Virtual Assistant
Virtual Assistant Services for US CPA Firms
Administrative Support That Keeps Your Firm Running Smoothly
Your CPAs and accountants should be spending their time on client work — not chasing documents, managing inboxes, or updating spreadsheets. Athix Global provides trained virtual assistants to US CPA firms, handling the administrative and operational tasks that slow your team down.
Our VAs are familiar with the workflows of US accounting and tax firms. They understand tax season deadlines, client communication norms, and the importance of confidentiality in your industry. They plug in quickly and work as a seamless extension of your team.
What Our VAs Handle
- Client document collection — chasing clients for organizers, W-2s, 1099s, and supporting documents
- Client onboarding — preparing engagement letters, intake forms, and welcome packets
- Email inbox management — monitoring, sorting, flagging, and drafting routine responses
- Calendar and scheduling management — booking client meetings, calls, and deadlines
- Tax deadline tracking — maintaining internal deadline calendars and sending reminders
- CRM and practice management updates — keeping your client database current
- Data entry — entering client information into tax software or accounting systems
- Document organization — scanning, naming, filing, and indexing client documents
- Billing and invoice support — preparing draft invoices and tracking payment status
- Internal team coordination — scheduling meetings, managing task lists, and following up on open items
What Makes Our VAs Diffrent?
Our virtual assistants are trained specifically for CPA firm environments — not generic business admin. They understand the vocabulary, the deadlines, and the confidentiality requirements of the accounting profession. From day one, they work in your systems and follow your processes.