FINANCIAL MANAGEMENT SERVICES

These roles encompass a wide range of financial services that can be tailored to meet the specific needs of your clients, providing them with professional and efficient support in managing their financial operations. Whether it’s handling invoices, maintaining financial records, or processing payroll, Live Free Virtual Services offers the expertise to ensure that these critical tasks are handled with precision and care.

financial management
services

Accounts Payable Virtual Assistant

Invoice Processing: Experienced in receiving, verifying, and processing invoices from vendors.

Record Maintenance: Maintaining records of invoices, receipts, and payment documents.

Payment Disbursements: Managing the timing and accuracy of payments, including preparing batches and disbursing funds.

Additional Tasks: Handling year-end closing, generating reports, and improving accounts payable processes.

Accounts Receivable Virtual Assistant

Maintaining Records: Updating and maintaining records of customer accounts.

Generating and Sending Invoices: Preparing and generating invoices for products/services.

Following Up on Payments: Monitoring customer payments and communicating regarding payment issues.

Additional Tasks: Recording customer payments and preparing financial reports.

Bookkeeper Virtual Assistant

Recording Financial Transactions: Entering and categorizing financial transactions into accounting software.

Reconciling Accounts: Performing bank reconciliations and verifying the accuracy of financial data.

Generating Financial Reports: Preparing and analyzing financial statements.

Additional Tasks: Managing accounts, processing payroll, assisting with budgets, and conducting financial analysis.

Payroll Processing Virtual Assistant

Employee Data Management: Handling employee data and tracking changes like new hires, terminations, etc.

Payroll Calculation and Processing: Calculating and processing payroll, including employee wages, salaries, bonuses, etc.

Compliance and Reporting: Staying updated on payroll-related laws and preparing tax reports.

Additional Tasks: Handling payroll inquiries, preparing payroll-related documents, and resolving payroll issues.

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Testimonials

The best part about Live Free Virtual Services' Financial Service is that there is no pressure to make a decision right away. You can take your time and figure out what's best for you. The team is very knowledgeable and helped me understand all my options. They're also really friendly and easy to talk to.

I really appreciate the flexibility of the service. I was able to work with my budget and get the help I needed. The customer service was excellent, and I will definitely be using this service again in the future. Thank you!

I have never felt so comfortable working with a financial service before. The team is incredibly friendly and helpful, which made the process much less daunting. They offer very competitive rates and products, which are perfect for anyone looking to improve their financial wellbeing. Thank you so much for your help!

I'm also really happy with how much my financial planner has been able to help me save. I've been with them for about six months now, and I've already saved a ton of money. Overall, I'm very pleased with my experience with the Financial Service from LFVS.

Live Free Virtual Services' Financial Service helped me create a budget and get my finances in order. They were extremely patient with me and answered all of my questions thoroughly. I am now on track to becoming financially stable, and I couldn't have done it without their help!

FINANCIAL MANAGEMENT SERVICES