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We are a Bendigo based occupational therapy provider. At present I am doing the admin in my spare time, but I no longer have any spare time! I'd like to source a VA for my director which would replace me. Within the business there is only one practitioner, the director. I would say there's about 2-4 hours per week admin to be done I currently do it in 2 but I'm not doing enough to keep things under control. The tasks would include- Issue invoicing in halaxy Approve invoices in Xero that are synced from halaxy Maintain client profiles and funding details in Halaxy Review accounts payable and receivable to check for unpaid invoices, overlooked invoices that weren't issued etc Reconcile payments in Xero against remittances received to the email inbox Coordinating inbound referral and service agreement documents.
Project ID: 40555684
8 proposals
Remote project
Active 20 hours ago
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8 freelancers are bidding on average ₹900 INR/hour for this job

Hello, I have experience in accounting, invoicing, reconciliation, and SAP. I am detail-oriented, reliable, and confident I can support your business with Xero, Halaxy, and admin tasks efficiently. Kind regards, Anna Glory
₹1,000 INR in 40 days
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We recently helped a healthcare provider achieve streamlined financial processes. We specialize in optimizing administrative tasks for service-based businesses like yours. Your need for a seamless recurring billing system aligns with our expertise in maintaining clean and professional financial workflows. Our services cover invoice management, client profile maintenance, and payment reconciliation, ensuring an integrated and automated process. With 75+ 5-star reviews on similar projects, we guarantee top-notch results. Let's discuss how we can elevate your financial management efficiently. Regards, Hamza
₹750 INR in 7 days
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I fully grasp the need for a Virtual Assistant to handle recurring billing and invoicing tasks for a Bendigo-based occupational therapy provider. To ensure efficient results, I would streamline the invoicing process in Halaxy, approve synced invoices in Xero, update client profiles, review accounts for any discrepancies, reconcile payments, and manage inbound documents promptly. Having successfully managed similar tasks for various clients, I bring expertise in financial administration and attention to detail to ensure accurate and timely processing. How can we discuss further to align on the best approach for your recurring billing needs?
₹950 INR in 7 days
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Hello, I would love the opportunity to support your occupational therapy practice with its administrative tasks. I understand how challenging it can be to balance client care with business administration, and I'd be happy to help take some of that workload off your plate. I'm organized, detail-oriented, and committed to keeping records accurate and up to date. I'm comfortable learning new software quickly and am confident I can efficiently manage tasks such as invoicing, maintaining client records, reviewing accounts, reconciling payments, and coordinating referral and service agreement documents. I pride myself on being dependable, communicating clearly, and meeting deadlines. While I'm building my freelance profile, I'm committed to providing a high standard of work and becoming a reliable long-term virtual assistant for your business. I'm available for the 2–4 hours per week you require and can start immediately. I'd appreciate the opportunity to discuss how I can best support your practice. Thank you for your time and consideration. I look forward to hearing from you.
₹800 INR in 40 days
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Hi there, Keeping invoices approved, payments reconciled, and admin from piling up - that's the kind of support I enjoy taking off someone's plate. I have around 10+ years of experience with Xero, including approving synced invoices and reconciling payments against incoming payment confirmations, along with maintaining client records and handling accounts payable/receivable checks. Practice management platforms like Halaxy are straightforward for me to work in - client profiles, funding details, and invoicing included - and I'm comfortable coordinating referral and service agreement documents end-to-end. HERE'S WHAT I CAN TAKE CARE OF : -- Issuing invoices in Halaxy -- Approving synced invoices in Xero -- Client profile and funding detail maintenance -- AP/AR review for unpaid or missed invoices -- Payment reconciliation against incoming payments -- Referral and service agreement coordination Happy to start with a quick walkthrough of your current setup if that helps let me know. Best regards, Rekha
₹750 INR in 40 days
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Hi, I'd love to support your practice as a Virtual Assistant and Bookkeeper. I have over 10 years of accounting experience handling invoicing, accounts payable and receivable, bank reconciliations, financial records, and administrative support. I am experienced with Xero and can quickly learn Halaxy to manage client profiles, funding details, invoicing, and payment reconciliation. I am highly organized, detail oriented, and proactive in identifying outstanding invoices and keeping records accurate. I'm comfortable working independently, maintaining confidentiality, and ensuring your admin stays up to date so you can focus on your clients. I am looking for a long term working relationship and would be happy to support your growing practice. Best regards, Ashikin
₹1,200 INR in 30 days
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Hello, I'm a practicing Chartered Accountant and L3 Xero Certified Advisor with 10+ years of experience in accounting, bookkeeping, and admin support, and I'd be glad to take this recurring 2–4 hours/week workload off your hands. While I'm new to Halaxy specifically, I pick up practice-management platforms quickly, and my strength lies in the accounting discipline underneath these tasks — accurate invoicing, reconciliation, and payables/receivables review. What I'll handle: Issue invoices in Halaxy and ensure correct sync to Xero Approve synced invoices in Xero, checking accuracy before confirming Maintain client profiles and funding details in Halaxy Review accounts payable/receivable weekly — flagging unpaid or overlooked invoices Reconcile payments in Xero against remittances received via email Coordinate inbound referral and service agreement documents, keeping them organized and actioned promptly Given it's a single-practitioner setup, I understand the priority is reliability and consistency — someone who quietly keeps admin under control so nothing piles up again. I'm comfortable with a light weekly rhythm (e.g., a fixed day for invoicing/reconciliation) and will flag anything unusual immediately rather than let it wait. Happy to do a short trial task first so you can see my accuracy and turnaround before committing further. Looking forward to supporting your practice.
₹1,000 INR in 40 days
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I DON'T COMPETE ON PRICE. I COMPETE ON RESULTS. I successfully implemented a similar recurring billing system for a healthcare provider, reducing admin time by 30% and improving invoice accuracy by 15%. Relevantly, I have extensive experience in streamlining administrative processes for healthcare professionals and ensuring accurate financial management. Understanding your goal of freeing up your time by delegating administrative tasks, I propose to implement a streamlined recurring billing system using Halaxy and Xero. This includes issuing invoices, maintaining client profiles, reviewing accounts, reconciling payments, and managing inbound documents. By focusing on efficient execution, clear communication, and long-term success, I am confident in delivering exceptional results that will allow you to focus on providing quality care to your clients. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Isabella
₹750 INR in 14 days
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Kalyani,Madanpur, India
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