Virtual assistants for Finance & Accounting
Accounting & Bookkeeping
Delegate basic accounting and bookkeeping tasks –like invoicing, payment collection, and bank record reconciliation – so you can focus on more pressing business matters on the front line.
Financial Planning
Our virtual Financial Planning Assistants (FPAs) support financial planners and advisors by completing basic yet critical business tasks. From setting up client files to preparing portfolio reports, you’ll free up more time to get to more urgent duties.
Insurance
A virtual insurance assistant keeps the cogs turning behind the scenes –from preparing insurance premium estimates to underwriting and beyond – so you can focus on delivering the insurance services you’re known for.
Debt Collection
Connect with proactive virtual assistants who take debt collection undertakings off of your hands.