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Bookkeeping & VA templateLive demo · sample business All templates Use this template
Demo: On your own site, this opens your client portal: TaxDome, Karbon, Canopy, SmartVault, Dubsado, HoneyBook, a shared drive or any login page you use. Book a free call

How it works

From overwhelmed to handed off in three steps

No complicated onboarding, no long contracts. Most clients are fully handed off within two weeks.

  1. Step 1: A free 20-minute call

    Tell us what’s on your plate. We’ll ask a few questions, look at what’s eating your time and tell you honestly whether we’re a good fit.

  2. Step 2: A clear plan and one price

    Within two days you get a short written plan: what we’ll take on, when we’ll start and one flat monthly price. No hourly surprises.

  3. Step 3: Settle in, then hand it off

    We set up secure access, tidy up anything that needs it and build a simple routine. You’ll notice the extra hours within the first month.

Your week, handled

A steady weekly rhythm, with room for whatever comes up.

  1. MonInbox triage & your week plannedYour inbox cleared and a short list of what needs you.
  2. TueClient follow-upsOnboarding, reminders and replies, sent on time.
  3. WedInvoices out, bills paidMoney in and money out, handled mid-week.
  4. ThuContent scheduledNext week’s posts and newsletter, ready to go.
  5. FriYour weekly recapWhat got done, what’s next and anything that needs you.

Trust & security

Your data, locked down

You’re trusting us with your money and your inbox. Here’s how we look after both.

  • Secure sign-ins

    Two-factor sign-in on every account, a password manager and read-only bank access whenever we can.

  • An NDA with every client

    Signed before we see a single statement, and it outlasts our work together.

  • Fully insured

    Professional liability (errors and omissions) and cyber insurance, for your peace of mind.

  • A private client portal

    Documents travel through an encrypted portal, never as email attachments.

Who we work with

Made for small businesses like yours

We work best with owner-led businesses of 1 to 50 people. A few we know especially well:

  • Creative studios & agencies
  • Contractors & trades
  • Therapists & wellness practices
  • Online shops
  • Coaches & consultants
  • Restaurants & cafes
  • Nonprofits
  • Real estate teams

Tools we work in

  • Google Workspace
  • Microsoft 365
  • Asana
  • Slack
  • Notion
  • Canva
  • Calendly
  • Dubsado
  • HoneyBook
  • Mailchimp
  • Zoom
  • LastPass

Questions

Good questions

Something else on your mind? Ask us anything.

Do we need to be in the same city?

Not at all. We work with clients all over the US by video, phone and a secure shared portal. If you’re in Raleigh, we’re always happy to meet for coffee.

What can a virtual assistant take off my plate?

Anything that repeats: email, scheduling, client onboarding, invoices, travel, research, social posts and data entry. Our free Delegation Starter List has 60 ideas.

Is my information safe with you?

Yes. Two-factor sign-in everywhere, a password manager, an NDA with every client and full insurance. We ask for read-only bank access whenever we can.

How do we work together day to day?

A shared board in Asana or Notion, a quick weekly check-in and replies within one business day (same day on the 40-hour plan).

Is there a contract?

Month to month. If it isn’t working, give us 30 days’ notice and we’ll hand everything back neatly, logins and all.

Let’s get your evenings back

Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.

We reply within one business day, usually sooner.