What We Do
Virtual Assistant Xtra Services
Financial Administrator
- Daily Task Management
- Send Letters and Communications to Clients
- Client Servicing
- Deal with General Queries
- Maintain Client Relationship
- Sending LOA Letters
- Obtaining valuations
- Updating client records
- Preparing Meeting Packs
- Completing AML and KYC checks and Onboarding Clients
- Diary Management and Scheduling
Virtual Assistant Xtra Services
Bookkeeping and Payroll
- Invoicing
- Data Entry
- Processing Supplier invoices and reconciling Payments
- Reconciliation of Bank Accounts & Credit Card Accounts
- Payroll
- Generate Payment Summary
- Submit FPS to HMRC
Virtual Assistant Xtra Services
Credit Control
- Manage and oversee the finances of a business, ensuring timely payment of debts.
- Manage recovery actions where necessary.
- Contact debtors through calls, emails, or letters to notify them of outstanding invoices.
- Monitor payment history to identify changes in repayment and take necessary actions.
- Reconcile debtor ledger accounts.
- Handle and resolve queries regarding accounts receivable.
Virtual Assistant Xtra Services
