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How to Pick the Right Virtual Assistant to Handle Your Money

How to Pick the Right Virtual Assistant to Handle Your Money

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Personal finance can be a tough and confusing topic for many people. There are a lot of moving parts to it, and it can be difficult to keep track of everything. This is where a virtual finance assistant can come in handy. A virtual finance assistant is a piece of software that helps you manage your finances. It can track your income and expenses, help you create a budget, and even give you advice on how to save money.

If you’re struggling to keep on top of your finances, a virtual finance assistant could be a great addition to your budget.

That said, let us talk about the importance of small business budgeting and then help you know what to consider when deciding if a virtual assistant is right for you:

Why Is Small Business Budgeting Important?

Small business budgeting is important for a number of reasons. First, it allows you to track your income and expenses so that you can see where your money is going. This information can be helpful in making decisions about where to allocate your resources.

Second, a budget can help you to set financial goals and track your progress towards those goals. Having a budget can help to keep you accountable and on track.

Third, a budget can help you to make informed decisions about your business. When you know how much money you have coming in and going out, you can make better choices about where to invest your resources.

Fourth, a budget can help you to manage cash flow. By forecasting your income and expenses, you can better plan for times when you may have more or less money coming in. This can help you to avoid financial difficulties down the road.

Finally, a budget can give you a clear picture of your business’s financial health. This information can be valuable in making decisions about the future of your business.

Budgeting is an important part of running a small business. By taking the time to create a budget, you can gain valuable insights into your business and make more informed decisions about your finances.

How Do I Pick the Right Virtual Assistant?

1. The Cost of the Software

Virtual finance assistants can range in price from free to several hundred dollars. If you’re on a tight budget, you may want to start with a free option to see if it’s something you’re interested in. There are also a number of subscription-based options that charge a monthly fee.

2. The Features You Need

Not all virtual finance assistants are created equal. Some have more features than others. You’ll want to consider what you need from the software before making a decision.

3. How Easy It Is to Use

Some virtual finance assistants are more user-friendly than others. If you’re not tech-savvy, you may want to choose software that’s easy to navigate and understand.

4. The Level of Customer Support

If you run into any problems with the software, you’ll want to be able to get help from the company. Make sure to read reviews to see what others have said about customer support.

5. Your Overall Financial Goals

A virtual finance assistant can be a great tool to help you reach your financial goals. But it’s important to have a clear idea of what those goals are before you start using the software.

If you’re looking for a way to better manage your finances, a virtual finance assistant could be a good fit for you. Just be sure to do your research to find the right software for your needs.

Conclusion

As you can see, staying on top of your business budget is vital to ensure you do not find yourself in deep financial trouble trying to expand and grow your business. However, if you do find yourself struggling to deal with your finances properly, it is vital that you work with trained virtual assistants to help! They can help you grow and scale, all the while saving money, which are all big wins for your business.

VASupportNow offers skilled virtual assistants that are trained to help small businesses grow and scale the right way. If you are looking for a virtual accounting assistant, get in touch with us today!

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CLIENT SERVICES AGREEMENT

This Service Agreement (the “Agreement”) by and between (the “Client”) and VA Support Now (the “Service Provider”) also individually referred to as the “Party”, and collectively the “Parties”.

Services

The Service Provider shall perform the services agreed upon during the onboarding meeting.

Compensation

The Client hereby agrees to compensate the Service Provider at the rate of $7.50 per hour for the Services provided, with a minimum of four (4) hours and a maximum of eight (8) hours of Services per day. Payment for said Services shall be made in accordance with the schedule outlined in this agreement.

Expenses

The Client agrees to reimburse the Service Provider for all expenses incurred as a result of performing the Services. The Service Provider agrees to submit all expenses to the Customer for approval prior to incurring the expense. All expenses must be approved in writing. The Customer will not be liable to reimburse the Service Provider for any expense(s) that was not pre-approved.

Payment

“The Service Provider shall issue invoices to the Client at intervals of ten (10) days. The Client shall make payment of all invoices within a period of two (2) days from the date of invoice.

In the event of any late payment by the Client, a late fee of five percent (5%) of the outstanding amount shall be imposed and accrue weekly until full payment is received.

The term of this Agreement shall commence on the Effective Date, agreed by both parties, and continue for days set by both parties, unless otherwise terminated per the terms of this Agreement.

Termination

Either Party may terminate the Agreement at any time upon 48 hours prior written notice to the other Party. In the event the Customer terminates the Agreement, the Customer shall still remain obligated to pay the Service Provider for any Services performed up to the date of termination and any expenses approved, but not paid, prior to the date of termination.

In the event the Service Provider terminates the Agreement, the Service Provider shall reimburse the Customer any amounts previously paid to the Service Provider for which the Service Provider has not yet performed the Services.

This Agreement will automatically terminate when both Parties have performed all of their obligations under the Agreement and all payments have been received.

Relationship of the Parties.

  • No Exclusivity
    • The Parties understand this Agreement is not an exclusive arrangement. The Parties agree they are free to enter into other similar agreements with other parties. The Service Provider agrees the Service Provider will not enter into any agreements that conflict with the Service Provider’s obligations under this Agreement.
  • Independent Contractor.
    • The Service Provider is an independent contractor. Neither Party is an agent, representative, partner, or employee of the other Party.
  • Non Solicitation.
    • The Client agrees not to engage or solicit, either directly or indirectly, the services of the Contractor for any work without providing prior written notice to the Company and paying the applicable Placement Fee.
  • The Parties hereto agree that this Agreement shall be governed by, and construed in accordance with, the laws of the State of California and/or United States of America, in which the obligations under this Agreement are to be performed. In the event that the obligations hereunder are to be performed in multiple states or countries, the Parties agree that this Agreement shall be governed by the laws of the State of California”.

Confidentiality

  • The Parties agree to keep this Agreement confidential except as required by law or the party’s consent.
  • This Agreement constitutes the Parties entire understanding of their rights and obligations. This Agreement supersedes any other written or verbal communications between the Parties. Any subsequent changes to this Agreement must be made in writing and signed by both Parties.

Payment

The client authorizes VA SUPPORT NOW to initiate variable entries to the account described above for any amounts owed by Client to VA SUPPORT NOW related to the services provided under the Client Services Agreement, including but not limited to: hourly fees, late fees, start up fees, and any other fees applicable to the Agreement and services provided thereunder.

This authority is to remain in full force and effect until VA SUPPORT NOW has received 10 days written notification of cancellation from Client of the termination of the Agreement and this authorization. If the Client fails provide written notification to VA SUPPORT NOW within the time period set for herein and in the Agreement, VA SUPPORT NOW shall be permitted to charge the credit card above for any/all outstanding fees and costs

CLIENT SERVICES AGREEMENT

This Service Agreement (the “Agreement”) by and between (the “Client”) and VA Support Now (the “Service Provider”) also individually referred to as the “Party”, and collectively the “Parties”.

Services

The Service Provider shall perform the services agreed upon during the onboarding meeting.

Compensation

The Client hereby agrees to compensate the Service Provider at the rate of $8.49 per hour for the Services provided, with a minimum of four (4) hours and a maximum of eight (8) hours of Services per day. Payment for said Services shall be made in accordance with the schedule outlined in this agreement.

Expenses

The Client agrees to reimburse the Service Provider for all expenses incurred as a result of performing the Services. The Service Provider agrees to submit all expenses to the Customer for approval prior to incurring the expense. All expenses must be approved in writing. The Customer will not be liable to reimburse the Service Provider for any expense(s) that was not pre-approved.

Payment

The Service Provider shall issue invoices to the Client at intervals of ten (10) days. The Client shall make payment of all invoices within a period of two (2) days from the date of invoice.

In the event of any late payment by the Client, a late fee of five percent (5%) of the outstanding amount shall be imposed and accrue weekly until full payment is received.

The term of this Agreement shall commence on the Effective Date, agreed by both parties, and continue for days set by both parties, unless otherwise terminated per the terms of this Agreement.

Termination

Either Party may terminate the Agreement at any time upon 7 days prior written notice to the other Party. In the event the Customer terminates the Agreement, the Customer shall still remain obligated to pay the Service Provider for any Services performed up to the date of termination and any expenses approved, but not paid, prior to the date of termination.

In the event the Service Provider terminates the Agreement, the Service Provider shall reimburse the Customer any amounts previously paid to the Service Provider for which the Service Provider has not yet performed the Services.

This Agreement will automatically terminate when both Parties have performed all of their obligations under the Agreement and all payments have been received.

Relationship of the Parties

  • No Exclusivity
    • The Parties understand this Agreement is not an exclusive arrangement. The Parties agree they are free to enter into other similar agreements with other parties. The Service Provider agrees the Service Provider will not enter into any agreements that conflict with the Service Provider’s obligations under this Agreement.
  • Independent Contractor.
    • The Service Provider is an independent contractor. Neither Party is an agent, representative, partner, or employee of the other Party.
  • Non Solicitation.
    • The Client agrees not to engage or solicit, either directly or indirectly, the services of the Contractor for any work without providing prior written notice to the Company and paying the applicable Placement Fee.
  • The Parties hereto agree that this Agreement shall be governed by, and construed in accordance with, the laws of the State of California and/or United States of America, in which the obligations under this Agreement are to be performed. In the event that the obligations hereunder are to be performed in multiple states or countries, the Parties agree that this Agreement shall be governed by the laws of the State of California”.

Confidentiality

  • The Parties agree to keep this Agreement confidential except as required by law or the party’s consent.
  • This Agreement constitutes the Parties entire understanding of their rights and obligations. This Agreement supersedes any other written or verbal communications between the Parties. Any subsequent changes to this Agreement must be made in writing and signed by both Parties.

Billing

The client authorizes VA SUPPORT NOW to initiate variable entries to the account described above for any amounts owed by Client to VA SUPPORT NOW related to the services provided under the Client Services Agreement, including but not limited to: hourly fees, late fees, start up fees, and any other fees applicable to the Agreement and services provided thereunder.

This authority is to remain in full force and effect until VA SUPPORT NOW has received 10 days written notification of cancellation from Client of the termination of the Agreement and this authorization. If the Client fails provide written notification to VA SUPPORT NOW within the time period set for herein and in the Agreement, VA SUPPORT NOW shall be permitted to charge the credit card above for any/all outstanding fees and costs

CLIENT SERVICES AGREEMENT

This Service Agreement (the “Agreement”) by and between (the “Client”) and VA Support Now (the “Service Provider”) also individually referred to as the “Party”, and collectively the “Parties”.

Services

The Service Provider shall perform the services agreed upon during the onboarding meeting.

Compensation

The Client hereby agrees to compensate the Service Provider at the rate of $8.99 per hour for the Services provided, with a minimum of four (4) hours and a maximum of eight (8) hours of Services per day. Payment for said Services shall be made in accordance with the schedule outlined in this agreement.

Expenses

The Client agrees to reimburse the Service Provider for all expenses incurred as a result of performing the Services. The Service Provider agrees to submit all expenses to the Customer for approval prior to incurring the expense. All expenses must be approved in writing. The Customer will not be liable to reimburse the Service Provider for any expense(s) that was not pre-approved.

Payment

The Service Provider shall issue invoices to the Client at intervals of ten (10) days. The Client shall make payment of all invoices within a period of two (2) days from the date of invoice.

In the event of any late payment by the Client, a late fee of five percent (5%) of the outstanding amount shall be imposed and accrue weekly until full payment is received.

The term of this Agreement shall commence on the Effective Date, agreed by both parties, and continue for days set by both parties, unless otherwise terminated per the terms of this Agreement.

Termination

Either Party may terminate the Agreement at any time upon 7 days prior written notice to the other Party. In the event the Customer terminates the Agreement, the Customer shall still remain obligated to pay the Service Provider for any Services performed up to the date of termination and any expenses approved, but not paid, prior to the date of termination.

In the event the Service Provider terminates the Agreement, the Service Provider shall reimburse the Customer any amounts previously paid to the Service Provider for which the Service Provider has not yet performed the Services.

This Agreement will automatically terminate when both Parties have performed all of their obligations under the Agreement and all payments have been received.

Relationship of the Parties

  • No Exclusivity
    • The Parties understand this Agreement is not an exclusive arrangement. The Parties agree they are free to enter into other similar agreements with other parties. The Service Provider agrees the Service Provider will not enter into any agreements that conflict with the Service Provider’s obligations under this Agreement.
  • Independent Contractor.
    • The Service Provider is an independent contractor. Neither Party is an agent, representative, partner, or employee of the other Party.
  • Non Solicitation.
    • The Client agrees not to engage or solicit, either directly or indirectly, the services of the Contractor for any work without providing prior written notice to the Company and paying the applicable Placement Fee.
  • The Parties hereto agree that this Agreement shall be governed by, and construed in accordance with, the laws of the State of California and/or United States of America, in which the obligations under this Agreement are to be performed. In the event that the obligations hereunder are to be performed in multiple states or countries, the Parties agree that this Agreement shall be governed by the laws of the State of California”.

Confidentiality

  • The Parties agree to keep this Agreement confidential except as required by law or the party’s consent.
  • This Agreement constitutes the Parties entire understanding of their rights and obligations. This Agreement supersedes any other written or verbal communications between the Parties. Any subsequent changes to this Agreement must be made in writing and signed by both Parties.

Billing

The client authorizes VA SUPPORT NOW to initiate variable entries to the account described above for any amounts owed by Client to VA SUPPORT NOW related to the services provided under the Client Services Agreement, including but not limited to: hourly fees, late fees, start up fees, and any other fees applicable to the Agreement and services provided thereunder.

This authority is to remain in full force and effect until VA SUPPORT NOW has received 10 days written notification of cancellation from Client of the termination of the Agreement and this authorization. If the Client fails provide written notification to VA SUPPORT NOW within the time period set for herein and in the Agreement, VA SUPPORT NOW shall be permitted to charge the credit card above for any/all outstanding fees and costs

CLIENT SERVICES AGREEMENT

This Service Agreement (the “Agreement”) by and between (the “Client”) and VA Support Now (the “Service Provider”) also individually referred to as the “Party”, and collectively the “Parties”.

Services

The Service Provider shall perform the services agreed upon during the onboarding meeting.

Compensation

The Client hereby agrees to compensate the Service Provider at the rate of $9.99 per hour for the Services provided, with a minimum of four (4) hours and a maximum of eight (8) hours of Services per day. Payment for said Services shall be made in accordance with the schedule outlined in this agreement.

Expenses

The Client agrees to reimburse the Service Provider for all expenses incurred as a result of performing the Services. The Service Provider agrees to submit all expenses to the Customer for approval prior to incurring the expense. All expenses must be approved in writing. The Customer will not be liable to reimburse the Service Provider for any expense(s) that was not pre-approved.

Payment

The Service Provider shall issue invoices to the Client at intervals of ten (10) days. The Client shall make payment of all invoices within a period of two (2) days from the date of invoice.

In the event of any late payment by the Client, a late fee of five percent (5%) of the outstanding amount shall be imposed and accrue weekly until full payment is received.

The term of this Agreement shall commence on the Effective Date, agreed by both parties, and continue for days set by both parties, unless otherwise terminated per the terms of this Agreement.

Termination

Either Party may terminate the Agreement at any time upon 7 days prior written notice to the other Party. In the event the Customer terminates the Agreement, the Customer shall still remain obligated to pay the Service Provider for any Services performed up to the date of termination and any expenses approved, but not paid, prior to the date of termination.

In the event the Service Provider terminates the Agreement, the Service Provider shall reimburse the Customer any amounts previously paid to the Service Provider for which the Service Provider has not yet performed the Services.

This Agreement will automatically terminate when both Parties have performed all of their obligations under the Agreement and all payments have been received.

Relationship of the Parties

  • No Exclusivity
    • The Parties understand this Agreement is not an exclusive arrangement. The Parties agree they are free to enter into other similar agreements with other parties. The Service Provider agrees the Service Provider will not enter into any agreements that conflict with the Service Provider’s obligations under this Agreement.
  • Independent Contractor.
    • The Service Provider is an independent contractor. Neither Party is an agent, representative, partner, or employee of the other Party.
  • Non Solicitation.
    • The Client agrees not to engage or solicit, either directly or indirectly, the services of the Contractor for any work without providing prior written notice to the Company and paying the applicable Placement Fee.
  • The Parties hereto agree that this Agreement shall be governed by, and construed in accordance with, the laws of the State of California and/or United States of America, in which the obligations under this Agreement are to be performed. In the event that the obligations hereunder are to be performed in multiple states or countries, the Parties agree that this Agreement shall be governed by the laws of the State of California”.

Confidentiality

  • The Parties agree to keep this Agreement confidential except as required by law or the party’s consent.
  • This Agreement constitutes the Parties entire understanding of their rights and obligations. This Agreement supersedes any other written or verbal communications between the Parties. Any subsequent changes to this Agreement must be made in writing and signed by both Parties.

Billing

The client authorizes VA SUPPORT NOW to initiate variable entries to the account described above for any amounts owed by Client to VA SUPPORT NOW related to the services provided under the Client Services Agreement, including but not limited to: hourly fees, late fees, start up fees, and any other fees applicable to the Agreement and services provided thereunder.

This authority is to remain in full force and effect until VA SUPPORT NOW has received 10 days written notification of cancellation from Client of the termination of the Agreement and this authorization. If the Client fails provide written notification to VA SUPPORT NOW within the time period set for herein and in the Agreement, VA SUPPORT NOW shall be permitted to charge the credit card above for any/all outstanding fees and costs

CLIENT SERVICES AGREEMENT

This Service Agreement (the “Agreement”) by and between (the “Client”) and VA Support Now (the “Service Provider”) also individually referred to as the “Party”, and collectively the “Parties”.

Services

The Service Provider shall perform the services agreed upon during the onboarding meeting.

Compensation

The Client hereby agrees to compensate the Service Provider at the rate of $7.99 per hour for the Services provided, with a minimum of four (4) hours and a maximum of eight (8) hours of Services per day. Payment for said Services shall be made in accordance with the schedule outlined in this agreement.

Expenses

The Client agrees to reimburse the Service Provider for all expenses incurred as a result of performing the Services. The Service Provider agrees to submit all expenses to the Customer for approval prior to incurring the expense. All expenses must be approved in writing. The Customer will not be liable to reimburse the Service Provider for any expense(s) that was not pre-approved.

Payment

“The Service Provider shall issue invoices to the Client at intervals of ten (10) days. The Client shall make payment of all invoices within a period of two (2) days from the date of invoice.

In the event of any late payment by the Client, a late fee of five percent (5%) of the outstanding amount shall be imposed and accrue weekly until full payment is received.

The term of this Agreement shall commence on the Effective Date, agreed by both parties, and continue for days set by both parties, unless otherwise terminated per the terms of this Agreement.

Termination

Either Party may terminate the Agreement at any time upon 7 days prior written notice to the other Party. In the event the Customer terminates the Agreement, the Customer shall still remain obligated to pay the Service Provider for any Services performed up to the date of termination and any expenses approved, but not paid, prior to the date of termination.

In the event the Service Provider terminates the Agreement, the Service Provider shall reimburse the Customer any amounts previously paid to the Service Provider for which the Service Provider has not yet performed the Services.

This Agreement will automatically terminate when both Parties have performed all of their obligations under the Agreement and all payments have been received.

Relationship of the Parties.

  • No Exclusivity
    • The Parties understand this Agreement is not an exclusive arrangement. The Parties agree they are free to enter into other similar agreements with other parties. The Service Provider agrees the Service Provider will not enter into any agreements that conflict with the Service Provider’s obligations under this Agreement.
  • Independent Contractor.
    • The Service Provider is an independent contractor. Neither Party is an agent, representative, partner, or employee of the other Party.
  • Non Solicitation.
    • The Client agrees not to engage or solicit, either directly or indirectly, the services of the Contractor for any work without providing prior written notice to the Company and paying the applicable Placement Fee.
  • The Parties hereto agree that this Agreement shall be governed by, and construed in accordance with, the laws of the State of California and/or United States of America, in which the obligations under this Agreement are to be performed. In the event that the obligations hereunder are to be performed in multiple states or countries, the Parties agree that this Agreement shall be governed by the laws of the State of California”.

Confidentiality

  • The Parties agree to keep this Agreement confidential except as required by law or the party’s consent.
  • This Agreement constitutes the Parties entire understanding of their rights and obligations. This Agreement supersedes any other written or verbal communications between the Parties. Any subsequent changes to this Agreement must be made in writing and signed by both Parties.

Payment

The client authorizes VA SUPPORT NOW to initiate variable entries to the account described above for any amounts owed by Client to VA SUPPORT NOW related to the services provided under the Client Services Agreement, including but not limited to: hourly fees, late fees, start up fees, and any other fees applicable to the Agreement and services provided thereunder.

This authority is to remain in full force and effect until VA SUPPORT NOW has received 10 days written notification of cancellation from Client of the termination of the Agreement and this authorization. If the Client fails provide written notification to VA SUPPORT NOW within the time period set for herein and in the Agreement, VA SUPPORT NOW shall be permitted to charge the credit card above for any/all outstanding fees and costs