Professional Services

Virtual Assistants for Professional Services

Scheduling, proposals, and client updates.

oval brown wooden conference table and chairs inside conference room

At a glance

At a glance

Job Type

Long-term, remote

Hours

Set to fit yours

We Find Them In

Latin America, Philippines, South Africa

Latin America, Philippines, South Africa

Who Decides

You do

oval brown wooden conference table and chairs inside conference room

At a glance

Job Type

Long-term, remote

Hours

Set to fit yours

We Find Them In

Latin America, Philippines, South Africa

Who Decides

You do

Business owner and assistant celebrating a win

Tools they use

Google Workspace or Microsoft 365, HubSpot, Asana, Notion, PandaDoc, and QuickBooks.

Professional Services

What you can hand off.
So you can focus on your best work.

  • Executive assistant

  • Project coordinator

  • Proposal helper

  • Operations assistant

  • Bookkeeper

In practice

How it works day to day.
Who fits and what to know.

Scheduling, proposals, and client updates.

Scheduling, proposals, and client updates.

oval brown wooden conference table and chairs inside conference room

In practice

Built around how you already work.

01

A day in the life

  1. A partner records a short note after a call.

  2. Your helper drafts the proposal.

  3. After it is signed, they set up the project.

  4. They send the first invoice.

02

Roles that fit

  • Executive assistant

  • Project coordinator

  • Proposal helper

  • Operations assistant

  • Bookkeeper

03

Good to know

Clients trust you, so set clear rules on privacy and tone. Tell clients who your helper is and how to reach them.

FAQ

Common Questions

Short, simple answers.

What Is The First Task To Delegate In A Consultancy?

How Do I Introduce A Remote Assistant To Clients?

Ready To Get Started?

Tell us what you need. We do the rest.