ScaleHorse

Finance

Virtual assistant for finance teams

The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.

Start here

Tell us the role. We'll set up the call.

or book a call directly

A bookkeeper reviewing figures with a calculator and notebook on the desk.

The fee

USD 2,795

Charged once. No monthly markup on the wage.

The shortlist

21 days

The target from an agreed brief to three finalists.

The guarantee

6 months

Another search if it does not work out. Not a refund.

The work

Tasks this hire takes

A virtual assistant for finance teams prepares the payables queue and the monthly pack.

A qualified reviewer still signs the report and the payment run.

Two jobs shape a normal week for finance: Code bills against the chart you set, and chase approvals before the payment run. Firms hire for that rhythm, not for an empty inbox.

  • Code bills against the chart you set

  • Chase approvals before the payment run

  • Prepare the monthly pack for the reviewer

  • Match remittances to open invoices

  • File signed reports back to the month folder

Code bills against the chart you set. For finance, that work sits beside Xero, NetSuite or the ledger you use. The principal still makes the call above it.

Chase approvals before the payment run. Ask each finalist for finance when they last did this, and whether they did it in Xero, NetSuite or the ledger you use.

The brief for finance should treat this as a standing job: prepare the monthly pack for the reviewer. Xero, NetSuite or the ledger you use is where the office checks it.

Match remittances to open invoices. If the hire has not used Xero, NetSuite or the ledger you use, the first month for finance includes learning it, and the principal still reviews the output.

File signed reports back to the month folder. For finance, write down what done looks like, and who is told when it is finished.

Day one

Software in the brief

Name Xero, NetSuite or the ledger you use in the brief for finance when the hire will use it in the first week.

Say whether ApprovalMax or the approval path you set is required on day one for finance, or taught after the start.

A short task in Excel for the pack template can be part of the interview for finance, if you want to see the work.

You grant access to The chart of accounts, not a guessed code. For finance, the hire should have that login before week two.

  • Xero, NetSuite or the ledger you use

  • ApprovalMax or the approval path you set

  • Excel for the pack template

  • The chart of accounts, not a guessed code

The line

Compliance boundary

The hire does not sign the management report or release a payment.

For finance, the interview repeats the boundary above. The hire should be able to say what they will not decide.

Who we introduce

Roles we place

We place a finance assistant, a bookkeeper and a payroll assistant.

Three people are introduced for finance. You interview them, and you choose the one who starts.

Pricing

The recruitment fee is USD 2,795, charged once.

USD 350 opens the search. USD 2,445 is due when you select someone.

A monthly markup is a different model. We do not add one.

Charged once

USD 2,795

You pay the person you select directly after that.

Deposit to open the search
USD 350
Balance when you select someone
USD 2,445

USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.

Guarantee

Six months

If the person you select leaves within six months, we search again.

That second search is not a refund.

What the replacement guarantee covers

How a search works

Process

  1. 01

    Agree the brief

    Agree the tasks, tools and hours

  2. 02

    Search

    We search and assess candidates

  3. 03

    Shortlist

    About 21 days to three finalists is a target

  4. 04

    You choose

    You interview them and you choose

Book a free call when the finance brief is ready to open.

The first 90 days

  1. 01

    Days 1 to 30 for finance are for learning Xero, NetSuite or the ledger you use and the way the office already hands work across.

  2. 02

    By day 60 this should be routine for finance: Prepare the monthly pack for the reviewer.

  3. 03

    The day-90 review asks one question for finance: is “File signed reports back to the month folder” happening without you chasing it?

What we ask before we search

  • On the call for finance, we ask who does this today: code bills against the chart you set.
  • We ask which of these the hire for finance must open on day one: Xero, NetSuite or the ledger you use, ApprovalMax or the approval path you set, Excel for the pack template.
  • For finance, we ask you to say the line a new starter must not cross.

Shared hours are written into the brief for finance before anyone is approached.

Book a call

Tell us the work. We'll introduce three people.

Book a free call

FAQ

Related industries

Post-Hire Support

We set you up to manage them.

Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.

We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.

This is general guidance, not a substitute for your own legal or tax adviser.

See Post-Hire Support
  • Onboarding guidance for the first 30, 60 and 90 days
  • Communication tools and response expectations
  • Meeting cadence and management frameworks
  • KPI and performance guidance tailored to the role
  • SOP guidance so knowledge doesn't live in your head
  • Recommended tools for phone, payments, time tracking and messaging
  • Best practices for remote and offshore team management
  • Legal and compliance guide for engaging offshore team members

When you're ready

Send the role. Then pick a time.

A name, a number and the work you want to move. We'll use it to prepare the call.

Start here

Tell us the role. We'll set up the call.

or book a call directly

Get my shortlistEmail