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Learn how our services benefit accountants & practices
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Our trained virtual assistants manage admin tasks efficiently and securely, saving time, cutting costs, and enabling growth without in-house hiring.
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We partner with accounting firms, financial advisory practices, and businesses of all sizes, providing dependable admin support that helps them scale, strengthen client relationships, and reclaim valuable time. Whether you need seamless back-office support or day-to-day task management, our Virtual Practice Admins integrate effortlessly with your team.
A New York-based financial planning firm faced mounting administrative workloads, frequent vetting errors, and rising costs. With limited in-house support, the director was forced to manage routine tasks, diverting focus from client acquisition and business growth.
befree deployed certified financial specialists to streamline vetting, documentation, and research. The firm eliminated costly errors, transitioned smoothly to a new broker-dealer, expanded its client base, and achieved significant revenue growth – all while reducing overhead and improving operational efficiency.
“befree’s team became an invaluable extension of ours. Their precision, proactive support, and deep financial expertise helped us reduce errors, save costs, and focus entirely on growing our client base and strengthening long-term relationships.”
Looking to outsource accounting or streamline your back-office operations? Book a free consultation or request a trial to discover how our expert consultants can support your practice’s growth.
Or simply fill out the form—our team will be in touch shortly.
You can connect with us through our Contact Us page, and our team will get in touch to discuss your virtual practice admin needs.
Our Services
Services For?
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Need custom solutions?
Our Services
Services For?
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Need custom solutions?