Month-End Expensify Audit
9:15 AMVA reviewed Q3 executive expense reports. Emailed the VP of Sales to request 3 missing hotel receipts required for compliance before closing the month.
Q3 Board Deck Formatting
11:30 AMExported preliminary P&L from NetSuite. Updated the standard 15-slide PowerPoint deck with current quarter charts. Ready for CFO final review.
Audit Partner Scheduling
1:45 PMNavigated calendar conflicts to schedule a 2-hour block with external auditors (KPMG) across 3 different time zones. Zoom link added to invites.
Stop Formatting Reports.
Start Driving Strategy.
Your hourly rate is too high to be chasing missing receipts or playing calendar tetris with auditors. Hire a dedicated Executive Assistant trained to support Chief Financial Officers.
Days
Saved on Month-End
Zero
Unreconciled Receipts
100%
Focus on Forecasting
Familiar with Top Financial & Corporate Software
The Executive Finance Bottleneck
You were hired (or contracted) for high-level financial modeling, capital allocation, and strategic guidance—not to act as a highly-paid admin chasing down W-9s and formatting PowerPoint slides.
| The Bottleneck | The Solo CFO | CFO with an Executive VA |
|---|---|---|
| AP/AR & Expense Chasing | You spend hours emailing clients for overdue payments or nagging the marketing team for credit card receipts before month-end. | Delegated Follow-up. Your VA politely but persistently chases missing receipts, requests W-9s, and handles routine AP/AR email correspondence. |
| Board Deck Preparation | You manually copy and paste numbers from Excel into PowerPoint slides, tweaking formatting at 10 PM before the investor meeting. | Pre-Formatted Decks. Your VA extracts the raw data and inputs it into your standard presentation template, ready for your strategic review. |
| Calendar & Meeting Chaos | You constantly trade "does Tuesday at 2 work?" emails with bankers, auditors, and startup founders across different time zones. | Gatekeeper Management. Your VA completely manages your calendar, fields meeting requests, sets up Zoom links, and guards your deep-work time. |
What Can a Finance EA Handle?
Note: Your VA is an administrative specialist, not a CPA or Bookkeeper. They handle the time-consuming operational tasks so you can focus on financial analysis.
AP & AR Administration
Sending initial net-30 follow-up emails, drafting vendor payment queries, organizing invoices in Bill.com, and ensuring W-9s are collected before payout.
Expense Reconciliation
Reviewing Expensify/Ramp reports against company policy, flagging missing receipts, categorizing routine spend, and bugging staff to submit reports on time.
Board Deck & Reporting
Taking raw exports from QBO or NetSuite and formatting them into clean, branded PowerPoint or Google Slide presentations for executive and board meetings.
Inbox & Calendar Gatekeeping
Coordinating complex meetings with founders, external auditors, and legal teams. Filtering out vendor spam and prioritizing urgent financial inquiries.
SaaS Subscription Audits
Maintaining the master list of company software subscriptions, noting renewal dates, identifying duplicate licenses, and preparing reports for cost-cutting.
Data Room & Document Prep
Organizing contracts, cap table updates, and compliance documents into structured folders (Dropbox/Drive) during audits or M&A due diligence phases.
What CFOs Are Saying
"As a Fractional CFO working with four different tech startups, my calendar was a nightmare. Having an EA to manage meeting requests, bug founders for their monthly expense reports, and format my final slides has easily saved me 15 hours a week."
Marcus R.
Fractional CFO
"We brought on a VA to help with month-end close prep. She handles the initial AP/AR scrub, organizes vendor invoices in Bill.com, and ensures W-9s are filed. It allows my internal accounting team to close the books three days faster."
Sarah L.
VP of Finance, Logistics
"As a Fractional CFO working with four different tech startups, my calendar was a nightmare. Having an EA to manage meeting requests, bug founders for their monthly expense reports, and format my final slides has easily saved me 15 hours a week."
Marcus R.
Fractional CFO
Scale Your Executive Output
Hire a dedicated administrative assistant to manage the data entry and gatekeeping so you can focus on providing strategic financial value.
Part-Time Finance EA
Ideal for Fractional CFOs needing daily inbox, calendar, and basic expense report management.
Est. $720 USD / Month
- 20 Hours Per Week
- Calendar & Inbox Gatekeeping
- Basic Report Formatting (PPT/Word)
Full-Time Finance EA
For Corporate CFOs or busy accounting firms needing help with AP/AR follow-up, compliance data, and system hygiene.
Est. $1,280 USD / Month
- 40 Hours Per Week
- AP/AR Follow-ups & Expensify Audits
- Board Deck Data Entry & Formatting
Executive FAQ
Common questions about deploying a VA for a CFO or Finance Executive.
Is this VA a certified CPA or Bookkeeper?
No. Our VAs are highly skilled administrative professionals. They are meant to complement your existing accounting team by handling the administrative burden (chasing receipts, formatting decks, calendar management, initial AP/AR outreach) so you and your controllers can focus on actual accounting and strategy.
How do you handle confidentiality and sensitive financial data?
We take confidentiality seriously. All VAs sign comprehensive NDAs before deployment. We recommend provisioning them with role-based, restricted access (e.g., "View Only" or "Clerk" roles) within your systems like NetSuite or QBO, and utilizing a password manager like 1Password to share credentials securely without exposing passwords.
Can they learn my specific firm's reporting templates?
Absolutely. We highly recommend recording brief Loom videos showing exactly how you like your spreadsheets formatted or your PowerPoint decks structured. The VA will use these recordings to create standard operating procedures (SOPs) to replicate your preferred formats every time.
Reclaim Your Strategic Focus.
Stop letting low-level administrative tasks eat into your executive bandwidth. Let's build a dedicated support system for your finance operations.
Direct Contact
Request an EA Match
Tell us about your tech stack (NetSuite, QBO, Bill.com) and primary bottlenecks to get matched.