Scale Your Firm with Dedicated
Virtual Assistants & Business Development Experts
Free up your time with our skilled offshore professionals.
Choose flexible weekly or monthly plans tailored to your firm's needs - no long-term contracts required.
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
Two Powerful Services, One Platform
Choose the support your firm needs expert virtual assistance, proactive business development, or both.
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.
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
- Conduct Cold Calls
- LinkedIn Outreach
- Lead Generation & Prospecting
- Email Campaigns
- Data Collection Across Platforms
- Target Industry Identification
- Execute Miscellaneous BD Projects
- Marketing Collaboration
What
They Can Do
- Scheduling Meeting & Calendar Management
- Email and Calendar Management
- Inbox Monitoring
- Email Correspondence
- Meeting Coordination
- Follow-Up Reminders
- Recurring Task Scheduling
- Calendar Conflict Management
- Daily Schedule Preparation
- Send CEO Meeting Reminders
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.
