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Hire a Virtual Financial Assistant with Outsource My Business


Are you a small business owner feeling bogged down by the complexities of financial management or a financial advisor looking to streamline your business?

Imagine saving 20 hours a week and focusing more on what you love - building relationships with clients. Reclaim precious hours with a Virtual Financial Assistant from Outsource My Business (OMB) and reinvest in pursuing your strategic initiatives.

Start Outsourcing Today
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Hire a Virtual Financial Assistant with Outsource My Business


Are you a small business owner feeling bogged down by the complexities of financial management or a financial advisor looking to streamline your business?

Imagine saving 20 hours a week and focusing more on what you love - building relationships with clients. Reclaim precious hours with a Virtual Financial Assistant from Outsource My Business (OMB) and reinvest in pursuing your strategic initiatives.

Start Outsourcing Today
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Streamline Your Finance Operations with a Virtual Financial Assistant


In today's fast-paced business environment, efficiency is the answer to staying competitive. By leveraging an OMB Virtual Assistant for Financial Advisors, you can streamline your financial operations and focus on strategic growth.

Our VAs are experienced with the latest finance/accounting tools to support you on various time-consuming tasks like maintaining records and cash flow, processing data, managing invoices and payroll, and many others.

Scale Your Business
virtual financial assistant working on an outsourced task
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Streamline Your Finance Operations with a Virtual Financial Assistant

virtual financial assistant working on an outsourced task

In today's fast-paced business environment, efficiency is the answer to staying competitive. By leveraging an OMB Virtual Assistant for Financial Advisors, you can streamline your financial operations and focus on strategic growth.

Our VAs are experienced with the latest finance/accounting tools to support you on various time-consuming tasks like maintaining records and cash flow, processing data, managing invoices and payroll, and many others.

Scale Your Business
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How to Scale Your Business with OMB's Virtual Assistant Financial Services


Streamline Financial Management

Outsource tasks such as bookkeeping, invoicing, and expense tracking to ensure precision and compliance and make informed decisions based on accurate financial data.

Delegate Time-consuming Tasks

Delegate administrative tasks and establish an operation where your day-to-day operations run smoothly, so you can free up your schedule to concentrate on client relationships.

Optimise Lead Generation Efforts

Improve your lead generation process by having a VA qualify your leads, set up initial meetings, and maintain a follow-up schedule so the sales pipeline remains full and active.
virtual financial assistant working on their laptop
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Let our Virtual Financial Assistant Do All the Work While You Meet with Clients


  • Administrative Support: Efficiently handle a wide range of day-to-day admin tasks, such as documentation, email management, and appointment scheduling, so your operations can run smoothly and without interruption.
  • Client Support: Deliver consistent service to your clients through responsive customer support. Let our VAs resolve your inquiries and maintain the positive relationships you have with your clients.
  • Lead Management & Nurturing: Enhance your sales pipeline by having a VA track and nurture your leads through detailed analysis and personalised follow-ups.
Streamline Your Processes
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Let our Virtual Financial Assistant Do All the Work While You Meet with Clients

virtual financial assistant working on their laptop

Administrative Support: Efficiently handle a wide range of day-to-day admin tasks, such as documentation, email management, and appointment scheduling, so your operations can run smoothly and without interruption.

Client Support: Deliver consistent service to your clients through responsive customer support. Let our VAs resolve your inquiries and maintain the positive relationships you have with your clients.

Lead Management & Nurturing: Enhance your sales pipeline by having a VA track and nurture your leads through detailed analysis and personalised follow-ups.

Streamline Your Processes
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Grow Your Business with a Virtual Financial Assistant from Outsource My Business

Start Outsourcing Today
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Responsibilities You Can Outsource to a Virtual Financial Assistant


Invoicing and Billing-min

Invoicing and Billing

Outsource your billing tasks to our VAs and provide precise invoicing to your customers. This way, you eliminate errors and facilitate quicker payments.
Financial Reporting-min

Financial Reporting

Gain valuable insights into your financial landscape. Our VAs will create comprehensive reports of your revenue streams, expenditures, and other financial planning.
Data Entry & Management-min

Data Entry & Management

Accurately manage and organise large volumes of data with meticulous attention to detail by having a VA manage your information systems and keep data up-to-date.
Accounts Management-min

Accounts Management

Entrust our VAs with managing your accounts. They maintain financial records, keep accounts accessibility, and ensure topnotch customer service.
Payroll Processing-min

Payroll Processing

Simplify your payroll management with our VAs to help maintain consistent and accurate employee payments while handling deductions and adhering to legal standards.
Expense Tracking-min

Expense Tracking

Take control of your business finances with a reliable VA. They will monitor and analyse expenses, identify savings opportunities, and optimise financial services & resources.
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Optimise your Processes for Maximum Efficiency with a Virtual Financial Assistant


By offloading routine tasks to a Virtual Assistant for Financial Advisors, you can shift your focus to more strategic priorities and start innovating without the distractions of daily administrative management.

Grab this chance to enhance your operations. With a Filipino VA, you can improve your operations and pave the way for scalable growth and success. And like many other small to medium-sized businesses, Outsource My Business (OMB) will support your journey toward excellence.

Outsource to Filipino VAs
virtual financial assistant typing on laptop
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Optimise your Processes for Maximum Efficiency with a Virtual Financial Assistant

virtual financial assistant typing on laptop

By offloading routine tasks to a Virtual Financial Assistant, you can shift your focus to more strategic priorities and start innovating without the distractions of daily administrative management.

Grab this chance to enhance your operations. With a Filipino VA, you can improve your operations and pave the way for scalable growth and success. And like many other small to medium-sized businesses, Outsource My Business (OMB) will support your journey toward excellence.

Outsource to Filipino VAs

Frequently Asked Questions About Our Virtual Assistant Services for Financial Advisors

1What is a financial virtual assistant?

A financial virtual assistant is a remote professional who can support you on various finance such as bookkeeping, invoicing, payroll processing of staff members, financial reporting, and tax preparation. These types of VAs can also take on administrative tasks like answer phone calls, schedule meetings, respond to customer queries on social media, and many others.

2Can you still help even if my finance business is a bit small?

Absolutely!

We specialise in helping businesses of all sizes, particularly small and medium enterprises.

Our services are scalable, so whether you need help with a few tasks or require a comprehensive financial management outsourcing project, we can tailor our solutions to your unique requirements and objectives.

3How much does it cost to hire a Virtual Financial Assistant in the Philippines?

The cost of hiring a Virtual Financial Assistant in the Philippines varies based on the complexity and scope of tasks you need help with. Check our Virtual Assistant Pricing & Packages for more information.

Our general rates for a Financial Virtual Assistant start at $12/hour, depending on the work and quality of service required. Contact us to discuss your requirements, and we’ll provide a customised quote that fits your budget.

4How will you hire the right Virtual Assistant for Financial businesses?

Our recruitment process for hiring virtual assistant for financial advisors is designed to meticulously match you with the ideal VA for your business to ensure that they can seamlessly integrate into your operations.

We begin with a thorough needs assessment to fully understand your business priorities and specific requirements. This initial step allows us to tailor our search to find a candidate who effectively meets your unique business demands.

Following the needs assessment, we conduct a rigorous candidate screening process. We evaluate potential Virtual Assistants on their expertise, experience, and compatibility with your business culture. This process helps us select candidates with the necessary financial skills and fit into your organisational values and work environment.

Once the right candidate gets selected, we’ll handle the entire onboarding and training process to ensure that your VA is fully equipped with the knowledge of your systems and processes.

If you want to learn more about our VA recruitment process, you may contact us here.

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Hire a Virtual Financial Assistant that Has Your Back with Outsource My Business.

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    Hire a Virtual Financial Assistant that Has Your Back with Outsource My Business.

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