Financial services and virtual assistant

With the ever increasing costs of time and money spent on hiring, training and finding office space for employees, it’s no wonder why it’s becoming ever more popular to outsource to a virtual assistant.  When it comes to managing your growing business, it’s just too much to do it all yourself.  Here are 3 reasons why many of our clients take advantage of our virtual assistant outsourcing programs.

3 Reasons You Want A Virtual Assistant

1. You reduce your business liability.

With as many years Dragon Financial has been in business, we are experts.  No one compares to us in providing services such as bookkeeping, payroll, office management, file management, and other operations. You don’t have to look over our shoulders, confident in knowing we do it right the first time.  We use secure programs designed to protect sensitive information, compliant for all types of business standards. Your business runs smoothly.   Worry less about hiccups causing losses of time and money or unexpected visits from the IRS.  Even better, we maintain client confidentiality.  Feel confident knowing that confidential company information won’t be leaked on social media, the break room, or other places that could potentially harm your business.

2. You save money.

There are so many ways virtual assistance saves money.  You save money on taxes because you are outsourcing instead of having a W-2 employee. Since we train our employees, you don’t have to spend any money training them yourself.  You save money fringe benefits like healthcare, vacation pay, sick leave, or workman’s comp insurance. Even more so, you don’t need to budget in additional office space for an in house assistant.  Our virtual assistants cut a lot of costs.

3. You save time.

Training new employees doesn’t just cost money, it also costs time.  How much more money can you make if you dedicate that time to making money?  It frees up your schedule.  Not only do you not have to train us, you don’t have to constantly manage us. Simply email or cloud file share the necessary documents and we take care of the rest. Initially we may need to call you from time to time to verify pieces of information, but with the programs we use, it becomes less frequent because of our specialty operational procedures are designed to reduce how much time we need from you.

You don’t need an accountant full time, but accountants need full time work.  Virtual assistants bridges the gap.  They work full time, but only work for you when you need them.  As a result, everybody’s happy!  We take our own time and resources to invest in software programs and needed training to keep us on top of industry standards.  Every business has unique needs, so our virtual assistance management plan is customized to your individual needs.  You get assistance that adapts to your needs instead of you adapting your needs to some outside system.

Here are a few examples of industries we work with and how they utilize our virtual assistant services.

  • IT/Technology Fields (computer technician, software development, website developer, etc): Bill pay, bookkeeping and reporting, invoice tracking, data entry, and even operational cost comparisons.
  • Construction/General Contractor, Professional Service Specialists (new construction, remodelers, painter, roofer, plumber, handyman, HVAC, etc.): Non regular payroll, bookkeeping, financial reports, office and file management, office systems set up and training.
  • Medical/Alternative Medicine (medical practice, chiropractor, acupuncture, counselors, etc): Bookkeeping, patient payment invoicing and management,
  • Non Profit Organizations: Part time office management, bookkeeping, generate meeting agendas, financial consulting, file management, and resource information gathering (when other services are needed we take time to research for them).

Other industries that benefit from our virtual assistant programs are small retail businesses, self employed individuals, property management groups and the automotive mechanics and body shops.

We can save money for any type of work.  At our price point, Dragon Financial’s virtual assistant programs save freelancers and self employed individuals between 10-20 hours per month of work.  Small businesses can save an average twice as many hours saved or more depending on the business’s size.  No matter what level you’re at, we save you a lot of time and money!

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What are your biggest challenges with your business?  Imagine how much quicker you can resolve them with all the time and money you save with our virtual assistants.  What else will you do with that time saved? How many more customers will you take on per month? The benefits are almost endless with the use of our virtual assistance programs.

Our program is more flexible than other virtual assistants available.  Businesses can use them part time, one time, or as needed. We often work with CPA’s and recommend you doing so as well.  Overall it saves you time, money and your sanity.  Contact us to see how we can help!