Tailored Support Solutions for Accountants and Bookkeepers

Our Virtual Assistant & Operations Services

Virtual Assistant Services

  • Client Calls, Texts, Emails & Messaging

  • Data Entry

  • Client Document Collection

  • Appointment Confirmations

  • Email Management & Organization

  • Calendar Management

  • Meeting Scheduling, Notes & Task Assignments

  • QBO Invoicing and Support

  • Podcast Network Support

  • Proofreading & Editing

  • Standard Operating Procedure Clean Up/Creation

  • Prospect Client Follow Up

  • Data Analysis & Research

  • Survey Creation

  • Promotional & Marketing Items

  • Client Nurture Support

  • General Admin Tasks

  • Notion Data Entry

Creative Services

  • Logo Creation or Updating

  • Website Creation or Updating

  • Social Media Posting & Management (pre-created content)

Operations & Project-Based Services

  • Automations

  • Workflow Creation

  • Workflow Task Management

  • Lead Magnet Nurture Sequence

  • Evergreen Magnet Creation

  • Podcast Concept to Launch

  • CRM Application Set Up

  • Data Migration (between new programs, software or applications)

Our Menu

The Side Dish
10 hours of VA Services

The Dinner Plate
15 hours of VA Services

The Dessert Platter
20 hours of VA Services

The Grand Buffet
30 hours of VA Services

The Catered Event
40 hours of VA Services

A La Carte Hours
1 hour of VA Services

Ready to find the perfect package for you? Book a consultation with us to explore our offerings and discuss how we can take things Off Your Plate! During the consultation, we'll walk you through our services, answer any questions you have, and provide pricing details. Let's find the ideal solution together!

Book A FREE Consultation

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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