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Paraplanning, bookkeeping, and admin support — tailored for advisory and accounting firms in the U.S., U.K., and U.A.E.
At The CollabHub, we provide tailored support systems for financial advisors and accounting firms, from paraplanning and admin assistance to bookkeeping and workflow coordination. Our model is designed to plug directly into your operations, without the complexity or risk of hiring in-house.
We help you simplify backend tasks, streamline data flow, and reclaim your focus, whether that’s preparing financial plans, reconciling books, updating CRMs, or documenting internal processes.
Our global team works quietly in the background so you can stay fully present in what matters most: your clients, your business, and your life.
Streamline your admin and planning workflows with expert back-office support, customized for solo and small advisory firms.
Free up your team from data entry and reconciliations with dedicated, high-quality accounting support.
Let our virtual assistants handle your calendar management, scheduling, emails, data entry, and more, so you can focus on core business growth.
We begin with a structured deep dive into your firm’s tools team and workflows. This is not a typical discovery call. We ask the right questions to understand how your firm truly operates so we can align with your real needs not assumptions.
Based on your firm’s structure, we assign the right mix of systems and people. We work within your existing platforms, not around them. This includes setting up clear SOPs, task flows, communication rhythms, and assigning dedicated specialists who adapt to your style.
Once everything is in place, we stay involved to ensure smooth delivery and performance. You can scale support up or down anytime. We continue refining how we work together so you never need to re-explain anything or manage new hires again.
🔒 We follow industry best practices in data security and confidentiality. Our team is trained to work with sensitive client information responsibly, with strong internal controls and secure systems.
About Our Data Security Measures
Build a Leaner, Smarter Back Office