You help clients stay financially organized — but your own operations are stretched thin.
Between client emails, document collection, deadline tracking, and follow-ups, it’s easy for your time to disappear into busywork. A skilled Virtual Assistant can help your firm run smoother, keep clients happy, and give you the space to focus on advisory work and business growth.
What Tasks Should Your VA Handle?
Client Communication & Scheduling
✔ Respond to client emails and schedule meetings.
✔ Send document request checklists for tax prep, onboarding, or audits.
✔ Follow up on missing files, signatures, or approvals.
Calendar & Inbox Management
✔ Block time for client work, team meetings, and deep work.
✔ Flag time-sensitive emails and manage follow-ups.
✔ Keep deadlines and filing dates organized.
Data Entry & Documentation
✔ Input expenses, receipts, and others into your accounting software.
✔ Organize and tag files in cloud storage systems.
✔ Manage DocuSign packages and digital paperwork.
CRM & Workflow Support
✔ Enter and update client details in your CRM or workflow tools.
✔ Track project stages across monthly books, tax filings, or payroll cycles.
✔ Assign tasks and notify team members of handoffs.
Billing, Invoicing, & AR Tracking
✔ Prepare and send client invoices.
✔ Track accounts receivable and follow up on late payments.
✔ Maintain records of time tracking or service usage.
Marketing & Firm Growth Support
✔ Schedule content on LinkedIn or your blog.
✔ Send newsletters or quarterly update emails to clients.
✔ Coordinate review requests or referral follow-up campaigns.
Who We Serve
MEDICAL CLINIC OWNERS
HOME SERVICE BUSINESS OWNERS
ACCOUNTING / BOOKKEEPING FIRM OWNERS
Our Virtual Assistants
Executive VA
Admin VA
General VA
Book a Free Consultation—Let’s Find Your Perfect Virtual Assistant!
Schedule a quick call with our team to discuss your needs and discover how a Virtual Assistant can help you save time and grow your business.
Book a meeting now!
Book Your Free Consultation—Let’s Find Your Perfect Virtual Assistant!
Schedule a quick call with our team to discuss your needs and discover how a Virtual Assistant can help you save time and grow your business.
Founded in 2008
170 clients across
North America
Excellent rating
Award-winning virtual assistance
Book a meeting now!
Our people, Your success
Our dedicated, full-time virtual assistants are thoroughly vetted and equipped with the latest tools, comprehensive training, and full insurance coverage. This ensures exceptional consistency, reliability, and top-tier service for businesses across the USA and Canada.
North America Focus
We specialize exclusively in the North American market, focusing on the USA and Canada. Our approach combines in-depth local expertise with global experience and proven best practices.
Real people, Real results
At My Virtual Assistant Desk, we’re more than just a platform – we’re real people who care. We personally know our team, understand our clients, and have deep insights into the North American market. Your success isn’t just our priority; it’s personal. Partner with us for virtual assistant services that truly make a difference!
Project Services
Need reliable IT project support?
Let Heartfelt IT handle your upgrades, relocations, and setups with ease.
Contact us today for stress-free, on-time solutions!
