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Bookkeeping and accounting support

Keep your books current so you always know where the business stands.

Invoices, bills, and bank transactions never stop arriving, and falling behind makes every later task harder. A bookkeeping assistant handles the routine entries and follow-ups so your records stay accurate and your accountant gets clean files.

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Often handled here

  • Invoice creation and sending
  • Accounts payable processing
  • Accounts receivable follow-up
  • Bank and credit card reconciliation

Common challenges

Where businesses usually feel the strain.

Transactions pile up

Receipts and bank entries wait until month end, and then take days to sort out.

Invoices go out late

Billing slips when the team is busy, which delays payment.

Overdue payments are not chased

Follow-ups on unpaid invoices are easy to forget without a routine.

Your accountant receives a mess

Unorganized records mean more back-and-forth at tax and reporting time.

What an assistant can handle

Tasks you can hand off.

  • Invoice creation and sending
  • Accounts payable processing
  • Accounts receivable follow-up
  • Bank and credit card reconciliation
  • Expense categorization
  • Receipt and document organization
  • Payroll data preparation
  • Monthly report preparation

Good to know: This is bookkeeping and accounting support. Tax advice, audits, and signed financial statements remain with your licensed accountant.

Who it suits

Businesses we support.

  • Small businesses without an in-house bookkeeper
  • E-commerce brands with high transaction volume
  • Agencies and consultants who invoice many clients
  • Accounting firms needing extra processing capacity

Example workflow

How a month of bookkeeping might flow

An illustrative example of a recurring monthly routine.

  1. 1

    Weekly entries

    Invoices, bills, and receipts are entered and categorized in your accounting software.

  2. 2

    Follow-ups

    Unpaid invoices are chased and open bills are queued for your approval.

  3. 3

    Reconciliation

    Bank and card accounts are matched to the books and differences are noted.

  4. 4

    Month-end package

    Reports and notes are prepared for you or your accountant to review.

Staffing arrangements

Ways to work together.

Bookkeeping often suits part-time arrangements that scale with transaction volume, with a dedicated assistant for ongoing work.

Part-Time Support

For businesses that need help with selected tasks or limited working hours.

Best for

One task area, such as inbox, bookings or social posts.

  • Flexible working hours
  • Defined task responsibilities
  • Suitable for smaller workloads

Typical setup: 10 to 25 hours a week, one person

Discuss Part-Time Support
Most popular

Full-Time Dedicated Assistant

For businesses that need a remote professional working on a consistent schedule.

Best for

Owners and managers who want one person fully on their workload.

  • Dedicated professional
  • Defined responsibilities
  • Consistent operational support

Typical setup: 40 hours a week, one person

Find a Dedicated Assistant

Dedicated Team

For businesses that need multiple remote professionals across different business functions.

Best for

Growing businesses that need several functions covered at once.

  • Multiple roles
  • Coordinated workflows
  • Scalable staffing arrangements

Typical setup: 3 or more people across different roles

Build My Team

One all-in price, from US$1,000 a month for a full-time assistant.

The final price depends on the role, experience and schedule. No separate management fee, no hidden costs.

  • The assistant's monthly pay
  • Sourcing, screening and a shortlist you interview
  • Free replacement in the first 30 days if the fit isn't right
  • A shared workspace for tasks, attendance, daily reports and leave
  • Contracts, payouts and account support

FAQ

Questions about bookkeeping and accounting support.

Which accounting tools can they use?

Tell us your software, such as QuickBooks, Xero, or FreshBooks, and we will look for relevant experience.

Can they prepare my taxes?

Assistants prepare and organize records. Tax filing and advice should come from your licensed accountant.

How is access to financial accounts handled?

We would talk through access and approvals with you, including view-only access where that suits your setup.

Request a proposal for bookkeeping and accounting support.

Tell us about your business and what you need help with. We'll come back with a recommendation on the right arrangement.

Business information

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