Our Comprehensive Suite of Services
Key Tasks Managed by Your Virtual Financial Assistant
Client Relationship Management
Enhance client engagement by managing communications and scheduling important meetings or reviews.
Financial Data Handling
Streamline data entry, maintain records, and analyze financial data to support decision-making.
Market Research
Stay ahead with comprehensive research on market trends, investment opportunities, and financial products.
Performance Reporting
Create detailed performance reports and presentations to keep clients informed and engaged.
Compliance Management
Ensure adherence to financial regulations and standards, reducing risk and maintaining integrity.
Digital File Organization
Manage and organize digital files for easy access and enhanced workflow efficiency.
Choose the Best
Why Wishup's Financial Planner Virtual Assistants?
Top Talent
Select from the top 0.1% of candidates, ensuring unmatched professional quality.
Instant Onboarding
Get an expert in a jiffy with our 60-minute onboarding process.
Flexible Hiring Options
Full-time or part-time, tailor our services to your firm’s needs.
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Tax and Bookkeeping Solutions at Wishup
Start Your Tax Filing for Only $150
Our expert team handles your taxes with an eye for every possible deduction, helping you save more.
Dedicated Bookkeeping from $999
Hire remote bookkeeping experts for detailed transaction recording, financial reconciliations, and clear monthly financial statements.
Tax + Bookkeeping from $1,149
Our remote experts manage everything from keeping your books to filing your taxes, giving you peace of mind all year.
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Hiring was never this easy
Our 3-step easy hiring process
Discuss your needs with our experts
Read our reviews to make an informed decision
900+ clients can’t be wrong
Explore our wide range of services
We do a lot more than just financial assistance
Manage Your Workforce Easily
Provide real-time feedback, manage projects, hire top-tier talent and get EOD reports—all from one app. Download the App Now!
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