You will get Finance Assistant | Billing, Payments, Reporting & Admin Support
Project details
I provide accurate, organized finance support to help businesses stay on top of billing, payments, expenses, and reporting. their basic tasks
With experience in Quickbooks, Xero, Stripe, and Hubdoc, I handle the financial tasks that slow teams down from client billing and contractor payments to monthly reports and credit control. My goal is to make your financial operations seamless and stress free so you can focus on growing your business while I manage the numbers behind the scenes.
With experience in Quickbooks, Xero, Stripe, and Hubdoc, I handle the financial tasks that slow teams down from client billing and contractor payments to monthly reports and credit control. My goal is to make your financial operations seamless and stress free so you can focus on growing your business while I manage the numbers behind the scenes.
Purpose
BusinessIndustry
Agriculture, Animals & Pets, Architecture & Interior Design, Arts & Design, Audio Services, Beauty & Cosmetics, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Cybersecurity, Data Analytics, Ecommerce, Education, Energy, Engineering, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Government & Public Sector, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Medical & Pharmaceutical, Music, Nonprofit, Photography, Real Estate, Religion & Spirituality, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Video Services, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$300
|
Standard
$600
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 31 days | 31 days | 31 days |
Number of Revisions | 10 | 10 | 10 |
Number of Hours of Work | 20 | 50 | 120 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | - | - | - |
Formatting & Clean Up | - | - | - |
Project Management Support | - | - | - |
Travel Planning | - | - | - |
Optional add-ons
You can add these on the next page.
Organize & Classify/Tag Files
+$1About Ava
Virtual Assistant | Financial Admin & Customer Success | CRM | Email
Vaughan, Canada - 8:03 pm local time
I am a Financial Services Representative and Virtual Assistant with a Business Finance degree and over 5 years of experience in customer service, consultative sales, and administrative support.
I specialize in helping busy professionals and small businesses stay organized, nurture client relationships, and manage back end operations smoothly. From inbox cleanups and lead follow ups to budgeting tools and CRM support I bring clarity, calm, and consistency to your day.
Services I Offer:
✔ Email + Calendar Management
✔ CRM Updates (Salesforce, HubSpot, Go High Level)
✔ Client Follow-Ups & Retention Support
✔ Budget Planning & Personal Finance Admin
✔ Invoicing, Expense Tracking & Bookkeeping
✔ SOP Creation & Business Process Improvement
✔ Canva Graphic Design (for social media or documents)
I’m detail oriented, tech savvy, and adaptable with a strong background in financial services and admin support. Let’s build systems that work for you, not against you.
📩 Ready to delegate and grow your business with less stress? Let’s connect!
Steps for completing your project
After purchasing the project, send requirements so Ava can start the project.
Delivery time starts when Ava receives requirements from you.
Ava works on your project following the steps below.
Revisions may occur after the delivery date.
Review Requirements
Step 1: I review your submitted details (access to systems, invoices, expense info) to understand your current setup.
Step 2: Setup & Organize
I log in to your platforms, organize existing records, and create a clean finance workflow (billing, payments, expenses).