Financial

Gofers can perform simple and complex financial tasks.

Bookkeeping & Reconciling

A financial Gofer can help with bookkeeping including obtaining statements, making journal entries, and categorizing expenses. Get help with a one time bookkeeping clean up or ongoing tasks.

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Payment Processing

Need help setting up accounts like Paypal or Stripe to take payments? How about delegating the task of annual payment compliance questionnaires? Financial Gofers can even help manage taking payments at a single day event.

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Invoicing

Sometimes you just need help generating and sending invoices. A financial Gofer can help you get invoices out as well as track accounts receivables by following up with those who have not paid their invoice.

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Financial Projections

Showing a financial forecast is essential for startups, obtaining funding, and growing a business or department overall. A financial Gofer can crunch financial data to show financial projections for any situation.

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Accounting Research

How did one or more activities affect the numbers of your business? Do you need to sift through, organize, and report on financial data? A financial Gofer can help with your accounting research.

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Budgeting

A financial Gofer can assist with budgeting. Creating a budget, plugging numbers into a budget, or diving deeper into budget forecasting, a Gofer can help manage the numbers.

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The Sky is the Limit

There are hundreds or even thousands of financial tasks that could potentially need to be done. The sky is the limit on the requests you can make to us. Our robust network of business assistant Gofers can help with any financial task or project.

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Financials, Done!

1)

Need a financial task done? Start by chatting with a Virtual Assistant here on the website for quick and easy communication about the details of your task.

2)

The Business Assistant will take your request and details and communicate with our vast network of local & national providers to find what services, times, and locations can fit your task the best.

3)

The Business Assistant will communicate with various resources on behalf of your task(s). You will be presented with a customized set of options and pricing.

4)

Once you have selected your option, provider(s) will start working on your task. You can keep updated on the status of the task within “My Account“. Your Business Assistant can also assist with task updates.