Published on 29 Apr 2022
Accounting
Wishup used a dual approach to help the firm achieve its objectives.
First, it deployed two of its senior-most and well-experienced VA’s as Administrative Assistants and Automation assistants to streamline the digital transformation process.
It also provided marketing assistance to the firm by helping them organize and execute webinars.
First, it deployed two of its senior-most and well-experienced VA’s as Administrative Assistants and Automation assistants to streamline the digital transformation process.
It also provided marketing assistance to the firm by helping them organize and execute webinars.
Industry: Accounting
Wishup Service: Virtual Administrative Assistant
Wishup Service: Virtual Administrative Assistant
An Accounting firm based in New York City. The firm is dedicated entirely to serving the not-for-profit community and has achieved broad recognition and reputation for its high-quality professional services. It provides a full range of audit services, accounting, and financial management support to a diversified client base.
It was referred to Wishup by an existing client.
Problem
The firm initiated a digital transformation in 2021.
They were looking for tech-friendly staff to help them in the process and solve attrition in junior accountants across the United States. Without well-experienced and qualified technical support, the digital transformation process would take longer to implement.
The firm was also losing many valuable hours recruiting and training junior accountants.
They were looking for tech-friendly staff to help them in the process and solve attrition in junior accountants across the United States. Without well-experienced and qualified technical support, the digital transformation process would take longer to implement.
The firm was also losing many valuable hours recruiting and training junior accountants.
“
”
— The firm was able to establish its digital presence within two months. It also started organizing webinars in partnership with Wishup to create awareness about its services among NGOs and small businesses.
Working with Wishup also helped them build relationships with other NGOs from different sections of society. On the bookkeeping assistants front, Wishup has helped them source 15 bookkeeping assistants who have been trained and successfully deputed to their clients.
Working with Wishup also helped them build relationships with other NGOs from different sections of society. On the bookkeeping assistants front, Wishup has helped them source 15 bookkeeping assistants who have been trained and successfully deputed to their clients.
Nikhil Roy, Virtual Assistant
Solution
Wishup used a dual approach to help the firm achieve its objectives. First, it deployed two of its senior-most and well-experienced VA’s as Administrative Assistants and Automation assistants to streamline the digital transformation process. It also provided marketing assistance to the firm by helping them organize and execute webinars.
At the same time, Wishup launched a special category on its website for Accounting/Bookkeeping virtual assistants, with the specific goal of helping the firm find high-quality bookkeeping assistants across the United States.
At the same time, Wishup launched a special category on its website for Accounting/Bookkeeping virtual assistants, with the specific goal of helping the firm find high-quality bookkeeping assistants across the United States.
Impact
The firm was able to establish its digital presence within two months. It also started organizing webinars in partnership with Wishup to create awareness about its services among NGOs and small businesses.
Working with Wishup also helped them build relationships with other NGOs from different sections of society. On the bookkeeping assistants front, Wishup has helped them source 15 bookkeeping assistants who have been trained and successfully deputed to their clients.
Working with Wishup also helped them build relationships with other NGOs from different sections of society. On the bookkeeping assistants front, Wishup has helped them source 15 bookkeeping assistants who have been trained and successfully deputed to their clients.
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I just wanted to take a moment to say thank you for everything you all are doing for the firm and me! Vishal has grown into my right-hand man and Sachin my left. I can’t even function without them.
Harish, I work in some instances with, and each time is such a pleasure. I am lucky to have you guys, and I hope you like working with the firm. Robin, I don’t work with the other Wishup staff, so I can’t speak on their behalf, but these 3 I work the most directly with and are superb. You found three outstanding candidates for us, so thanks much, and thanks for always helping me out with my requests for staffing as we look forward to growing with Wishup.
I don’t know what happens at the back end, but Sanjog and Sweta, if you are helping out, want to let you know how great they are. All 3 of them bring different skill sets that make my life so much easier, and I can’t express how grateful I am for dealing with me.
Thanks again to the whole Wishup Team!
Suresh Dawmani
Virtual Assistant
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