Hire Virtual Assistants for Accountants
How we boost productivity for Accountants
Your Problem:
Keeping up with hiring needs is the number one concern among CEOs, CFOs and controllers surveyed by the American Institute of Certified Public Accountants (AICPA). Retaining top employees as competition intensifies is also a key challenge.
Our Solution:
Allow your current accountants to take on more clients by freeing them from administrative tasks. Accounting firms that lack the time, expertise, and resources needed to build an administrative layer leverage our managed virtual assistant service. Offering admin support to top-performers is also an effective way to improve retention since it’s a perk that sets your company apart from other options.
Where does 16 hours per week go? Scheduling appointments, following up with clients, preparing documents, CRM data management, marketing efforts and more.
Having a dedicated virtual assistant support you means you can give your full self during meetings. Have your assistant answer phone calls and respond to client questions.
Your professional Prialto virtual assistants are supported by a team of managers and trained backup assistants that document your processes for growth and continuity.
A Few of the Tools We Use
We will operate within your tech stack. We train assistants in productivity technology including calendar and email management, CRM management, rebalancing and cash flow analysis, and comparison tools. If we do not know something, we will learn it. Our promise is that you do not have to change how you work.
Our Best Practices
Here at Prialto we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
Keep Contacts Organized and Up to Date
Accountants have contacts stored in a variety of places, including inboxes, calendars, CRMs, spreadsheets, etc. This makes it difficult to accurately keep track of people, network, send emails, and engage other outreach activities.
When you start working with Prialto, virtual assistants can consolidate all your contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
Adopt Your Communication Preferences
When accountants are meeting clients and carrying out other responsibilities, they can reach out to their virtual assistant using the communication channels they prefer—email, text, telephone, or chat.
Our assistants will use your messaging tools and respond to all requests within the hour, so your executives have easy access to support while they are on the go. Whenever they are not immediately available, your backup assistant will respond and ensure you get the support you need.
Security and Compliance
Prialto virtual assistants are employees of Prialto. They undergo thorough background checks, sign confidentiality and non-disclosure agreements, and work in our secured offices with enterprise-grade network security and access control. We work with all our finance sector clients to ensure we meet all financial records compliance and governance requirements.
Consistently Follow Up with Contacts
Surveys show that it takes an average of five follow-ups to re-engage the average prospect in the sales process. However, it’s difficult to keep track of all your touchpoints and remember when to follow up next.
That’s where you’re virtual assistant comes in. They’ll track all your interactions, send you reminders, and secure meetings with prospects.