Manage your finances with confidence, keep reports accurate, and make smarter business decisions with expert virtual financial assistant support tailored to your needs.
Managing finances takes time, attention to detail, and consistency, time that business owners often don’t have. A Virtual Financial Assistant helps you stay on top of your numbers by handling bookkeeping, expense tracking, invoicing, and financial reporting with accuracy and care, so you can focus on making strategic decisions.
They support advisors by preparing reports, monitoring portfolios, and scheduling client reviews, so professionals can focus on strategy and growth.
Assistants organize client records, update financial data, and streamline communications, ensuring deadlines are met and compliance is maintained.
From appointment scheduling to follow-up calls, virtual assistants handle the back office so planners can dedicate more time to clients.
From first call to launch, your virtual financial assistant can start within days.
Tell us about your marketing goals and key tasks.
We handpick and present top-matched candidates for you to interview.
Your VA is onboarded and ready to start supporting your business.
Cut payroll and overhead without losing quality.
Fluent English-Spanish for clear and effective communication and CX.
Trained in top business tools like HubSpot, CRM systems, Ads, email, and design platforms.
Clear ownership, check-ins, and continuous improvement.
Real-time collaboration and same-day turnarounds.
Add capacity in days, not months.
Here you can compare the plans and services to select the one that best suits you:
40 Hours per month
80 Hours per month
40 Hours per week (Full time)
Based on verified client reviews
Amazing experience.
My VA is so skilled I even bought out her contract. Don’t waste time, go with There Is Talent.
Founder, Science Consulting
The process was easy and the VAS quickly proved invaluable. They handle so much more than I expected and truly pay for themselves. Phenomenal service!
Action COACH
My VA is extraordinary.
Claudia made sure I had the perfect fit. It’s life-changing, everything runs smoothly, even when I’m on vacation.
Owner, The Handy Brit
I was amazed by the quality of VAS. My VA helps me grow my business while handling all the tasks. There Is Talent is the perfect place to find yours.
Action COACH
Let us match your business with the right VA to get things done-faster.
