Get your week back with a finance virtual assistant.

Athena pairs you with a full-time executive assistant, so you can focus on clients.
What best describes your role?
Entrepreneur/founder
Business owner
VP/Executive/C-Suite
Other
Trusted by 3,000+ founders and executives, find your EA
I waited way too long to hire my EA. I wasn’t sure I had enough to delegate, wasn’t sure it would be worth it, and didn’t really know where to start. But Ida paid for herself within the first few months and I’ve never looked back.
Ryan Hoover
Founder of Product Hunt
What your Athena EA covers in finance

Finance and accounting admin,  off your plate and into capable hands.

You keep the clients and the decisions. Your Athena EA, a virtual assistant for financial services teams, handles the work around them: inbox, scheduling, client follow-up and expense admin. Here's where that starts, with room to grow.
Calendar, inbox and client meetings
Your calendar runs around client meetings, quarter-end and busy season, not the other way around.
Inbox triaged daily, with client and partner emails flagged first
Client reviews, investor calls and board meetings scheduled across time zones
Agendas, last meeting notes and documents pulled together before each call
Focus time protected on your calendar during your busiest weeks
Travel booked for conferences and client visits
Client follow-up and onboarding
Follow-up that doesn't stall, so clients aren't left waiting on you.
Missing signatures and documents chased until they're in
Follow-up emails drafted after every meeting for your review
New-client welcome emails and onboarding checklists tracked to done
CRM notes and contact details updated after every conversation
Check-in calls to clients, if you want them
Documents and data
The financial administrative assistant work that piles up: files, reports and records kept in order.
Client and project files organized in your shared drive
Recurring reports pulled together in the format you already use
Research on prospects, companies or vendors summarized before you need it
Reporting and renewal deadlines tracked on one calendar
SOPs written for every task you hand off
Expenses and invoicing
Your own firm's admin, kept moving. Need full books? See our Bookkeeping Assistant.
Expenses and receipts tracked and categorized
Invoices sent and overdue payments followed up
Vendor bills and contracts organized, with renewals flagged
Software subscriptions reviewed so nothing renews unnoticed
Personal and household
The rest of your week, handled too.
Family calendar and school schedules coordinated
Personal appointments booked
Home services and repairs scheduled
Gifts, reservations and errands handled
Family travel planned
Need help with the books themselves? Bookkeeping Assistant
Who we support

Built for anyone in finance who needs an executive assistant they can count on.

Whether you advise clients, manage a fund or lead a finance team, the admin looks different. Your Athena EA adapts to how you work.

Financial advisors and wealth managers
A virtual assistant for financial advisors who learns how your practice runs. Client reviews, follow-ups and paperwork stack up between the meetings that grow your book.
Review meetings scheduled and prepped, so every client conversation starts ready
Missing signatures and documents chased after each meeting
CRM kept current, so nothing slips between reviews
Accountants and CPA firm owners
A virtual assistant for accountants and CPAs who keeps the firm side moving. Client deadlines, document requests and your own firm's admin compete for the same hours, worst in busy season.
Client document requests sent and tracked until everything is in
Your calendar protected during busy season
Firm invoicing and overdue payment follow-up handled
Investors, VC and PE partners
Founder meetings, LP updates and travel fill the calendar faster than you can sort it.
Founder, LP and board meetings scheduled across time zones
Inbox triaged, with deal flow and portfolio emails flagged first
Travel and conference logistics handled end to end
CFOs and finance leaders
Board prep, vendor calls and month-end pull you away from the planning only you can do.
Board and leadership meetings scheduled, with materials gathered beforehand
Vendor contracts and renewals tracked
Recurring reports pulled together in your format
how it works

How to hire an EA in finance

Read FAQs
Step 01
Take a 15-minute call
Walk us through your week, your deals and where the admin piles up.
Step 02
Meet your match
We introduce you to an Athena EA from the top 1% of applicants, selected for judgment and reliability.
Step 03
Run the onboarding kick-off
Share calendar, inbox and CRM access. Your EA learns your systems and how you like things done.
Step 04
Hand over your inbox and client follow-up
Start with the work that eats your week: inbox triage, meeting scheduling and chasing missing documents. Your EA takes on more as they learn how you work.
The average client refers 2.1 peers per year to Athena.
WHY AN ATHENA EA IS DIFFERENT

One dedicated EA who learns your finance business, not a rotating virtual assistant.

Athena EA for finance
Who does the work
A dedicated, full-time EA
Judgment calls and priorities
Yes, learns yours over time
Client-facing follow-up
Yes, in your voice
Personal and household tasks
Yes
Management and backup coverage
Athena manages, coaches and covers
AI
AI-fluent EA on Athena's platform
AI finance assistant tools
Who does the work
Software you set up and check
Judgment calls and priorities
No, follows prompts
Client-facing follow-up
Limited
Personal and household tasks
No
Management and backup coverage
None
AI
AI only
Offshore VA
Who does the work
A VA, often shared or part-time
Judgment calls and priorities
Varies by person
Client-facing follow-up
Varies
Personal and household tasks
Sometimes
Management and backup coverage
You manage them
AI
Varies
Athena EA for finance
A dedicated EA who learns your finance business, selected and managed end to end by Athena.
$3,000
/ per month
Get started
One dedicated full-time hire
Matching based on your working style, time zone and tools
Expert playbooks for business and personal admin
Performance management and rematching support included
Pricing

What a finance virtual assistant costs

Athena offers two pricing options.
•
$3,000 per month with a 12-month commitment, billed monthly (most popular)
•
$3,600* per month, billed monthly (most flexible)
•
*Monthly after initial 90-day Commitment
Get started
Athena clients report reclaiming 20–40% of their workweek.
Security & trust

The same protection behind every Athena EA

Your EA works inside your CRM, inbox and client files. The infrastructure around that access is ours to secure.
Athena employed and vetted
Every Athena EA is a full-time Athena employee: background-checked, identity verified, and trained on fraud awareness. Not a contractor.
Managed devices and scoped access
Athena-issued, IT-managed devices with remote-wipe capability. Access to your accounting software and financial accounts is scoped to role and audited routinely.
Proactive threat monitoring
Real-time monitoring for suspicious activity, a security response team on call, and prompt alerts if phishing is detected.
SOC 2 Type II
SOC 2 Type II certified, a cyberinsurance policy per client and an on-call remediation team behind it.
Testimonials

See how real leaders multiply their impact

I left my wife's ski boots in an airport. Suddenly my EA is  in contact with the airport, five couriers, and the airline. She's telling me five prices for different ways to fix it. I'm like, how has she done this already!?
Joey Garcia
Executive Director, Finance Industry
Athena has playbooks that make it feel like starting from first or second base instead of home plate. They bring best-in-class ways of doing things.
Ryan B.
Real estate investor
We made $200,000 more last year, and I would say that that's a direct result of having Joanne as my EA.
Jacob Tingen
Managing Partner, Tingen Law
My Athena EA’s written English is equal to a native speaker. From the first week I had total confidence that she could adeptly answer my emails, as me, without a second thought.
Piper Wilder
Founder & CEO, 60Hertz Energy
I left my wife's ski boots in an airport. Suddenly my EA is  in contact with the airport, five couriers, and the airline. She's telling me five prices for different ways to fix it. I'm like, how has she done this already!?
Joey Garcia
Executive Director, Finance Industry
Athena has playbooks that make it feel like starting from first or second base instead of home plate. They bring best-in-class ways of doing things.
Ryan B.
Real estate investor
We made $200,000 more last year, and I would say that that's a direct result of having Joanne as my EA.
Jacob Tingen
Managing Partner, Tingen Law
My Athena EA’s written English is equal to a native speaker. From the first week I had total confidence that she could adeptly answer my emails, as me, without a second thought.
Piper Wilder
Founder & CEO, 60Hertz Energy
The average executive spends 15+ hours per week on tasks that can be delegated.

Finance virtual assistant FAQs

What does a finance virtual assistant do?
A finance virtual assistant handles the admin around your clients and your firm so you can spend more time on the work only you can do. At Athena, that means one dedicated EA who manages your calendar and inbox, follows up with clients, keeps files and your CRM current, and tracks expenses and invoices. They can handle personal tasks too.
How is Athena different from other finance virtual assistant services?
Athena places full-time executive assistants, not a rotating pool or part-time contractors. We select the top 1% of applicants, train and manage them, and handle rematching if the fit isn't right. Your EA builds context on your business over months and years.
Are Athena EAs financial specialists or licensed advisors?
No. Athena EAs are executive assistants selected for judgment and resourcefulness, not for finance or accounting backgrounds. They don’t give financial, tax or investment advice. They learn your tools, clients and preferences during onboarding.
How much does a finance virtual assistant cost?
Athena EAs are $3,000 per month on a 12-month commitment. You get a full-time, dedicated EA who is vetted, trained and managed by Athena, with no recruiting or HR overhead.
Can my Athena EA do my bookkeeping?
Your EA handles your own firm's admin: tracking expenses, sending invoices and following up on overdue payments.
Can my EA work inside our CRM and accounting software?
Yes. Your EA works in the tools you already use, with access scoped to their role and audited routinely.
Can my EA follow up with clients directly?
Yes. Your EA can chase missing signatures and documents, send follow-up emails in your voice and make check-in calls, if you want them.
How does Athena select and train EAs?
We accept the top 1% of 30,000–60,000+ monthly applicants, selected for judgment, resourcefulness and reliability. Every EA goes through in-person training and gets ongoing coaching from an Athena manager.
How is my data and client information protected?
Athena is SOC 2 Type II certified. Every EA is employed by Athena, background-checked and works on an Athena-issued, monitored device.
How quickly can I get started?
Start with a 15-minute call. We match you with an Athena EA, run the onboarding kick-off, and your EA starts with your inbox, scheduling and client follow-up.
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Stop running finance admin yourself.

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