---
title: Reconciliation &#038; Reporting
description: Scale your firm with a dedicated finance virtual assistant. Edge Nova provides a specialized virtual assistant for financial advisors to manage reporting.
url: https://edgenovasolutions.com/virtual-assistant/finance-accounting/reconciliation-reporting/
markdown_url: https://edgenovasolutions.com/virtual-assistant/finance-accounting/reconciliation-reporting.md
type: page
slug: reconciliation-reporting
author: admin
published: 2026-07-16T13:58:49Z
modified: 2026-07-30T10:28:43Z
language: en-US
word_count: 765
tokens: 2054
---

# Reconciliation &#038; Reporting

Home›Virtual Assistants›Finance &amp; Accounting›Reconciliation &amp; Reporting

    Last updated: July 2026

  

  

  
    
      Finance &amp; Accounting · Reconciliation &amp; Reporting

      Reconciliation &amp; Financial Reporting Virtual Assistant

      Reconciling accounts and preparing P&amp;L, balance sheet, and cash-flow summaries — so your numbers are accurate and decision-ready.

      
        Book my free consultation
        See how it works
      

      US · CA · UK · AUFrom $500/moLive in 7 daysSecure &#038; confidential

    

    
      
        

        

      

      EN

Your dedicated assistant

Online · clearing your queue

✓Morning tasks synced

✓Priority items handled

Updating your tools…

End-of-day report

Tasks cleared today27

      
        Close

        On schedule

      

      
        7 days

        To go live

      

      
        RECONCILED

        
          

          P&amp;L ready

delivered to owner

        

      

    

  

What is a reconciliation &amp; reporting VA?

A reconciliation and reporting VA reconciles your accounts and prepares financial reports — P&amp;L, balance sheet, and cash-flow summaries — so your numbers are accurate and decision-ready.

The problem

Unreconciled accounts mean flying blind.

Unreconciled accounts and stale reports leave you guessing. A reconciliation VA closes the books and prepares clean statements so every decision rests on accurate numbers.

LIVE QUEUE

Callslive

Chatslive

Emaillive

What&#8217;s included

What&#8217;s included.

      ✓Bank, card, and account reconciliation

      ✓P&amp;L and balance sheet prep

      ✓Cash-flow reports

      ✓Variance notes

      ✓Month-end close support

      ✓Report delivery

    

ONBOARDING

Day 4of 7 to go-live

How it works

How it works — step by step.

      1

Reconcile

They reconcile accounts.

      2

Prepare

They prepare statements.

      3

Note

They note variances.

      4

Support

They support month-end close.

      5

Deliver

They deliver reports.

    

The math

In-house vs. Edge Nova.

      

      In-house hire

      Edge Nova VA

      Cost

      –$45k–$65k/yr + benefits, equipment

      ✓From $500/mo — up to 50% less

      Time to start

      –Weeks to hire and train

      ✓Live in 7 days

      Coverage

      –One person, PTO gaps

      ✓Trained backup, your time zone

      Commitment

      –Salary + severance risk

      ✓No long-term lock-in

    

The stack

Tools they work in.

They plug into the platforms you already run — no migration required.

      QuickBooks
      Xero
      Excel
      Fathom
    

Why Edge Nova

An assistant who feels in-house.

Your assistant is dedicated to your account and background-checked, trained on your tools before day one, and works under secure &amp; confidential processes with US/CA/UK/AU coverage. You get access-controlled handling of your data, and you meet your match before you commit.

      Dedicated &amp; vetted

Background-checked, never a shared pool.

      Secure &#038; confidential

Access-controlled handling of financial data.

      Meet before you commit

You approve your assistant first.

    

Related services

Round out your finance &amp; accounting support.

      Finance &amp; Accounting VA hub

All the ways a dedicated VA supports your finance &amp; accounting operations.

Explore →
      Bookkeeping

Current books, reconciled monthly.

Explore →
      Payroll Support

Accurate payroll, on schedule.

Explore →
    

    

        
            
                FAQ
            

            
                Reconciliation &amp; Financial Reporting Virtual Assistant — FAQs.
            

        

        

            
            
                
                    What does this VA do?
                    +
                

                
                    
                        They reconcile accounts, review financial records, and prepare accurate financial reports including profit &amp; loss statements, balance sheets, cash flow reports, and supporting reconciliations.
                    

                

            

            
            
                
                    How often are reports prepared?
                    +
                

                
                    
                        Reports are prepared according to your schedule—weekly, monthly, quarterly, or during your financial close process.
                    

                

            

            
            
                
                    Which accounting software do you support?
                    +
                

                
                    
                        Our assistants work with QuickBooks, Xero, Microsoft Excel, Fathom, and other leading accounting and financial reporting tools.
                    

                

            

            
            
                
                    How quickly can the VA start?
                    +
                

                
                    
                        Most clients are fully onboarded and working with their reconciliation and financial reporting virtual assistant within 7 days.
                    

                

            

        

    

  
    
      The team behind your finance &#038; accounting VA

      Behind your finance &#038; accounting VA: 25+ years of BPO operating experience.

      Edge Nova is led by an operator who has run inbound, outbound, and back-office teams since 1999 — across virtually every niche, for blue-chip clients. Your finance &#038; accounting VA is recruited, vetted, and managed with that same operating discipline, and is dedicated to your account — never a rotating pool.

    

    
      1999

Operating in BPO since — 25+ years of experience behind your team.

      NCR

Dedicated teams based in India’s NCR region, assigned only to you.

      4-stage

Every hire clears a psychometric test, an SME interview, a functional-head round, then HR.

      In-house

Our own recruiters source continuously via LinkedIn &amp; Naukri.

    

  

Get started

Decide on accurate numbers.

Tell us about your practice and where the time goes — we’ll reach out within one business day with a plan.

Book my free consultation

No obligation · we reply within one business day

    
    
      

        

          
            
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