Offer finance support with confidence, and understand exactly what you legally can and can’t do.
Financial admin is one of the most valuable services you can offer, and also one of the most nerve-wracking to get wrong.
Do you need to register for AML? What's actually your job versus your client's accountant's? How do you keep their books properly organised?
Get it wrong and you risk stepping outside what you're legally allowed to do, or handing over messy records that make your client's accountant's life harder, not easier.
That's exactly why we created VA Service: Finance Support.
One practical training covering AML and boundaries, filing systems, expenses, invoicing, accounting software, and online sales and reporting, so you can offer this service properly and legally.
Financial admin done badly is a liability, not a service
Stepping outside your AML concession, missing a tax-deductible expense, or handing over a reconciliation that doesn't add up doesn't just look unprofessional, it can cause real problems for your client.
This training shows you exactly where your role starts and stops, and how to deliver finance support properly within it.
Imagine feeling confident because...
- You know exactly where the AML line sits for VAs.
- Every client's receipts and invoices have a proper home.
- You raise compliant invoices and chase payments professionally.
- You're comfortable working inside accounting software.
- You understand how online sales and payouts actually reconcile.
- Your client's accountant gets clean, organised records every time.
That's exactly what VA Service: Finance Support is designed to help you achieve.
What's inside Finance Support?
Written to take you from the legal boundaries through to a fully reconciled, accountant-ready set of records.
The Full Finance Support System
AML, Boundaries & What This Service Actually Is
Understand the AML rules that apply to VAs, the specific concession that lets most of us operate without registering, and exactly where your role starts and stops.
Getting Organised: The Client Finance Filing System
Set up a client's Digital Shoebox filing system properly, so every receipt and invoice has an obvious home from day one.
Receipts, Expenses & Invoicing
Manage a client's receipts and expenses, then issue professional UK sales invoices and keep on top of credit control.
Accounting Software Basics
Use receipt capture tools and accounting software confidently, including bank reconciliation and standing categorisation.
Online Sales, Payouts & Reporting
Understand how online sales and payouts actually work, and reconcile them properly against the P&L and Manual Ledger.
Additional Finance Admin Services
Manage subscriptions, renewals and insurance documents, and liaise confidently with a client's accountant.
More than just a written training
The training also includes practical resources to help you put it into action straight away.
Including:
- AML self-assessment checklist
- Client Digital Shoebox folder template
- Standing categorisation schedule
- Manual Ledger & P&L template
- New Client Checklist
Everything has been created to help you deliver finance support properly and confidently.
Built by Virtual Assistants, for Virtual Assistants
We've been where you are.
We've built our own businesses, worked with clients, made mistakes, learnt valuable lessons and created the resources we wish we'd had when we were starting out.
Now we're sharing them with you.
No lengthy videos.
No unnecessary filler.
Just a practical written training you can work through at your own pace and return to whenever you need a refresher.
Deliver Finance Support Properly
No subscriptions, no upgrades, no hidden tiers. Pay once and it's yours.
- The full Finance Support written training
- AML self-assessment checklist
- Client Digital Shoebox folder template
- Manual Ledger & P&L template
Frequently Asked Questions
Most VAs fall under HMRC's specific concession for virtual assistants, provided certain conditions are met. This training walks you through exactly what those conditions are and how to check where you stand.
The training is delivered in a written format, making it easy to learn at your own pace, revisit sections whenever you need to and quickly find the information you're looking for.
Once you've purchased Finance Support, you'll have lifetime access to the training and every resource included.
Because this is a digital product delivered with instant lifetime access, we cannot offer refunds. Please look through what is included carefully to make sure you are ready to purchase before completing your checkout!
This training focuses on the organisational side, filing, invoicing, reconciliation and reporting, rather than accountancy itself. You're supporting the finance function, not replacing an accountant.
Stop guessing where the line is.
Whether you're thinking about adding this service or you're already offering it and want to make sure you're doing it properly, this training gets you there.
Deliver finance support your clients, and their accountants, can rely on.
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