Every return has a client behind it who hasn’t sent their documents, a calendar that needs managing, and an invoice nobody chased. A VRA virtual assistant takes the administrative load around your engagements — document chasing, scheduling, deadline tracking, billing follow-up — so your licensed staff spend their hours on the work only they can do.
VRA was founded to give accounting and tax practices the best virtual assistance available for client document collection, scheduling, deadline tracking, and billing follow-up — with a hassle-free process from search to onboarding.
Every virtual assistant we place has made it through our screening and a mandatory 4-week, instructor-led training program — covering client communication, scheduling systems, and business admin — before ever touching client work. Exceptional English communication skills are a requirement to be hired at VRA, so the emails your assistant sends to clients read like they came from your office. From there, VAs can add specialized certifications in admin & executive support, bookkeeping, marketing, sales support, or AI-assisted workflows — so the assistant you're matched with brings exactly the mix of skills your practice needs, not just general admin. Because mastering one workflow means picking up another quickly, we commit to having every VA 90% proficient in whatever practice management, scheduling, or client portal tools you use within 5 business days of starting with you.
Matching starts with your free Needs Assessment — a two-minute breakdown of where you actually need help. From there, every VA is screened with a DISC Assessment and a Keller Personality Assessment for fit and fast-learning ability.
Support continues after your VA starts, with check-ins at 14, 30, 60, and 90 days. If the fit still isn't right, swap in a different VA at any point, at no extra cost — no trial window, no fine print.
Most VA agencies lock you into tiered pricing, time-boxed trial guarantees, or a generic assistant with no industry training. VRA doesn't — backed by a $1 million Errors & Omissions insurance policy for added peace of mind.
The administrative work around your engagements — not the engagements themselves.
No matter your industry or the skills your VA specializes in, pricing doesn't change — no tiers, no upcharges, just one flat rate for dedicated hours, not a per-task menu.
What an assistant does, where the licensed work stops, how access is handled, and what it costs.
The administrative work around the engagement rather than the engagement itself: collecting and chasing client documents, scheduling appointments and managing calendars, client intake and onboarding coordination, keeping your CRM and client database current, tracking deadlines and task lists, invoicing and accounts receivable follow-up, inbox management, review and referral requests, and marketing support. The work that eats a partner’s day without requiring a license.
No. VRA virtual assistants provide administrative support under the direction of the client. They do not prepare, review or sign returns, give tax, accounting or financial advice, or perform work requiring a CPA license or a PTIN. The professional work stays with your licensed staff; the administrative load around it is what an assistant takes on.
They work in the systems you already use, with access you provision and can revoke at any time. VRA assistants are trained on transferable fundamentals rather than one vendor’s product, and we guarantee your assistant reaches 90% proficiency in your systems within 5 business days of starting with you.
Access and permissions are determined by you, scoped to what the work requires, and revocable at any time. Assistants work inside your systems rather than exporting anything to a separate platform, and the arrangement is subject to your own security, confidentiality and compliance procedures.
Your assistant works the schedule you set — 40 hours a week full-time, 20 part-time, U.S. business hours Monday through Friday. Most practices use the quieter months to get their assistant fluent in the workflow, so that when deadlines stack up the document chasing, scheduling and client follow-up is already off the partners’ desks. Hours and scope can be revisited at renewal.
U.S. business hours, Monday through Friday, so there is no time zone gap to manage. You set the schedule within that: 40 hours a week for a full-time assistant, 20 hours a week for part-time. VRA does not staff weekends.
Yes. You are matched with one assistant who learns your process, rather than a rotating pool. Matching starts with a two-minute Needs Assessment, and every assistant is screened with a DISC Assessment and a Keller Personality Assessment for fit and fast-learning ability.
Matching typically takes about a week to put candidates in front of you. Once you select your assistant, they can realistically start within 24 hours.
Every assistant completes a mandatory 4-week, instructor-led training program before touching client work. Exceptional English communication skills are a requirement to be hired at VRA. Only the top 1% of applicants make it through screening, hands-on training, and a final evaluation — in our most recent cohort, 1,800 applications produced 16 graduating assistants. VRA deliberately admits more people into training than will pass, because the filter is hands-on performance and a final evaluation rather than a résumé.
$1,500 a month for a full-time assistant (40 hours a week, 1-year agreement) or $800 a month for part-time (20 hours a week, 6-month agreement). Flat rate, no hidden fees and no tiered upcharge for industry specialization, subject to applicable agreement terms. We publish it because you should be able to decide whether this fits your budget before spending time on a call.
That is what the check-ins are for. VRA checks in at 14, 30, 60, and 90 days, and if one surfaces a skill your practice needs, we give your assistant access to the matching course and train them in it — so you keep the person who already knows your clients instead of starting over with someone new.
You can swap in a different assistant at any point, at no extra cost. There is no trial window to beat and no fine print.
Yes, and no. VRA places Spanish–English bilingual assistants at the same flat rate as any other assistant. There is no upcharge for bilingual or specialized talent.
Yes. VRA carries a $1 million Errors & Omissions insurance policy.
VRA trains virtual assistants across industries — explore what a VA looks like for your line of work.