Virtual Assistant (VA)
Virtual Assistant for CPA Firms - Organized, Proactive, Reliable
Keep your partners, managers, and senior staff focused. Our VAs manage inboxes, calendars, follow-ups, reminders, and routine admin – politely, professionally, and on schedule.
Firm owners, partners, and managers who need structured help with day-to-day operations and communication.
What we do (scope)
- Email management: triage, labels, drafts, follow-up queues, and reminders.
- Calendar management: meeting scheduling, rescheduling, buffer times, prep notes.
- Client follow-ups: polite nudges for documents, signatures, and payments.
- Task admin: forms, updates, trackers, and progress summaries.
- Documentation: simple SOPs, checklists, meeting minutes.
- Light research: vendors/tools, contact verification, list clean-ups.
How it works
- Kickoff - define communication style, tone, rules for replies/CCs, priority filters.
- Playbook - we document “if/then” rules for scheduling, standard replies, and escalation.
- Daily ops - inbox zero, calendar guard, task follow-ups, and meeting prep packs.
- Weekly summary - highlights, risks, and upcoming deadlines.
Deliverables
- Organized inbox with labels and rules
- Clean, conflict-free calendar with prep notes.
- Follow-up tracker (who/what/when/status).
- Weekly summary (wins, blockers, next week).
Quality & controls
- Response time targets (same-day acknowledgements on business days)
- Template library for consistent tone and brand.
- Confidentiality and least-privilege access to email/calendar.
What we need from you
- Preferred tone, response templates, and escalation boundaries
- Calendar preferences (work hours, buffer times, auto-decline rules).
- Access to scheduling tools (Calendly, Zoom/Meet).
FAQs
Do you write emails on our behalf?
Yes – based on your approved templates/tone.
US-hours coverage?
Available on request.
Do you manage sensitive attachments?
Yes, per your security rules.
Will you join internal huddles?
Yes – if you want daily/weekly ops calls.