Who this service is for
- Executives with frequent travel or client expenses
- Finance teams receiving incomplete supporting records
- Companies that need a consistent handoff between leaders and accounting
Executive assistant service
Executive Expense Management
Orderly capture, coding preparation, policy checks, and reconciliation support for executive travel and business expenses.
Discuss Your Support Needs
What your assistant can own
- A complete receipt and transaction register
- Prepared expense categories using company rules
- A queue of missing evidence and policy exceptions
- A reconciled handoff package for finance review
How the engagement works
A defined scope and visible handoffs keep support useful without blurring decision rights.
Define the operating rules
We document expense policy, approval limits, and finance handoffs, approval thresholds, access permissions, and escalation paths before work moves into production.
Build the working system
Your assistant organizes receipts, transactions, exception notes, and reconciliation records inside the tools your team already uses, with clear owners and handoff points.
Review and refine
Reconciliation reviews surface exceptions, changing priorities, and process improvements without taking decisions away from the executive.
Role boundaries
The assistant prepares and organizes records. Finance and authorized approvers retain accounting classification, tax treatment, reimbursement approval, and payment authority.
Build the Right Expense Management Scope
Tell us what currently consumes executive time. We will discuss the work, systems, access, and approval boundaries needed for a responsible support plan.
Book a Free Consultation