Financial Planners

What sets us apart

Why TeamUp DirectHire

Work with the most skilled financial planning professionals in The Philippines.

Access elite talent

When you hire directly, you are tapping into all financial planning professionals in The Philippines, not just the ones who live within commuting distance of, and importantly - want to work for a business process outsourcing provider (BPO). This approach allows you to handpick individuals whose skills and experience align perfectly with your firm's needs.

Retain full control over your team culture

Direct hiring empowers you to shape and nurture the culture of your team. In fact, we put just as much energy into evaluating for culture fit as we do skills and experience. Not every qualified person is a good fit for every firm, and we do a lot to get that right.

Your team, not ours

Some BPOs make it impossible to take your team with you if you leave. With TeamUp, Your financial planning professionals are part of your team from the day they are hired.

Spend less while paying your team more

Opting for direct hiring with TeamUp is not only more affordable for your firm, but it also ensures that your financial planning professionals earn more since they receive their full wage, not their small BPO slice. And you are cutting out all of the middleman BPO management fees.

Hands off recruiting process

At TeamUp, we understand that your firm is unique. Our recruitment process is personalized to help you find the top vetted financial planning professionals who will fit seamlessly into your firm's culture and workflow.

Improve team retention

There is a lot of turnover in BPO teams because of bad corporate policies and office politics. With direct hiring, you bypass all of that. If you treat your team well, you’ll be rewarded with longer employee tenures, which is critical for maintaining consistency and accumulating institutional knowledge within your firm.

Compliance is easy

Handle contractor engagements yourself or use an affordable Employer of Record service to handle the entire local employment process including payroll, taxes, and benefits.

See why firm owners trust TeamUp to find top talent

Jonathan Sturgeon, New Axis Solutions

“We've hired very high level accounting talent stateside. I have to say that our Philippine-based team is outperforming most of our US-based staff.”

Lisa Prunty, By The Books Financial Services

"If I don't do something different, I'm literally going to die at my desk just from the stress. Then I hired two people through TeamUp. Both of them are highly qualified accountants; they understand accounting. Now my role has transitioned from doing the work to selling, which is what I want to be doing.

Laura Rowher, DHA CPAs

"The staff we’ve hired are very professional, very bright, and they're very friendly. TeamUp goes above and beyond - The process is really no different than hiring onshore. There’s nothing to be afraid of or to be nervous about."

All Client Success Stories

Stay in Control

Don’t rent your team through a BPO

It’s risky business to be fully reliant on a BPO.

Have you ever considered what happens in these scenarios...

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Who is your team’s real boss?

Is it the manager in the BPO?
Or, is it the accounting firm client they’re assigned to?

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What if you want to leave the BPO?

Pay expensive exit fees!
Face legal action!

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Will they really never reassign your staff?

They said they’ll never reassign your staff to another client?
But your contract says they can!

The truth is when you work with a BPO, “your team” (if you can even call it that) is getting pulled in many different directions, which is frustrating, and usually leads to suboptimal performance and higher employee turnover.

Retain full control of your team with TeamUp DirectHire!

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Why A BPO is not for you

Hire a person, not a company

It is time to go beyond a BPO. Discover why hiring direct is the future for top-tier accounting firms.

While BPOs offer a guided on-ramp to working with offshore team members, including setting up an office, recruiting team members, organizing IT security, and managing HR and payroll.

BPOs have significant downsides to consider

Reduced control

You have limited direct oversight over team members and day-to-day operations.

Limited ability to shape your team environment

BPOs have their own culture and integrating your outsourced BPO team members into your accounting team's culture can be a challenge. For instance, treating your BPO team members well with bonuses, gifts, etc can create problems for the BPO since it breeds resentment. This can lead to a lack of team cohesion and poor morale.

Below-market rates for your accountants

BPOs are notorious for paying low salaries and forcing their accounting teams to work in less-than-ideal, strict cubicles.

Higher costs

With BPOs, you have to pay for additional management layers and operational costs.

Dependent on a third-party

Your accounting team members are owned by the BPO not your team. You are reliant on the BPO for everything. And if you ever want to leave, you may have to pay the BPO a hefty exit fee or start from scratch.

Discover why firm owners trust TeamUp to find top talent

Silvia Guardado, SMG Business Services

“I was just thinking of hiring one professional in The Philippines at the beginning.

But then I saw the quality of the people that I was getting and I figured why not two? And then why not three?”

Arron Bennett, Bennett Financials

“They're extremely hard workers. I don't have reservations about them being remote because they come in, they do their job, and they're constantly curious. I just like to make sure that I constantly challenge them. Their biggest thing is wanting to grow.”

Marie Browne, MBBMS

“They take care of the work to the nth degree.

They ask the good questions and I’m pleased with the way they're communicating with the clients.”

All Client Success Stories

How do I proceed

It’s not actually that complicated

Hiring overseas is a new concept for some, so it seems complicated and scary. But really, it’s just people.

Hiring staff in The Philippines isn’t all that different from hiring remote team members in your country.

Pro Tip: Watch out - Complexity is a scare tactic many outsourcing companies use to bully accountants into paying expensive monthly fees forever.

But what about?

Computers & IT

You have three options. You can have them use their personal computer and log into your tools. You can buy them a computer. Or, you can have them log into a remote server or computer, either in your office or in the cloud.

Compliance

You can handle contractor engagements yourself or use an affordable Employer of Record service to handle the entire local employment process including payroll, taxes, and benefits.

Working hours

You can hire people and have them work North American hours. But, a better alternative is to choose 2-3 hours of overlap.

What if it doesn’t work out?

In the event your new hire doesn’t work within 6 months, we’ll find a replacement for you free of charge.

How it works

Our Simple DirectHire Process

Discover TeamUp’s easy four step process to finding top talent for your firm.

Kick Off

We’ll meet with you to determine your hiring needs and get clear on specific requirements, skills and personality traits of your ideal candidate. We’ll use this information to craft a personalized job description.

Promote

We’ll get your job in front of your ideal candidates by posting it to multiple job boards and platforms. We’ll also use professional recruiting tools to do targeted outreach to candidates that match the profiles we’re looking for.

Screen

We use a detailed application. Then, we do an interview where we look for skills, experience, and team fit. Then, we also do a skills test for the role (paraplanner, CSO, etc.)

Hire

As people start coming through the pipeline and we think they’re a good fit, we’ll set up interviews for you. (Most of our clients interview 3-5 candidates before they decide which one is the best fit.) Then make your hire!

Simple Straightforward Pricing

Say goodbye to ongoing monthly management fees, percentage-based commissions, exit fees, or complicated pricing structures.

Build your dream financial planning team in The Philippines

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Get Started with TeamUp

Send Enquiry

one-time flat fee of

$4,000

USD

Per hire*

* Plus, we offer discounts if you hire multiple people.

How can we help

Frequently Asked Questions

Still anything you’re unsure about?

What roles do you recruit for?

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We specialize in hiring staff in the Philippines for accounting and financial planning firms such as paraplanners, CSO's, accountants, bookkeepers, team leaders and virtual assistants. It's our specialty and we do it well.

Do I need to sponsor candidates / issue a work Visa to hire in The Philippines?

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You don't. Candidates are Philippines-based and therefore don't need a visa/sponsorship to work.

How do I pay candidates?

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You can pay them directly via platforms like Wise, or use an Employer of Record service, which we can refer you to if you need help with payroll and compliance.

How long does it take to fill the position?

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For standard roles, it typically takes us 30 days from posting the job ad to the team member signing a contract with you. For senior roles, it can take 30-60 days.

Will you write the job description for me?

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Absolutely, we take care of this step with input from you.

What’s the difference between offshoring and outsourcing?

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Outsourcing is when you let another company handle tasks, like bookkeeping. They pick and manage the team, and can change members as needed. Offshoring is when you hire team members in a cost-effective country, but you're in charge of their training and management, giving you more control over the work.

Why do you hire in the Philippines?

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In our experience, it is the best place to find wonderful, well-trained, English-speaking accountants who are aligned with your team’s culture. You have access to elite talent at affordable salaries.

Do you hire accountants to work from an office in the Philippines?

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No! All of the accountants we hire work from home. This means you can access the best talent in the country while offering them more flexibility and no commute.