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Recommended Resources

Who will you bring onto your virtual team?

The following list is not complete simply due to the fact that there are so many VA firms in the USA and overseas. The firms listed below are ones I am familiar with and/or ones that seem to be best suited for our needs as Virtual Advisors. I highly recommend you interview a couple firms, both in your local area and overseas, to find the right fit for you and then start with a trial run before implementing any long-term commitments.

Recommended Apps & Programs

Recommended Apps & Programs

Grasshopper

  • Don’t forget to choose one master 800 number for clients to call
  • Install the app on your computer and phone

eFileCabinet or MuniMetriX or comparable

  • Check with your compliance department for approved vendors and possible discounts
Recommended Physical Infrastructure

Recommended Physical Infrastructure

In-House Infrastructure (Things that will stay in one place most of the time)

  • Don’t forget to choose one master 800 number for clients to call
  • Install the app on your computer and phone

DropBox

  • Install on your computer and phone

Who will you bring onto your virtual team?

The following list is not complete simply due to the fact that there are so many VA firms in the USA and overseas. The firms listed below are ones I am familiar with and/or ones that seem to be best suited for our needs as Virtual Advisors. I highly recommend you interview a couple firms, both in your local area and overseas, to find the right fit for you and then start with a trial run before implementing any long-term commitments.