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ACCOUNTANT/TAX PRO VIRTUAL ASSISTANTS

 Virtual Assistant Features:

US & Worldwide

Speak English

Ready To Complete Your Tasks

Work Flexible

Hours

Pre-Qualified

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What Can Your Accounting Virtual Assistant Do?

LEAD CONVERSION

  • Your VA will call & qualify leads with your script 

  • Set-up Appointments into your calendar with interested leads

CLIENT FOLLOW-UP

  • Follow-up with past clients to help generate return clients

  • Call and request needed documents from clients

  • Keep clients updated on their tax situation & progress

SET APPOINTMENTS

  • Into your calendar

  • Update lead status in your CRM

  • Reschedule appointments when needed with clients & leads

LEAD FOLLOW-UP

  • Check-in to review status of leads

  • Follow-up with no-shows

  • Follow-up with interested leads & send next steps material

  • Send Invoices

CRM MANAGEMENT

  • Add notes & key information about your leads

  • Update contact info.

  • Update lead status

  • Update lead interest

DATA ENTRY

  • Enter data information to keep your systems updated

  • Analyze Data to review results

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HOW DO I GET MATCHED?

01

Filter based on project need

Go to our Pricing page, and filter the perfect assistant for you based on your projects/tasks needs along with skills, availability, country origin, rate and other requirements that your VA must have.

*You may also schedule a call with a Virtual Assistants Now team member who can find the best fit based on your needs.

02

Resources & Preparation

Once you book the VA that you most fits your criteria, your selected VA will reach out to you via your preferred method to get request needed resources and information needed to get started.

03

GETting STARTED

Your VA will get started on your projects, and keep you updated on the progress of each task.

*You can select to keep working with your VA on a monthly basis or on a one-off basis. No long-term commitments.

Delegate lead generation to your virtual assistant so you can focus on interested clients!

Close More Leads With Your Virtual Assistant
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CLIENT

FOLLOW-UP

Prospecting is the lifeline of your business. If you have no new leads in the pipeline, you may be relying on your current clients, but they are not guaranteed especially as new "Do it yourself" accounting & tax softwares come up.

For this reason you have to continue to prospect, even your own past clients.

 

Prospecting is time consuming, but very necessary for accounting practices & tax professionals  especially during the busy tax season.

This can be hard to achieve as you are busy focused on doing the accounting & tax part of things.

Having the help of a virtual assistant can help you focus on your client's workload. Your virtual assistant can continue to prospect, fill your calendar with interested clients & keep you focused on the work that matters like...closing deals & generating great results for your clients.

Your assistant can call your leads, qualify them, put them in a lead nurture campaign, set-up appointments & do client followup.

You won't have to worry about prospecting again.

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lEAD

follow-up

Did you know that about 80% of sales require at least 5 follow-ups?

That's why following up is crucial to your sales process. Of course that also means that you have another time consuming task on your to-do list.

Taxes & bookkeeping are very time consuming themselves and require high-level focus which can also be energy draining.

By the time you are done with the tax part of things, it can be difficult to have the energy to follow-up with leads.

Luckily you have access to our virtual assistants that'll take care of the follow-up for you.

Your virtual assistant can contact your new leads & follow-up with them quickly via a preferred form of communication which may include call, text or email.

The ability to follow-up with leads in a timely manner is crucial because nowadays it's easy for prospects to do a quick google search and find a competitor to help them.

 

Your trusted assistant will continuously check the status of your leads and help move them along your pipeline. 

Your virtual assistants will also call your older leads to gauge their tax needs, and to keep you at the top of their minds should they need your services down the road.