Documents & e-signatures
Document preparation, e-signature coordination, filing, and record management.
Explore Documents & filingVirtual assistant services
Bookkeeping & reports
Invoicing, expense records, transaction matching, and financial reporting support.
Tasks you can delegate
What Fidura can handle.
- Prepare invoices and track receivables
- Match transactions and organize receipts
- Prepare summaries for your accountant
Working together
From your brief to work you can review.
- What you provide
- Approved access to your bookkeeping system, invoices, receipts, transaction records, and your accountant’s instructions.
- What you receive
- Updated invoice and expense records, transaction matches, and summaries of missing information for your accountant.
- Your approvals
- Your authorized team approves payments. Your accountant reviews tax treatment, adjustments, and final financial sign-offs.
Before you start
Questions about this service.
Can you work with my existing accountant?
Yes. The scope can cover organizing records and preparing summaries for your accountant to review.
Link to this answer: Can you work with my existing accountant?Does bookkeeping support include tax advice?
Tax advice and professional sign-off remain with your qualified adviser. The assistant supports the records and agreed administrative work.
Link to this answer: Does bookkeeping support include tax advice?Related services
Combine the support you need.
Administrative support
Email management, scheduling, research, data entry, and customer coordination.
Explore Admin & schedulingCRM & sales support
CRM updates, lead research, sales-pipeline tracking, and follow-up coordination.
Explore CRM & follow-upsWork with Fidura
Let’s discuss bookkeeping & reports.
Tell us about the tasks and tools you use. We’ll recommend a suitable plan.
Request a free call
20 minutes · No obligation