Virtual Assistant Services Exclusively for Bookkeepers and Accountants

From day-to-day execution to operations and growth support.

Virtual Assistant Services Exclusively for Bookkeepers and Accountants

From day-to-day execution to operations and growth support.

Here’s How We Can Support Your Firm

You don’t have to teach us what an 8879 is or why unanswered questions in Double are holding everything up. We work exclusively with bookkeepers and accountants, so we already know the platforms, recurring tasks, and behind-the-scenes work that keeps your firm moving.

Need us to execute what’s already working, improve how the work gets done, or help figure out a smarter way forward? Here’s what that support can look like.

Execution Support

When you know exactly what needs to happen, but you just don’t need to be the one doing it. Hand off things like:

  • Pulling statements and completing recurring work in Double

  • Following up on missing documents, information, and signatures

  • Managing 8879s and client follow-up

  • Keeping TaxDome and Financial Cents tasks moving

  • Handling inboxes, calendars, invoicing, and recurring admin

Operations Solutions

For the processes that technically work...as long as you’re there to keep them working. Let us help you build a better way to handle:

  • Client onboarding and offboarding

  • Cleaning up TaxDome pipelines and Financial Cents workflows

  • Creating automations for repetitive steps and follow-ups

  • Building, documenting, and improving SOPs

  • Setting up or reorganizing CRM processes

  • Improving recurring workflows that still require too much owner involvement

Growth Partnership

Bring us the “I wonder if we could...” problem. Could Claude help us do something smarter with the information coming from Double? Could we stop doing this manually? Could we build a process for where the firm is headed instead of continuing to work around the one we built three years ago?

We can be your growth partner in things like:

  • Researching and building AI-assisted processes

  • Exploring ways tools like Claude can reduce repetitive manual work

  • Testing integrations between the platforms your firm already uses

  • Designing new workflows when there isn’t already a process to improve

  • Solving operational bottlenecks without an obvious answer

  • Building processes and SOPs around where your firm is headed next

Not sure which one sounds like you? You don’t need to figure that out before we talk. Bring us what’s taking too much time, what keeps getting stuck, or the thing you keep thinking “there has to be a better way to do this.” We’ll help you figure out the right level of support from there.

Find the Right Support for Your Firm →

Let’s Get the Right Things Off Your Plate

Specialized virtual assistant packages & pricing for bookkeepers and accountants

The client follow-ups you keep checking. Statements that need to be pulled from Double. An onboarding process in TaxDome that still needs you involved more than it should. SOPs you've been meaning to document since three versions of your firm ago.

Specialized VA support starts at $750.

Tell us what's taking up more of you than it should. We'll help you figure out what OYP can own from here.

See What We Can Take Off Your Plate →

Hear What People Are Saying

  • “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 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

  • ”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)

  • “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

  • "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

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