Finance
Virtual Assistant
Support accountants, bookkeepers and brokers with a finance virtual assistant. Files, follow-ups and admin handled from our managed PH office.
Hire a Reliable, Full-Time
Virtual Assistant
Finance Virtual Assistant
If you’re an accountant, bookkeeper, broker or adviser, you know how much time disappears into admin. A finance virtual assistant can help you to keep client work moving, files tidy and follow-ups under control, so that you can focus on whatever is most important to you.
We work with accounting practices, bookkeeping firms, mortgage and finance brokers, and financial advisers. For more specialised support, see our outsourced accounting, bookkeeping, tax and insurance virtual assistant services.
What a Finance Virtual Assistant Can Take On
Your full-time finance virtual assistant can:
- Prepare and send engagement letters, invoices and reminders
- Help maintain CRMs and workflow tools
- Chase missing documents and respond to basic client queries
- Keep digital files labelled, sorted and compliant
- Support report preparation, checklists and meeting packs
They’ll follow your processes and work under your brand, quietly taking care of the routine work. Advice, credit assessments, lodgements and sign-off stay with you and your licensed or registered team members, so your professional obligations remain in your hands.
Why Finance Firms Choose Smart Online Staff
We will recruit and manage your finance virtual assistant, who will work full-time, solely for your practice. We’ll host your finance virtual assistant in our professional office in Cebu City, with dual internet, backup power and onsite IT/HR, so you don’t have to worry about being at the mercy of home Wi-Fi. Plus, we’re Australian-owned, bill in AUD and keep things simple. We have a $300 setup fee, then month-to-month contracts with no lock-ins.
“My VA, Cristine, handles my day-to-day operations efficiently, saving me time and money.” Heath M., One-Step Splicing
Tailored for the way you work
The Smarter Way to Outsource
Our virtual employees are versatile, skilled and trained to support a wide range of industries and business needs.
Virtual Support for Builders & Tradies
When you’re on the tools or on site, we’re here to help with quoting, invoicing, scheduling and supplier follow-ups.
Call Handling & Calendar Management
We take care of your calls, cold outreach, appointment bookings, and calendar management.
We can handle all your invoicing and payments, and keep your books tidy with daily reconciliation and transaction management.
Our team helps spread the workload, taking pressure off partners or in-house admin personnel.
We keep the moving parts moving with call handling, calendar coordination and dispatch assistance.
We can enter job details, receipts, forms or client records accurately and quickly.
I’ve worked with Nathan and the Smart Online Staff team for several years now, and I couldn’t be happier with their service and support. I'm not particularly tech-savvy, but everything is straightforward and stress-free with Smart Online Staff.
One of my best decisions was hiring Jade as a virtual assistant through Nathan’s team. She’s been with me for a number of years now and has become an integral part of my business. Her professionalism, reliability, and dedication are a testament to the quality of staff Smart Online Staff delivers. I have complete confidence in Nathan and his team's ability to match the right person with the right business. I highly recommend their VA services.
Statewide Trade
Everyday admin, sorted
Want More Time for Advisory, Not Admin?
If you’d rather spend your days on clients, not chasing paperwork, a finance virtual assistant can help. Book a free discovery call and we’ll match you with someone who fits the way your firm works.
Invoicing
Send invoices on time, every time — no more late payments or forgotten jobs.
Xero Reconciliation
Keep your books tidy with daily reconciliation and transaction management.
Scheduling
Manage calendars, appointments, site visits and staff rosters with ease.
Customer Service
Answer calls, emails or live chats — professionally and consistently.
Data Entry
Enter job details, receipts, forms or client records accurately and quickly.
Tender Documentation
Prepare and polish tender responses, scope documents, and compliance packs.
Social Media
Schedule posts, respond to messages, and keep your presence active (without it falling to the bottom of your to-do list).
Frequently Asked Questions
Is client financial data kept secure?
Your assistant works from our secure, managed office rather than from home, with strict data protection protocols and access monitoring. You control which systems and files they can access.
Which software can a finance virtual assistant use?
Our assistants work across common platforms such as Xero, MYOB, QuickBooks and practice management and CRM tools. Tell us what your firm uses on your discovery call.