Messy books cost you more than just time. They cost you clarity, credibility, and cash. Your Optivexa Bookkeeping Assistant keeps your finances clean, accurate, and always audit-ready so every business decision is backed by real numbers.
Most growing businesses reach a point where financial admin outpaces their ability to manage it internally. Invoices pile up, expenses get miscategorised, reconciliations fall behind, and tax season becomes a nightmare. An Optivexa Bookkeeping Assistant eliminates this entirely. Our bookkeepers are trained financial professionals with deep expertise in accounting software, financial reporting, and compliance requirements for your region. They do not just record transactions. They build the financial clarity your business needs to make faster, smarter decisions.
Start My Free Trial →Our bookkeeping assistants pass a rigorous multi-stage vetting process. They operate with ownership, communicate proactively, and integrate into your business within 48 hours without disrupting your existing workflows.
A complete breakdown of what your dedicated bookkeeping assistant executes for you every single week.
Professional invoices created and sent on schedule, payment terms enforced, overdue accounts chased proactively, and all AR recorded accurately in real time. You stop leaving money on the table from delayed billing and forgotten follow-ups.
Every expense captured, categorised correctly, and reconciled against your accounts. Receipts tracked via your preferred method. Irregular or unexpected expenses flagged before they become a surprise.
Monthly reconciliation of all bank accounts, credit cards, and payment processors ensures your records match your statements to the penny. Discrepancies investigated and resolved before they compound.
Weekly or monthly financial reports giving you a complete picture of your business performance. Profit and loss, balance sheet, and cash flow statements prepared in a format your stakeholders can understand.
Employee records maintained, salary calculations verified, payslips prepared, and payroll submissions coordinated with your payroll provider or HR team.
Full-stack management of QuickBooks, Xero, FreshBooks, or Wave including chart of accounts, bank feeds, integrations, and user management. Migration between platforms also handled end-to-end.
Year-end books prepared, categorised correctly, and packaged in exactly the format your CPA needs. Your bookkeeper liaises directly with your accountant, answering queries and resolving discrepancies so tax season is never stressful again.
Live financial dashboards maintained so you have real-time visibility into revenue, expenses, margins, burn rate, and cash runway without having to run the reports yourself.
This is the exact work your assistant performs on a daily, weekly, and monthly cadence to move your business forward without you having to think about it.
Hire My Assistant Now →Every business transaction recorded accurately in your accounting system with the correct categorisation, VAT treatment, and reference coding maintaining a clean complete financial ledger every single day.
All expense reports, receipts, and card statements reviewed and reconciled weekly. Any uncategorised items investigated and corrected before they create confusion during monthly close.
Full monthly close process executed including bank reconciliation, P&L preparation, balance sheet update, and cash flow statement, delivered to you by the fifth of every following month.
Invoices issued on your agreed billing schedule. Overdue accounts chased via email and phone on your behalf using professional communication that protects both your cash flow and your client relationships.
Ongoing liaison with your external accountant to provide requested documents, answer queries, and maintain books in the format required for quarterly reviews and year-end tax filing.
No training required. Our assistants come pre-skilled on the tools you are already using so they hit the ground running on day one.
End-to-end daily admin support to complement your bookkeeper and cover every operational function.
Strategic-level financial briefings and stakeholder-ready reporting built on your bookkeeper data.
Automate your financial data pipelines and build real-time dashboards powered by your bookkeeping data.
Book a free strategy call. We will match you with the right assistant within 48 hours.
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