Finance and Billing Administration
Finance administration, prepared accurately
Administrative finance and billing work prepared to your instructions, with approvals and professional judgements remaining with you.
Business problems this addresses
- Invoicing cycles delayed by administrative capacity
- Unallocated payments and ageing receivables
- Reconciliation work squeezed into month-end
- Billing queries taking too long to answer
Tasks that can be supported
- Invoice preparation
- Payment allocation
- Reconciliation support
- Accounts receivable administration
- Credit-control administration
- Supplier invoice processing
- Expense record preparation
- Billing query coordination
- Management-report preparation
- Bookkeeping support under client instruction
Services do not constitute statutory audit, tax advice, legal advice, investment advice or regulated accountancy services. Final approvals and professional judgements remain with the client or its appointed qualified adviser.
Example workflows
How the work actually runs
Billing cycle support
- 1Billing data assembled from the agreed source
- 2Draft invoices prepared against the price and contract rules supplied
- 3Draft schedule submitted for client approval
- 4Approved invoices issued and recorded
- 5Queries logged and coordinated to closure
Receivables administration
- 1Ageing report prepared on the agreed cycle
- 2Reminder correspondence issued using approved templates
- 3Disputes and promises to pay recorded
- 4Escalations routed to the client finance owner
What remains with you
- Approval of invoices, credit notes and write-offs
- Authorisation of payments and banking access decisions
- All statutory filings and professional judgements
Onboarding approach
- Requirement review and workload assessment
- Documented scope, exclusions and service hours
- System access request and least-privilege setup
- Process documentation and knowledge transfer
- Controlled pilot period before full transition
Reporting options
- Invoices prepared and issued
- Payments allocated and items unmatched
- Receivables ageing and dispute status
- Exceptions requiring a client decision
Security considerations
- Role-based, least-privilege access to client systems
- Multi-factor authentication where the client system supports it
- Confidentiality obligations and signed non-disclosure agreements
- Controlled file sharing through client-approved channels
- Documented retention, deletion and access-review routines
Engagement models
Choose the operating model that fits
Pricing reflects the scope, hours and skills required. Request a tailored proposal rather than a standard rate card.
Shared Support
For defined recurring tasks that do not require a full-time dedicated resource.
Dedicated Professional
A named resource aligned with your organisation, systems and procedures.
Managed Team
A supervised team with agreed responsibilities, reporting and escalation.
Project-Based Support
Fixed-scope assistance for migrations, data processing, campaigns or operational projects.
FAQ
Finance and Billing Administration questions
Related services
Often combined with
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ViewBack-Office Operations
Data entry, document processing, inbox and CRM administration handled to a documented standard.
ViewSales Support
Lead research, CRM hygiene, appointment coordination and pipeline administration behind your sales team.
ViewTell us which part of your operation needs more capacity.
Share your current workload, business objective or service challenge. We will review the requirement and propose an appropriate delivery structure.