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BOOKKEEPING ASSISTANT

Daily Bookkeeping. Off Your Desk.

Your bookkeeping assistant handles routine invoices, expense records, receipt collection, transaction entry, and reconciliation support so your books stay organized between reviews.

48hrAvg. Onboarding
$0Setup Fee
97%Retention Rate
<5%Acceptance Rate
Daily Bookkeeping Support

What Your Bookkeeping Assistant Handles.

This role keeps routine bookkeeping work current and organized. Deeper reconciliations, month-end ownership, and financial review belong with a specialist or accountant.

Bookkeeping assistant entering routine invoice and expense records
Invoice Entry & Tracking

Create approved invoices, enter vendor bills, update due dates, and keep payment status visible.

QuickBooksXero
Expense Categorization

Enter routine expenses using your chart of accounts and flag uncertain items for review instead of guessing.

QuickBooksXero
Receipt & Document Collection

Organize receipts, bills, statements, and supporting files so reviewers can find the source document quickly.

FreshBooksQuickBooks
Transaction Data Entry

Record approved transactions, customer payments, vendor activity, and notes using your documented bookkeeping process.

QuickBooksXero
Reconciliation Support

Match routine transactions, identify missing records, prepare exception lists, and route differences to the reviewer.

QuickBooksXero
Bookkeeping Follow-Up

Request missing receipts, confirm invoice status, update trackers, and keep unresolved items from disappearing.

FreshBooksQuickBooks
Your assistant follows approved categories and rules. Unclear entries, final reconciliations, and financial decisions go to the reviewer.
Pre-trained on the tools you already use
BONUS

You Hired for Daily Entries. You Got Cleaner Handoffs.

The same assistant can keep missing documents, invoice status, and reviewer questions organized around the daily bookkeeping work.

Missing Receipt Follow-Up

Requests are tracked until the document arrives or the item is escalated.

Invoice Status Tracking

Sent, due, paid, and overdue status stays visible in one agreed workflow.

Reviewer Handoff Prep

Documents, exception lists, and open questions are organized before review.

How It Works

Getting Started is Easy.

We map the routine work, transaction volume, software, cutoffs, review owner, and access rules before the assistant starts.

1
15 minutes

Define the Daily Bookkeeping Work

We review invoices, bills, expenses, receipts, transaction volume, tools, deadlines, and reviewer responsibilities.

2
Within 24 hours

Meet the Recommended Match

We match the role to your software, working hours, task volume, and required bookkeeping support.

3
Day 2-3

Start With Approved Rules

Your assistant begins with limited access, a chart of accounts guide, document folders, checklists, and review points.

Transparent Pricing

Every Plan Includes the Full Team.

VA + supervisor + QA team + Success Manager + free replacement guarantee. Both plans. One invoice.

Current offer
50% off your first monthPay the discounted price during the offer period. Regular monthly pricing resumes after that.Available on Full-Time only.
50% first month
Part-Time
Half days. For teams testing the waters.
$699/month
$8.74/hr · 20 hours/week
  • Dedicated virtual assistant
  • Customer Success Manager
  • Trained in your industry before day one
  • Free replacement guarantee
  • Your timezone. Your schedule.
  • Live and working in 48 hours
Book a Free Call
Most Popular
50% first month
Full-Time
40 hours a week. Full coverage. Our lowest $/hr.
Was $1,199 Now $599.50/month
First month. Then $1,199/month.
$7.49/hr · 40 hours/week
  • Everything in Part-Time, plus:
  • Full workdays. 8 hours. 5 days.
  • No context switching between clients.
  • 100% yours. Never shared.
  • Our lowest per-hour rate
  • Weekends and extended hours on request
Book a Free Call
$0 setup. $0 contracts. Free replacement guarantee.
Common Questions

Bookkeeping Assistant FAQ.

A Bookkeeping Assistant handles routine entries, invoices, receipts, and follow-up. A Bookkeeping Specialist takes deeper ownership of reconciliations, month-end reporting, exceptions, and accountant handoffs.
We match against your current software and process. Common examples include QuickBooks, Xero, and FreshBooks.
They follow your approved chart of accounts and rules. Anything unclear is flagged for review instead of being guessed.
They can support matching and exception preparation. Final reconciliation review and approval should stay with the assigned specialist, accountant, or authorized reviewer.
They can collect timesheets and organize approved payroll inputs when included in scope. Final payroll review and approval stay with your authorized team.
No. The assistant performs approved administrative bookkeeping tasks. Accounting judgments, tax advice, and filings stay with qualified professionals.

Tell Us What's on Your Plate.

Bring the routine bookkeeping work that keeps piling up. We will help you separate daily support from specialist review.

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