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Bookkeeping and Expense Management

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Let us balance the books, rather than tipping it

There are many ways to manage your accounts and many software systems to help you.  However, having the time to learn these systems and then to send out invoices, collect payment and carry out credit control can be a challenge to any growing SME.

Regardless of which bookkeeping platform you prefer or how many clients you have our virtual bookkeepers can work with you.

Outsource to a virtual assistant today and work smarter not harder.  Our finance assistants are experts in SME Bookkeeping.  You'll have all the numbers you need at your fingertips and more importantly, the time to analyse and work with them.

Request a free consultation

Where we sit:

As the professional ‘buffer’

Invoicing and chasing outstanding invoices can be awkward at times, your dedicated SmartPA can fill these shoes, so that you can concentrate on those business relationships.

As the environmental heroes

Always wanted to go paperless? Our localised team members can certainly assist you with this goal, setting up systems, but also liaising with your clients to communicate this change. Let’s save the planet and streamline business processes together!

As your pocket calculator

Unfamiliar with forecasting or real-time status of your business finances? We can keep you up to date on a daily/ weekly/ monthly/quarterly/annual basis.

As the expense wizard

Let us magic away your receipts and assist with cash flow to ensure expenses are submitted in a timely and orderly fashion. Even a huge backlog, won't faze our team.

Request a free consultation

Our favourites

We can support you regardless of your accountancy platform. From the last ten years, the most well-used ones are:

  • Xero
  • Quickbooks
  • Freeagent
  • Sage 1 and Sage 50
  • Expensify (for expense management)

We can give you impartial advice on the best system for you and your business, set you up and maintain on a regular basis.

1

Discuss

Your business financial objectives/challenges

2

Plan

Your systems and processes

3

Implement

Leave the rest to us

As easy as 1,2,3

We understand that outsourcing tasks can be daunting, but let us talk you through the process.

We have an initial telephone conversation to understand your business and the help you require.  We then find the best Personal Finance Assistant for you.

We manage an Onboarding Call to introduce you to each other, create an Account for your business and keep in touch to ensure there is a smooth transition to outsourcing the work.

Get in touch for your free consultation

Want to contact us to learn more? Just fill in the form below or call us on +1-844-201-9948 and talk to a SmartPA Expert today


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Get in touch with us

USA Office
South Williamsburg
109 S 5th Street
Brooklyn
NY 11249

+1-844-201-9948

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