Scale Your Firm with Virtual Assistance, Business
Development & Customer Support Experts
Free up your time with skilled offshore professionals. Choose flexible weekly or monthly plans tailored to your firm's needs, with no long-term commitments.
1,000+
Businesses Served
1-2 Wk
Rapid Onboarding
98%
Client Retention
24/7
Support Coverage
Trusted by 1,000+ Businesses and Enterprises
From targeted prospecting and proposal management to calendar coordination and billing support, our turnkey BD & VA services
free your team to focus on advisory work while consistently filling your pipeline.
Proactive
Lead Generation
Seamless Back-Office
Automation
Flexible, On-Demand
Support
Three Powerful Services. One Platform.
Choose the support your firm needs. Expert virtual assistance, English-fluent customer service, proactive business development or a combination of services.
Conduct Cold Calls
Make outbound calls to potential clients from targeted prospect lists to introduce services and qualify interest.
LinkedIn Outreach
Send direct messages via LinkedIn from the firm’s handle to connect with and engage prospective clients.
Lead Generation & Prospecting
Going on calls with prospects, gathering lead data, and building targeted contact lists from various sources.
Email Campaigns
Sending email campaigns and updates to clients and prospects on a regular basis to nurture relationships and generate leads.
Generating Data from Various Platforms
Extract and compile prospect data from online directories, LinkedIn, industry databases, and other platforms for outreach.
Identifying Potential Industries to Target
Research and identify high-potential industries and market segments for the firm to target for new client acquisition.
Execute Miscellaneous BD Projects
Execute various one-off business development projects and tasks as directed by partners or the BD manager.
Marketing Collaboration
Coordinate messaging and campaigns with the marketing team to ensure sales and marketing alignment across channels.
CRM Software Access
Access to CRM Software for Lead Management, Email Marketing, Pipeline Tracking, and AI-powered outreach tools included free in all plans.
Maintaining Client Data in CRM
Keep client and prospect records accurate and up-to-date in the CRM, including contact details, engagement history, and deal status.
Making Updates in Phone System
Maintain and update contact records, call logs, and disposition notes in the firm’s phone or VoIP system after each call.
Interact with Potential Clients
Respond to inbound inquiries from prospects, answer initial questions, and route qualified leads to the appropriate partners.
Prepare/Send Proposals & Engagement Letters
Draft, format, and send proposals and engagement letters to prospects based on templates and partner guidance.
Overcome Objections During Sales Process
Handle common objections from prospects during calls and follow-ups using prepared talking points and value propositions.
Manage and Update the Lead Pipeline
Track all leads through pipeline stages (contacted → qualified → proposal sent → closed) and maintain accurate status in CRM.
Submit Intake Forms for Onboarding
Complete and submit intake forms for new clients during the onboarding process to ensure all required information is captured accurately.
Client Follow-up on Proposals
Following up on engagement letters and proposals with prospects to secure signatures and move deals to closure.
Overseeing Client Onboarding
Getting contracts signed, collecting initial documents, setting up client profiles, and coordinating the full onboarding workflow.
Generate Referrals from Existing Clients
Systematically reach out to satisfied clients to request referrals, introductions, and recommendations for new business.
Gathering Reviews from Existing Clients
Proactively collect reviews from existing clients across Google, Yelp, and other review platforms the firm manages.
Upselling Services to Existing Clients
Identify opportunities to introduce additional services (advisory, payroll, bookkeeping) to existing clients based on their needs.
Chatbot Subscription
Provide and manage a chatbot with human support on the firm’s website to capture leads 24/7 included free in all plans.
Chatbot & Web Inquiry Management
Monitor and respond to incoming queries from website chatbots, routing qualified inquiries to the BD team or partners.
Scheduling Meeting & Calendar Management
Managing calendars, scheduling appointments, and coordinating meeting times for staff, partners, and clients.
Email and Calendar Management
Organizing and maintaining email inboxes and calendars to ensure timely responses and no missed appointments.
Inbox Monitoring
Monitor and organize the email inbox, flagging important messages and categorizing communications by priority.
Email Correspondence
Respond to or draft routine email communications with clients, vendors, or internal staff on behalf of the firm.
Meeting Coordination
Coordinate meeting times between staff and clients, including sending calendar invites and confirmations.
Follow-Up Reminders
Send reminders to clients and staff for upcoming meetings, deadlines, or pending actions to prevent missed commitments.
Recurring Task Scheduling
Schedule recurring meetings such as weekly team check-ins, monthly client reviews, or quarterly planning sessions.
Calendar Conflict Management
Identify and resolve conflicts in calendar bookings to avoid overlapping appointments and double-bookings.
Daily Schedule Preparation
Prepare and share daily calendar summaries highlighting important tasks and scheduled meetings for partners and staff.
Send CEO Meeting Reminders
Send daily email reminders for CEO’s or managing partner’s scheduled meetings and key commitments.
Respond to Client Inquiries
Reply to prospective client inquiries with templated emails, provide scheduling links, track and follow up on responses.
Schedule Client/Vendor Meetings
Coordinate and schedule meetings for staff with clients and vendors, ensuring all parties are confirmed.
Follow Up on Missing Documents
Email clients to request any missing documentation needed for tax returns, audits, or other engagements.
Preparing Reports
Preparing semi-annual evaluation reports, performance summaries, and other recurring reports for management review.
Weekly Timesheet
Compile and submit weekly timesheets documenting hours worked, tasks completed, and time allocation across clients.
Monthly Report
Prepare comprehensive monthly activity reports summarizing completed tasks, KPIs, and upcoming priorities.
Export Excel Reports
Assist in biweekly or monthly export of reports from project management tools like ClickUp, Karbon, or Asana.
E-Sign Process Assistance
Assisting with the e-sign process during tax season, ensuring documents are routed correctly and signed on time.
Engagement & Consent Tracking
Maintaining documented records of client authorization and consent for data usage as mandated under IRS regulations (IRC Section 7216), FTC requirements, and firm policies.
Client Document Allocation
Ensure that client documents are accurately assigned to the correct client profiles, maintaining organized structure within platforms like Karbon.
Filing Procedures Implementation
Oversee and enforce standardized document filing practices across platforms such as OneDrive, Google Drive, and Intuit Links.
Filing Accuracy & Consistency
Regularly review and validate the categorization and storage of documents to confirm accuracy across all storage systems.
Manage Incoming Scanned Mail
Manage and organize scanned mail once or twice a week, routing documents to appropriate client files and staff members.
Following Up on Tasks
Following up on tasks assigned to staff members, ensuring deadlines are met and escalating delays to management.
Task Assignment in Karbon
Ensure that every task within Karbon (or similar PM tool) is assigned to the correct team member with proper deadlines.
Collaboration with Project Leads
Work with project leads to clearly define task ownership and ensure accountability across engagements.
Monitoring Task Completion
Oversee task progress and report any delays or issues to the appropriate parties for timely resolution.
Tracking Project Metrics
Track project performance metrics and share updates with management periodically for visibility into workload.
Deadline Monitoring
Monitor task deadlines to ensure that projects are progressing on schedule and flag at-risk items early.
Facilitating Communication
Send timely communications and reminders about deadlines, meetings, and milestones to keep teams aligned.
Collaboration Across Teams
Coordinate with various teams to monitor progress and make timeline adjustments as needed across engagements.
Team Meeting Participation
Engage in regular meetings to propose workflow improvements and provide status updates on assigned work.
Generate Client Invoices
Create invoices for services rendered based on recorded time entries and engagement terms using billing software.
Review Billable Hours
Verify accuracy of billable hours entered by staff in time tracking or project management systems before invoicing.
Track Invoice Status
Monitor the status of sent invoices to ensure timely payments and flag overdue accounts for follow-up.
Send Payment Reminders
Send regular reminders to clients regarding upcoming or past-due invoices to maintain healthy cash flow.
Reconcile Payments
Match received payments against outstanding invoices and update records accordingly in the billing system.
Update Client Billing Info
Ensure client contact and billing information is accurate and up-to-date in the system to prevent invoicing errors.
Maintain AR Reports
Maintain and update accounts receivable reports to reflect current balances, aging, and collection status.
Follow Up on Outstanding Payments
Initiate follow-ups with clients whose payments are delayed or overdue to collect outstanding dues.
Document Billing Discrepancies
Identify, document, and communicate billing errors or disputes for resolution with the client or internal team.
Prepare Journal Entries
Record routine financial transactions (e.g., payroll, expense accruals, monthly adjustments) using QuickBooks, Xero, or Zoho Books.
Reclassify Transactions
Identify and correct misclassified entries (e.g., moving a software purchase from ‘Office Supplies’ to ‘Software Expenses’) based on feedback.
Reconcile Bank and Credit Card Accounts
Compare general ledger balances to actual bank or credit card statements to ensure accuracy and flag discrepancies.
Maintain General Ledger Entries
Support ongoing maintenance of general ledger accounts by entering recurring monthly entries and ensuring consistency in coding.
Assist in Month-End Close Process
Help with compiling reports, tracking open items, and supporting the accounting team in preparing for monthly closing procedures.
Update Client Contact Information
Add or update client contact details in the CRM system to maintain accurate and current records for all clients.
Create/Format Documents and Spreadsheets
Create and format documents or spreadsheets using Google Docs or Microsoft Office for internal or client use.
Support Admin Projects and Data Entry
Assist with various administrative and data entry tasks as needed, including database updates and record maintenance.
Assist with Client Onboarding
Support onboarding by creating folders, saving documents, and setting up project management templates (ClickUp, Karbon).
Support Digital Marketing
Assist with basic digital marketing activities such as social media posting, content scheduling, or email list management.
Reviewing Security Awareness Training Compliance
Review and track staff completion of security awareness training programs to ensure firm-wide compliance with policies.
Respond to Customer Queries
Respond to customer questions through email, chat, phone, or other agreed channels.
Email Support
Manage customer emails and respond to routine requests and queries.
Chat Support
Respond to customer queries through website chat or other messaging platforms.
Chatbot Support & Monitoring
Monitor chatbot interactions, handle queries that require human assistance, and escalate unresolved requests to the support team.
Phone Support
Handle incoming customer calls and provide first-level assistance.
Social Media Support
Respond to customer questions or service requests received through approved social media channels.
Customer Follow-Up
Follow up with customers on pending requests, information, or agreed actions.
Closed-Loop Calls
Contact customers after an issue or request has been addressed to confirm that the matter has been resolved.
Create & Update Support Tickets
Create, update, categorize, and maintain customer support tickets with relevant details.
Monitor Open Requests
Monitor open customer requests and ensure they are progressing towards resolution.
Request Prioritization
Prioritize customer requests based on urgency, issue type, and agreed priority levels.
Ticket Closure
Update and close support tickets once the customer request has been resolved.
Issue & Dispute Resolution
Coordinate the resolution of customer issues, disputes, or service-related concerns.
TAT Monitoring
Monitor response and resolution times against agreed turnaround times.
Pending Request Tracking
Track pending requests and follow up to avoid delays against agreed timelines.
Issue Escalation
Escalate complex, urgent, or unresolved issues to the appropriate team.
Complaint Handling
Handle customer complaints and ensure they are routed for appropriate resolution.
FAQ & Knowledge Base Support
Use approved FAQs, guides, and knowledge resources to provide consistent responses.
Support Quality Checks
Review customer interactions to ensure accuracy, quality, and adherence to agreed processes.
CSAT Surveys / Calls
Conduct customer satisfaction surveys or calls after support interactions and capture the feedback.
Customer Feedback Tracking
Track customer feedback and identify recurring issues or areas for improvement.
Daily / Weekly Support Reports
Prepare regular reports covering customer queries, tickets, pending requests, and escalations.
Support Performance Reporting
Track support volumes, response times, resolution times, TAT performance, CSAT, and backlog.
Cold Calling
Make outbound calls to potential clients from targeted prospect lists to introduce services and qualify interest.
LinkedIn Outreach
Send direct messages via LinkedIn from the firm's handle to connect with and engage prospective clients.
Prospect Research
Research prospects, gather lead information, and identify potential clients for targeted outreach.
Lead List Building
Build targeted lead lists by compiling prospect data from online directories, LinkedIn, industry databases, and other sources.
Email Campaigns
Send email campaigns and updates to clients and prospects to nurture relationships and generate leads.
Industry Targeting
Research and identify high-potential industries and market segments for new client acquisition.
Marketing Collaboration
Coordinate messaging and campaigns with the marketing team to ensure sales and marketing alignment across channels.
CRM Management
Maintain client and prospect records, engagement history, deal status, and lead information in the CRM.
Inbound Lead Handling
Respond to inbound inquiries from prospects, answer initial questions, and route qualified leads to the appropriate partners.
Lead Pipeline Management
Track leads through pipeline stages and maintain accurate lead status and follow-up activities in the CRM.
Phone System Updates
Maintain and update contact records, call logs, and disposition notes in the firm's phone or VoIP system.
Proposals & Engagement Letters
Draft, format, and send proposals and engagement letters to prospects based on templates and partner guidance.
Sales Follow-Ups
Follow up with prospects during the sales process and address common questions or objections using prepared guidance.
CRM & Sales Tools
Provide access to CRM, email marketing, pipeline tracking, and AI-powered outreach tools to support lead management and sales activities.
Proposal Follow-Up
Follow up on engagement letters and proposals with prospects to secure signatures and move deals towards closure.
Client Onboarding
Coordinate contracts, initial documents, client profiles, and the overall onboarding workflow.
Intake Forms
Complete and submit intake forms for new clients to ensure all required information is captured accurately.
Client Referrals
Reach out to satisfied clients to request referrals, introductions, and recommendations for new business.
Client Reviews
Proactively collect reviews from existing clients across Google, Yelp, and other review platforms.
Service Upselling
Identify opportunities to introduce additional services to existing clients based on their needs.
Web & Chat Inquiry Management
Monitor and respond to website chatbot and web inquiries, routing qualified leads to the BD team or partners.
Calendar & Email Management
Manage calendars and email inboxes, schedule appointments, organize communications, and ensure timely follow-ups.
Meeting Coordination
Coordinate meetings between staff, clients, and vendors, including calendar invites and confirmations.
Correspondence
Draft and respond to routine email communications with clients, vendors, or internal staff on behalf of the firm.
Reporting
Prepare recurring reports, activity summaries, timesheets, KPIs, and other management reports.
Data Entry
Assist with database updates, record maintenance, client information updates, and routine data entry.
Document & Spreadsheet Support
Create, format, organize, and maintain documents and spreadsheets for internal or client use.
General Administration
Provide general administrative assistance, including reminders, scheduling support, correspondence, and day-to-day coordination.
Document Management
Support document allocation, filing, e-sign processes, consent tracking, document organisation, and scanned mail management.
Task & Project Coordination
Track tasks, deadlines, project metrics, team coordination, and workflow progress to keep engagements on schedule.
Billing & Accounts Receivable
Support invoicing, billable-hour reviews, payment tracking, reminders, reconciliations, and accounts receivable reporting.
Basic Accounting Support
Support journal entries, transaction reclassification, bank and credit card reconciliations, general ledger maintenance, and month-end close activities.
Operational Support
Support ongoing business operations, workflow coordination, reporting, and day-to-day operational activities.
Compliance & Security Support
Support compliance-related activities, including tracking security awareness training and maintaining required documentation.
Simple, Transparent Pricing
Choose your service, pick your commitment weekly flexibility or monthly savings.
No hidden fees, no long-term contracts.
What
They Can Do
Built for Businesses & Enterprises
We specialize in the accounting industry,
so our team understands your workflows from day one.
No Long-Term Contracts
Stay flexible with weekly or monthly commitments. Scale up or down as your workload changes.
1-2 Week Onboarding
Get productive fast. Our specialists are trained in business workflows and tools before they start.
Dedicated Specialists
Work with the same person every day. No rotating staff your specialist knows your business inside out.
Performance Dashboards
Track hours, deliverables, and ROI with transparent reporting you can access anytime.
Enterprise-Grade Security
SOC 2 compliant processes, NDAs, and strict data handling protocols to protect your clients' data.
Industry Expertise
Our team understands business terminology, peak seasons, operational cycles, and enterprise workflows.
How It Works
From initial call to productive output in just four simple steps.
01
Schedule a Call
Tell us about your business's needs,
current pain points, and
what support you're looking for.
02
Choose Your Plan
Select a VA, BD, or combined plan.
Pick weekly or monthly billing -
whatever suits you best.
03
Meet Your Specialist
We match you with a specialist who
fits your business's culture and needs.
Onboarding takes just 1-2 weeks.
04
Start Scaling
Your specialist begins work
immediately. Track progress via
dashboards and weekly reports.
What Our Clients Say?
Jeff Meiskin CPA
Managing Director
Jalan Financial Services
Brian Davis CPA
CEO
One Stop CPA
Thomas Owens CPA
CFO
Thomas J Owens CPA
Let’s Build Capacity Without Breaking Your Team
Frequently Asked Questions
Most clients are up and running within 1–2 weeks of signing the agreement. We handle onboarding, tool access, and SOP alignment so your dedicated BD & VA specialist can hit the ground running.
No. You choose the number of hours you need each month, and there’s no long-term lock-in. Simply notify us by month-end to scale up or down for the following month.
Our Business Development services include cold calling, LinkedIn outreach, email campaigns, CRM management, proposal preparation, referral programs, and more. Our Virtual Assistants cover onboarding support, billing and invoicing, calendar and inbox management, report generation, document workflows, and other back-office functions.
We follow SOC-2–aligned security protocols, enforce MFA and VPN access, and mandate regular security-awareness training. All staff work within your existing tech stack and adhere to your SOPs to maintain strict confidentiality.
You’ll receive weekly timesheets, monthly performance dashboards, and direct access to our CRM reports. Regular strategy reviews help refine campaigns and workflows to maximize your return on investment.
