We have a proven track record when it comes to outsourced paraplanning services. Our team of experienced professionals offer a range of services, including managing the day-to-day operations of a Financial Planning business. Our teams are equipped to offer a quick and effective response in addressing client requirements.
The day-to-day tasks of financial planning can be time consuming and shift focus away from more profitable tasks. Valenta provides trained financial planning assistants for a range of tasks encompassing data entry, reporting, reviews, and business administration, thereby allowing financial planners to focus on their core competencies.
When it comes to accounting, compliance and related activities take up significant amounts of time, leaving accountants with little time to focus on more important tasks. We have trained resources with the skills required to help individual accountants/ firms, enabling them to focus on things that require their competence, and are more remunerative.
Among the activities undertaken by CPA firms, tax planning and compliance are the most common. Our outsourced tax return services address the requirements of accounting firms by offering business tax, personal tax, trust, estate and succession planning assistance in tax preparation.
As a Zoho Vertical Partner, our team has rich and extensive expertise in the entire range of Zoho solutions. Our capabilities are in configuring, customizing, and implementing the Zoho solution(s) of your choice, enabling you to streamline your business operation for better efficiency.
Businesses across the globe seek to enhance their efficiency and performance, by improving their processes and embracing the emerging digital paradigm. Valenta BPO offers such businesses specialised solutions, in the areas of Process Consulting, Digital Transformation and Outsourcing Services. Our solutions are delivered to customers across geographies and verticals, helping them improve tasks, optimise costs and enhance performance, thereby ensuring competitiveness in the marketplace.
Backed by a strong global presence, we provide outsourcing solutions to hundreds of businesses in Canada, United States, Australia, NZ, UK and Asia-Pacific. These offices are supported by full fledged delivery centres in India and Malaysia, well staffed with state-of-the-art infrastructure, enabling us to deliver 24/7.
Jayesh Kasim talks about how Valenta BPO engages with businesses around process consulting, digital transformation and successful outsourcing.
Our goal is to be at the heart of the financial services industry as businesses expand across the globe.
Chief Executive Officer
Nat and Clare talk about Arthur J Gallagher improving efficiencies with Valenta’s outsourced solutions.
Adam Armsby talks about the quality, efficiency and cost-effectiveness of Valenta’s accounting solutions.
Tim Charles talks about how the work of their dedicated resources is overseen by a manager for no additional cost.
Bill from Infocus Wealth Management talks about the 3 key things that contributed to the success of outsourcing and building a close relationship with Valenta.
John Pollock talks about the flexibility of Valenta’s solutions in scaling operations based on seasonal workloads.
Anthony from Evolve Accounting talks about the flexibility of the arrangement, clarity on pricing and “let’s make it happen” approach.