Any sales task you can imagine.
A bookkeeping virtual assistant is an independent contractor who provides accounting services online or from a remote location.
Virtual finance assistant is a professional who can take care of your bookkeeping needs using software such as QuickBooks and Peachtree. Saving time and money are a few of the reasons to outsource bookkeeping.
A experienced virtual finance assistant can do:
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Accounting:
- Budgeting
- Inventory Management
- Cash Flow Projection
- Year End Accounting
- Implementing record keeping and accounting procedures
- Overhaul existing accounting systems
Bookkeeping:
- Balance Sheet Management
- Maintaining Cash Flow
- Excel Accounting Data entry
- Bank and Credit Reconciliation
- Trial Balance Maintenance
- Maintaining Accounts on QuickBooks and Peachtree
Payroll Processing:
- Spreadsheets
- Report Creation
- Spreadsheet Design and Maintenance
- Import, Export, and Sorting of Data
- Inclusion of Charts, Graphics, and more
Financial Services:
- Financial Management
- Account Servicing
- Accounts Reconciliation
- Daily Petty Cash Management
- Sales and Purchase Order Management
- Revenue and Expenditure Management
- Business Plan Development
Functions
- Lead Generation
- Cold Callers
- Appointment Setter
- General Sales Admin
- Sales Executive
- Tech Support
- Customer Support
Industries
PRICING
Simple And Flat.
Standard Plan
$ 12
/hour per person+$1000 one-time setup fee Minimum 40 hours per week contract
- Top 1% talent
- Free replacements
- No long contracts
- Sales training
- Account manager
- Staffed in 3 days
Book Free Demo
Team Plan
$ 10
/hour per person- Top 1% talent
- Free replacements
- No long contracts
- Custom pricing
- Sales training
- Account manager
- Staffed in 3 days
Book Free Demo
What sales tasks can your virtual assistant do?
Anything and everything.
Frequently Asked Question
iTech Digital places a strong emphasis on compliance with financial regulations. Our Virtual Assistants are trained to adhere to industry standards and regulations, ensuring that your financial tasks are handled in a compliant and ethical manner.
Yes, our Virtual Assistants are capable of supporting tax-related tasks, including organizing and gathering necessary documents for tax filing. They can collaborate with your tax professionals to streamline the process.
Confidentiality is a priority, and iTech Digital takes measures to protect your financial information. We are open to signing non-disclosure agreements, providing an extra layer of assurance regarding the confidentiality of your sensitive financial data.
Communication is tailored to your preferences. iTech Digital ensures that there is a clear and efficient communication channel with your assigned Virtual Assistant for regular updates on financial tasks, progress reports, and any other pertinent information.
Yes, our Virtual Assistants can contribute to financial forecasting by analyzing historical data and trends. This assists in predicting future business trends and making proactive financial decisions.
Our Virtual Assistant services are designed to be scalable. As your business grows, we can easily adjust the level of support and resources dedicated to your financial tasks to meet the evolving needs of your organization.
Absolutely. Our Virtual Assistants excel in expense management tasks, from tracking and categorizing expenses to generating reports that provide a comprehensive overview of your business expenditures.
iTech Digital employs robust data backup and recovery protocols to safeguard your financial information. In the event of any unforeseen circumstances, we ensure a swift and secure recovery of your critical financial data.
Continuous learning is part of our culture. iTech Digital invests in ongoing training for Virtual Assistants to keep them updated on the latest trends, technologies, and best practices in the finance industry.
Yes, our Virtual Assistants are proficient in managing financial documents, ensuring proper organization and record-keeping. This includes maintaining a well-structured system for easy retrieval and reference of financial records as needed.