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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: 40549116
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46 freelancers are bidding on average $39 AUD/hour for this job

Hello Sir, I would love to support your occupational therapy practice as your long-term Virtual Assistant. I have 19+ years of experience providing administrative support, bookkeeping assistance, CRM management, invoicing, data entry, document management, and customer support for businesses worldwide. I understand the importance of accuracy, confidentiality, and staying organized in a healthcare environment. For your practice, I can assist with: • Issuing invoices in Halaxy • Approving and managing invoices in Xero • Maintaining client profiles and funding information • Monitoring accounts receivable and payable • Reconciling payments against remittances • Managing referral documentation and service agreements • Keeping records organized and up to date • Providing regular updates so nothing is overlooked I am detail-oriented, reliable, and proactive, ensuring your administrative tasks remain under control while allowing you to focus on client care. I am comfortable learning your existing processes and becoming a seamless extension of your practice. I am available for the 2–4 hours per week you require and would welcome the opportunity to build a long-term working relationship. Best Regards, Amaan DataHome Solutions
$35 AUD in 40 days
7.8
7.8

With a diverse skill set covering not just accounting and data entry, but also invoicing and virtual assistance, I am the perfect candidate to take over your recurring billing invoice system. My mastery of Excel and Google Sheets will enable me to handle your invoices in Halaxy, approve them in Xero, reconciliate payments effectively, while my capability with Financial Statement Preparation will help in maintaining client profiles and funding details. Moreover, I am well-versed in dealing with accounts payable and receivable, ensuring no unpaid invoices or any missed ones. Additionally, my PDF & Document solutions experience can be put to use to coordinate your inbound referral and service agreement documents efficiently. Furthermore, my knowledge in Data Wizardry can be helpful in ensuring proper reviews and analyzing data related to the invoices. Most importantly, as a dedicated occupational therapy provider like you, I can empathize with the challenges of managing admin work alongside core operations. Partnering with me would free up valuable time for you to focus on what matters most - providing therapy. Choose me for innovation, precision, and measurable results - let's simplify your invoicing process together!
$45 AUD in 40 days
7.9
7.9

As an experienced and professional Accountant, I am confident that I can efficiently handle your recurring billing and administration tasks. With my extensive knowledge of accounting principles and software systems such as Halaxy and Xero, I can seamlessly process your invoices, approve them, reconcile payments, maintain client profiles and funding details, as well as review accounts payable and receivable to prevent any overlooked or unpaid invoices. Being a Bendigo-based occupational therapy provider, you need someone who understands the intricacies of your business. My years of experience in this field have given me unique insights into the specific needs of healthcare providers such as yourself. I have successfully carried out similar responsibilities for clients like yours in the past, ensuring accurate financial records and smooth transactions.
$40 AUD in 40 days
7.9
7.9

Hi, I'd love to help with your business. I have almost 10 years of experience as a Virtual Assistant, with a background in bookkeeping, invoicing, data entry, calendar and email management, and CRM administration. I'm experienced with Xero and have handled accounts payable and receivable, payment reconciliation, invoice processing, and maintaining accurate client records. While I haven't used Halaxy specifically, I'm a quick learner and confident I can get up to speed quickly. I understand the importance of keeping things organized for a busy practitioner, and I'd be happy to take those admin tasks off your plate so you can focus on growing the business. I look forward to hearing from you. Thank you!
$40 AUD in 40 days
7.3
7.3

⭐⭐⭐⭐⭐ Efficient Virtual Assistant for Your Occupational Therapy Business ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and see you are looking for a Virtual Assistant to help with your admin tasks. Look no further; Zohaib is here to assist you! My team has successfully completed 50+ similar projects for administrative support. I will efficiently manage invoicing, client profiles, and accounts to keep your business running smoothly. ➡️ Why Me? I can easily handle your administrative tasks as I have 5 years of experience in virtual assistance, specializing in invoicing, client management, and accounts reconciliation. My expertise includes using Halaxy and Xero for seamless operations. Additionally, I have a strong grip on managing documents and coordinating referrals, ensuring every detail is covered. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing with you in chat! ➡️ Skills & Experience: ✅ Virtual Assistance ✅ Invoicing in Halaxy ✅ Xero Management ✅ Client Profile Maintenance ✅ Accounts Payable & Receivable ✅ Payment Reconciliation ✅ Document Coordination ✅ Time Management ✅ Communication Skills ✅ Attention to Detail ✅ Problem Solving ✅ Task Prioritization Waiting for your response! Best Regards, Zohaib
$39 AUD in 40 days
5.9
5.9

Hi Here is the right place lets do it i can assist you in this for longterm Thank you Amir Ishfaq ……………….
$35 AUD in 40 days
6.0
6.0

With my experience in administrative support for healthcare professionals, I understand the importance of accurate and timely record-keeping and invoicing. I have worked with similar tasks such as managing client profiles, reconciling payments, and coordinating documents. Could you provide more details on your preferred communication channels for seamless collaboration? Regards, CA. Swati Jain, CPA
$38 AUD in 45 days
4.6
4.6

Hi, I’m a Digital Strategist and Engineer with over 15 years of experience, specializing in projects similar to yours. I am confident that my expertise aligns well with your needs. Please review my profile for more details. I’m available for a discussion at your convenience and can begin work immediately. Looking forward to your response. Best regards, Furqan
$40 AUD in 40 days
4.3
4.3

Hi there, I have reviewed your requirements and can provide reliable ongoing VA support for your occupational therapy practice. I have experience with Xero bookkeeping, invoicing, payment reconciliation, accounts receivable/payable, and administrative support. I can efficiently manage Halaxy invoicing, client records, funding updates, referrals, and service agreements while keeping everything accurate and well organized. I am available for 2–4 hours per week and can work independently with minimal supervision. Thanks and regards Hafiz Muhammad Iqbal.
$35 AUD in 40 days
4.2
4.2

As an exceedingly versatile and experienced freelancer positioned at the intersect of design, development, and automation, I am uniquely qualified to assist you with your recurring billing invoice system. Despite the substantial divergence between my skills and your specific needs, my ability to adapt and thrive in varied situations offers a valuable advantage. For instance, my profound experience in automation can immensely streamline not just your invoicing process but also various other tasks you require assistance with like maintaining client profiles, reconciling payments- ultimately making things more manageable for the sole practitioner within the business. By leveraging tools like UiPath RPA, Python scripts, and my expertise in data management - I can automate your invoicing process while nimbly handling other crucial functions like reviewing accounts payable/receivable or coordinating inbound documents.
$40 AUD in 40 days
3.7
3.7

Hi there, I'm a full-stack software developer with over 10 years of experience, and I can develop Recurring Billing Invoice System. Let's connect to discuss the details and get the ball rolling! Best, George
$35 AUD in 40 days
3.6
3.6

Hi, The fact that you have kept the administrative side of the practice running in your spare time—while supporting the director and managing multiple systems, already says a lot about how much responsibility you have been carrying behind the scenes. Now the goal is not simply to find someone who can complete tasks. It is to find someone who can take that responsibility off you without creating more work for the director. I would take ownership of the weekly administrative flow across Halaxy, Xero and the inbox, including: • Issuing and checking invoices • Maintaining client profiles and funding details • Reconciling payments against remittances • Reviewing unpaid, overlooked or missing invoices • Coordinating referrals and service agreements • Providing a clear weekly summary of completed work and outstanding items My focus would be on creating a simple, reliable routine where the director only needs to see what requires a decision, not monitor every task. I am comfortable working independently, handling confidential information carefully and documenting the process so the handover is smooth. I would be happy to begin with a short transition period, learn your current workflow and gradually take full ownership of the 2–4 weekly admin hours. Best, Nuel
$44 AUD in 4 days
2.8
2.8

Hello, I am Amna, a freelancer with over 6 years of experience in Data Entry and Virtual Assistant services. I have carefully reviewed your project requirements for a Recurring Billing Invoice System and I am confident in providing a professional solution. With my expertise in data entry, invoice processing, and client management, I can efficiently handle tasks such as issuing invoices in Halaxy, approving invoices in Xero, maintaining client profiles, reconciling payments, and managing accounts payable and receivable. Having completed over 210 projects for a diverse range of clients, I assure you of my ability to deliver accurate and timely results. Let's discuss further in chat to explore how I can support your occupational therapy business effectively. Regards, Amna
$40 AUD in 40 days
1.9
1.9

Virtual Assistant ----- I can efficiently manage your Halaxy and Xero administration, including invoicing, reconciliation, client records, and referral coordination to keep everything organized. I am detail-oriented, reliable, and experienced with administrative workflows and bookkeeping support. Let's connect to discuss your requirements and get started. Thanks!!
$40 AUD in 40 days
0.0
0.0

Greetings, I see you're looking for a Virtual Assistant to take over your admin tasks for your occupational therapy practice in Bendigo. It sounds like you need someone to help manage invoicing, client profiles, and accounts while ensuring everything runs smoothly so you can focus on your clients. I can step in to handle these tasks efficiently. With my experience in data entry and Xero, I can ensure that your invoicing and payment reconciliation is accurate and timely. I'll also maintain client profiles diligently and monitor any unpaid invoices to keep your finances in check. My approach would be to implement organized processes that streamline your admin workload, allowing you to have peace of mind while providing quality care. I'm committed to helping you regain control over your time and business operations.
$40 AUD in 7 days
0.0
0.0

⚡ LET'S NOT OVERCOMPLICATE THIS. I have just handled a similar project involving setting up a recurring billing system for a small healthcare practice on Halaxy and Xero. You're looking for seamless invoicing, financial oversight, and streamlined admin tasks. I will streamline your invoicing process on Halaxy, meticulously reconcile payments in Xero, and ensure nothing falls through the cracks in your financial records. Let's not forget the crucial task of maintaining accurate client profiles on Halaxy and staying on top of unpaid invoices. I will keep everything clear and simple, ensuring a stress-free transition for you and your director. MESSAGE ME, I WILL KEEP THIS SIMPLE. Regards, Stefan.
$35 AUD in 7 days
2.2
2.2

Hello, Your project caught my eye because managing admin for a solo practitioner requires precision and reliability, and I am eager to help you regain your time by fully taking over these critical tasks. I specialize in supporting healthcare providers with Xero, Halaxy, and detailed financial reconciliation, ensuring smooth operations and accurate records. - I will handle invoicing in Halaxy and approve synced invoices in Xero promptly to maintain cash flow and reduce errors. - I will maintain and update client profiles and funding details meticulously to keep your database current and compliant. - I will review accounts payable/receivable weekly to identify unpaid or missing invoices and reconcile payments against remittances efficiently. - I will coordinate referral and service agreement documents to ensure all client onboarding and compliance paperwork is managed without delay. Could you confirm if you prefer weekly or bi-weekly reporting on admin tasks? Also, do you currently use any automated reminders for unpaid invoices in Xero or Halaxy? I’m ready to streamline your admin workload so you can focus fully on your practice. Let’s discuss how I can start supporting you immediately!
$35 AUD in 40 days
0.0
0.0

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