Scale Your Accounting Firm with Virtual Assistants
You're the firm's best strategist, and you're stuck acting as its chief data-entry clerk while your team is at capacity. This operational drag means you're buried in low-margin work, forced to turn away high-value clients, and actively capping your firm's growth.
At DCA Virtual Business Support, we help small firms turn operational chaos into systems and strategies designed to grow your business. With the right tech, systems, and support, you can stop reacting and start leading.
You’re Not Just Understaffed
Lost Opportunity: Every client you turn away is revenue that never materializes. Every burned-out employee is a retention risk. This is what being understaffed and overstretched leads to.
You might be thinking “why would I turn away a client”. The reality is that you’re not – at least not directly! Poor customer experience and employees that show up stressed and overworked are indirectly pushing your clients to look for a better experience.
How We Help:Virtual Assistants specifically for the Accountants and CPAs create processes that are easy to use and effective. We take care of your tasks that don't add directly to billable time so you and your team can focus on client services.
Tech Troubles Can Cost Clients Too
Outdated systems aren’t just inefficient—they’re a liability. Clients expect secure portals, convenience, and digital confidence.
Lost Opportunity: Slow processes and clunky tools erode trust. And trust is everything when handling your client’s finances.
How We Help: Dedicated Virtual Executive Assistants who integrate into your team. They take over the non-core, time-intensive tasks—like processing transactions, handling client data entry, and scheduling.
Interested in Hiring a Virtual Assistant for Accounting Firms or CPAs?
You didn’t start your company simply to do accounting; you started it to make an impact—for your clients, your team, and yourself. Let’s get you back to that. We have put together a guide to help make the process as easy as possible for you, so you know what to expect.
VA-20 Retainer Package
- 20 hours per month
VA-30 Retainer Package
- 30 hours per month
VA-40 Retainer Package
- 40 hours per month
VA-50 Retainer Package
- 50 hours per month
VA-60 Retainer Package
- 60 hours per month
Custom plans are available for more hours or a combination of Administrative and Creative services.
Get started in as few as 5 business days!
Building the Engine: From Administrative Overload to Peace of Mind and Profit
For growing businesses, every moment is valuable. When leadership is bogged down in day-to-day administrative tasks—like scheduling and paperwork—their focus shifts away from high-value client work and strategic growth.
That’s exactly where the leadership team at Caja Holdings found themselves. As their business expanded, the complexity of managing team calendars and intricate scheduling logistics became a constant drain on their time. They excelled at client support, but their operational backbone demanded constant attention. They needed a partner who could manage the complexities of their back office, freeing them to concentrate on their core mission. Caja Holdings turned to us, DCA Virtual Business Support, for a sustainable solution.
The DCA team began by seamlessly taking over the most time-consuming administrative tasks. We immediately implemented a system to manage the company’s calendar and scheduling, ensuring all team members were coordinated and logistics ran smoothly. This instantly reduced operational friction and gave the leadership precious time back.
But the real game-changer came with the expansion of our partnership.
As we delved deeper into their operational needs, we identified crucial areas where our support could directly impact their growth and sales pipeline. We became responsible for key revenue-enabling tasks that had previously been inconsistent or delayed:
- Proposal Preparation: Preparing and finalizing professional client proposals.
- Service Agreements: Drafting and managing complex service agreements.
- Lead Follow-Up: Implementing consistent and timely follow-up with all new leads.
The integration of DCA into these critical workflows delivered significant, multi-faceted results. By delegating the administrative burdens, the leaders at Caja Holdings were able to shift their full attention back to actual client support and high-level strategy.
The result? A streamlined, efficient operation that allowed for accelerated growth and, most importantly, peace of mind.
Caja Holdings' leadership commented on the transformation:
“Hiring DCA Virtual Business Support has been a great decision for our business, Caja Holdings. We rely on the team to keep up with our calendar and manage the complexities of scheduling for teams. Over time they have taken over other responsibilities, such as preparing our proposals, our service agreements, and following up with our leads. That has been a game changer not only for our growth, but also for the peace of mind that they are taking care of the needs of our business when I’m doing the actual client support myself. So, thank you.”
At DCA, we specialize in building the essential administrative and operational engines that power growth. By handling the necessary complexities of scheduling, agreements, and lead nurturing, we ensure that you can focus on what you do best: building client relationships and scaling your business.