeping

Your ledger, perfectly maintained.

💳 Transaction Categorization: We ensure every dollar in and out is coded correctly for tax readiness and clear cash-flow tracking.

📅 Accounts Payable/Receivable: We manage the life cycle of your payments, ensuring your vendors are paid on time and your customers never miss a due date.

📊 Monthly Closing: Our VAs assist in the month-end close process, preparing your data for a seamless handoff to your CPA or tax professional.

Billing Support

Professional invoicing that protects your cash flow.

📝 Invoice Generation: We draft and send professional, branded invoices the moment a deal is struck, reducing the gap between work and payment.

🔔 Payment Follow-ups: No more awkward “where is the check?” conversations. We handle the gentle reminders and escalation of overdue accounts.

🔄 Credit Memo & Refund Handling: We manage the administrative side of billing adjustments, ensuring your records stay clean and your clients stay happy.

Financial Reporting

Data-driven decisions start here.

📑 Profit & Loss Visibility: Get regular, easy-to-read P&L statements that show you exactly where your margins are healthy and where costs are creeping up.

📊 Budget vs. Actuals: We track your spending against your goals, flagging variances so you can pivot your strategy before the quarter ends.

🤖 Custom AI Dashboards: Our VAs use AI to summarize complex financial data into high-level executive briefs, giving you the “big picture” in seconds.

Receipt Reconciliation

Tax-season stress, eliminated.

📂 Digital Archiving: Send us your receipts via Slack or the dashboard, and we’ll match them to the correct transaction in your accounting software.

🏷️ Expense Tagging: We categorize expenses by project, client, or department, making it easy to see the true cost of doing business.

🛡️ Compliance Ready: We ensure every expense has the necessary documentation, protecting you in the event of an audit and maximizing your deductions.

FAQ

Clear answers to help you make the right decision.

Q: How do you ensure the security of my banking and financial data?

Security is non-negotiable. We recommend using “View-Only” access for banking and encrypted password managers like LastPass. Our VAs follow strict data privacy protocols and only operate within the permissions you explicitly grant on your MyRemoteVA dashboard.

Q: Are your VAs proficient in standard accounting software like QuickBooks or Xero?

Yes. Our VAs arrive “platform agnostic” but come with deep experience in QuickBooks Online, Xero, FreshBooks, and Wave. They integrate directly into your existing cloud-based accounting ecosystem to maintain continuity.

Q: Will the VA file my corporate taxes for me?

Our VAs focus on high-level Financial Support and Bookkeeping. While they do not act as licensed CPAs or file taxes, they ensure your books are 100% “tax-ready,” saving you thousands in hourly fees when you hand the data over to your accountant.

Q: Can the VA provide custom financial reports for board meetings?

Absolutely. Your VA can pull data from your accounting software to create professional PDF reports, cash-flow projections, and expense summaries tailored for stakeholders or internal strategy sessions.

Q: How do I send my receipts to the VA for reconciliation?

You can upload images or PDFs directly to your MyRemoteVA dashboard, or simply snap a photo and send it via your dedicated Slack channel. The VA handles the rest, matching it to your bank statement immediately.

Q: How is “emergency work” handled for end-of-month or urgent payroll issues?

You can create a task on our dashboard and the team will review and start processing utilizing the team, even when the dedicated VA’s shift is not started yet. We prioritize urgent financial deadlines to keep your business running smoothly.

Q: Can I “trial” an assistant for a one-time bookkeeping cleanup?

Yes. We offer a free forever plan that offers 1 hour free every month. This is an ideal way to test out a receipt reconciliation task or a small billing project before committing to an ongoing plan.

Q: How do the “AI Skills” benefit my financial accuracy?

Our VAs use AI to cross-reference transactions and detect anomalies or duplicate charges that human eyes might miss. This ensures a higher level of accuracy for the same $4/hr investment.