A flexible bookkeping option. Avaialble as either transactional or asset-based. Transactional is a great service for wholesalers and realtors or any fee or commission based, income coming in and expenses out kind of business. There are no assets to track expenses for.
Asset-based is a great option for real estate investors who are acquiring real estate assets that need the income and expenses to be tracked for those assets. 80% of our clients are real estate investors. We do work with other types of businesses as well, like a gym, restaurants, ecommerce, coaches, etc.
If you’re wondering whether you’ll be tied to a contract, the good news is that the answer is no. However, we do require a minimum of two weeks’ notice to cancel as a courtesy to help us manage our resources effectively. This policy ensures that we can adequately plan for staffing, equipment, and other resources necessary to serve our customers. We understand that circumstances change, and you may need to cancel your service with us at some point. So, we ask that you provide us with advance notice to help us facilitate a smooth and efficient cancellation process.
We source, train, and manage our Virtual Assistants, so you don’t have to. Our team is made up of highly skilled professionals who are experts in their respective fields. We take care of all the recruitment, training, and management, so you can focus on doing more of what you love. Whether you need help with administrative tasks, social media management, or anything in between, our Virtual Assistants are here to help. With our comprehensive training programs and ongoing support, you can trust that your VA will be up to speed and ready to hit the ground running.
Our Client Success Managers (CSMs) are responsible for keeping track of your Virtual Assistant’s progress and ensuring that they’re meeting your needs. Our CSMs are dedicated to providing you with excellent service and keeping you in the loop at all times. As part of this commitment, we send out an End of Day report every night, summarizing what your Virtual Assistant has accomplished that day. This report includes all of the tasks completed, any updates or issues that need to be addressed, and any feedback or suggestions that may be relevant. That way, you can stay informed about your VA’s activities and have a clear understanding of what’s being done on your behalf. With our comprehensive reporting system, you can trust that you’ll always be in the know and have full visibility into your VA’s performance.
Complete the checkout process and submit your business details. Our on-boarding specialists will use this information to create the best on-boarding experience and prepare your Virtual Assistant.
We believe that a smooth onboarding process is the key to building a successful and productive relationship with our clients. That’s why we’ve developed a comprehensive onboarding process that is designed to be efficient, transparent, and tailored to your unique needs.
Starting your subscription with us is easy and hassle-free. Simply choose the Virtual Assistant that best fits your needs and budget. You’ll be prompted to provide your payment information to pay for your first month of service.
Once your subscription payment has been received, you’re ready to start working with your Virtual Assistant!