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Finance

How can a Virtual Assistant help with your business’s finances?

Assistopia helps keep your finance admin moving by taking care of the routine tasks that often get delayed, duplicated or quietly ignored until they become a problem. From invoice chasing to payment records, the aim is simple: clearer processes, fewer loose ends and less admin sitting on your desk like an unpaid intern.

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Who needs finance admin support?

Business owners

Assistopia can handle payment follow-ups and invoice chasing, helping you stay focused on running the business instead of repeatedly nudging clients like a human calendar alert.

Sole traders

When you are delivering the work and managing everything else, Assistopia helps keep invoices, payment records and finance follow-ups organised.

Overdue payments

Assistopia can send polite reminders, track responses and keep overdue payments moving, without damaging client relationships or making the process feel heavy-handed.

Regular invoicing

For teams that need invoices raised, sent and tracked regularly, Assistopia helps keep the process consistent, timely and properly organised.

Accountant support

Assistopia helps organise records, prepare information and manage routine finance admin between accountant or bookkeeper reporting periods, keeping things tidy and easier to review.

Payment reconciliation

Assistopia can help match payments, update records and flag anything unclear, giving you a better view of what has been paid or needs checking.

Growing businesses

Assistopia provides flexible finance admin support for growing businesses that need help but are not ready to hire an in-house finance assistant.

Credit control

Late payments can quickly affect cash flow, especially when nobody has time to chase them properly. Assistopia can send polite payment reminders, follow up overdue invoices and keep a clear record of client responses.

You stay informed where needed, while the regular chasing is handled consistently and professionally.

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Invoicing support

Invoices need to be accurate, timely and properly recorded. Assistopia can help prepare, send and track invoices using your existing system or templates, so your invoicing process stays consistent.

That means fewer delays, clearer records and less time spent wondering whether something has actually been sent.

Payment reconciliation

Keeping payment records tidy makes it much easier to see what has been paid, what is outstanding and what needs checking. Assistopia can help match payments against invoices, update records and flag anything unclear.

This helps your accountant or bookkeeper work from cleaner information, which is generally preferable to forensic spreadsheet archaeology.

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Payroll paperwork

Assistopia can help organise payroll-related admin where needed, including collating information, preparing documents and keeping supporting records in order.

This can also include liaising with your accountant, bookkeeper or payroll provider where agreed, helping make the process smoother and less last-minute.

Compliance note

Assistopia provides finance admin support, not formal accounting, bookkeeping, tax advice or regulated financial advice. The service is designed to support your day-to-day processes and work alongside your accountant, bookkeeper or payroll provider where needed.

Rates for finance support

With Assistopia supporting your finance admin, invoices can be sent, tracked and followed up more consistently, while overdue payments are chased professionally. Your records stay clearer, making it easier to see what has been paid, what is outstanding and what needs attention.

You also get better-prepared information for your accountant, bookkeeper or payroll provider, with fewer loose ends left to cause trouble later. The result is a more organised finance admin process, less time spent on repetitive tasks, and more confidence that the everyday financial admin is being handled properly.

Finance support

£30 per hour

  • Simple and flexible
  • Perfect for ad-hoc finance support
  • Charged in 15-minute increments
  • No minimum commitment

Frequently asked questions about finance support

No. Assistopia provides finance admin support, not formal accounting, bookkeeping, tax or financial advice. The service can work alongside your accountant or bookkeeper by helping keep day-to-day admin organised.

Yes. Assistopia can help with credit control by sending polite reminders, following up overdue invoices and keeping records of client responses.

Yes, provided you supply the necessary details, templates and access to your invoicing system. Assistopia can help prepare, send and track invoices as part of your agreed support.

Yes. Assistopia can help match payments against invoices or records, update spreadsheets or systems, and flag anything that does not look right.

Yes. Assistopia can help organise information, prepare documents and liaise with your accountant or bookkeeper where needed, based on the responsibilities agreed.

Yes. Support can be arranged regularly or as needed, depending on your workload and the type of finance admin you need help with.

Assistopia can usually work with your existing systems, templates and processes. The exact setup can be agreed during the initial handover.

Yes, where agreed. Assistopia can contact clients about payment reminders or overdue invoices using your preferred tone and process.

Any disputed, sensitive or unusual payment issue would be flagged back to you for review. Assistopia can support the admin, but you remain in control of business decisions.

This depends on the complexity of the work and how much information is available. A clear handover with system access, invoice records and payment terms will make the setup faster.

Ready to get your finance admin under control?

If invoicing, credit control or payment reconciliation is taking up too much of your time, Assistopia can help you create a clearer, more consistent process.

Get in touch

Testimonials

Here at Koobr, we hired Assistopia and Andrea to assist with client communication, project management, CRM administration and many more things. Andrea also identified areas of the business where we could make more money, a task which resulted in generating income that more than paid for her role for a year. We think of Andrea as an integral and essential part of our team, all of the staff love working with her!
Craig BarkerKoobr