Why a Bookkeeper Needs a Virtual Assistant
Being a bookkeeper means juggling lots of numbers, invoices, tax deadlines, and client requests—all while trying to keep your own business running smoothly. While you’re busy balancing the books, the last thing you need is to be bogged down by admin tasks that eat up your valuable time. That’s where a virtual assistant (VA) can step in and make life so much easier.
How a VA Can Take the Admin Load Off Bookkeepers
Bookkeeping is all about accuracy, deadlines, and staying organised. Admin tasks can be a huge distraction from your core work. A VA can take care of these time-consuming tasks so you can focus on what you do best—managing finances and keeping your clients happy.
Here are just a few ways a virtual assistant can help bookkeepers lighten their workload:
Managing Emails & Client Communication
Emails can pile up fast, and not every message needs your direct attention. A VA can filter, organise, and respond to routine emails, flagging only the important ones for you. They can also schedule client calls, follow up on invoices, and send reminders, keeping everything running smoothly.
Data Entry & Report Preparation
Entering data, reconciling receipts, and generating reports are necessary but repetitive tasks. A VA can take care of inputting data into accounting software, preparing reports, and ensuring all information is up to date—giving you more time to focus on building your book of clients!
Invoicing & Payment Follow-Ups
Chasing payments is never fun, but it’s crucial for cash flow. A VA can send invoices, track payments, and follow up on overdue accounts, ensuring you get paid on time without having to send awkward reminder emails yourself.
Calendar & Appointment Management
A busy bookkeeper’s schedule can quickly get overwhelming. A VA can keep your calendar organised, schedule client meetings, set up reminders, and make sure you never miss an important deadline.
Social Media & Marketing Support
If you run your own bookkeeping business, having an online presence is key to attracting new clients. A VA can manage your social media posts, update your website, and even draft newsletters to keep your clients informed and engaged.
Document Organisation & File Management
With digital paperwork piling up, keeping everything organised can be a challenge. A VA can maintain cloud-based storage systems, categorise documents, and ensure easy access when you need them.
Client Onboarding & Admin Support
Welcoming new clients involves contracts, forms, and initial setup tasks. A VA can help with on-boarding, ensuring new clients have a seamless experience right from the start.
The Bottom Line
Hiring a VA isn’t just about offloading work—it’s about freeing up your time to focus on the bigger picture. Whether you’re a solo bookkeeper or part of a growing company, a VA can help streamline your workflow, reduce stress, and improve efficiency.
By handing off administrative tasks, you can spend more time on high-value work, strengthening client relationships, and growing your business. And who doesn’t want that?
Thinking about hiring a VA? It might just be the best investment you make in your bookkeeping business!
Here at VAA we have experienced VAs who can get straight to work without the need to train them in bookkeeping software. They are already proficient in Quickbooks, Xero, Dext and other similar bookkeeping software so can start helping straight away.
Why not book a chat with us to find out how we can help you!
