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How a Virtual Assistant Can Advance these Four Business Finance Functions

A Virtual Assistant

can perform all sorts of clerical, administrative and secretarial functions. And skilled, qualified VAs offer support and services that are seamless, in many cases to the extent that these contracted professionals become quasi-staff members of the companies, clergies and clients they serve.

Generally, virtual assistants do the various tasks and assignments an in-office executive assistant, operations coordinator or general office generalist may complete. This includes managing calendars, arranging travel, coordinating events, facilitating internal and external communication, assisting with company projects, running reports, drafting correspondence and even serving as air traffic controllers over executives’ inboxes and voicemail.

But did you know that VAs can also assume some key business finance functions, supporting leadership and finance, accounting or bookkeeping team members? Here are four numerical needs that virtual assistants can help provide.

Log-in Permissions

VAs are superior organizers, bringing structure and organization to internal systems, processes and assets. That’s just one reason why many clients entrust virtual assistants with their confidential log-ins and permissions to the assorted banking, bookkeeping, expense tracking and account management programs they use. A savvy assistant can keep such protected information private, while also maintaining an awareness of system updates, upgrades and technical glitches.

Accounts Payable / Accounts Receivable 

Many virtual assistants come from a bookkeeping or accounting background. As a result, these VAs are especially well positioned to add value to a client’s AP and AR needs. Just a few of the tasks number-crunching virtual assistants can handle include data verification, statement reconciliation, payment invoicing and customer collections.


Need to decipher all the data in your financial spreadsheets? Hoping to tailor your Excel files into customized formats according to the needs of particular accounts of projects? Many virtual assistants have intermediate to expert-level proficiency in commonly used business software used to input data, import files and export information. Given this competency, your VA can help shoulder the burden of producing recurring reports or creating special tables and graphs to bring a boost to your financial fact-finding.


A virtual assistant with an eye for the bottom line can help leaders and teams monitor their budgets. This is certainly the case since for those who order inventory, pay for supplies and research capital expenditures. VAs can survey anticipated costs, reviewing them against forecasted spends and working with decision-makers to qualify plans and adjust course accordingly.


If you’re seeking vetted, well-qualified help for your administrative and business accounting needs, are you wondering if you should hire a virtual assistant or a virtual bookkeeper? We at BELAY Solutions can help you figure it all out. Contact us today for a consultation at