Hey, finance industry leaders!
Are you losing deals to competitors?

Leverage the global talent pool with our university-educated remote accountants to enhance efficiency and response times. This strategy has helped American finance firms cut payroll expenses by over 80% and capture more opportunities, putting you ahead of competitors and driving business growth with the aid of experts committed to excellence.

Services

Treantly’s diverse range of services is designed to offer scalable, cost-effective solutions tailored to meet the unique needs of businesses looking to outsource talent from the Philippines. Our commitment to quality, efficiency, and customer satisfaction makes us a valuable partner for businesses in various industries.

Accounting Virtual Assistants

Starts at $9/hr

Invoice Processing and Management: They handle the creation, sending, and follow-up of invoices to clients. This includes managing incoming payments and ensuring timely and accurate billing processes.
Expense Tracking and Reconciliation: Virtual Accounting Assistants meticulously track expenses, categorize them, and reconcile accounts to ensure accurate financial records. This includes matching receipts with bank statements and credit card transactions.
Payroll Assistance: They assist in processing payroll by collecting timesheet information, calculating wages, and ensuring employees are paid accurately and on time. This may also involve handling payroll taxes and deductions.
Financial Reporting: Preparing monthly, quarterly, and annual financial reports such as profit and loss statements, balance sheets, and cash flow statements. This helps in providing a clear picture of the financial health of the business.
Budgeting and Forecasting Support: They assist in the creation and maintenance of budgets, helping businesses plan for the future by forecasting revenue, expenses, and cash flow. This involves analyzing financial data to identify trends and advising on potential adjustments to business strategies.

Marketing Virtual Assistants for Finance Industry leaders

Starts at $8/hr

Content Creation: Generate engaging and informative content tailored to the finance industry, including blog posts, whitepapers, and social media updates on financial trends, insights, and company services.
Digital Marketing Campaigns: Develop and implement digital marketing strategies, including email marketing, PPC campaigns, and SEO optimization, to attract and retain clients.
Market Research: Conduct comprehensive market research to identify industry trends, competitor analysis, and potential customer needs to inform marketing strategies.
Client Testimonials and Success Stories: Collect and showcase client testimonials and success stories to build trust and credibility with potential clients.
Webinar and Event Promotion: Organize and promote online webinars, seminars, and workshops on financial topics to engage with current and prospective clients.
Analytics and Reporting: Monitor and report on the effectiveness of marketing campaigns using analytics tools to adjust strategies as necessary.

Executive Assistants for Finance Industry Leaders

Starts at $8/hr

Strategic Planning Assistance: Support executive team members in strategic planning processes, including preparing for board meetings, drafting agendas, and compiling necessary documentation.
High-Level Correspondence Management: Manage and prioritize executive correspondence, ensuring timely and professional responses to internal and external communications.
Confidential Document Handling: Safeguard confidential and sensitive information, managing documents with discretion and in compliance with regulatory requirements.
Executive Meeting Coordination: Organize and coordinate executive meetings, including logistics, attendee management, and material preparation.
Project Management Support: Provide support for key projects by coordinating tasks, tracking progress, and ensuring deadlines are met.
Liaison Activities: Act as a liaison between the executive team, staff, clients, and external partners to facilitate effective communication and collaboration.

Bookkeepers for Legal Businesses

Starts at $8/hr

Financial Record Keeping: Accurately record financial transactions, including client billings, payments, and operational expenses, ensuring adherence to financial regulations and standards.
Accounts Receivable and Payable Management: Manage invoices and payments, ensuring timely collection from clients and payment to vendors and suppliers.
Bank Reconciliation: Perform regular bank reconciliations to ensure accuracy of financial records and identify any discrepancies.
Financial Reporting: Prepare financial reports, such as profit and loss statements, balance sheets, and cash flow analyses, to provide insights into the company’s financial health.
Budget Monitoring: Assist in budget preparation and monitor financial performance against budgets, providing reports and analyses to support financial decision-making.
Tax Preparation and Compliance: Ensure accurate tax filing and compliance with local, state, and federal tax regulations, preparing and submitting tax documents as required.