How a bookkeeping assistant supports your operations
Payroll & Billing Management
Process weekly caregiver payroll accurately and on time, verifying hours, rates, and deductions for precision.
Cross-check invoices, billing logs, and payroll data to maintain accurate and balanced financial records.
Communicate with caregivers and clients to resolve payroll or billing discrepancies quickly and professionally.
Reconciliation & Financial Reporting
Reconcile accounts and generate payroll summaries, billing reports, and expense tracking sheets for management review.
Maintain organized financial records for audits, insurance claims, and compliance documentation.
Provide leadership with data-driven insights to support operational and financial decision-making.
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Collaboration & Compliance
Coordinate with HR, Scheduling, and Operations to align payroll and billing with organizational goals.
Ensure compliance with internal policies and regulatory standards related to payroll, reporting, and documentation.
Protect sensitive caregiver and client information while maintaining confidentiality and professionalism.
Systems &
Tools
Manage payroll and billing workflows using QuickBooks, Excel, and platforms like Viventium.
Integrate timekeeping and scheduling data through AxisCare or WellSky to ensure accuracy.
Operate securely using VPN access and maintain documentation through Microsoft Office or Google Workspace.
Why better bookkeeping means better business
Efficient
Save hours of administrative 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 smoother workflows and better decision-making.
Reliable
Deliver consistent, on-time payroll and billing accuracy that strengthens trust and satisfaction.
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 compared to hiring a U.S.-based full-time employee.