Multiply Your Business Impact

Cut staffing costs by 65% with skilled virtual assistants

Businesses have unique needs that skilled virtual assistants can expertly support, from
administrative tasks to client management. We connect you with dedicated virtual assistants
who align with your goals—at a fraction of the cost of U.S.-based full-time staff, helping your
organization achieve greater impact and efficiency.

Administrative Assistant

• Organize and prioritize incoming emails
• Respond to routine inquiries
• Draft and send emails on behalf of the business
• Set up email automation and templates
• Maintain mailing lists and send newsletters

• Schedule and manage appointments
• Coordinate meetings, calls, and virtual conferences
• Send reminders for meetings and deadlines
• Handle travel arrangements and itineraries
• Set up shared calendars and sync schedules with team members

• Create and format documents (e.g., reports, proposals, presentations)
• Proofread and edit documents for clarity and accuracy
• Organize and manage digital filing systems
• Prepare and update standard operating procedures (SOPs)
• Manage and update templates for business documents

  • Input and update data in CRM systems
  • Maintain and organize customer or client databases
  • Track inventory and supply orders
  • Compile and update lists, spreadsheets, and databases

• Respond to customer inquiries via email, chat, or social media
• Manage support tickets or customer service platforms (e.g., Zendesk)
• Address common customer questions and concerns
• Escalate issues to the appropriate department when necessary

  • Invoice clients and track payments
  • Process expense reports and reimbursements
  • Update bookkeeping records in QuickBooks or other software
  • Reconcile accounts (if trained in accounting software)

• Track project timelines and deliverables
• Assign and monitor tasks within project management software (e.g., Asana, Trello)
• Prepare progress reports and update stakeholders
• Coordinate team communication and follow-ups

• Conduct online research for business trends, competitors, or specific topics
• Compile information into reports or summaries
• Gather data for presentations, sales strategies, or marketing initiatives

• Qualify and organize leads from online sources
• Schedule sales calls and manage follow-ups
• Prepare and send introductory emails to prospects
• Maintain CRM data for sales leads and pipelines

• Post job listings and screen applications
• Schedule interviews with candidates
• Maintain employee records and documentation
• Assist with onboarding tasks (e.g., sending welcome packets, collecting paperwork)

• Prepare and update to-do lists for team members
• Organize virtual events or webinars
• Monitor office supply levels and reorder when needed
• Assist in setting up virtual team-building activities

Bookkeeping/Accounting

• Record and categorize financial transactions
• Enter and verify data in accounting software (e.g., QuickBooks, Xero,
FreshBooks)
• Reconcile bank statements and credit card statements with accounting
records
• Track income and expenses by department, project, or client

• Create, send, and follow up on invoices
• Record payments received and update accounts receivable
• Monitor overdue accounts and send reminders to clients
• Generate accounts receivable aging reports

• Enter and manage bills in the accounting system
• Schedule and process payments to vendors
• Track due dates and manage accounts payable to avoid late fees
• Reconcile supplier statements with business records

• Prepare payroll data for processing (if payroll is managed in-house)
• Enter and update employee information in payroll software
• Track employee hours, benefits, and deductions (if provided data by HR)
• Prepare payroll reports and help with payroll tax filings (under supervision of
an accountant)

• Reconcile bank and credit card accounts with accounting records
• Investigate discrepancies and resolve errors
• Ensure accurate transaction categorization for reporting

• Generate profit and loss statements, balance sheets, and cash flow reports
• Prepare monthly and quarterly financial statements
• Assist in budget vs. actual variance analysis
• Provide financial summaries for review by management

• Track and categorize business expenses
• Monitor expense reports submitted by employees
• Ensure compliance with company expense policies
• Reconcile company credit card statements with expense reports

• Assist in setting up annual budgets in accounting software
• Track spending against budgets and report variances
• Collect data to support financial forecasting
• Update budgets based on actuals and forecasted expenses

• Prepare and organize financial records for audits
• Collect and categorize receipts and documentation needed for tax filings
• Generate year-end reports and support CPA or tax preparer
• Track and maintain records for tax-deductible expenses

• Track inventory purchases and reconcile inventory accounts
• Update product costs and track cost of goods sold (COGS)
• Monitor inventory levels and assist in inventory valuation
• Generate inventory usage and cost analysis reports

• Prepare cash flow projections based on income and expense forecasts
• Monitor cash balances and flag potential shortfalls
• Support cash management strategies with insights from financial reports

• Communicate with vendors about billing issues, payment schedules, and
account details
• Answer client questions related to invoicing and account balances
• Provide information to vendors and clients in compliance with financial
policies

• Maintain digital records of receipts, invoices, and statements
• Organize and store financial documents securely in the cloud
• Ensure compliance with record-keeping requirements for tax purposes

• Identify and implement automations within accounting workflows
• Streamline routine tasks using accounting software or third-party apps
• Standardize and document bookkeeping processes for consistency

Guest Communication And Chat Support

• Respond to customer inquiries via live chat on the business website
• Engage with customers on messaging platforms (e.g., Facebook Messenger,
WhatsApp, or SMS)
• Provide real-time assistance with product or service information
• Direct customers to relevant resources or escalate to other team members as needed

• Respond to customer emails promptly with accurate information
• Address customer questions, concerns, and complaints professionally
• Escalate complex issues to the appropriate department and follow up for
resolution
• Send email updates, confirmations, and follow-ups to customers

• Manage booking requests and confirm reservations
• Answer questions related to availability, pricing, and policies
• Process booking changes, cancellations, and reschedules
• Provide guests with booking-related information and reminders

• Assist customers with tracking their orders and estimated delivery times
• Provide updates on the status of pending orders or shipments
• Address issues related to shipping delays or order errors
• Coordinate with logistics or warehouse teams (remotely) to resolve delivery issues

• Request feedback from customers after interactions or purchases
• Document and categorize customer feedback for analysis
• Report recurring issues to management for potential improvement
• Send follow-up messages to customers to ensure satisfaction

• Assist customers with basic troubleshooting (e.g., password resets, app
navigation)
• Guide users through simple setup or configuration steps
• Escalate technical issues to IT or specialized teams as needed

• Resolve customer complaints professionally and empathetically
• Offer solutions or alternatives to address issues
• Handle refunds, exchanges, and service adjustments (based on company
policy)
• Document and track complaints to ensure prompt follow-up and resolution

• Provide recommendations on complementary products or services
• Share promotional offers or new product details with interested customers
• Encourage upselling in a helpful, non-intrusive manner
• Track customer preferences to personalize recommendations

• Answer questions about product features, specifications, and pricing
• Guide customers on product availability and compatibility
• Help customers select products based on their needs and preferences
• Assist with providing detailed descriptions and images as needed

• Provide guests with recommendations on local dining, attractions, or services
• Answer guest questions regarding hotel or accommodation amenities
• Coordinate with the accommodation’s team for guest requests and special
arrangements
• Send welcome messages and check-in reminders to ensure a positive experience

Marketing Assistant

• Write SEO-optimized blog posts, articles, and website copy
• Edit content for clarity, keyword integration, and search engine ranking
• Create visual content for blogs and social media using design tools like
Canva or Adobe Spark
• Maintain a content calendar to ensure consistent posting

• Schedule and publish posts on platforms like Facebook, Instagram, Twitter,
and LinkedIn
• Monitor social media interactions, respond to comments, and engage with
followers
• Track and analyze social media metrics to enhance engagement and reach
• Research social media trends and hashtags to boost visibility

• Design and manage email campaigns with personalized content
• Segment and maintain email lists to target specific audiences
• Track metrics like open rates, click-through rates, and conversions for email
performance
• Set up automated email sequences to nurture leads and retain customers

• Conduct keyword research for blog posts, web pages, and product
descriptions
• Optimize website content, titles, and meta descriptions for search engine visibility
• Analyze SEO metrics using tools like Google Analytics and SEMrush
• Recommend on-page and off-page SEO strategies to improve ranking

• Set up and manage PPC campaigns on platforms like Google Ads and
Facebook Ads
• Track and analyze ad performance metrics such as impressions, clicks, and
conversions
• Optimize ads for ROI by adjusting targeting, keywords, and ad creative
• Create ad performance reports with insights and recommendations

• Conduct competitor analysis to identify strengths, weaknesses, and market
opportunities
• Research industry trends and audience preferences to refine marketing
strategies
• Summarize findings into actionable insights to drive content and campaign
decisions
• Use tools like BuzzSumo and Google Trends for data-driven research

• Update website content and images on CMS platforms like WordPress,
Shopify, or Wix
• Optimize landing pages for lead generation, including forms and
calls-to-action
• Ensure website functionality, including link and form testing
• Collaborate with developers to improve page load times and user experience

• Track key metrics, including website traffic, conversion rates, and social
media engagement
• Set up Google Analytics to monitor user behavior and website performance
• Prepare reports with insights on marketing KPIs to guide future strategies
• Use data to identify trends, successful tactics, and areas for improvement

• Manage CRM software to track leads, customer interactions, and campaign
responses
• Segment CRM contacts for targeted campaigns and improved lead nurturing
• Assist with setting up automated workflows and lead scoring
• Analyze customer data to refine targeting and improve engagement

• Plan, promote, and manage virtual events or webinars
• Create promotional content for email, social media, and website
announcements
• Coordinate event logistics, including registration, reminders, and post-event
follow-up
• Gather attendee feedback and provide post-event analytics

Graphic Design And Video Editing

• Design eye-catching social media graphics for platforms like Instagram,
Facebook, and LinkedIn
• Create branded visuals, including templates, infographics, and promotional posts
• Optimize images for specific social media dimensions to ensure quality and clarity
• Maintain brand consistency across all social media visuals

• Edit raw video footage for social media, YouTube, and website use
• Add transitions, animations, and effects to enhance video quality
• Include captions, subtitles, and branding elements for accessibility and brand
reinforcement
• Export and optimize video files for different platforms and resolutions

• Design graphics, banners, and sliders for website pages and blog posts
• Create featured images and visuals to accompany blog content for increased
engagement
• Optimize images for fast website loading times without sacrificing quality
• Ensure visuals align with SEO strategies and enhance user experience

• Create visually appealing graphics for email campaigns and newsletters
• Design banners, headers, and call-to-action buttons to boost click-through
rates
• Ensure graphics are mobile-friendly and load quickly in email platforms
• Customize designs to match campaign goals and audience preferences

• Design professional presentations with custom graphics, charts, and layouts
• Create branded templates for reports, proposals, and sales decks
• Use consistent typography, colors, and logos to reinforce brand identity
• Format documents for visual clarity and readability on various devices

• Edit product images for online stores, including color correction and
background removal
• Create multiple image variations for each product to showcase features
• Optimize images for faster loading speeds on e-commerce platforms
• Add branding elements and design consistency for a cohesive online store

• Design infographics to visually communicate complex data and concepts
• Use data visualization techniques to simplify statistics and information
• Customize infographics to match brand style and appeal to target audiences
• Ensure graphics are optimized for sharing on social media and websites

• Create visually appealing ad creatives for platforms like Google Ads and
Facebook Ads
• Design static and animated banners with compelling visuals and calls to action
• Optimize ad graphics for maximum engagement and adherence to platform
specifications
• Test and iterate ad designs to improve campaign performance

• Design YouTube thumbnails, podcast covers, and blog headers for high
click-through rates
• Use attention-grabbing visuals and typography to stand out in feeds
• Optimize file sizes to ensure quick loading without compromising quality
• Align designs with content themes to boost brand recognition

• Develop and organize a library of brand assets, including logos, icons, and
templates
• Ensure all design assets are consistent with brand guidelines
• Provide updated and on-brand visuals for marketing and communication
teams
• Maintain asset versions and backups for easy retrieval and updates

Personal And Executive Assistant

• Organize and manage executive calendars, setting up meetings, calls, and appointments
• Coordinate schedules across teams and departments to avoid conflicts
• Send reminders for meetings, deadlines, and important events
• Adjust schedules based on changing priorities and availability

• Filter, prioritize, and respond to emails on behalf of executives
• Draft professional emails and correspondence for various recipients
• Set up and manage email folders to maintain organized communication
• Forward important messages to ensure timely responses and follow-ups

• Research and book flights, hotels, and transportation for business travel
• Create detailed travel itineraries, including meeting times and locations
• Adjust travel arrangements as needed and ensure compliance with company policies
• Provide 24/7 travel support for unexpected changes or emergencies

• Prepare and format documents, reports, and presentations for meetings
• Organize and maintain digital files for easy retrieval and sharing
• Proofread and edit documents for grammar, clarity, and accuracy
• Ensure secure file storage and version control for sensitive documents

• Schedule virtual meetings and prepare agendas for efficient time use
• Record and distribute meeting minutes, action items, and key takeaways
• Follow up on assigned tasks and deadlines from meeting outcomes
• Organize virtual meeting tools (Zoom, Teams) for smooth operations

• Track and prioritize tasks to ensure timely completion of executive
responsibilities
• Monitor progress on ongoing projects and communicate updates
• Use project management tools (e.g., Asana, Trello) to organize workflows
• Delegate tasks to team members and follow up on project deadlines

• Monitor and record expenses to maintain accurate financial records
• Prepare and submit expense reports with supporting documentation
• Track budgets for projects or departments to prevent overspending
• Coordinate reimbursements and ensure compliance with company policies

• Respond to client inquiries and maintain regular communication
• Schedule client calls, appointments, and check-ins on behalf of the executive
• Send follow-up emails and materials to keep clients engaged
• Manage contact databases to keep client and stakeholder information up to
date

• Handle personal scheduling needs, such as family events or appointments
• Make online purchases, such as gifts or event tickets, on behalf of the
executive
• Organize personal tasks, including reminders for birthdays and anniversaries
• Coordinate services or subscriptions (e.g., meal delivery, household
maintenance)

• Conduct market research, gather data, and compile findings for executive
reports
• Collect information on competitors, industry trends, or client needs
• Organize and enter data into spreadsheets or CRM systems for easy access
• Summarize research findings into clear, actionable insights