VIRTUAL ASSISTANTS
Scale Your Financial Practice with Expert Back-End VA
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.
- Financial Record Keeping
- Bank Reconciliation
- Financial Reporting
- Budget Monitoring
- Invoice Processing and Management
- Project Management Support
- Client Testimonials
- Market Research
Why Partner With TaskPluto?
- Top 1% Talent
- Rigorous Recruitment
- Up To 75% in Savings
- No Contracts
Bookkeeping Assistant
Your VA will manage day-to-day financial transactions, record expenses, and maintain accurate ledgers.
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.
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.
Executive Assistant
Your EA will manage the calendar, scheduling meetings, travel arrangements, and other important appointments, while ensuring there are no conflicts.
The TaskPluto Advantage
Experienced Professionals
Proven professionals, college-graduates, fluent in English, dedicated to delivering exceptional results.
Specialized Talent
Benefit from specialized talent, each with at least 3 years of dedicated expertise in their field.
Continuous Training
We make it happen through regular training sessions, workshops, and giving our team access to the latest resources.
Client Success Manager
From onboarding to ongoing support, your dedicated Client Success Manager is with you at every stage.
PRICING PLANS
Affordable Plans, Premium Results
Our plans are straightforward – no hidden fees, no setup costs, and all-inclusive of taxes and fees.
80 hours per month
Includes:
- 20hrs/week
- Background Checks
- Candidate Interview
- Onboarding & Orientation
- Dedicated Support
- Dedicated CSM
- Payroll, Recruitment & other HR Management
- Continuous Training
160 hours per month
Includes:
- 40hrs/week
- Background Checks
- Candidate Interview
- Onboarding & Orientation
- Dedicated Support
- Dedicated CSM
- Payroll, Recruitment & other HR Management
- Continuous Training
160 hours per month
Includes:
Less Paperwork, More Profit – Virtual Assistance for Financial Efficiency!
Leverage the expertise of virtual assistants to handle accounts payable, receivable, and payroll management, so your firm can maintain financial accuracy and client satisfaction.
