Less Paperwork, More Profit
Our virtual assistant outsourcing services for the finance industry provide expert support tailored to financial planners, accountants, and other finance professionals.
Finance & Accounting VA Services
Bookkeeping Assistant
Your VA will manage day-to-day financial transactions, record expenses, and maintain accurate ledgers.
Accounts Payable/Receivable Specialist
Your VA will handle invoice processing, manage payments, and follow up on overdue accounts.
Customer Service Support
Your VA will handle client inquiries, providing prompt and professional responses via phone, email, and chat.
Tax Preparation Assistant
Your VA will gather client tax information, organize documents, and assist in preparing tax returns.
Payroll Assistant
Your VA will process employee payroll, calculate taxes, and ensure timely disbursements.
Financial Reporting Assistant
Your VA will compile and organize financial data to create reports, balance sheets, and income statements.
Social Media Management
Your VA will create engaging content, design visuals, optimize strategies with data, manage your social media, interact with your audience, and find growth opportunities.
Executive Assistant
Your EA will manage the calendar, scheduling meetings, travel arrangements, and other important appointments, while ensuring there are no conflicts.
Affordable Plans, Premium Results
Our plans are straightforward – no hidden fees, no setup costs.
Part-time Bookkeeper
$1,199
- 20hrs/week
- Background Checks
- Candidate Interview
- Onboarding & Orientation
- Dedicated Support
- Dedicated CSM
- Payroll, Recruitment & other HR Management
- Continuous Training
Full-Time Bookkeeper
$2,199
- 40hrs/week
- Background Checks
- Candidate Interview
- Onboarding & Orientation
- Dedicated Support
- Dedicated CSM
- Payroll, Recruitment & other HR Management
- Continuous Training
Local Hiring
+$4,500
Elite Assistants
Carefully selected to deliver exceptional quality.
Scalability
Flexible solutions that grow with your business.
Specialized Talent
Access skilled assistants in marketing, IT, admin, and more.
Could Your Financial Business Use More Time For Client Growth?
By outsourcing admin tasks like data entry, bookkeeping, and scheduling, your team can dedicate more time to nurturing client relationships and expanding your services.
FAQs
Yes, they are skilled in tools like QuickBooks, Xero, FreshBooks, Sage, Zoho Books, and other industry-standard platforms.
Yes, they can assist with organizing tax documents, data entry, and supporting CPAs with tax filing preparations.
We prioritize data security and confidentiality by adhering to strict protocols, secure communication methods, and NDAs (non-disclosure agreements).
Yes, our services are fully scalable to match your business’s changing needs.
We offer flexible options with no hidden fees, and you’re not tied to long-term contracts unless requested.
You can communicate via email, video calls, chat platforms, or any preferred tool agreed upon during onboarding.
