You trained to prepare returns, not to chase the documents that make them possible. Getting that time back doesn’t have to mean another salary on the books.
A VRA assistant chases documents, tracks deadlines and follows up on billing, so your accountants keep their hours for licensed work.
Free, no obligation — we’ll map what you’d hand off first.
He's helped me make sure things that have been falling through the cracks no longer fall through the cracks, and keeping me honest on everything that I have going on.Austin Galvez, CPA · Ratio Fortis
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 accountants spend their hours on the work only a licensed professional can do.
VRA was founded to give accounting and tax practices trained virtual assistance for client document collection, scheduling, deadline tracking, and past-due invoice 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 90% proficiency in your systems 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.
The readiness work you recommend usually needs hours the owner does not have — documenting the procedures, then keeping the back office running without them. How we work alongside advisors → · What owner dependency costs a seller →
“He’s helped me make sure things that have been falling through the cracks no longer fall through the cracks, and keeping me honest on everything that I have going on.”
Tax files carry some of the most sensitive information a client ever hands over. Here is exactly what VRA does.
Every VRA assistant’s identity is verified against a government-issued photo ID on a live video call as part of onboarding, and the name on that ID is matched to their application and payment records.
VRA will sign your non-disclosure agreement on request.
Assistants work inside the systems you already use, on access you provision, scope and can revoke at any time. Nothing is exported to a separate platform.
VRA carries a $1 million Errors & Omissions insurance policy.
Every VRA assistant has access to our Skills Accelerator, with specialty tracks covering QuickBooks, Excel, Power BI, Tableau and Deel for international payroll, alongside bookkeeping and financial-statement fundamentals.
Tell us which tools you run and we look for assistants who have already worked in them. Where there's a gap, the training is there to close it — and we commit to 90% proficiency in your systems within 5 business days of starting with you, because the fundamentals transfer. A ledger is a ledger — chart of accounts, reconciliations, receivables and payables — whatever the software happens to call them. The same bookkeeping and receivables work inside a real estate brokerage is covered on our page for real estate brokerage back-office staff.
No matter your industry or the skills your VA specializes in, pricing doesn't change — no tiers, no upcharges, just one flat rate for reserved hours, not a per-task menu. If you are building this into a budget, what drives a virtual assistant's rate explains what drives the rate and what should already be included in it.
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 calling on past-due client invoices, writing standard operating procedures (SOPs) for the practice, 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 commit to 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, evenings and overnight included if filing season needs it. 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. Increased coverage is available at any time.
You are matched with one named assistant who learns your process, rather than a rotating pool. A full-time assistant works for your business and no one else; a part-time assistant is your own named assistant with reserved hours. 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.
Both. A sole practitioner and a multi-partner firm need different amounts of the same work, which is what the two plans are for — full-time at 40 hours a week for a practice with enough volume to keep an assistant busy through the year, part-time at 20 hours for a smaller book or a first attempt at delegating. The rate is flat either way, $1,500 a month full-time and $800 part-time.
Document chasing. It is the task that most reliably delays a return, it needs no license, and nobody in the practice enjoys it. After that, scheduling and the past-due invoice follow-up that partners keep meaning to get to. Hand over one process, watch it get documented, then hand over the next.
See all frequently asked questions →
Working out whether to hire: virtual assistant or first employee? → · who pays to train your assistant → · when admin is what caps growth →
VRA trains virtual assistants across industries — explore what a VA looks like for your line of work.
VRA checks in with every client at 14, 30, 60 and 90 days. These four run four different businesses — a restaurant, an accounting practice, a vacation rental operation and a mortgage office — and the arc is the same one.
“I don’t know how I made it this long without even having a VA. She’s been juggling so many things. She’s been super flexible, and she’s just making my life easier.”
“He’s helped me make sure things that have been falling through the cracks no longer fall through the cracks, and keeping me honest on everything that I have going on.”
“She created a website. She’s created social media sites. And she is learning QuickBooks to help keep track of it all as well.”
“He has been able to take ownership of an inbox for me, and he has been able to keep on top of that inbox and respond back to clients and referral partners.”
Reviewed by Michael Bossart, CEO & Founder, Virtual Realty Assistants · Last updated October 2026