BOOKKEEPING & FINANCE VIRTUAL ASSISTANT

Stay Focused on the Numbers — Let Us Handle the Noise

Your VA manages client follow-ups, document collection, scheduling, reporting prep, and inbox filtering — so you can deliver clean books and financial clarity without distraction.

Pricing

How a Finance VA Keeps You Organized — and Billable

Client Follow-ups for Missing Documents

Your VA chases down receipts, statements, and reports — so you don’t have to.

Scheduling Client Reviews & Monthly Calls

Coordinates meetings with clients to review financials, budgets, or forecasts.

Email & Inbox Management

Filters urgent client messages, replies to simple queries, and drafts key responses for review.

Document & Receipt Organization

Sorts and uploads client files to your Google Drive, QuickBooks, or Xero in a clean, consistent format.

Recurring Task Management

Keeps monthly, quarterly, and annual cycles on track — from reconciliations to payroll support.

Invoice Creation & Follow-up

Prepares and sends invoices, monitors payment status, and follows up on late payers.

Report Prep & Formatting

Builds templates and drafts summaries for P&L, cash flow, or budget reports.

CRM & Client Data Maintenance

Updates client info, logs notes from meetings, and flags renewal dates or important deadlines.

WHAT YOU CAN DELEGATE?

Client communication & appointment booking

01

VA handles follow-ups, scheduling, and gentle reminders for document submissions.

Inbox triage & basic email replies

02

Your VA filters clutter, prioritizes urgent emails, and helps you respond faster.

Invoice tracking & overdue reminders

03

They create invoices and follow up on unpaid ones — keeping your cash flow healthy.

File and folder organization

04

Documents are named, dated, and stored properly — no more file chaos.

Recurring checklist management

05

Monthly tasks stay on track with automated reminders and oversight from your assistant.

Report prep & formatting

06

Your VA helps you look polished and efficient with clean, client-ready reports.

My VA has taken over client document collection and invoicing — I’ve reclaimed 10 hours a week.

LedgerLogic Accounting

Toronto, ON

No more missed follow-ups or cluttered folders. Our practice is now efficient and scalable.

Summit Books & Finance

New York City, NY

I spend less time chasing receipts and more time delivering real value to my clients.

Clarity Accounting Services

Victoria, BC

A Message from the Founder

Bookkeeping and finance professionals live in a world of details — deadlines, documents, and data accuracy. But managing a client’s books is only half the job. The other half? Chasing receipts, writing follow-ups, scheduling reviews, and organizing files.
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That kind of admin work eats into your most valuable asset: time.
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At Magniva, we designed our Finance Virtual Assistant service specifically for bookkeepers, tax professionals, accountants, and CFOs. Our VAs handle the operational clutter — client emails, recurring tasks, missing documents, and overdue invoice reminders — so you can focus on clean books, timely reports, and financial strategy.
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Whether you’re running a solo practice or leading a firm, our assistants help you stay efficient, responsive, and client-focused — without burning out.
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When your admin runs smoothly in the background, your numbers shine even brighter.
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Cenk Dalbudak
‍Founder,
Magniva Virtual Assistant Solutions