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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

All services

Virtual assistance

Client care & admin

We welcome new clients, send contracts and reminders, answer the everyday questions and keep your files and systems in order.

Book a free call

Starting at$450 a month

What’s included

  • New client onboarding
  • Contracts, forms and reminders
  • Everyday client questions answered
  • Data entry and CRM updates
  • Travel booking and research
  • Files and folders kept tidy

Great for: Service businesses with a steady stream of clients and too little time.

What to expect

From the first inquiry to the thank-you note, we make every client feel looked after: welcome emails, contracts and invoices out the door, forms collected and follow-ups sent on time.

Behind the scenes we handle the rest of the admin that eats your week: data entry, travel booking, research, ordering supplies and keeping your files findable.

Packages

Virtual assistance packages

  • 10 hours

    Light support for solo owners

    • Inbox & calendar care
    • A weekly check-in by email
    • Replies within one business day
    • Unused hours roll over a month

    Total$450a month

    Start with 10 hours
  • 40 hours

    A part-time team member

    • Everything in 20 hours
    • Same-day replies
    • Social media & newsletter support
    • Your SOPs, written as we go

    Total$1,600a month

    Start with 40 hours

Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.

Questions

About Client care & admin, answered

Something else on your mind? Ask us anything.

Can you work in my CRM?

Yes. We work in HubSpot, Dubsado, HoneyBook, Salesforce and more. If you don’t have one yet, we’ll help you pick one.

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.