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ValentaBPO > Outsourcing > Financial Services

Financial Services

At Valenta, we offer bookkeeping and various other accounting services that can be completely managed by us. Tailored solutions to meet your individual business needs, whether you are a small, medium or enterprise sized company.

Small & Medium Businesses

Owners of small and medium businesses are usually burdened with the task of bookkeeping, in addition to their regular operational responsibilities. This tends to be very stressful often resulting in a backlog of tasks and pending work.

Our bookkeeping services are specifically designed for the small and medium enterprise. We have a large range of clients from various industries including professional services, B2B services providers, traders, retailers, wholesale distributors and more.

Our teams understand the requirements of different businesses whether they are sole traders, businesses with payroll tax, a restaurant with temporary staff, or a warehouse with huge inventory. We offer you a bookkeeping service that’s right for you, letting you focus on growing your business.

Valenta's Financial Solutions

Wealth Management & Financial Planning

Financial Advisor Support:

  • Data entry into financial planning software
  • CRM management
  • Forms processing
  • Transfers
  • Research
  • Client account administration
  • Opening and closing accounts
  • Collecting data from clients
  • Implementation of advice
  • Preparing meeting notes for filing
  • Quarterly report preparation and emailing
  • Annual review preparations
  • Obtaining clients’ holdings (fund balance, account start date,
    beneficiaries, fees and charges, etc.)
  • Transcription of file notes and meeting notes

Management Support:

  • Business reporting
  • Maintaining CRM

Accounting & Bookkeeping:

  • Bookkeeping
  • Payroll
  • Insurance quotes
  • Billing and invoicing
  • Revenue management
  • Comparison reports to show the impact of various options
Mortgage Broking
  • Fact checks
  • Preparation of serviceability calculators
  • Preparing discharge forms and processing
  • Preparation of compliance documents
  • Preparation of lender’s application online or on lender’s software
  • Follow up with lenders until settlement
  • Update of details post settlement
  • Data entry into CRM
  • Ordering valuations
  • Preparing FHOG forms
  • Advising on deal structure
  • Lodgement of the application and supporting documents
  • Providing updates to key stakeholders
Pension Funds
  • Customer contact management
  • New business processing
  • Fund administration
  • Policy servicing
  • Claims management
Superannuation Funds
  • Customer contact management
  • New business processing
  • Fund administration
  • Policy servicing
  • Claims management

Who we work with

Hotels

Resorts

Restaurants

Bars & Cafes

Nightclubs

Coffee Shops

Cruises

Casinos

Online Travel Agencies

Car Rentals

Travel Agents

Tour Operators

What do our client's say?

  • Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.

    Natalie Gillies and Clare Harding
    Arthur J Gallagher
  • Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.

    John Pollock
    Financial Gravity

Book Free Bookkeeping Consultation

Software Expertise

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