Expensing & Invoicing

Expensing & Invoicing

Stay on Top of Your Finances—Without Drowning in Admin.

At Bridgewell Recruiting Co., we help you take the guesswork and grunt work out of managing your business finances. Our expensing and invoicing virtual assistants don’t just track numbers—they help you build a healthier, smoother financial workflow that frees up your focus for scaling, selling, and serving.

Whether you’re a solo entrepreneur handling multiple revenue streams, or a growing team with recurring client contracts, our VAs are trained to manage your day-to-day financial processes with precision, discretion, and full alignment with your tools and systems.


💼 What We Offer

1. Invoice Creation & Customization
Your VA will generate branded, professional invoices using tools like QuickBooks, FreshBooks, Wave, or custom templates. One-off jobs? Retainers? No problem—they’ll organize it all.

2. Payment Tracking & Reminders
Say goodbye to awkward money convos. Your assistant tracks what’s been paid, and what’s overdue, and sends friendly (but firm) follow-up emails that maintain client relationships and your cash flow.

3. Expense Categorization
No more random receipts and late-night spreadsheet stress. Your VA will organize all incoming expenses by category (travel, software, team, etc.) and prep them for accounting or tax time.

4. Reimbursements & Approvals
Managing a small team or remote freelancers? We’ll help track reimbursements, submit forms, and manage internal approvals for clean, compliant records.

5. Recurring Billing Setup
If you bill clients monthly, we’ll set up automated invoice cycles and track each one for consistency—ensuring nothing falls through the cracks.

6. Weekly/Monthly Financial Reports
Your VA can create simple, clear reports showing how much you’ve earned, what’s pending, and where your money is going—so you stay in control at every step.


🔐 Why Bridgewell?

  • Financial Privacy is a Priority: Our VAs are trained in confidentiality, discretion, and GDPR-compliant best practices.

  • Tools You Already Use: QuickBooks, Wave, Xero, Notion, Google Sheets—your VA integrates seamlessly.

  • Startup-Ready Speed: Get onboarding, setup, and your first invoices running in as little as 72 hours.

  • No Missed Payments: We automate follow-ups, so you’re not chasing what you’re owed.


🎯 Who This is Built For

  • Creatives & consultants who hate admin

  • Founders scaling lean teams

  • Agencies managing client retainers

  • Freelancers with multiple revenue streams

  • Business owners preparing for tax season


📊 Time is money—let us manage both.

Free up your energy for high-level decision-making. We’ll handle the back-office finance flow that keeps everything moving.

Hire a Financial VA Now

NEWSLETTER

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About Us

At Bridgewell Recruiting, we believe in building bridges between exceptional talent and forward-thinking businesses. Founded with the vision to revolutionize the virtual assistance industry, we are committed to providing high-quality virtual assistants who don’t just meet expectations – they exceed them.

Bridgewell Recruiting Co.
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