Virtual Assistants Exclusively for Accountants and Bookkeepers

You didn't start your firm to spend your days chasing documents, managing follow-ups, and keeping work from slipping through the cracks.

Somewhere between serving bookkeeping clients and growing your accounting firm, everything ended up on your plate.

Along the way, you became responsible for more than client work. Now you're managing follow-ups, monitoring inboxes, checking whether documents uploaded, and handling the countless administrative tasks that keep your firm running.

That's where we come in.

Off Your Plate Solutions provides specialized virtual assistant services for accountants and bookkeepers. Our US-based team already understands the tools many firms rely on every day, including TaxDome, Financial Cents, Double, QuickBooks, and Anchor. That means less time spent training a general VA and more confidence that work is being handled the way you would handle it.

Whether you need help managing client communication, pulling statements, supporting a QuickBooks to Anchor migration, or making sure work doesn't fall through the cracks, we help you get the day-to-day operational work off your plate so you can create more space for your clients, your business, and your life outside of work.

See what we can take off your plate →
  • Administrative support for accountants and bookkeepers

    What We Offer

    • Administrative Excellence
    • Communication & Support
    • Specialized & Custom Tailored Services
    • Adaptability & Efficiency

  • Creative services for bookkeeping and accounting firms

    Creative Services

    • Crafting compelling logos
    • Branding Kits
    • Conceptualizing impactful advertisements

  • Business operations support for accountants and bookkeepers

    Digital Presence Management

    • Curating social media profiles
    • Enhance your online visibility and engagement

  • Specialized virtual assistants for accountants and bookkeepers

    Operational Excellence

    • Streamline processes and workflows
    • Improve business efficiency
    • Scaling your business to grow
    • Building the backbone to your business

Get Started

Ready to experience the benefits of having Off Your Plate Solutions by your side? Contact us today for a comprehensive list of our skills and expertise. Let's discuss how we can contribute to your ambitions and aspirations.

Schedule a consultation today to learn more about how we can take things Off Your Plate!

Book A FREE Consultation
Virtual assistant supporting an accounting or bookkeeping firm during a client call

Virtual Assistants Empowering Accountants and Bookkeepers

At Off Your Plate Solutions, we specialize exclusively in serving accounting and bookkeeping businesses. We understand your profession intimately – from your unique products and workflows to the specific challenges you face daily. Our services are meticulously tailored to meet your needs and exceed your expectations. We take pride in aligning our solutions seamlessly with your professional goals, ensuring efficiency and success in every aspect of your practice.

Why Choose OYP?

Customized Service

At Off Your Plate Solutions, we tailor our services to seamlessly integrate into your unique workflow, addressing challenges and enhancing productivity, whether you need administrative support, creative solutions, or operational support.

Professional Expertise

With years of hands-on experience and a relentless pursuit of excellence, our skilled team at OYP handles even the most demanding tasks across the accounting industry, offering insightful strategies and effective solutions for intricate administrative processes and sophisticated operations projects, ensuring exceptional outcomes that elevate your business.

Collaborative Partnership

We foster collaborative partnerships built on trust, transparency, and mutual respect, working alongside clients as dedicated allies to understand their vision, challenges, and aspirations, while innovating, problem-solving, and achieving milestones together to ensure mutual success.

We're proud to be WOMEN-OWNED and OPERATED, championing women in the workplace and celebrating their greatness.

Meet Our Team

  • Joss Hubbach Executive Assistant
for Bookkeepers and Accountants for Bookkeepers and Accountants

    Joss Hubbach

    Owner/CEO, Executive Assistant


  • Meridith McCarty Operations Manager
& Consultant for Bookkeepers and Accountants at OYP Solutions

    Meridith McCarty

    Operations Manager

  • Francisca Hernandez Virtual Assistant for Bookkeepers and Accountants

    Francisca Hernandez

    Virtual Assistant

  • Kelsey Truong Art Director for Bookkeepers and Accountants

    Kelsey Truong

    Art Director

  • Kacey Dale Walsh Virtual Assistant for Bookkeepers and Accountants

    Kacey Dale Walsh

    Lead Virtual Assistant

  • Hannah Branning Virtual Assistant for Bookkeepers and Accountants at OYP Solutions

    Hannah Branning

    Virtual Assistant

  • Headshot of Hope Higdon Virtual Assistant for Bookkeepers and Accountants at OYP Solutions

    Hope Higdon

    Virtual Assistant

  • Kristi Jacobsen Headshot Virtual Assistant for Bookkeepers and Accountants for OYP Solutions

    Kristi Jacobsen

    Virtual Assistant

How Bookkeepers Are Getting Out of the Daily Scramble With Virtual Assistant Support

  • “Today, for the first time likely ever, I have no ‘urgent’ or ‘priority’ tasks or emails outstanding.”

    “I wanted to take a minute to sing praises for Francisca. Over the last two months, she has been such a positive and helpful presence in my day. Every morning we either have a meeting or she sends me a digest email, which truly helps me start my day right.

    Today, for the first time likely ever, I have no ‘urgent’ or ‘priority’ tasks or emails outstanding. We are only two months in and I can already envision the compound effect of this partnership. I am so grateful to have her and the OYP team in my corner!”

    — Jessica Edmonds
    Narrows Bookkeeping

  • “I didn’t think I could trust a virtual assistant with my business, but now I do.”

    “Working with Off Your Plate Solutions has been an incredible experience. As a business owner, I’m a self-proclaimed control freak, so entrusting parts of my business to another team wasn’t easy. But the process has completely won me over.

    I initially scrutinized every move, expecting to find mistakes, but the team has proven me wrong in the best way.

    The progress they’ve made has been truly impressive, and the trust I now have in them is something I never thought I could give up.

    I am beyond grateful for Off Your Plate Solutions. I appreciate everything you do more than words can say.”

    – Jacob LaCour, CEO
    Expert Bookkeeping

  • “It feels like they’re part of our team, not something we have to manage.”

    “It is a blessing to have the OYP team as part of ours. They are responsive, knowledgeable and most importantly, fit our culture of positive, continuous improvement perfectly.

    They are always willing to assist with additional efforts and excel at building trust with our employees and clients with proactive communication”

    – Jeremy Van Groll
    Nonprofit Bookkeeping

  • “I have something I truly love, because OYP understood exactly what I was looking for.”

    “I had a logo made several years ago because I needed it right away. I didn’t love it. I just went with it.

    Then I found Joss and she listened to my wants and came up with several different ones.

    We tweaked several ideas into one. She was so patient and so easy to work with. I finally had a logo I was in love with! “

    -Holly LeBlanc
    Macadoodles

  • “Having the right administrative support makes a bigger difference than most people realize.”

    ”Regardless, all you administrative professionals out there, we love you… and I know we use Joss and her team from Off Your Plate, like, WOW. You guys rock!”

    – Jeremy Van Groll
    Unaccountable Podcast (Episode 22)

  • “They handle the small things I shouldn’t be spending time on anymore.”

    “OYP has been AMAZING for our business.

    They have been able to plug themselves right in to our processes and implement new systems to help with SOP management and distribution, team management, and handling the little one off things that I don’t HAVE to do.

    Been amazing having them work with us!”

    – Zach Johnson
    Discovery Bookkeeping

  • “It feels like we have support exactly when we need it.”

    "I love that OYP is always available to handle things as they come up throughout the month.

    You guys do a great job, and I'm so glad to have Off Your Plate Solutions as part of our team!"

    – Kirstin Reeder
    Purple Sapphire Business Solutions

  • “We finally removed the bottlenecks that were slowing our growth.”

    "Couldn’t recommend OYP enough!!!

    Joss Hubbach and her team know how to handle the pain points that delay and sometimes halt the growth of entrepreneurs in the bookkeeping and accounting space."

    – Megan Rae
    M. Rae Bookkeeping Services

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Feeling overwhelmed by the ever-growing mountain of tasks on your plate? Us virtual wizards at Off Your Plate Solutions get it. That's why we whip up a monthly newsletter packed with productivity tips, business updates, and exclusive freebies just for our subscribers. Consider it your monthly dose of sanity delivered straight to your inbox. Designed to keep you informed and inspired in under two minutes.

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