How a bookkeeping assistant supports your operations
Manage Invoicing and Payments
Generate and send invoices, track incoming payments, and follow up on overdue balances.
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Record and Organize Financial Transactions
Enter daily income, expenses, and receipts into accounting software (e.g., QuickBooks, Xero) and ensure all data is accurately categorized.
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Reconcile Accounts for Accuracy
Match transactions with bank and credit card statements, resolving discrepancies to maintain clean financial records.
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Support Financial Reporting
Assist in compiling monthly financial reports, such as income statements and balance sheets, by gathering and verifying necessary data.
Why better bookkeeping means better business
Efficient
Save time through organized systems and proactive communication.
Accurate
Minimize costly errors with precise payroll, billing, and reconciliation every week.
Compliant
Stay audit-ready and meet every reporting and payroll deadline with confidence.
Aligned
Keep operations, HR, and finance teams synchronized for better decision-making.
Reliable
Deliver consistent, on-time payroll and billing accuracy.
Transparent
Provide clear, real-time visibility into financial performance for leadership and clients.
What clients are saying about their ClearDesk bookkeeping assistant
Tim M.
Owner, Interim HealthCare
ClearDesk does a very good job facilitating the hiring of well credentialed candidates for positions like ours (scheduling and client support). We have an outstanding scheduler that has consistently outperformed most, if not all, the employees we had doing this job previously.
We have consistently been thankful for the professionalism and tenacious oversight by our team, which includes Sharmita, Gina, Sean, just to name a few.
Jeff R.
Founder/Realtor, Market Real Estate
ClearDesk has connected me with an outstanding assistant who saves me tons of time. ClearDesk handles all the HR end of things so it comes with no extra backend work for me. I get the benefit of working alongside an organized, efficient, collaborative, creative person, which is a complete benefit to my business.
Cost saving calculator
See how much you can save with ClearDesk's remote team members (RTMs) compared to hiring a U.S.-based full-time employee.