What Are Your Pain Points?
A virtual assistant can handle the entire invoicing process, from generating invoices to tracking payments, freeing up your time so you can focus on other critical business operations.
A virtual assistant can implement a standardized invoicing system and double-check all invoices for accuracy before sending them out, reducing the likelihood of errors and disputes.
A virtual assistant can create a comprehensive payment tracking system that consolidates all billing activities and provides you with clear insights into your accounts receivable status.
A virtual assistant can act as the point of contact for invoicing inquiries, handling all communications professionally and efficiently, which helps maintain good relationships with clients and vendors.
What I Bring to the Table?
- Invoice Processing: Receiving, verifying, and entering vendor invoices into the accounting system.
- Payment Processing: Scheduling and processing payments to vendors.
- Expense Tracking: Monitoring and categorizing expenses to maintain accurate records.
- Invoice Creation: Generating and sending invoices to clients based on services/products provided.
- Payment Tracking: Monitoring incoming payments and reconciling accounts.
- Reminder Emails: Sending follow-up reminders to clients for overdue invoices.
- Monthly Reports: Providing monthly summaries of A/P and A/R activities, including outstanding balances.
- Financial Insights: Offering insights into cash flow and financial health (included in the Prestige Package).
- Ongoing Support: Access to billing and invoicing support via email or phone during business hours.
- Regular Check-Ins: Monthly check-ins to review financial status and address any concerns.
Retainer Service Packages
This Billing and Invoicing service is ideal for those needing efficient management of their billing and invoicing needs, ensuring timely payments, and accurate financial records.
10 HOURS PER MONTH
Starting investment of
$600 p/month
Reporting & Analysis:
- Reminder Emails
- Payment Tracking
Accounts Receivable:
- Expense Tracking
Accounts Payable:
- Payment Processing
- Invoice Processing
- Invoice Creation
- Monthly Reports
15 HOURS PER MONTH
Starting investment of
$900 p/month
Reporting & Analysis:
- Reminder Emails
- Payment Tracking
Accounts Receivable:
- Expense Tracking
Accounts Payable:
- Payment Processing
- Invoice Processing
- Invoice Creation
- Monthly Reports
20 HOURS PER MONTH
Starting investment of
$1,200 p/month
Reporting & Analysis:
- Reminder Emails
- Payment Tracking
Accounts Receivable:
- Expense Tracking
Accounts Payable:
- Payment Processing
- Invoice Processing
- Invoice Creation
- Monthly Reports
Billing and Invoicing Service
Packages Details
Accounts Payable (A/P) Services:
Invoice Processing: Receiving, verifying, and entering vendor invoices into the accounting system.
Payment Processing: Scheduling and processing payments to vendors.
Expense Tracking: Monitoring and categorizing expenses to maintain accurate records.
Accounts Receivable (A/R) Services:
Invoice Creation: Generating and sending invoices to clients based on services/products provided.
Payment Tracking: Monitoring incoming payments and reconciling accounts.
Reminder Emails: Sending follow-up reminders to clients for overdue invoices.
Reporting and Analysis
Monthly Reports: Providing monthly summaries of A/P and A/R activities, including outstanding balances.
Add-On Services
Below are additional services you can bundle with any of these service packages:
Collection Services
Assistance with collecting overdue accounts, including communication and follow-ups.
$100 per client/per month