What is bookkeeping support?

    It's the week-to-week record keeping that most owners push to the end of the month. I raise the invoices, match the payments that come in, chase the ones that don't, reconcile the bank and credit card accounts, code the expenses, keep the contractor payment records straight, file the receipts against the right transactions and put the month-end package together. Your accountant still does the tax filing, the year-end and the advice. They just get books that are already in order.

    The books are usually the first thing to slip.

    When a month gets busy, invoices go out late, payments sit unmatched, receipts pile up in an inbox and the month-end turns into a hunt for whatever the accountant is asking for. I've done this work for a technology company and run the billing and receivables routine for a telecom provider, so I know where it goes wrong. I take the routine off your hands, keep it current every week and hand the accountant records they don't have to question.

    • You're behind on invoicing, reconciliations or receipts and want it caught up and then kept up.
    • You'd rather one person handled the invoicing, the follow-ups and the month-end package alongside your admin.
    • Your accountant keeps asking for the same missing receipts and explanations at year-end.
    • You pay contractors and vendors on purchase orders and the payment records aren't easy to find.
    • You run a grant-funded project and need spend tracked against the budget with receipts ready for the claim.

    What I can help with.

    Invoicing and purchase order processing

    I raise invoices from the amounts you've approved, process purchase orders and send everything on the schedule we agree. For a telecom provider I turned the invoice specification into a check that runs before anything goes out, so the queries that used to come back a week later stopped coming.

    Payment matching and receivables follow-up

    I match what comes in to the invoice it settles, keep the open-invoice list sorted by age and follow up on overdue balances and card declines in the tone you're comfortable with. You can see what's outstanding and who has been chased without asking me.

    Bank and credit card reconciliation

    I reconcile the bank and credit card accounts to the books every month and chase down the differences. Anything I can't explain goes on a short list for you instead of being forced to balance.

    Expense coding and contractor payment records

    I code expenses to the accounts your accountant set up and keep a complete record of every contractor invoice, the payment against it and the agreement behind it.

    Receipt and vendor invoice filing

    Receipts arrive as emails, portal downloads and phone photos. I collect them, attach each one to its transaction and file them so the accountant, or a funder, can have any one of them in a minute.

    Month-end preparation and supporting schedules

    I close the month with the reconciliations done, the receivables and payables listed, prepayments and accruals noted, and a schedule behind each balance your accountant will want to see.

    Bookkeeping process documentation

    I write down how the books are kept: what gets invoiced when, how payments are matched, where each expense goes and what the month-end checklist covers. Whoever picks it up next works from the same instructions.

    Tools I work inside.

    I work in whichever accounting platform you already use and connect it to the systems the transactions come from. If something in the setup keeps causing the same error, I'll tell you and agree the fix with you and your accountant before I change anything.

    Accounting

    • QuickBooks Online
    • Xero
    • Wave

    Payments and invoicing

    • Stripe
    • PayPal
    • Square
    • Bank and card portals

    Records and coordination

    • Google Workspace
    • Microsoft 365
    • Excel and Google Sheets
    • Asana
    • Slack

    It connects to the rest of the admin.

    The bookkeeping usually touches work I'm already doing for you. The first invoice comes out of the client onboarding, the vendor record sits behind the purchase order, the receipts land in the inbox I manage and the accountant's questions come at month-end. Handling those together means fewer handoffs and one person who knows where everything is. Within the scope we agree, that can include:

    • Invoicing and receivables run to a schedule, with an open-invoice list sorted by age and a follow-up log
    • Monthly bank and credit card reconciliations, with a short list of anything I couldn't explain
    • Expense coding to your accountant's chart of accounts, with the receipt attached to each transaction
    • Contractor and vendor payment records kept complete, including the invoices and agreements behind them
    • A month-end package with supporting schedules, ready for your accountant
    • Grant spend tracked against budget and receipts collated for the funding claim
    • A written bookkeeping procedure and month-end checklist

    What's not included

    So we're clear on where your accountant's job starts.

    • Tax filing, GST/HST returns and year-end financial statements. Those stay with your accountant
    • Payroll processing and source deductions
    • Financial, tax or legal advice, or anything that has to be signed off by a regulated accountant
    • Approving payments or spending on your behalf. I prepare and record, you approve
    • Full-time availability. This is scheduled support during agreed working hours

    What recent bookkeeping work has looked like.

    Telecom provider: invoices checked before they go out

    I turned a written invoice specification into a check that runs before anything is sent, and sorted the open-invoice queue so the next person inherited a clean one.

    Technology company: books kept current

    Invoicing, payment matching, expense coding and monthly reconciliations run to a schedule, with receipts attached to each transaction for the accountant.

    Grant-funded project: spend tracked to the claim

    I collated the expenditure receipts, tracked spend against the budget and reconciled the accounts so the finance team could prepare the funding claim.

    Bookkeeping from someone who also runs the admin.

    I'm Valentina Akpan, the founder of Rellatech. I've kept the books for a technology company, run the billing and receivables routine for a telecom provider, and put grant expenditure records and funding claims together with a finance team.

    Because I also do administration and operations, the bookkeeping doesn't sit on its own. I know where the invoices come from, which vendor sent the receipt and what the accountant is going to ask for at month-end.

    I hold an MBA from University Canada West and a BA from the University of Uyo.

    More about my background See examples of my work

    Choose the support you need.

    Ongoing bookkeeping support

    A weekly and monthly routine: invoicing, payment matching, reconciliations, filing and the month-end package, quoted as a monthly fee once we know the volume.

    A catch-up project

    For books that have fallen behind: reconciliations brought current, receipts matched and filed, and a clean handover to your accountant. Support starts from CAD $30 per hour.

    Explore pricing and support options

    How to get started.

    1. 01

      Tell me about the books

      Which platform you use, how far behind things are, who your accountant is and what the month-end needs to produce.

    2. 02

      Agree on the arrangement

      We confirm what I'll handle, what you approve, working hours, pricing and how I'll work with your accountant.

    3. 03

      Catch up, then keep up

      I bring the reconciliations, invoicing and filing up to date, then run them on a weekly and monthly rhythm.

    4. 04

      Stay informed

      You get a monthly summary of what's outstanding, what was reconciled and anything that needs your decision.

    Related work from the practice.

    Setting Up a New Customer for Billing and Training a New Hire

    I set up a new customer for billing, trained a new hire on it, and caught three proforma errors before the first invoice.

    Read case study

    Creating an Onboarding Pack from Working Instructions

    I turned a telecommunications company's working instructions into an onboarding pack for an accounting role.

    Read case study

    Coordinating Executive Schedules, Approvals and Follow-Ups

    I supported a chief executive by coordinating calendars, meeting materials, correspondence and review requests across teams and systems.

    Read case study

    Organizing Operational Documents in a Shared Drive

    I reorganized a telecommunications company's shared-drive environment around active work, templates, historical records and technical resources.

    Read case study

    Common questions

    Bookkeeping Support FAQ

    No. I keep the books current and prepare the records. Your accountant handles the tax filing, the year-end statements and any advice. I work to the chart of accounts and the month-end format they ask for, and they get a package that's already reconciled.

    QuickBooks Online, Xero and Wave. If you use something else, tell me what it is and I'll let you know whether I can work in it.

    Yes. We agree the period and the order to work in, usually reconciliations first, then receipts and coding, then the open receivables. Anything I can't resolve without a decision from you goes on a list for you.

    Yes, in the tone and on the schedule we agree. I keep a follow-up log so you can see who was contacted, when and what they said.

    Most clients do. The invoicing follows the client onboarding, the receipts arrive in the inbox I already manage and the month-end package is one more recurring job on the same schedule.

    Support starts from CAD $30 per hour. Ongoing bookkeeping is quoted as a monthly fee once we know the transaction volume, the platform and what the month-end needs to produce.

    Other ways I support businesses

    Administrative Support

    Inbox, calendar, documents, trackers and client follow-up handled reliably.

    Explore Administrative Support

    Operations Support

    Process documentation, project coordination and ownership across your team and vendors.

    Explore Operations Support

    CRM & Workflow Support

    Pipeline cleanup, automations and follow-up workflows across Keap, HubSpot and GoHighLevel.

    Explore CRM & Workflow Support

    How far behind are the books?

    Tell me which platform you use, what has slipped and when your accountant needs the next package. I read every inquiry myself and normally reply within one business day. If it's a good fit, we'll set up a free consultation.

    Book a free call

    Everything starts with the form. I read each inquiry myself and send scheduling details once it looks like a genuine fit.

    Tell me what you need help with, and I will suggest where to start.

    Book a free call