VBP Back Office Solutions, Inc.

VBP Back Office Solutions, Inc. Operates from Cagayan de Oro City as part of the global delivery team behind Vital Business Partners (VBP), an outsourcing and consulting provider built specifically for financial advice firms, accounting practices, and mortgage broking businesses in Australia. Buyers engaging VBP get dedicated support staff who work inside their existing workflows, handling data entry, compliance-adjacent administration, and advice production tasks so in-house advisers and principals can focus on client-facing work.

The core service lineup covers paraplanning, where advice production specialists prepare accurate and timely documentation for financial advisers; financial planning assistance, focused on data entry and administrative support across advice workflows; accounting and bookkeeping, including invoicing, reconciliation, and payroll administration alongside Australian-trained accounting support; and mortgage broking support, where assistants work alongside brokers on administrative, servicing, and lodgement tasks. Back office operations extend into project management for technology initiatives, data analysis, and marketing delivery. Intelligent automation rounds out the offering, applying automation to reduce manual work and improve accuracy, with client teams reported to gain more than 700 hours of monthly capacity through the automation work.

VBP's client base sits entirely within financial services, specifically advice firms, accounting practices, and mortgage broking businesses in Australia. VBP describes itself as the outsourcing partner behind more than 250 Australian advice firms, working within the compliance and regulatory context specific to financial advice delivery rather than general administrative outsourcing.

Operationally, VBP is ISO 27001 certified for information security, and describes its systems and processes as designed to meet Australian privacy law requirements. The company holds B Corp certification and is a founding member of the EOAP, and it has held Great Place to Work certification since 2021. Staff supporting these accounts are trained through an internal program, Academy VBP, before and during client work, and VBP states that its use of AI in service delivery is disclosed to clients rather than applied invisibly.

For advice firms, accounting practices, and mortgage broking businesses looking to add offshore capacity without losing oversight of compliance-sensitive work, VBP Back Office Solutions, Inc. Positions its Cagayan de Oro team as an extension of the client's own operation, covering paraplanning, financial planning assistance, bookkeeping, mortgage broking support, and automation from one provider.