If you searched for virtual assistant for financial planner client onboarding, you want reliable help without a long hiring process. This page explains what our Bookkeeping Assistant does, how hiring works and exactly what it costs. They work your US business hours in your time zone, on a month-to-month package.
What Your Bookkeeping Assistant Handles
Best for small businesses, agencies and contractors who want clean books every month. Typical work includes:
- Bill pay preparation and vendor records
- Payroll preparation for Gusto, ADP or QuickBooks Payroll
- Expense receipt matching
- Monthly profit and loss and balance sheet reports
- Year-end file preparation for your CPA
They already work in tools like FreshBooks, ADP, QuickBooks Online and Wave. See the full Bookkeeping Assistant page for every task.
How a Virtual Assistant Handles It
Getting a virtual assistant for financial planner client onboarding usually takes about a week to settle in:
- Day one: you show the task once on a short call or a Loom video
- Your assistant writes the steps into a checklist and you approve it
- First week: they do the work and you review it
- After that: they handle it on their own and report on what they did
If the task needs logins, you share them through the encrypted vault in your account, never by email, and you can remove access at any time.
Bookkeeping Assistant Prices
Our current monthly prices for a Bookkeeping Assistant at the Skilled VA level. They are the same in every state.
- Starter, 20 hours a month: $320 ($16.00 an hour)
- Growth, 40 hours a month: $608 ($15.20 an hour)
- Professional, 80 hours a month: $1,152 ($14.40 an hour)
- Full-Time Dedicated, 160 hours a month: $2,176 ($13.60 an hour)
A Senior Specialist starts at $432 a month and a US-Based Specialist at $608. Prepay 3, 6 or 12 months to save up to 12%. Build your package to see your exact price.
How to Get Started
- Build your package: pick the role, hours and experience level and see the price
- Pay the itemized invoice by card or crypto
- Your account manager contacts you within one business day, and most assistants are matched within 1 to 3 business days
- Share access through the vault and give your first tasks
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For the bigger picture, read our full guide: Virtual Assistants for Insurance Agencies, Financial Advisors and CPA Firms.