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About the Company
Wright Time Financial is a financial advisory firm with six advisors and three support staff. As the business expanded, the leadership team needed reliable operational support, better onboarding processes, and consistent execution to keep pace with client demand and team growth.
The Business Challenge
When the firm’s administrator went on leave, Jonathan absorbed the workload himself for several months. Messages piled up, onboarding stalled, and administrative tasks took time away from strategy and client-facing work. A previous VA service lacked structure and accountability, which created more work instead of reducing it.
The company needed a partner who could stabilize operations, manage communication, and support both day-to-day tasks and long-term initiatives.
“The volume was crazy. It was a full-time job. You cannot even measure the stress we offloaded once we delegated.”
The Solution
YSO paired Jonathan with Ann, a trained Executive Assistant who took ownership of operations and helped build repeatable systems that supported the entire firm. Her work focused on high-impact areas that directly improved efficiency and financial clarity, including:
Inbox and calendar management, allowing Jonathan to stay focused on advisory and revenue-generating activities
Associate onboarding, including systems access, documentation, and workflow setup through ClickUp
Payroll and cost-share support, ensuring accurate and consistent bi-weekly processing
Event coordination, including agendas, presentations, registrations, and logistics for major company events
Document and information organization, creating a clear structure in ShareFile and across company tools
Vendor reviews and operational insights, helping the firm eliminate unnecessary tools and improve cost efficiency
By centralizing communication, improving internal processes, and taking ownership of critical workflows, Ann helped the company operate with structure, consistency, and less stress.
The Results
Partnering with YSO transformed Wright Time Financial’s operational efficiency and capacity:
30 plus hours saved per week by shifting administrative and operational tasks to a dedicated EA
Nearly 90% annualized revenue growth compared to the previous year after working with YSO for just under 1 year
Email backlog reduced from more than 1,000 unread messages to zero daily
Client response time decreased from months to one day
Faster onboarding, enabling the firm to grow its associate team and add new support roles
Consistent, professional event execution, improving team engagement and brand presence
These improvements gave Jonathan more time to meet with clients, lead his team, and pursue strategic initiatives that directly contributed to the firm’s growth.
“YSO gets things done! The efficiency, follow-through, and quality give me peace of mind. I don’t have to micromanage, and I know the work will be great.
The volume we handle now would’ve been impossible before. You can’t even measure the time and stress we’ve saved. It’s been very valuable for us as a young company and worth the investment.”
Jonathan Wright, CEO, Wright Time Financial