Hire Virtual Assistants for Accountants & CPAs
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:
Empower your accountants to refocus their time and take on more clients by freeing them from administrative work. Accounting firms that lack the time, expertise, and resources needed to build an administrative layer leverage our managed virtual assistant service.
Your CPAs lose an average 16 hours a week to scheduling, following up with clients, preparing documents, CRM data management, marketing and more. An accounting virtual assistant can help.
Having a dedicated virtual assistant support you means you can give your full self during meetings. Your assistant can answer phone calls, flag communications, 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 and provide training for growth and continuity.
A Few of the Tools We Use
work directly within your technology stack. Prialto assistants are trained in various productivity software, including calendar and email management, CRM management, cash flow analysis, rebalancing, and comparison tools. If you use a tool that we are not yet familiar with, we will take the time to document it and learn how to use it effectively.
Our Best Practices
At Prialto, we’ve used our decades of collective business experience to develop a collection of best practices to drive business forward. Here are just a few of the ways we’ll ensure you get exceptional service.
Service that Scales
Our managed virtual assistant service is built to scale. We document your preferences and policies, making it easy for you to extend or reduce service based on your changing needs (like during tax season).
If your assistant is promoted or moves on, your backup support has you covered until a new assistant is up to speed. We'll handle documentation, training, and even process design.
Embedded in Your Systems
Whether you're meeting clients or deep in heads-down work, your accounting virtual assistant has you covered. You can reach your team on the channel of your choice whenever you need us—email, text, phone, or chat. We'll respond to requests within the hour. If your assistant is not immediately available, your backup assistant will ensure you get the support you need.
Security and Compliance
We take security seriously. Our assistants are full-time Prialto employees. We provide benefits and training, and every assistant works within our SOC-2 Type 1 compliant data security infrastructure, which includes:
- Background checks and securities policies
- Confidentiality agreements
- Management and ongoing training
- Cloud security and password management
Excellent Client Experiences
Your Prialto Virtual Assistant can use a white labeled email address and phone number to manage client communications, prospecting, and follow-up.
Your clients will never know that we're not sitting in your office.