Smart, Scalable Support for Your Accounting, Tax and Admin Workflows
At TaxNova Advisors, our Virtual Assistants (VAs) act as reliable extensions of your in-house team—trained in finance-specific processes, software platforms and U.S. business etiquette. Whether you’re managing a busy CPA practice, a tax firm or a real estate back office, our VAs handle the time-consuming yet essential tasks—giving you more time to focus on strategy, clients, and growth.
From client coordination to document management, we offer secure, efficient and well-documented virtual support customized to your workflow.
Our Virtual Assistant Services Include
Data Entry, Excel Work & Financial Research
Accuracy in every number. Insights in every file.
We handle large volumes of data entry, clean formatting in Excel/Google Sheets, financial comparisons, KPI dashboards and research-based insights to support financial advisors and firm owners.
Billing, Invoicing & Payment Tracking
Ensure bills go out on time and payments come in.
We help prepare and send invoices, follow up on outstanding payments, maintain receivable logs and support AP/AR tracking as per your internal procedures.
Client & Vendor Account Management
Clear communication. Updated records. Streamlined workflow.
From maintaining CRM or practice management records to coordinating communications, we manage contact updates, payment histories and document exchange with clients or vendors.
CRM Management & Email Handling
Stay organized without lifting a finger.
Our VAs manage client databases, update contact info, tag communications and even draft responses—ensuring your inbox and CRM stay clean, accurate and up-to-date.
Calendar Scheduling & Meeting Coordination
Make time for what matters most.
We manage appointments, Zoom/Teams meeting links, reminders and follow-ups—supporting tax season reviews, client calls or team syncs with no missed meetings.
Document Management & Secure File Handling
Your digital paperwork—organized, archived and protected.
We assist with document uploads, naming conventions, folder structuring and permissions in platforms like Dropbox, Google Drive, SmartVault and ShareFile—ensuring everything is where it should be.
Project Management & Workflow Updates
Keep your team aligned and deadlines on track.
From updating project management boards (like Trello, Asana, ClickUp) to sharing progress notes and status reports, our VAs help you maintain visibility across tasks and client deliverables.
Client Onboarding & Checklist Follow-ups
Impress new clients with a smooth onboarding experience.
We handle client intake forms, NDA dispatch, document requests and checklist reminders—ensuring onboarding is smooth, timely and well-documented.
Software We Work With:
CRMs like Zoho, HubSpot, Karbon, Jetpack Workflow
Microsoft Office, Google Workspace
QuickBooks, Xero (read-only assistance & data support)
Bill.com, Dext, Hubdoc, Zoho
Calendly, Zoom, Teams, Slack
Trello, Asana, ClickUp
Dropbox, Google Drive, SmartVault, ShareFile
Offload your to-dos and reclaim your day.
Get Started with a Trusted Virtual Assistant