Bookkeeping Assistant Services
Dedicated, financial virtual assistant support from an experienced professional you can trust.
Your dedicated Finance Assistant can track expenses, send invoices, and organize your records, so you’re always ready for tax time (and peace of mind).
What We Do
At Zirtual, we match you with a U.S.-based, college-educated Bookkeeping Assistant who helps keep your financial admin on track. From categorizing transactions to preparing invoices and organizing receipts, your assistant makes sure your books stay tidy, without the complexity (or cost) of hiring a full-time bookkeeper.
Financial Peace of Mind
Rest easy knowing the basics are handled, from billing to bookkeeping details, so nothing slips through the cracks.
Flexibility That Fits Your Flow
Whether it’s tax season, a busy launch, or a slow stretch, your assistant flexes with your business needs.
Get expert help with your financial admin, without hiring a bookkeeper
Your dedicated Bookkeeping Assistant can help with the day-to-day financial tasks that keep your business running. And when your workload shifts during tax prep, year-end close, or seasonal launches, we make it easy to adjust your plan to get more hours or bring in added support.
With our flexible model, you always get the right support, without overpaying for CPA-level help you don’t need.
Invoicing & Billing
Prepare and send invoices, set reminders, and follow up on overdue payments.
Expense Tracking
Log, categorize, and organize expenses in your preferred system.
Bank Reconciliation Support
Help match transactions, flag issues, and prep monthly summaries.
Receipt & Document Filing
Upload, name, and sort receipts and financial docs into shared folders.
Transaction Categorization
Tag expenses and income in tools like QuickBooks, Wave, or Xero.
Light Reporting
Build basic finance reports or dashboards with recurring data inputs.
Vendor & Subscription Tracking
Maintain a clean list of vendors, subscriptions, due dates, and terms.
Client & Payment Follow-up
Send reminder emails for unpaid invoices or outstanding forms.
How it works
Tell us what kind of bookkeeping support you need
Meet your new Zirtual Bookkeeping Assistant
Get help from your account manager to prioritize tasks
Stay organized, stay current, and stop scrambling at tax time
This is a really smart financial move
Start clean and stay current
You don’t need a full-time bookkeeper to stay on top of your numbers. Your assistant helps keep things organized and gets started in just a few days.
Pay for support, not complexity
No hourly accountants or bloated retainers. Your assistant handles the essential bookkeeping tasks that keep your business running smoothly.
Free up your mental bandwidth
No more chasing receipts or stressing over spreadsheets. Your assistant takes care of the details so you can focus on running your business.
Ready to Get Started?
Track
Light-touch support for staying organized- 12 Hours of Support per Month
Bill
Support for managing recurring financial admin- 20 Hours of Support per Month
Balance
Stay on top of your financial workflow- 36 Hours of Support per Month
Streamline
Comprehensive support across your finances- 50 Hours of Support per Month