Does this sound like you?
You bring financial clarity to your clients every day — but behind the scenes, administrative tasks like paperwork, scheduling, and follow-ups pile up fast. Our Virtual Assistants can help you stay organized, responsive, and focused on what matters most: serving your clients, growing business, and protecting your well-being along the way.
What Tasks Should Your VA Handle?
Lead Follow-Up & Appointment Booking
✔ Call or text new leads after events or form submissions.
✔ Qualify and book appointments using your calendar.
✔ Send reminders and follow-ups via SMS or email.
Calendar & Inbox Management
✔ Manage and optimize your personal and business calendar.
✔ Respond to or triage non-critical emails.
✔ Block time for deep work, family, wellness, etc.
CRM Data Entry & Client Communication
✔ Enter leads and notes into any CRM.
✔ Maintain contact database.
✔ Send welcome / intake packages or follow-ups.
Social Media & Personal Branding Support
✔ Post scheduled content.
✔ Respond to DMs and comments on social media.
✔ Coordinate with designers or content creators as needed.
Document Management & e-Sign Support
✔ Send and track DocuSign packages.
✔ Organize files in digital workspaces.
✔ Ensure compliance with document retention policies.
Admin & Reporting
✔ Track recurring subscriptions.
✔ Monitor pending items.
✔ Run simple client onboarding checklists.
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!
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