Indispensable Virtual Assistants for

Finance

Grow your pipeline & build the financial & investment planning business of your dreams with a Virtual Assistant from MyOutDesk.

 

Boost Your Assets With a Financial Advisor Virtual Assistant

MyOutDesk VAs help financial organizations by generating leads, prequalifying contacts, gathering documentation, chasing signatures & nurturing your pipeline while you focus on closing deals – as well helping you schedule meetings, talking to clients, stay on top of your networking, and building the relationships that grow your revenue.

Virtual assistants save you time & money, increase your productivity, and help you focus on making money – and for an incredibly low price that you simply can’t match with in-house staff.

What a Finance Virtual Assistant can do

Administrative

Administrative

Stay productive, not busy

Streamline operations and free up your team to focus on strategic goals with expert task management.

Sales Development

Sales Development
Accelerate your sales funnel

Maximize lead conversions and sales opportunities with consistent prospecting and qualification.

Customer Service

Customer Service
Deliver exceptional support.

Enhance client satisfaction and loyalty with fast, professional, and personalized support.

Get started

Hire an Ecommerce Virtual Assistant with MyOutDesk today.

1

Book a personalized strategy session

2

Co-create your success plan

3

Get indispensable talent & resources

What Our Clients Are Saying

Helpful Resources

Administrative

Administrative

Stay productive, not busy

Streamline operations and free up your team to focus on strategic goals with expert task management.

Marketing

Marketing
Drive brand growth

Scale your marketing efforts and drive results with targeted campaigns and efficient content creation.

Customer Service

Customer Service
Deliver exceptional support.

Enhance client satisfaction and loyalty with fast, professional, and personalized support.

Frequently Asked Questions

A financial virtual assistant is a remote working professional, specializing in financial and accounting tasks to support businesses. They can handle responsibilities like bookkeeping, invoice processing, expense tracking, financial reporting, payroll assistance, and other financial administrative duties.
A MyOutDesk virtual assistant can work in various finance systems, including QuickBooks, Xero, FreshBooks, Wave Accounting, and other popular accounting software. They can assist with tasks such as data entry, expense tracking, invoicing, reconciliation, and generating financial reports within these systems. Their expertise helps businesses maintain organized financial records and ensure accurate financial management.

Ready to scale?

Find a virtual professional that meets your unique business needs and save up to 70% on hiring costs today.