Your Invisible Back-Office Team
We take on the 70% that's technical execution, so your team can spend its time on the 30% that actually needs partner judgment.
View all services →·Not sure where to start? Talk to a CPA →
Build Your Dedicated Team
CPA-Supervised Talent, On Demand
Every hire is CPA-supervised with a 5-day onboarding guarantee.
Need a custom role? Talk to us, we'll find the right fit →
Industries We Serve
Specialized Teams for Your Industry
Our CPAs understand industry-specific regulations, compliance requirements, and best practices for your sector.
Don't see your industry? Talk to a CPA, we'll customize →
Hire a Dedicated Virtual Assistant
Add a virtual assistant trained on CPA-firm workflows: inbox, calendar, client intake, document chasing, e-sign coordination, CRM updates, and meeting prep. Building a wider team? See Build Your Team.
"Reclaim your billable hours and let your VA run the admin side."
You will speak with our CPA, not a salesperson. Response within one business day.
Built for CPA Firm Standards
Every engagement is designed around the standards your firm already follows, we just execute them faster and at a fraction of the cost.
CPA-Supervised
Every engagement is led and reviewed by a licensed CPA, never unsupervised.
Dedicated Team
A named, consistent team trained on your firm's processes, not a rotating pool.
36–48 hr Typical Turnaround
Most deliverables come back within 36–48 hours, and it's in the service agreement.
60% Cost Savings
Save up to 60% compared to domestic hiring, without sacrificing quality.
97% Accuracy
Tracked every month on a quality scorecard, and always being improved.
No Long-Term Contracts
Month-to-month engagement. Cancel anytime with no penalties and no lock-in.
30-Day Risk-Free Pilot
Start with a pilot engagement. Evaluate our work before committing.
NDA Before Data Sharing
Every engagement starts with a signed NDA. Your data security is non-negotiable.
Scope of Service
Our dedicated specialists handle the granular details that define quality.
Inbox & Email Management
Triage, draft, schedule, and route emails so your inbox stays at zero.
Inbox triage with priority flagging and label-based routing.
Drafting first-pass responses for partner review and send.
Newsletter unsubscribe, spam control, and inbox-zero discipline.
Calendar & Scheduling
Meeting scheduling, rescheduling, and calendar protection across time zones.
Meeting scheduling via Calendly, Acuity, or direct outreach.
Cross-time-zone coordination with internal and external attendees.
Calendar protection, focus blocks, and prep-time buffers.
Client Intake & Onboarding
New-client intake forms, engagement letter circulation, and onboarding checklists.
New-client intake form collection and CRM record creation.
Engagement letter generation, e-sign routing, and tracking.
Onboarding checklist execution with portal/document setup.
Document Chasing & E-Sign
Following up on outstanding client documents, e-signatures, and PBC items.
Polite, persistent follow-up on outstanding client documents.
DocuSign / Adobe Sign / TaxDome envelope routing and tracking.
Centralized status log of every outstanding ask, by client.
CRM & Practice Management Updates
Keeping Karbon, Canopy, TaxDome, or HubSpot data clean and current.
Daily CRM hygiene: contact updates, deal stages, activity logs.
Task creation and assignment from email and meeting outcomes.
Pipeline reporting and stale-record cleanup.
Meeting Prep & Follow-Up
Pre-meeting research briefs, agenda preparation, notes, and action-item tracking.
Pre-meeting briefs with client background and recent touchpoints.
Agenda drafting and document attachment to invites.
Post-meeting notes, action-item logging, and follow-up emails.
Travel & Event Coordination
Flight, hotel, and event registration with itinerary management.
Flight, hotel, and ground-transport booking within policy.
Conference and CPE event registration with calendar holds.
Itinerary packets with confirmations and contact details.
Light Bookkeeping & Admin Support
Receipt collection, expense reports, invoice prep, and basic data entry.
Receipt collection and categorization for partner expense reports.
Time-entry follow-up, invoice prep, and AR follow-up support.
Vendor onboarding paperwork and basic data entry tasks.
Inbox & Email Management
Triage, draft, schedule, and route emails so your inbox stays at zero.
Inbox triage with priority flagging and label-based routing.
Drafting first-pass responses for partner review and send.
Newsletter unsubscribe, spam control, and inbox-zero discipline.
Why Firms Trust Us
Ready to hire your virtual assistant?
Start with a 30-day risk-free pilot. No commitment required.
Book a Free CallWhy Hire a Dedicated Virtual Assistant Through Us?
Consistency
The same person works on your account every day, learning your specific nuances.
Audit-Readiness
Workpapers and documentation kept to professional standards, so reviews go smoothly.
Workflow Integration
We adapt to your project management tools (Slack, ClickUp, MS Teams) and SOP checklists.
Cost Efficiency
Specialized expertise at a fraction of the cost of a local full-time hire.
Scale Your Team On Demand
Whether you need full-time capacity or seasonal surge support, we adapt to your workload.
Full-Time vs. Part-Time
Options for a 40-hour/week dedicated resource or a shared resource for smaller volumes. Choose the engagement model that fits your firm's needs and budget.
Peak-Season Surge
The ability to scale up hours during peak periods to handle workload influx. No long-term commitments, ramp up when you need it, scale down when you don't.
Getting Started Is Simple
From request to working integration, your specialist is operational in days, not months.
Share Your Requirements
Tell us what software you run, how much work comes through, and the kind of role you need. A short call covers it, whether you want someone full-time or just a few hours a week.
Tell Us Your NeedsWorking Inside Your Tech Stack, Not Around It.
Your firm has built its reputation on specific tools and workflows. Our team is experienced in all major U.S. tax, accounting, and practice management platforms, ensuring a zero-learning-curve integration from day one.
Don't see your software? We adapt to your stack.
Let's TalkDedicated Virtual Assistants for Every Industry
Our specialists have domain expertise across a wide range of verticals, ensuring industry-specific accuracy.
Questions About Hiring a Virtual Assistant
Everything you need to know about hiring a dedicated virtual assistant through BusAcTa.
Still have questions? Contact usReady to Hire Your Dedicated Virtual Assistant?
Fill out the form and a CPA from our team will respond within one business day with a custom capacity plan.
Hire Your Virtual Assistant
Reply within one business day