Stop Comparing Us to Outsourcing Companies. Compare Us to ANY Vendor You've Ever Paid.

You're drowning. Trying to scale. Can't find local talent. Payroll is crushing you. Everyone's telling you to figure out AI on top of everything else. And the great people you DO have? They're buried in work that's not moving the needle... stuck outside their genius zones. We get it. Because we've lived it. Outsource Access isn't a VA company. We aren't an AI company. We aren't a consulting firm. We're your growth partner... and we dare you to compare what you spend with us to any other vendor you work with.

🎤 TEDx Talk: 230,000+ Views

"Personal Global Economies" — The true story of a Filipino VA in a village and a US business owner, and how their lives came together through outsourcing. Told on the TEDx stage.

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Team Members
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Industries Served
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Industry Awards
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Million Hours Delivered
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Years Strong
Real Client Outcomes
$500K
Generated by a single VA from the Philippines in sales
$4M → $8M
Revenue doubled with OA handling operations
6 Locations
Yardsy expanded from 1 to 6 powered by OA VAs
70→5 hrs
From 70-hour weeks to focused 5-hour days

Trusted across 85+ industries including

Pest Control • HVAC • Legal • Healthcare • Real Estate • Restaurants • E-Commerce • Insurance • SaaS • Franchise
500 Employees. 85 Industries. 4.5 Years. $0 on Advertising. Every single client came through referral or existing clients adding more staff. No marketing budget. No ad spend. Just results that speak for themselves. That's not a sales pitch... that's proof of a sustainable, reliable solution.
What We Are vs. What We're Not
What We AreWhat We're Not
Fully incorporated Philippines entityGig platform (Fiverr / Upwork)
Full-time employees with health insurance & benefitsContractors without benefits
Dedicated staff (1 client, not split)Staff split across multiple clients
Triple-layer management (TL + OM + AM)Source-and-hand-off model
Month-to-month, no contractsLock-in contracts with buyout fees
Starting at $1,895/moOverpriced enterprise BPO
Growth partner, not vendorJust a staffing company

The Genius Zone: Why Great Employees Leave

Small businesses lose their best talent every day. Not because the pay is bad. Because people are overwhelmed, stuck doing work below their skill level, and can't wake up in their genius zones. OA fixes that. We take the work off their plates so your best people can do the work they were actually hired to do... the work that makes them want to stay.

This isn't just about adding staff. It's about unlocking the people you already have.

Brad Stevens speaking Brad Stevens leadership Brad Stevens communication
Your Guide: Brad Stevens built OA after offshore talent literally saved his business from collapse. Wharton. Harvard Business School. 5 companies. 25 years. 20 countries. He's lived the life of a small business owner... and cracked the code. Maya Angelou said, "People don't care how much you know until they know how much you care." That's how we operate. We care first. Then we deliver at a level that makes every other vendor look expensive.
10 Questions to Ask Any VA Company
  1. Are they fully incorporated in the country where they hire?
  2. Do they hire full-time employees or contractors?
  3. Do they provide health insurance and benefits?
  4. Do they have documented playbooks for your processes?
  5. Do they offer strategic performance and ROI reviews?
  6. What is their management structure around your VA?
  7. Do they bonus and incentivize their people?
  8. What is their vetting process? How many steps?
  9. What happens if your VA leaves or isn't the right fit?
  10. How do they handle onboarding and integration?
Ask these questions to ANY provider. OA answers yes to every single one.
Imagine getting 25+ hours a week back. No contracts. No risk. Just a dedicated team member handling the work that's been weighing you down... so you can focus on the work only you can do.

Built by an Entrepreneur Who Lived Your Challenges

OA wasn't built by a BPO executive chasing margin. It was built by a US entrepreneur who went through the fire, discovered offshore talent out of desperation, and turned it into a mission to help small businesses scale.

Brad Stevens speaking on stage to packed audience
The Origin

Brad Stevens started his entrepreneurial journey in 3rd grade, running a Micro Machines rental operation with 600 units, paper credit cards he designed himself, typed newsletters, and a self-appointed title of VP of Sales & Marketing. Entrepreneurship wasn't a career choice. It was wiring.

After his family went through bankruptcy when economic shifts crushed the family business, Brad held two jobs at 20, cared for two younger sisters, and finished at the Wharton School (Finance + Marketing, magna cum laude) early. He accepted an investment banking job, but the firm collapsed two weeks before his start date.

With $2,000 in severance, he launched a company helping low-income families access free prescription medications. It made the front page of the Atlanta Journal-Constitution.

Building Across 18 Countries

From there Brad built a nutritional products company, a beauty brand, and a global teeth-whitening business spanning 18 countries. He's a lifetime entrepreneur who has worked with thousands of fellow founders through EO (Entrepreneurs' Organization).

The Breaking Point

Then a manufacturing failure nearly destroyed everything. Products were literally exploding. Cash was hemorrhaging. Brad was facing the real possibility of losing it all.

In that crisis, he discovered offshore staffing through Tim Ferriss's The 4-Hour Workweek. He hired his first virtual assistant out of desperation, not strategy. That VA helped stabilize operations, cut costs, and kept the business alive long enough to pivot.

That experience became the foundation of Outsource Access. Brad didn't build OA from the solutions side. He built it from the pain side. He knows exactly what it feels like to be overwhelmed, understaffed, and burning cash.

Brad's Story
Why This Matters For You

Born from DFCs, Not Sales Decks

Built by first addressing Doubts, Fears, and Concerns every business owner has about outsourcing. We know what keeps you up at night because we've been there.

10 Years Inside EO

EO Atlanta President, US East Coast Regional Director overseeing 22 chapters and 2,000 members. Deeply embedded in the entrepreneur community. OA was built by and for entrepreneurs.

Built on Other Companies' Failures

Studied what broke at other providers: no management, contractors who drift, no documentation, no culture. Then built the opposite.

Education First, Not Sales First

Fortune 1000 have used offshore talent for decades. SMBs often think it's not for them. OA starts by educating, not selling.

Brad Stevens delivering a keynote Brad Stevens impact and global reach Brad Stevens - Inc. Magazine
Credentials
EducationWharton School (magna cum laude), Harvard Business School Executive Education
SpeakingTEDx (230K+ views), UN Headquarters, 12 countries. Shared stages with John Maxwell & Deepak Chopra
LeadershipEO Atlanta President, US East Coast Regional Director, Paul Doyle Award recipient
RecognitionInc. 5000, Inc. Best in Business, Real Leaders Impact Awards, AJC Pacesetters
Upcoming Book"Automate and Delegate" launching August 30, 2026
ImpactStrategic work with Martin Luther King III, UN think tank on SDGs, 10,000+ hours given back
Most BPO companies are built by operators optimizing for margin. OA was built by an entrepreneur optimizing for the experience he wished he'd had when he needed it most.

Built for SMBs Ready to Scale

We serve businesses from startups to $50M+ enterprises across 85+ industries. Our sweet spot is the founder, COO, or operations leader who knows they need to stop doing everything themselves.

Primary Personas

The Overwhelmed CEO / Founder

Company: $2M-$20M revenue, 10-75 employees | Age: 35-55 | Service-based business
  • Working 60-70 hour weeks, personally handling admin, scheduling, email, invoicing
  • Tried hiring locally ($50K+/year) but can't find good people, or tried a gig platform VA and it was a disaster
  • Spouse is frustrated. Kids are growing up. Missing things.
  • What they need: 20-40 hours/week of their life back so they can focus on what grows the business

The COO Driving Scale & Profitability

Company: $5M-$50M revenue | Role: Chief Operating Officer or VP of Operations
  • Trying to drive operational scale and profitability, needs a reliable team they can count on
  • Existing processes aren't documented or repeatable
  • Looking for managed team infrastructure, not just bodies. Process documentation. Accountability systems. KPI tracking.
  • What they need: Consistent, high-quality back-office operations with professional management

The Startup Founder Looking for a Growth Partner

Company: Pre-revenue to $2M | Role: Founder/CEO bootstrapping or early-stage
  • Limited capital, wearing every hat, needs affordable talent but also needs guidance on what to delegate
  • Looking for more than cheap labor ... a partner who helps figure out constraints and challenges, not just staffing
  • What they need: Strategic advisory + affordable full-time talent + structured process from day one
Industries We Serve

Home Services

Pest Control
HVAC
Plumbing
Electrical
Roofing
Painting
Landscaping
Lawn Care
Junk Removal

Healthcare

Home Health
Long-Term Care
Medical Staffing
Veterinary
Dental
Chiropractic
Medical Equipment

Legal

Personal Injury
Corporate
Criminal Defense
Insurance
Malpractice
General Practice

Restaurants & Food

Multi-Location
Franchise
Catering
Food Service

Real Estate

Commercial
Residential
Property Mgmt

Construction

General Contracting
Custom Homes
Engineering
Electrical

Professional Services

Consulting
Coaching
Accounting
Insurance
Financial Services

Technology

IT Services
Cybersecurity
SaaS

More

Education
Non-Profit
Manufacturing
Logistics
Retail
eCommerce
Media
Marketing Agencies
Recruiting
Pharmacy
Photography
Functions We Support
Executive AssistantAdmin SupportBookkeeping & AP/ARCRM ManagementCustomer ServiceDigital MarketingSocial MediaGraphic DesignHR & RecruitingLead GenerationSales SupportProject ManagementSOP DevelopmentData EntryResearchEmail ManagementSchedulingRE Transaction CoordinationLegal AssistanceTechnical SupportCAD / DraftingProcurement

We Start with Your Challenges, Not Our Solutions

Before we talk about VAs, we need to understand your business. Our signature discovery process uncovers constraints you didn't even know you had.

The 2-Question Exercise

Our signature process used with thousands of entrepreneurs and business leaders

Question 1: "What constrains your growth?"

Question 2: "What drains your energy?"

This simple but powerful exercise extracts a substantial list of obvious and more hidden constraint points in your business. It surfaces what needs to come off people's plates and identifies what they want to get to but can't ... the things that would add the most value and ROI.

Resources:

The 2-Question Exercise Explained

Loom Explainer: How the 2-Question Exercise Works

DFCs: Doubts, Fears & Concerns

We know exactly what's going through your mind right now.

Brad's approach: knock them down one by one.

🕐
"What about time zones?"
Our VAs work YOUR business hours. EST, CST, PST... they match your schedule, not the other way around.
🗣️
"Can they really communicate well enough?"
Watch the staff interviews below. The Philippines has 97.5% English literacy. Our team members present, sell, and build relationships with US customers every day.
"Will the quality be there?"
Rico at Heiler Painting was voted BEST EMPLOYEE out of all 50 US-based staff. An offshore VA. That's the caliber we deliver.
😰
"I've heard bad stories about outsourcing."
So have we. That's why we built the opposite of what broke at other companies. Full-time employees, not contractors. Triple-layer management, not source-and-abandon. Documented playbooks, not guesswork.
🤔
"Can offshore really understand MY business?"
85 industries. 500+ team members. We don't give you a generic person from a pool. We match industry-specific talent to your exact needs.
👥
"How will my current team react?"
They'll become your VA's biggest fans. When your local staff sees the admin work they hated getting handled, they get to do MORE of what they love. That's not a threat... it's a gift.

We Built Guides for Every Role

Whether you're the founder paying the bills, a COO running operations, or scaling a franchise... we've built dedicated guides for your specific situation. Because a CEO's concerns are different from a COO's, and franchise scaling has its own playbook entirely.

See It For Yourself: Office Tour

Brad walking through our Philippines headquarters in Cagayan de Oro. See the facilities, meet the talent, feel the culture.

We see ourselves not as an outsourcing company or BPO, but as a growth partner. We categorize and organize your challenges, then source precise talent that is the exact right fit for your business and your needs.
Our Process
1

Discovery Call

Deep-dive into your business challenges using our 2-Question Exercise. We listen first. We need to understand your world before we can solve anything.

2

Constraint Mapping

We categorize everything: what can be delegated, what can be automated, what's draining your team's energy. This creates a clear roadmap for where offshore talent will have the most impact.

The OA Constraints Audit (Our Signature Process)

Too many companies are doing "random acts of AI." We take a different approach. Our Constraints Audit maps your entire operation:

  • Existing staff and how they're spending their time
  • Technology tools currently in use
  • How information actually flows through your business
  • Where AI can plug in and create real value
  • Custom agents built to integrate into YOUR industry software APIs
  • The right blend of AI tools + human talent for YOUR specific needs
3

Custom Matching

Using our 15-point vetting process, we find the exact right person for YOUR specific needs and industry. Not a generic "virtual assistant" from a pool.

4

Playbook Creation

We document your processes and build your OA Playbook before day one. When your VA starts, they have a structured foundation, not a blank slate.

5

Integration & Onboarding

Your VA begins with a structured 90-day onboarding process, managed every step of the way by our triple-layer management team.

15 Ways We Vet Before You Ever See a Candidate

We invest $25,000+ annually in assessment tools alone. This isn't resume screening. This is deep clarity analysis.

The 15-Point Vetting Process
1

Resume & Background Review

Education, work history, career trajectory analysis. We look for patterns of growth and commitment.

2

Initial Screening Interview

Communication skills, English proficiency, cultural fit, and professional demeanor assessment.

3

IQ Assessment

Cognitive ability and problem-solving capacity testing to ensure your VA can handle complex, evolving tasks.

4

Emotional Intelligence Testing

Self-awareness, empathy, interpersonal skills. Working remotely requires high EQ to read context and communicate proactively.

5

Communication Skills Assessment

Written and verbal English evaluation. Business writing, email tone, phone readiness, and clarity under pressure.

6

Technical Skills Testing

Software proficiency specific to your industry and needs. From CRM platforms to industry-specific tools.

7

Predictive Index (PI) Analysis

Deep behavioral assessment using the industry-leading PI platform ($25K/year tool investment). We understand work style, motivations, cognitive patterns, and team dynamics before you ever meet a candidate.

8

Personality & Work Style Assessment

Compatibility with your specific work environment, management style, and company culture.

9

Feedback Receptivity Evaluation

Can they take feedback and improve? This is one of the strongest predictors of long-term success in a remote role.

10

Learning Agility Test

How quickly do they adapt to new processes and tools? Businesses change fast. Your VA needs to keep up.

11

Industry Knowledge Assessment

Domain-specific evaluation when applicable. We match candidates who already understand your industry landscape.

12

Reference Checks

Professional references verified for performance, reliability, and character.

13

Background Verification

Identity, education, and employment history confirmed. No shortcuts.

14

Culture Fit Interview

Alignment with OA's GREAT values and client-facing professional standards.

15

Final Panel Review

Senior leadership reviews every candidate before they are presented to a client. Multiple eyes, multiple perspectives.

Three things above all: Fast learners. Great communicators. People who can take feedback. These traits predict success far more reliably than years of experience or technical certifications.

Candidate Profiles

Every candidate we present comes with a detailed profile showing their complete background, assessment scores, skills inventory, and our recommendation for why they're the right fit for YOUR business. You're never guessing.

Video Resources

Our Globally Trusted 9-Step VA Matching Process

VA Recruitment at OA

Jason On VA Matching

Your Processes, Documented from Day One

Every OA client gets a custom OA Playbook ... a living document of every process, workflow, and SOP your VA needs to know.

What the Playbook Contains
  • Step-by-step process documentation for every task your VA handles
  • Software login guides and system navigation
  • Communication protocols and escalation paths
  • Client-specific terminology, contacts, and preferences
  • Quality standards and performance benchmarks
Why It Matters

Built-in Redundancy

If your VA is ever unavailable, anyone can pick up the playbook and continue seamlessly. No single point of failure. Your business keeps running.

Continuous Improvement

The playbook is a living document that evolves as your business grows and processes change. It gets better over time, not stale.

Added Value for YOU

Many clients didn't have documented processes before OA. The playbook becomes an asset for their entire business, not just the VA relationship.

Industry-Specific Playbooks

We have pre-built playbook templates for 70+ industries that we customize for your specific business. Here are a few examples:

We customize these for your specific business. No two playbooks are identical.

Video Resources

The Importance of Documentation

How Do You Document Processes

Create SOPs Without Writing a Word

Playbook Review with Chandem

The First 90 Days Define Everything

Our intensive onboarding process ensures your VA is fully integrated, productive, and delivering ROI from the start.

PHASE 1

First 2 Weeks: "Hands on the Wheel"

  • Deep immersion in your business, industry, and tools
  • Playbook creation and customization
  • Introduction to your team and systems
  • Daily check-ins with Team Lead
  • First process assignments begin
PHASE 2

Days 15-60: "Building Rhythm"

  • VA takes ownership of assigned processes
  • Weekly performance reviews with Team Lead
  • Monthly survey and call with VA and manager
  • Expanding scope as confidence builds
  • 90-day game plan identifying additional areas for support
PHASE 3

Days 60-90: "Operating Independently"

  • VA operating at full capacity
  • Metrics-driven performance assessment
  • ROI measurement begins
  • Client satisfaction survey
  • Strategic discussion about expanding scope
We ask for 90 days to prove the value. Then month-to-month with 30-day notice. No lock-ins. But our performance has led clients to keep adding MORE staff. Many start with 1 VA and grow to teams of 10, 20, even 80+ with us.
Getting Started

Getting Started with Outsource Access

Your VA Is Never Alone. Neither Are You.

Every OA placement comes wrapped in a triple-layer management structure that ensures accountability, quality, and continuity.

Triple-Layer Management

Team Lead (TL)

Your VA's direct manager. Handles daily oversight, task quality review, performance coaching, and immediate escalations. The TL is the frontline guarantee that work gets done right.

Operations Manager (OM)

Oversees the Team Lead and manages overall client operations. Ensures processes are followed, playbooks are current, and service delivery meets OA standards. Handles multi-VA coordination.

Account Manager (AM)

Your dedicated client-facing strategic partner. Regular check-ins, performance reviews, ROI discussions, and growth planning. The AM ensures you're not just getting work done ... you're getting value.

Director of Client Success

Oversees the entire client journey from onboarding through ongoing engagement. Ensures fanatical 90-day engagement, ongoing assessments, and client satisfaction at scale.

How We Run OA

EOS (Entrepreneurial Operating System)

Weekly Level 10 meetings among all managers to ensure we deliver on promises. Quarterly State of the Company where every employee sees performance and growth plans.

Jim Collins Philosophy

"Disciplined People with Disciplined Thought Performing Disciplined Action so they can be Built to Last." Every new employee watches a Collins philosophy video and shares how they'll contribute.

Monthly Performance Reviews

Surveys and calls with VA and manager monthly to maximize service and capabilities. We are fanatical about driving ROI for every single client.

Redundancy & Continuity
  • Playbook documentation from day one means any replacement can pick up seamlessly
  • 200+ specialized skills staff available beyond your primary VA
  • If your VA can't handle a one-off project (video editing, graphic design, complex data analysis), we have deep bench talent ready
  • If your VA is sick, on vacation, or leaves, the playbook + management layer ensures zero disruption
Why our clients start with 1 VA and keep adding. Some have grown to 50+ VAs with us. Our management structure scales with you: Team Leads oversee groups, Operations Managers handle multiple accounts, and your Account Manager keeps the strategic relationship tight.

Why the Philippines? Because the Talent is World-Class.

The Philippines is the world's second-largest BPO market with 1.3 million BPO workers. Here's why we chose it.

97.5%
English Literacy
500K+
College Graduates/Year
1.3M
BPO Workforce
#2
Largest BPO Market
Full-Time Employees, Not Contractors

We went all-in. We fully incorporated in the Philippines so we hire every person as a full-time employee with health insurance for their families, life insurance, benefits, career path, and bonuses.

Most firms don't do this. They hire contractors and won't take the time or cost to incorporate. That creates massive turnover of people always looking for the next gig. We hire for the long term. That's why our retention rates are industry-leading.

State-of-the-Art Office

Over 5,000 square feet of state-of-the-art facilities in Cagayan de Oro for training, co-working, culture events, and more. It's not just an office. It's a home base for a community.

How We Take Care of Our Staff

Best-in-Class Health Insurance

We provide the absolute best health insurance in the Philippines. Not just for our staff... for their families AND their parents. When your VA shows up focused and secure, it's because we've removed the worries that distract most offshore workers.

$30,000/Year on Education & Training

We invest $30,000 a year in nothing but education, learning, and training. Skills development. Leadership programs. Technical certifications. Your VA doesn't just maintain their skills... they level up every quarter.

How We Support Our Staff: Benefits, Education & Family Coverage

Virtual Success: Our Staff Magazine

The Only Company in the Philippines with a Dedicated Staff Magazine

We publish "Virtual Success" ... a full magazine celebrating our team members. Staff of the Year makes the cover. We bring them into our office for a professional photo shoot with makeup and styling. We hear their stories and showcase them to the entire company.

This isn't corporate PR. This is what it looks like when a company genuinely invests in its people.

Read Virtual Success Magazine →
Virtual Success Magazine 2024 Cover
Outsource Access Philippines team

Step Inside Outsource Access HQ: Office Tour

Why I Flew to the Philippines to Build a Stronger Team

Outsource Access Philippines office culture
Cultural Alignment

Strong American Affinity

Filipinos grow up immersed in American media, education models, and business culture. The cultural gap is remarkably small.

Your Business Hours

VAs work YOUR business hours. Time zone flexibility is built in. Whether you're EST, CST, PST, or anywhere else.

Integrated Team Members

Ask any of our clients: they feel like their OA staff member is an integrated part of their team. Not an outsider. Not a contractor. Family.

Our clients scale in ways they never thought possible with affordable, RELIABLE talent. Our Filipino staff experience career and personal growth they never thought possible. And their families and communities benefit from the economic impact. It's a win-win-win.

How We Attract and Keep the Best Talent in the Philippines

You're not just getting a person. You're getting someone who's part of a company that genuinely invests in them. Every single one of these proof points stacks... and that's why the best people in the Philippines want to work at OA.

1. Fully Incorporated in the Philippines

Most offshore staffing firms won't take the time or cost to incorporate. They hire contractors who are always looking for the next gig. We went all-in. We fully incorporated so we can hire every person as a real, full-time employee. That creates stability, loyalty, and people who stay.

2. Full-Time Employment with Real Benefits

Health insurance for their families. Life insurance. Career pathing. Bonuses. These aren't perks... they're the basics that contractors never get. Our people have real jobs with real futures.

3. Best-in-Class Health Insurance

We provide the absolute best health insurance in the Philippines. Not just for our staff... for their families AND their parents. When your VA shows up focused and secure every day, it's because we've removed the worries that distract most offshore workers.

4. Virtual Success Magazine

We're the ONLY company in the entire Philippines with a dedicated staff magazine. Staff of the Year makes the cover. We bring them in for a professional photo shoot with makeup and styling. We hear their stories and showcase them to the entire company. Read the latest issue →

Virtual Success Magazine 2024 Cover

5. $30,000/Year on Education & Training

We invest $30,000 a year in nothing but education, learning, and training. Skills development. Leadership programs. Technical certifications. Your VA doesn't just maintain their skills... they level up every quarter. We want every person to become a 2.0 version of themselves.

6. ISOF: In Search Of Program

Our Internal Staff Optimization Framework is a continuous investment in developing our people. Skills training, leadership growth, personal development, and career pathing. Growth isn't optional at OA. It's built into the DNA.

7. "Tell Us How You Did It" Book

We don't just give accolades. We ask our people to tell us HOW they pulled it off. How did they succeed? What did they do differently? These stories get shared across the company so everyone learns from each other's wins.

8. CEO Welcome Messages to Every New Staff

Brad personally writes a welcome message to every single new team member. He asks about their families, their journey, their path. That's 10-15 hours a month just making sure every person feels seen from day one. That's not scalable. And we do it anyway.

9. UN SDG Community Programs (Employee-Driven)

Here's what makes this different: we survey our staff every quarter and ask what THEY care about. Not what the CEO cares about. Our community programs are driven by our employees. Thousands of trees planted. Learning disability center support. Thousands of hygiene kits during typhoons. Saving a building for 200+ pediatric cancer patients. All because our people told us what mattered to them.

10. The Scaling Breakthrough: Our Own TV Show

We produce a full TV show starring our staff and clients. We go behind the scenes, interview our people, share their stories. This isn't corporate video. This is real storytelling about real people doing real work. Watch The Scaling Breakthrough →

11. Life-Changing Impact

One of our favorite stories: one of our very first staff members was able to buy a car for his parents for the first time. That's what happens when you give talented people a real career with a company that genuinely cares. It changes lives... not just at work, but at home.

12. Thousands of Applicants. Top 1% Selected.

We process several thousand applicants every single month. Only the top 1% make it through. IQ testing. Emotional intelligence testing. Predictive Index. Critical skills validation... because people claim skills they don't have, and we test for it. Resume review, multi-stage interviews, background checks. We do everything to make sure they are the exact right fit for YOUR business.

13. Dedicated 8-Person Training Team

We're the only outsourcing company with an entire dedicated training team... 8 people who do nothing but build curriculum. When you come on as a client, we figure out your exact needs and create custom training. We validate, we score, we make sure your person can execute at the level your business demands. This isn't onboarding. This is a training department.

14. Fast Learners Who Take Feedback

Here's something critical: don't get hung up that your VA doesn't have 7 years on your exact software. Every company uses tools differently. Our people are fast learners, great communicators, and they absorb feedback. Aivan had never touched FieldRoutes in his life. Within two weeks he was routing 1,000 technicians per week and took over ALL routing for an entire lawn care company. From scratch.

Every one of these proof points stacks. That's why the best talent in the Philippines chooses OA... and that's why they stay.
How We Support Our Staff

Watch how OA provides best-in-class support to our team

OA on the Road: We Visit Our Clients in Person

Most outsourcing companies hand you a person and disappear. We get on planes. Brad personally visits clients across the country to document the real impact our people are making. These aren't scripted testimonials... they're raw, on-site stories of how OA staff become the backbone of businesses they've never physically walked into.

OA Visits Heiler Painting — Rico's Story

Rico started with marketing and HR support. Took on technology. Got voted #1 employee of the year... out of 50 US-based staff in Philadelphia. That's the level our people operate at.

Client Testimonial: Tom Heiler

52-second testimonial from the owner of Heiler Painting on the impact of OA staff on his business.

See All OA Client Visits →

Brad's Personal Connection with Staff

Every trip to the Philippines, Brad personally interviews staff, plays guitar and sings with the team, dances with them, and spends real time getting to know the people behind the work. These aren't corporate retreats... they're genuine connections that you can feel in every video.

OA Fireside Singing Sessions

Brad playing guitar and singing with OA staff. This is the culture that keeps the best people.

CEO Staff Spotlight: Julie Santos

Brad sits down with staff one-on-one to hear their stories, growth, and impact.

VA Client Spotlight Series

Quick video spotlights of our VAs sharing their real impact on client businesses. When you watch these, you'll see exactly how our people communicate, present, and think. That's not an accident... it's the proof that knocks down every doubt about offshore talent quality.

Watch the Full VA Client Spotlight Series →

Trained on 150+ Software Applications

Your VA doesn't just know the basics. They're trained on the specific tools your business runs on.

Key Platforms We Support

FieldRoutes

Pest control, lawn care, and home services operations management

Restaurant365

Multi-location restaurant accounting, inventory, and workforce

HubSpot

CRM, marketing automation, sales pipeline, customer service

QuickBooks / Xero

Full accounting, AP/AR, reconciliation, financial reporting

Salesforce

Enterprise CRM, reporting, pipeline management, custom objects

Google Workspace

Enterprise-level Gmail, Drive, Sheets, Docs, Calendar

Microsoft 365

Outlook, Teams, SharePoint, Excel, full Microsoft stack

Calendly & Scheduling

Meeting scheduling, calendar management, booking automation

Social Media Platforms

Hootsuite, Buffer, Sprout Social, Meta Business Suite, Canva

Real Estate Platforms

MLS systems, transaction management, property databases

EHR / Medical Systems

Healthcare records, scheduling, billing, HIPAA-compliant tools

Project Management

Monday.com, Asana, ClickUp, Trello, Basecamp, Notion

OA VA Knows Your Software

Deep Tactical Skills Beyond Your VA

If something comes across your VA's desk that requires specialized skills ... video editing, graphic design, CAD drafting, advanced data analysis ... we have 200+ supporting staff with tactical skills. No need to hire separate freelancers. Your VA coordinates with our internal specialists to get it done.

IVS vs. Specialized Skills

Will the VA Have All Skills I Need?

AI + People: The Future of Scale

Too many companies are doing "random acts of AI." We do the opposite. Our signature Constraints Audit maps your people, processes, and technology... then builds a custom blend of AI tools and human talent designed specifically for YOUR business.

VA + AI Co-Pilot model AI-powered team at $1,895/mo

"Augmentation, Not Replacement"

This is our core philosophy. AI doesn't replace people. It makes people dramatically more effective. A VA who knows how to use AI tools becomes a 10x force multiplier for your business.

"Random Acts of AI" vs. The OA Way

What most companies do: Buy ChatGPT licenses. Tell everyone to "use AI." No strategy, no integration, no measurement. Random acts of AI.

What OA does: Full Constraints Audit. We look at your staff, their time, your tech stack, your information flow. We figure out exactly where AI plugs in. Then we build custom agents tied to YOUR industry software... not generic tools. Real integration.

How We Integrate AI

AI-Trained VAs

Our VAs are trained on leading AI tools: ChatGPT, Claude, Gemini, and industry-specific AI platforms. They don't just execute tasks ... they bring ideas for how AI can accelerate your workflows.

Process Automation

We identify which repetitive tasks can be automated with AI, then have your VA manage and oversee the automation. Humans set the strategy, AI handles the repetition.

Content & Communication

AI-assisted content creation, email drafting, social media scheduling, and customer communication. Your VA uses AI to produce more, faster, while maintaining your voice.

Data & Analysis

AI-powered data analysis, reporting, and insights. Your VA uses AI tools to find patterns, generate reports, and surface the information that matters most.

Fortune 1000 companies have had AI + offshore teams for years. OA brings that same model to SMBs. Your VA becomes your AI operations manager ... someone who knows your business AND knows how to make AI work for it.
Video Resources

Why Businesses Must Embrace AI Safely

Scaling with AI: Mindset, Strategy, and Tactics

How Outsourcing and AI Scale an E-Commerce Business

Enterprise-Grade Security Infrastructure

Your data and operations are protected by Google Workspace Enterprise, our managed security protocols, and HIPAA-aligned practices.

Security Framework

Google Workspace Enterprise

All OA operations run on Google Workspace Enterprise with advanced security controls, audit logging, data loss prevention (DLP), and admin-managed device policies. Enterprise-grade from day one.

Access Controls

Role-based access control (RBAC) ensures VAs only access the systems and data they need. Access is granted, monitored, and revoked through centralized management.

HIPAA-Aligned Practices

For healthcare clients, we follow HIPAA-aligned security protocols including encrypted communications, access logging, and data handling training for all VAs.

Data Protection

Client data never leaves authorized systems. VAs are trained on data handling best practices, and all client-facing operations are monitored by management.

Security Measures
  • Managed device policies via Google Workspace Enterprise admin console
  • Two-factor authentication (2FA) required on all accounts
  • Encrypted communications for all client interactions
  • Regular security training for all staff
  • Background checks and identity verification for every hire
  • Non-disclosure agreements (NDAs) as standard
  • Secure VPN connections for sensitive industries
  • Audit trails and activity monitoring
  • Incident response protocols and reporting
We serve healthcare providers, law firms, financial services companies, and other sensitive industries. Our security infrastructure isn't an afterthought. It's foundational to everything we do.
Industry-Specific Compliance

Healthcare

HIPAA-aligned practices, PHI handling protocols, EHR access controls, and staff training on healthcare data privacy.

Legal

Attorney-client privilege awareness, document confidentiality, court filing protocols, and legal data handling standards.

Financial

Financial data security, PCI awareness for payment processing, reconciliation controls, and audit-ready documentation.

No Long-Term Contracts. Period.

People always assume we have long-term contracts. We don't. We believe in letting our actions speak. If we're not delivering, you should be able to walk away.

We Invest First. You Decide Later.

We do the entire consulting, advisory, and assessment process at no cost. Before you spend a dime, we've already invested our time understanding your business, mapping your constraints, and building a custom plan.

Why? Because we believe in our work. We don't need a contract to keep you. We need results.

Free Discovery & Assessment

Our 2-Question Exercise, Constraints Audit, and custom strategy... all before any commitment. Most firms charge $10-15K for this level of process documentation alone.

Month-to-Month

No lock-in periods. No buyout fees. No cancellation penalties. Every month, you decide if we've earned another month.

We Document Everything

Every process gets documented in your OA Playbook. If you ever leave, you keep all that documentation. It's yours. That alone is a $10-15K value.

Monthly ROI Analysis

When's the last time ANY vendor gave you a monthly ROI report on what you're spending? We do it every single month. Because we want you to see the value, not just feel it.

"I dare you to compare what you spend with us to any other vendor you work with."

— Brad Stevens, Founder & CEO

The Full Value Stack
1

Full-Time Dedicated Staff

Not fractional. Not split across clients. Your VA works for YOU, full-time. Compare that to a $5K/month marketing agency giving you 10 hours of attention.

2

Triple-Layer Management

Team Leader + Operations Manager + Account Manager. Three layers of support so nothing falls through the cracks.

3

All Processes Documented

Your entire operation documented in the OA Playbook. That's a $10-15K standalone value most consulting firms charge for.

4

Monthly ROI Analysis

Real numbers. Real accountability. Every month you see exactly what your investment is producing.

5

AI Strategic Dashboard

A custom dashboard showing your VA's performance, task completion, and business impact... in real time.

6

OA Mobile App

One-click performance view from your phone. See how your team is performing anytime, anywhere.

7

Daily Summary Analysis

Beginning and end of day summaries so you always know what happened, what's pending, and what's next.

8

No Long-Term Contracts

Month-to-month. We earn it every single month.

9

Free Consulting & Advisory

The entire discovery, assessment, and strategy process... at no cost. We invest the time because we believe in our work.

The 90-Day Deep Integration Process

This isn't "here's your person, good luck." We run a 90-day deep integration where your VA becomes part of your DNA. Weekly calls with their Team Leader. An Operations Manager overseeing everything. An Account Manager who knows YOUR industry inside and out. We document every process in your business — that alone is a $10-20K value. We define your KPIs upfront and deliver monthly ROI analysis. Your VA sends daily begin-and-end-of-day reports. If they're ever out sick, we've got backup staff already trained on your key tasks. And you get a full dashboard... ROI, performance, tasks, strategy ideas... all accessible anytime from your phone.

Are We the Cheapest? No. And Here's Why That Matters.

You can go on a job board and find someone on your own. You can use a platform that processes payroll in the Philippines but doesn't manage anyone. Those options exist. But here's what you need to know: unmanaged offshore staff can disappear. Job boards give them other options every day. The market is more fluid than ever, and high turnover is the #1 fear our clients had before they found us.

For an extra $400-500/month, you get rock-solid talent with guaranteed redundancy, a full playbook of documented processes that YOU own from day one (clients tell us that's a $15-20K value), performance business reviews, complimentary industry analysis, an AI dashboard with real-time industry intelligence, a dedicated client portal, and access to our exclusive CEO webinar series featuring world-class speakers from our EO and YPO networks.

Is that worth an extra $400-500/month? Our clients think so. That's why they stay... and that's why they refer.

Deep Expertise Across 85+ Industries

We don't just staff generalists. We match industry-specific talent with pre-built playbooks and deep domain knowledge.

Home Services (Pest Control, HVAC, Roofing, Painting, Lawn Care, Plumbing)

Home services is one of our largest verticals. Our VAs handle scheduling, dispatch, customer follow-up, invoicing, CRM management (FieldRoutes, Housecall Pro, ServiceTitan), marketing, and lead qualification.

Key functions: Call handling, estimate follow-up, review management, route optimization support, vendor coordination, accounts receivable, technician scheduling.

Software: FieldRoutes, ServiceTitan, Housecall Pro, PestPac, Jobber, GorillaDesk, and 20+ more.

Yardsy: Expanded to 6 Locations with VAs

Healthcare (Home Health, Medical Staffing, Veterinary, Dental)

Healthcare clients trust us with sensitive operations. Our VAs are trained on HIPAA-aligned practices and support scheduling, patient follow-up, insurance verification, claims processing, and administrative coordination.

Key functions: Patient scheduling, insurance verification, medical billing support, referral management, credentialing support, chart preparation, appointment reminders.

Software: EHR systems, medical billing platforms, patient portals, and telehealth scheduling tools.

Legal (Personal Injury, Corporate, Criminal Defense, General Practice)

Law firms need precise, confidential, and reliable support. Our legal VAs handle intake, document preparation, calendaring, client communication, and case management.

Key functions: Client intake and screening, document drafting and formatting, court filing preparation, calendar and deadline management, deposition scheduling, legal research support, billing and invoicing.

Software: Clio, MyCase, PracticePanther, Filevine, and other legal practice management tools.

Restaurants (Multi-Location, Franchise, Catering)

Multi-location restaurants face unique operational challenges: vendor management across locations, consistent reporting, workforce scheduling, and marketing. Our VAs become the operational backbone.

Key functions: AP/AR management, vendor coordination, inventory reporting, employee scheduling, marketing and social media, catering coordination, customer review management.

Software: Restaurant365, Toast, Square, MarginEdge, and other restaurant management platforms.

Dreamland BBQ: Outsourced Way to 8 Locations

Real Estate (Commercial, Residential, Property Management)

Real estate professionals drown in administrative tasks. Our VAs handle transaction coordination, listing management, lead follow-up, marketing, and client communication so agents can focus on closing.

Key functions: Transaction coordination, listing input and management, lead qualification, CRM management, showing scheduling, marketing materials, client follow-up, property research.

Software: MLS systems, Dotloop, SkySlope, Follow Up Boss, KvCORE, BoomTown, and more.

Construction (General Contracting, Custom Homes, Engineering)

Construction companies need support with project coordination, estimating, subcontractor management, permits, and documentation. Our VAs handle the admin so project managers can stay on site.

Key functions: Project documentation, subcontractor coordination, permit tracking, change order management, RFI processing, safety documentation, bid preparation.

Software: Procore, BuilderTrend, CoConstruct, PlanGrid, and other construction management platforms.

Professional Services (Consulting, Coaching, Accounting, Insurance)

Professional services firms need behind-the-scenes support that's precise, confidential, and client-facing ready. From scheduling to reporting to client communication, our VAs keep operations running smoothly.

Key functions: Client scheduling, proposal preparation, report generation, email management, CRM updates, billing and invoicing, meeting preparation, research.

Software: QuickBooks, Xero, HubSpot, Salesforce, Monday.com, and industry-specific platforms.

Don't Take Our Word For It

Real clients. Real results. Real stories of transformation.

⭐ Rico at Heiler Painting: Voted Best Employee Out of 50 US Staff

This is the story we want every potential client to hear first. Rico is an OA virtual assistant working with Heiler Painting. When the company held their annual employee vote... Rico was named the BEST employee. Not best VA. Not best remote worker. Best employee, period. Out of all 50 US-based staff members.

That's the level of integration we're talking about. When your US team votes an offshore VA as their top colleague, you know the model works.

Brad Stevens keynote presentation
Success Stories

Yardsy: Expanded to 6 Locations with VAs

From a single-location lawn care company to a 6-location operation, powered by OA virtual assistants handling scheduling, customer service, and back-office operations.

VA Christine: $100K in Sales in Under 6 Months

An OA virtual assistant generated over $100,000 in sales from the Philippines in less than six months. Proof that offshore talent isn't just about admin. It's about revenue.

From 70-Hour Weeks to 5-Hour Days

A business owner went from grinding 70-hour weeks to working focused 5-hour days after bringing on OA talent. That's not just delegation. That's life transformation.

Dreamland BBQ: Outsourced Way to 8 Locations

A legendary BBQ brand used OA virtual assistants to handle operations across 8 locations, freeing up leadership to focus on growth and quality.

From $4M to $8M Growth

A client doubled their revenue from $4M to $8M with OA handling the operational infrastructure that made that growth possible.

VA Sold $500K from the Philippines

An OA VA closed half a million dollars in sales working remotely from the Philippines. Offshore talent can sell. It's about the right person with the right training.

YardZ — From 1 VA to $500K in New Revenue

Started with one VA doing FieldRoutes routing. We spotted something their team was missing: they weren't upselling existing customers. We brought the idea to the table, got Christina trained on chemical sales, and she sold $100,000 in her first three months. Cost to the client? $2,300/month. She hit $500,000 in her first year. Then they added another staff member for accounting. That's the arc. Crawl. Walk. Run. Scale.

More Client & VA Success Stories

Maria

VA success story demonstrating the caliber of OA talent and the depth of integration into client businesses.

Yaz

VA who became an indispensable part of the client team, proving offshore talent can match or exceed local performance.

Alvin

VA success story showcasing the range of skills and commitment OA team members bring to every engagement.

Raya

VA who went above and beyond, demonstrating the culture of excellence that defines OA's workforce.

Wille Co

Client who scaled their operations with OA support, experiencing the full growth partner relationship.

Greenlight Cyber

Cybersecurity firm that found specialized OA talent capable of handling technical, industry-specific workflows.

The Most Desirable Company to Work for in the Philippines

Culture isn't a buzzword at OA. It's the engine that drives retention, performance, and purpose.

GREAT Core Values

G - Gratitude

We start from a place of thankfulness. For our clients, our team, our opportunities, and each other.

R - Relationship Driven

We don't do transactions. We build lasting relationships with our clients and within our team.

E - Everlong Quest for Improvement

Never satisfied. Always growing. Every person at OA is on a path of continuous development.

A & T - Thoughtful Communication

We communicate with intention, clarity, and care. Every message, every interaction matters.

UBUNTU: Annual Theme

"I Am Because We Are"

UBUNTU is our cultural backbone. It means that an individual's success is inseparable from the community's success. Every team member, from the newest VA to the CEO, operates with this mindset.

People-First Culture

CEO Welcome Messages

Brad personally writes welcome messages to every new team member. 10-15 hours every month dedicated to making every person feel seen from day one.

4 Development Programs

Skills development, leadership growth, personal development, and health & wellness programs for every employee. Growth isn't optional. It's built in.

ISOF Program

Internal Staff Optimization Framework ... a program designed to continuously improve how we work and how our people grow.

Virtual Success Magazine

We're the ONLY company in the entire Philippines with a dedicated staff magazine. Staff of the Year makes the cover. We bring them in for professional photo shoots with makeup and styling. We tell their stories. Read the latest issue →

Staff Rewards: Fully Paid Vacations

🌴 Dores Pactolerin — Performance Reward Vacation

When our staff go above and beyond for our clients, we reward them. Dores and her husband received a fully paid vacation courtesy of OA. This is just one of many vacations we've funded for our top performers and their families. This is what retention looks like.

One of many fully paid staff vacations OA has provided

Leadership Offsites & Manager Development

We invest heavily in our leadership teams and managers who directly oversee your virtual assistant. Multiple offsite events each year for education, training, and team building so they deliver the best experience for our clients.

Leadership Trust Building — August 2025

Leadership Team Building — May 2022

Team Offsite — Boracay 🏝️

We send our teams to incredible locations like Boracay for offsites. Investing in our people's experiences is how we attract and keep the best talent in the Philippines.

OA UN Sustainable Development Goals initiative
Giving Back

VA Giveback Program: 10,000+ Hours Aligned with UN SDGs

Our team has contributed over 10,000 hours of volunteer work aligned with the United Nations Sustainable Development Goals. We have a full-time UN SDG consultant on staff to guide our impact initiatives.

  • Mangrove planting and environmental restoration
  • School supplies and educational support for underprivileged communities
  • Typhoon relief and disaster response
  • COVID holiday baskets hand-delivered to team members' families
  • 5-year charitable event series supporting breast cancer awareness
  • Tree planting initiatives across the region

🌍 UN Sustainable Development Goals — OA Impact Recap

A comprehensive look at how our Virtual Assistants Give Back program aligns with each UN Sustainable Development Goal. Over 10,000 hours of impact and counting.

OA philanthropy - community outreach OA philanthropy - education support OA philanthropy - environmental work OA philanthropy - team giving back
Our VA retention helps YOU retain your local employees. When your local team sees the VA doing the admin work they hated, they get to do MORE of what they were hired to do. OA becomes a competitive advantage for your existing team.
Your Existing Employees Become Their Biggest Fans

The Biggest Fear... and the Surprising Truth

Business owners always ask: "How will my current team react?" Here's what actually happens.

Rico at Heiler Painting was voted BEST EMPLOYEE of the year... out of all 50 US-based staff. An offshore VA. The existing team didn't resent Rico. They championed him. Because Rico handled the work they didn't want to do, freeing them to do the work they were hired to do.

OA VAs integrate so deeply that local teams become their biggest advocates. That's not a talking point. That's what happens when you do this right.

Video Resources

Building a Strong Company Culture

VAs Support UN SDGs

VA Giveback Mangrove Planting

ISOF Program

OA Virtual Magazine

See Our Staff

We've placed and fully managed thousands of staff over the last seven years. Here are just a few examples to give you an idea of the caliber of candidates. Each highlight shares a little about their personal background, the type of client they're working with, and what industry they support.

Recent Placements (2026)

VA Highlight - Eire
VA Highlight - Rosavielle
VA Highlight - Juan
VA Highlight - Cris
VA Highlight - Aivan
VA Highlight - Marvin
VA Highlight - Kim
VA Highlight - Edison
VA Highlight - Kathleen
VA Highlight - Christine
VA Highlight - Emmanuel
VA Highlight - Chrislene
VA Highlight - Reah
VA Highlight - JC
VA Highlight - Missy
VA Highlight - Krischelle
VA Highlight - May

More of Our Amazing Team

VA Highlight - Jackielyn
VA Highlight - Glydih
VA Highlight - Mary Cris
VA Highlight - Christian
VA Highlight - Johanna
VA Highlight - Juvilie
VA Highlight - Paul
VA Highlight - Ivy
VA Highlight - Nineveh
VA Highlight - Mark Petiluna
VA Highlight - Estrella
VA Highlight - Mixmerizele
VA Highlight - Issa
VA Highlight - Thristan
VA Highlight - Maureen
VA Highlight - Ryan
VA Highlight - Julia
VA Highlight - Lalaine
VA Highlight - Neil
VA Highlight - Gerry Mae
VA Highlight - Christel
VA Highlight - Jason
VA Highlight - Willa
VA Highlight - Anna Marie
These are just a few of the hundreds of virtual assistants we've placed. Every one is recruited through our 21-step vetting process, fully managed by our operations team, and matched to the specific needs of each client.

7+ National & Global Awards

We don't see awards as ego but as accountability to live up to our standards.

Brad Stevens on stage - Redefining How You Scale

Inc. 5000 #326

One of the fastest-growing private companies in America (2023). Out of thousands of applicants, OA ranked #326.

Inc. Regional #21 Southeast

1,337% growth rate. Ranked #21 among the fastest-growing companies in the Southeast.

Inc. Power Partners

Recognized for reliable, high-quality service that empowers partner companies to scale.

Inc. Best in Business (2021)

High growth combined with purpose-driven impact. One of Inc.'s most prestigious recognitions.

Real Leaders Impact Awards

Recognized in 2023 AND 2024 by the official YPO publication for making a real-world impact through business.

AJC Pacesetter Awards #14

Top 100 fastest growing private firms in the Atlanta metro area, ranked #14.

Small Business Awards

Fastest growing firms in the US & Canada recognition.

Media Features

Inc Magazine (4x), Wall Street Business Network, Simply Buckhead (cover), AJC Pacesetter Rankings.

Featured In
Inc. Magazine feature on Brad Stevens Inc. Magazine feature 2024 Magazine Cover 2023 Magazine Issue
Award Videos

Our Red Carpet Moment at the Inc. 5000

Real Leaders 2023 Award

Everything You Need to Explore

Dive deeper into how Outsource Access works, our story, and how we can help you scale.

Book

"Automate and Delegate" by Brad Stevens

The Modern Leader's Guide to Scaling and Living in Your Passion Pockets

Launching August 30, 2026. Includes the book, interactive workbook, custom AI agent co-pilot, and a living resource library.

Learn More & Pre-Order

Podcast

"Automate & Delegate: What Should You NOT Be Doing"

Available on iTunes, Spotify, and Amazon. Real stories and real systems for scaling your business without burning out.

TEDx Talk

Brad Stevens TEDx (230K+ Views)

The talk that introduced millions to the idea that outsourcing can be an economic win-win, not a race to the bottom.

Newsletter

"Automate and Delegate" Newsletter

Weekly insights on potential vs. performance, delegation, automation, and building a life you actually want to live.

The 2-Question Exercise
Industry Playbooks

Pre-built playbook templates for 70+ industries, customized for your specific business.

Browse All Playbooks on outsourceaccess.com

YouTube & Video
Website & Contact

Ready to Scale?

No commitment. No pitch deck. Just a conversation about your challenges and how we might help.

Book a Discovery Call

The OA Client Red Carpet Experience

We don't just deliver results from across the ocean. We invite our clients to come see it all in person. And when they arrive... we roll out the red carpet.

Kurt Fenner — Transformer Toys E-Commerce

Kurt runs an e-commerce store selling transformer toys. When he visited us in the Philippines, we greeted him at the airport with full-size Transformers and a red carpet welcome. That's how we treat our clients. Because when you trust us with your business, you become family.

Kurt Fenner's OA Client Visit — Red Carpet Experience

Kurt Fenner — Direct Testimonial

Hear it straight from Kurt. After the red carpet experience, the Transformers at the airport, and seeing his team in action... here's what he had to say about working with OA.

Shotwell Productions — Kaye's Journey

A husband-and-wife video production team share their entire journey with OA and their staff member Kaye.

The OA Visit Experience

See what it's like when clients visit our team in the Philippines.

Jeff Beeler — Tree Sniper Client Visit

Jeff Beeler from Tree Sniper came to visit our team in the Philippines. Here's the warm welcome our staff gave him when he arrived... and the in-depth testimonial from his experience working with OA.

Jeff's Arrival — Team Welcome 🎉

Jeff Beeler — Client Testimonial 🎤

We look forward to making a big impact in your business... and then inviting you to come visit us. You'll get a warm welcome from our whole team, a tour of the Philippines, and the full red carpet treatment.

Ready to Start the Journey?

Book a free discovery call. Zero risk. Nothing but upside. We'll run our signature Constraints Analysis, show you complimentary candidates, and let you see the professionalism of our team firsthand.

Book Your Free Discovery Call

Frequently Asked Questions

Real answers to the questions we hear most, straight from the OA team. Watch any video below to learn how our model works, how we find and support talent, and what makes the experience different.

Overview

Can you give me a summary of the OA model in 3 minutes?

Working with OA

What about the time zones?

What about the matching process?

What about English proficiency?

Do I have to sign a long-term contract?

What if I don't have 40 full hours of work to give to a VA?

What if my VA needs time off? What about redundancy?

Talent & Skills

What is your retention rate of your VA's?

How do you recruit for your VA's?

Will the VA have all skills I need? How do you know what skills are needed from a VA to assign to me?

How do you document processes?

How does OA provide bonus and incentive compensation to VA's?

Behind the Scenes

How do you recruit talent? Meet Mia from our Talent Matching Team!

What benefits do you provide for your staff?

Can you give me a tour of your office and some key staff?

Do you offer for your Clients to come visit the Philippines? Yes!

Have More Questions?

Book a free discovery call and get answers specific to your business.

Book a Discovery Call

CEO Interviews with Our Virtual Assistants

This is a significant part of our culture. Our CEO has done over a hundred interviews directly with our staff to hear their story, their journey, and their background. This is to bring to life the incredible competency and talent of our Filipino teams and to learn more about them individually and the impact they've had on their clients.

Brad Stevens with OA virtual assistants Brad Stevens podcast interview with staff
Podcast Studio Interviews (Philippines Trip)

Filmed in HD during Brad's trip to OA's Philippines headquarters. Long-form, in-depth conversations in our podcast studio.

VA Aivan — Enterprise AI & Workplace Technology

VA Kirschille — Restaurant & Hospitality Services

VA Missy — Franchise Industry

VA Emmanuel — Home Service Industry

VA Flor — Field Services Industry

Marvin — Supporting the EO GRIT Community

HOW Series — VA Industry Deep Dives

From the "How Outsourcing + AI Works" podcast. Brad interviews team members about how they deliver results in specific industries and roles.

Florabel — Workiz & Field Service Management

Kath — Full HOW Episode

VA Maribel — Full Interview

VA MaryJune — Full Interview

Grace — Executive Assistant

June Bahian — Commercial Real Estate

Hazel — Personal Injury Law Firms

Ross — E-Commerce Operations

JC — Commercial Real Estate

Emma — Healthcare Virtual Assistant

Belle — Roofing Industry

Joy — Operations & Admin Support

Julie Santos — Marketing Support

VA Aileen — Client Support Specialist

Jeannie — Sales & Video Production

Julie — Marketing Virtual Assistant

Jannah — Supporting Heiler Painting

Dan Ryan — How Outsourcing Works for Franchising

Scaling Breakthrough — Documentary Series

Our documentary series following real VA stories, client visits on the road, and the systems that power OA's growth.

VA Story: Rica

VA Story: Flor

VA Jesseca — Accounting & Bookkeeping

Playbook Review with VA Chandem

On the Road: VAs Krish & Lou

World-Class VA Travels to UK for Global Logistics

How We Develop World-Class Virtual Assistants

Client Spotlight: Maria McWhirt of MpowerMe

OA On the Road: Visiting Heiler Painting in Philadelphia

Client Spotlight: Five Traks with Brad

VA Spotlight Interviews

Quick-hit interviews with our VAs sharing what they do, how they got here, and what working at OA is like.

Beia

Cleo

Jessa

Kath

Janna

Amy

Angelique

Jaysarie

Jaja

Grace

Bianca

Donnah

Chandem Dasmarinas

JC Salas

Client Testimonials

Hear directly from business owners about their experience working with Outsource Access and the impact on their operations.

Randal Tolbert — Redefining How You Scale

Tom Heiler — Heiler Painting's VA Success

Zach Coward — Team Appreciation

Pam Lucas — Redefining How You Scale

Maria McWhirt — Scale with Virtual Assistants

Michelle Domanico — How It Works

Jeff Luther — Redefining Business Scaling

Jeff Beeler — Tree Sniper's VA Experience

Jabez Lebret — Streamlining VA Operations

Chris Medhurst — District Taco's Outsourcing Success

Cameron Herold — VAs Help Offload Leadership Work

Chip Dodd — Healthcare VA Success

Christian Dodder — Fire Protection Services

Curt Fignar — VA Reliability & Continuity

Andrea Anderson — Scaling Made Easy

Betsy McAtee — Dreamland BBQ

Chad — Integrity and Communication

Jay Graves — Effective VA Collaboration

Speaking & Events

Brad speaking at conferences, industry events, and EO gatherings around the world.

Brad Stevens — Speaking & Appearance Highlights

EO Atlanta — Two-Question Exercise Presentation

Red Carpet Interview — EO Atlanta Leadership Summit

Celebrating 30 Years of EO Atlanta

Leaders in Franchising: Ford Saeks on AI & Scaling

Brad Speaking at MyEO Deal Exchange — Offshore Virtual Staff

Company Culture & Behind the Scenes

A look inside Outsource Access — our Philippines office, team celebrations, and company milestones.

Inside OA: Office Tour with CEO Brad Stevens

OA's 7th Anniversary — Team Message

OA History — Highlights & Milestones

Virtual Assistants Give Back — Mangrove Planting

OA Week Celebration

Brad's 6th Year Speech — Avance Theme

Want to Meet Your Team Before You Commit?

Book a discovery call. We'll match you with a VA and you'll interview them before you decide.

Book a Discovery Call

How Outsourcing + AI Works

The podcast series for small to medium businesses. Real stories of growth, profit, and scale from 4 million+ hours of experience across 80+ industries. Hosted by Brad Stevens.

HOW Podcast Cover Art
Watch Full Playlist on YouTube

45 Episodes & Counting

Each episode features real business owners, industry leaders, and VA team members sharing exactly how outsourcing + AI works in their business. No theory. Just proven systems from people who've done it.

Available on YouTube, iTunes, Spotify, and Amazon

What You'll Learn

  • ✅ How to delegate effectively to offshore talent
  • ✅ Which AI tools actually work for SMBs
  • ✅ Industry-specific outsourcing strategies
  • ✅ How to build unrecruitable teams
  • ✅ The exact systems behind scalable growth
Latest Episodes

From Corporate to CEO: How to Scale with Outsourcing & AI

Culture Eats Strategy: How to Build an AI-Proof Business

How to Maximize Workiz: Field Service Management with Dedicated VAs

Building Unrecruitable Teams: AI Workflows & Offshore Strategy

Outsourcing + AI In Action: What Actually Drives Scalable Growth

This VA Sold $500K From the Philippines

Business Strategy Episodes

The #1 Mistake Entrepreneurs Make When Scaling

This One Question Unlocked $50,000 in Hidden Revenue

Why 95% of AI Implementations FAIL (And How Yours Won't)

Sales Strategies, AI, and Scaling Through Outsourcing

Industry Deep Dives

Commercial Real Estate: Scale with Virtual Assistants

Scaling Healthcare with AI + Offshore Talent

How to Scale Your Restaurant Business (Without Burnout)

Franchise Marketing Strategy: Scale Without Losing Brand Control

How Outsourcing and AI Scale an E-Commerce Business

Is Outsourcing The Secret To Growing Your Franchise?

Franchise & Leadership

Unlocking Franchise Success with Chris Medhurst (District Taco)

Personal Brand vs Corporate Brand: Scaling Trust & Growth

The Ultimate AI & Outsourcing Playbook for Business Growth

She Outsourced Her Way to 8 Locations (Dreamland BBQ)

Watch All 45 Episodes on YouTube →

Ready to See How It Works for Your Business?

Pick your industry. Book a call. We'll show you exactly how outsourcing + AI fits your operation.

Book a Discovery Call

Just a Little Humor 😄

Have you ever seen the Dollar Shave Club video? A company that went to $1 billion with one viral video about razors. On my last trip to the Philippines, I took my best effort poking fun at all the wrong perceptions people have about Filipino teams. Here it is.

💈 The OA "Dollar Shave Club" Video

Every wrong perception about offshore staffing... destroyed with humor.

Bonus: OA Humor Skits

More Fun Moments

Dancing with Jollibee 🐝

Brad dancing with the Jollibee mascot (the Philippines' most beloved restaurant chain) while donating funds for a pediatric cancer facility. Business with heart... and moves.

Swing Dancing with Joanne 💃

Brad bringing out the best swing dancing in Joanne, OA's Director of HR. Because great culture includes great moves.

Our OA Offices 🏢

Take a quick tour of our Cagayan de Oro headquarters. Podcast studio, training rooms, and where the magic happens every day.

Mother's Day Showcase 💐

Every Mother's Day and Father's Day, we produce a big showcase video celebrating our employees and their families. Another way we attract and keep the best.

OA Pickleball Tournament 🏓

Our staff have special interest and hobby groups... from baby groups to running clubs to wellness. Here's our team pickleball tournament in the Philippines.

Badminton Tournament with the CEO 🏸

Health and wellness is core to our culture. Here's CEO Brad Stevens getting right in the mix at our company badminton tournament in the Philippines.

Brad Stevens jumping mid-air with OA team member at badminton tournament Brad and OA team raising rackets together after badminton match

Aerial drone footage of our team badminton tournament

Release Party: On Stage in the Philippines 🎉

Brad on stage at OA's release party, celebrating our staff and announcing new industries we're launching into. This is what a company that genuinely invests in its people looks like.

Staff Interview: Her Journey at OA 🎤

Brad sits down in our podcast studio with one of our team members to hear her journey... from planning vacations to HR and marketing support for clients. Everything a great VA can become.

Staff Spotlight Interview 🌟

Another sit-down conversation with one of our incredible staff members. Real stories from real people building real careers at OA.

Staff Trip: Work-Life Balance 🌴

Our staff on a trip together. Work-life balance isn't just a talking point at OA... it's how we operate. Happy people do better work.

More OA Culture Moments 🇵🇭

Another look at what life is really like inside OA. Culture isn't built in a mission statement... it's built in moments like these.

"If you can't laugh at the misconceptions... you probably still have them. We've spent 7 years proving that the best talent in the world isn't limited by geography. And sometimes the best way to prove it is to have a little fun with it."

Our Annual Christmas Party 🎄

Every year we throw a massive Christmas party for 500+ staff. Best dressed contest, awards for top performers, and our very own OA Idol talent show. This is probably the best indication of our culture and our people.

2024 — Rock Star Theme 🎸

2023 — Modern Filipino 🇵🇭

500+ staff, best dressed contest, top performer awards, and the OA Idol talent show.

Leadership Summit — Inc 5000 Red Carpet 🏆

OA Leadership Summit 2023

We brought all of our top leaders together to celebrate making the Inc 5000 (top 7% of fastest-growing companies in America). Then we surprised them by flying in their families. This is a great one to watch.

Our Franchise Experience

We work with franchisors, franchisees, and franchise service providers across the country. From multi-unit operators to franchise headquarters, our team knows how to plug in and scale franchise operations.

OA Franchisor Support System OA Franchise Virtual Assistant
Franchise Brands We Work With

A sample of the franchise brands trusting OA to power their operations:

District Taco
Woodhouse Day Spa
Hong's Holl & Junk
Franchise College

More franchise client logos coming soon

Industry Recognition
International Franchise Association

Active in the International Franchise Association (IFA) community

Virtual Success Magazine - Franchising Edition

Featured in our Virtual Success Magazine — Franchising Edition

On the Road: Franchise Business Review Conference

FBR 2025 — Virtual Booth Tour

Brad walking through the Franchise Business Review conference, showing how OA supports franchise brands on the ground.

Franchise Podcast Episodes

Deep dives into how outsourcing and AI work specifically for franchise operations. Real franchise owners and operators sharing their experience.

🎙️ Betsy McAtee — Dreamland BBQ

She outsourced her way to 8 locations. How Dreamland BBQ scaled with virtual assistants.

🌮 Chris Medhurst — District Taco

How AI + outsourcing transformed District Taco's franchise operations.

🎙️ Johnny Francis — Franchise Industry

Is outsourcing the secret to growing your franchise? An interview with Johnny "Franchise" Francis.

📈 Kelly Trimm — Franchise Brand Growth

Scaling franchise brand growth with virtual staff.

🎙️ Dan Ryan — Franchising

How outsourcing works in the franchising space.

🏢 Own the Business, Not the Job

Franchises + VAs for scalable freedom.

Leaders in Franchising — Interview Series

Brad's on-location interview series with franchise leaders, filmed at IFPG events and franchise conferences across the country.

Ford Saeks on AI & Scaling Strategy

Raphael Rohit Rajan (EZee Assist) — Scaling with AI

Stephanie Benze (AC Inc.) — Empowering Field Coaches

David Wheeler (TSource) — Navigating IT Complexity

Chris Baker (Franchise Flippers) at IFA 2026

Larry Layton (Profit Soup) — Financial Success

Franchise Video Resources

Franchise Growth with Offshore Virtual Assistants

Brad Interviews TL Dan Ryan — How Outsourcing Works for Franchising

Getting Started with Outsource Access — Our Entire Process

Downloadable Resources

Franchise Support System Brochure

OA Franchise Support System Brochure
Download PDF

The COO's Guide to Offshore Teams

The COO's Guide to Leveraging Virtual Teams for Growth & Profitability
Download PDF

Franchise Owner? Let's Talk.

Whether you're a franchisor looking to support your entire network or a franchisee ready to scale your location, we've built the playbook. Book a free discovery call and see how OA powers franchise operations.

Book Your Free Discovery Call

Insights & Education

Speaking events, educational webinars, case studies, and deep dives into how outsourcing + AI actually works. Filter by industry to find content specific to your business.

Featured: Speaking from Stage
⭐ FLAGSHIP

Speaking at John Maxwell's Leadership Center

Brad took the stage right after John Maxwell himself at the Maxwell Leadership Center. One of the most prolific authors and leaders in the world, at his own institute. This is what credibility looks like.

Brad and Cindy Stevens with John Maxwell

Brad and Cindy with John Maxwell at his Leadership Center

"It was an honor for Brad to speak right after John Maxwell at his Leadership Center on the world of outsourcing and virtual assistants to impact small to medium businesses."

🎤 MyEO Deal Exchange — Optimizing Your Fast Growth Company Using Offshore Virtual Staff

Brad speaking at the Entrepreneurs' Organization Deal Exchange on how to scale using offshore talent. Real frameworks, real case studies, real results.

TEDx Talk

TEDx: Personal Global Economies — 230K+ Views

Brad's TEDx talk on how outsourcing creates win-win economies across borders. The philosophical foundation behind everything OA does.

Speaking Highlights Reel

🎤 Brad Stevens — Speaking & Appearance Highlights

A 90-second reel of Brad on stages across the world. John Maxwell's Leadership Center, TEDx, EO events, franchise conferences, and more.

Awards & Recognition
OA Awards - Inc 5000, Real Leaders, Pacesetters, Inc Best in Business, Inc Power Partner, Inc Regionals

Recipient of 8 Global/National Awards

Awards & Red Carpet Interviews

🏆 Red Carpet Interview — EO Atlanta Leadership Summit

Brad honored on the red carpet, speaking about the power of virtual assistance and being celebrated for his impact.

🎙️ Celebrating 30 Years of EO Atlanta

Growth, challenges, and the future of AI. Brad reflects on building Outsource Access and where outsourcing is headed.

🎓 LeaderPass Executive Series — Full Interview with Brad Stevens

Brad interviewed by Jamie Minton as part of the LeaderPass Executive Series. A deep conversation on leadership, scaling, and building a company that matters.

How Outsourcing & AI Works — By Industry

Case study episodes from the HOW podcast. Select an industry above to filter, or browse them all.

Painting

Heiler Painting — Tom Heiler

Revenue doubled. VA voted MVP by all 30 US employees. "Most proactive person I've ever worked with."

Video Production

Shotwell Productions — Kaye's Journey

Husband-and-wife video production team share their full journey with OA and their staff member Kaye.

More case study videos coming soon. We're organizing our full library of 85+ industry case studies with filterable categories. Check back or subscribe to our YouTube channel for the latest.
Browse All Episodes on YouTube

Stay Connected

Follow along for daily tools, resources, behind-the-scenes content, and the latest on outsourcing + AI for small business.

VA Task Library — 500+ Real Tasks Our Teams Perform

We've completed nearly 20,000 tasks and 5 million hours of work across 85+ industries. Below is a searchable sample of the specific, real-world tasks our virtual assistants handle every day... not generic descriptions, but actual work.

📋 Want to identify YOUR delegation opportunities? Try our Two Question Exercise — the same tool we use with every new client to uncover exactly which tasks should be handled by your VA.
Showing 0 tasks
CategorySpecific TaskIndustry
AdminEmail ManagementMulti-Industry
AdminCRM Management, Data CleanupMulti-Industry
AdminExtracting Data from PDF to ExcelMulti-Industry
AdminCreating Prospect Lists, Working CRM, and Project ManagementMulti-Industry
AdminVirtual Staffing Business OperationsMulti-Industry
AdminData Entry, Including Inputting and Processing LeadsMulti-Industry
AdminCompany ResearchMulti-Industry
AdminSubmitting Maintenance RequestsMulti-Industry
AdminScheduling ManagementMulti-Industry
AdminInternet ResearchMulti-Industry
AdminCreating Research-Based PresentationsMulti-Industry
AdminFiling & Document ManagementMulti-Industry
AdminDatabase Administration & MigrationMulti-Industry
AdminPayment and Receipt TrackingMulti-Industry
AdminVendor CoordinationMulti-Industry
AdminMaking Inbound/Outbound Calls Using Google VoiceMulti-Industry
AdminHandling Incoming Calls, Addressing Client NeedsMulti-Industry
AdminOperating Devices/Printers to Print Labels for MaterialsMulti-Industry
AdminGoogle Workspace: Docs, Sheets, Slides, CalendarMulti-Industry
AdminMicrosoft 365 ManagementMulti-Industry
AdminClient Onboarding DocumentationMulti-Industry
AdminMeeting Note-Taking and Action Item TrackingMulti-Industry
AdminProcess Documentation and SOP CreationMulti-Industry
AdminInventory Management and TrackingMulti-Industry
AdminLease and Contract File OrganizationMulti-Industry
AdminSupply Chain CoordinationMulti-Industry
AdminResponding to Emails, Setting Up CRMs, and Managing DocumentsMulti-Industry
AdminOrganizing and Managing Short Tasks AssignedMulti-Industry
AdminManaging Employee Tax FilesMulti-Industry
AdminCompleting Forms Required for Business OperationsMulti-Industry
AdminManaging the Setup of an Organized Cloud System and Documenting ProceduresMulti-Industry
AdminHandling Purchasing and Tracking TasksMulti-Industry
AdminManaging Updates to Project FieldsMulti-Industry
AdminOrganizing Meetings, Team Calls, and Rescheduling Based on AvailabilityMulti-Industry
AdminCreating a Master Rate Grid for All SubcontractorsMulti-Industry
AdminResearching Vendors and Managing Quotes for Materials and AppliancesMulti-Industry
AdminHelping with Business RelocationMulti-Industry
Customer ServiceResponding to customer inquiriesMulti-Industry
Customer ServiceHandling bid-related inquiries and scheduling times with companiesMulti-Industry
Customer ServiceAnswering and redirecting calls, transferring to appropriate team memberMulti-Industry
Customer ServiceAssist in answering customer support ticketsMulti-Industry
Customer ServiceChat/Email assistance, inbound call volume assistance, taking scheduling questionsMulti-Industry
Customer ServiceAnswer customer callsMulti-Industry
Customer ServiceAnswering client inquiries and resolving ticketsMulti-Industry
Customer ServiceHandling customer calls to ensure prompt assistanceMulti-Industry
Customer ServiceAddressing customer inquiries and resolving escalationsMulti-Industry
Customer ServiceProviding customer service for mobile app and client portal issuesMulti-Industry
Customer ServiceFollowing up with clients to ensure payments are madeMulti-Industry
Customer ServiceCommunicating through follow-up emails to maintain relationshipsMulti-Industry
Customer ServiceSending customer notices, replying to communications, handling follow-up actionsMulti-Industry
Customer ServiceSending renewal emails and invoices to customersMulti-Industry
Customer ServiceDirect communication with clients for satisfactionMulti-Industry
Customer ServiceReaching out to previous guests to generate businessMulti-Industry
Customer ServiceEncouraging clients to provide testimonialsMulti-Industry
Customer ServiceEngaging with customer feedbackMulti-Industry
Customer ServiceEngaging with customers to improve visibility and reputationMulti-Industry
Customer ServiceManaging communication when discontinuing servicesMulti-Industry
Customer ServiceHandling automated booking and reservationsMulti-Industry
Customer ServiceManaging booking systems and scheduling appointmentsMulti-Industry
Customer ServiceClient management software & appointment settingMulti-Industry
Customer ServiceCollecting customer feedback through surveysMulti-Industry
Customer ServiceHandling procurement of business insuranceMulti-Industry
Customer ServiceSending personalized thank-you cards and notesMulti-Industry
Customer ServiceContacting insurance providers, responding to case managersMulti-Industry
Customer ServiceAddressing client concerns about shift changesMulti-Industry
Customer ServiceAnswering customer queries, advising on backorders or delaysMulti-Industry
Customer ServiceResponding to customer reviews on GoogleMulti-Industry
Customer ServiceManaging customer service tickets and resolving issuesMulti-Industry
Customer ServiceTenant relations and surveyMulti-Industry
Customer ServiceContractor relations and surveyMulti-Industry
Event CoordinationOrganizing and managing eventsMulti-Industry
Event CoordinationEngaging and managing a group of participantsMulti-Industry
Event CoordinationEnsuring participation and experience are positiveMulti-Industry
Executive AssistantEmail management, leads managementMulti-Industry
Executive AssistantEmail and calendar management, weekly insights prep, podcast prepMulti-Industry
Executive AssistantGoogle Calendar sync, email management, data entryMulti-Industry
Executive AssistantScheduling and calendar management, document preparation, appointment remindersMulti-Industry
Executive AssistantPre-planned travel arrangements, calendar management/meeting setupMulti-Industry
Executive AssistantDaily email cleanup and calendar snapshotMulti-Industry
Executive AssistantCalendar management & email managementMulti-Industry
Executive AssistantManaging multiple email accounts (Gmail, Office 365, Yahoo)Multi-Industry
Executive AssistantCalendar management, appointment setting in CalendlyMulti-Industry
Executive AssistantBeing mindful of the calendar & reminding the teamMulti-Industry
Executive AssistantDocusign and document creation, Adobe, agenda updatesMulti-Industry
Executive AssistantCalendaring, expense reports, DocuSign, data entry, email follow-upMulti-Industry
Executive AssistantOnboarding new clients, creating client listsMulti-Industry
Executive AssistantPhone coverage, courtesy calls, contact third-party companiesMulti-Industry
Executive AssistantScheduling travel for speaking engagements, coordinating logisticsMulti-Industry
Executive AssistantCoordinating travel for other team membersMulti-Industry
Executive AssistantManaging and scheduling meetingsMulti-Industry
Executive AssistantInvestor meeting and agenda managementMulti-Industry
Executive AssistantOrganize events, create PowerPoint presentationsMulti-Industry
Executive AssistantManage travel for family, employees, and fishing excursionsMulti-Industry
Executive AssistantBook restaurant reservationsMulti-Industry
Executive AssistantOrganizing business events like fundraisers, conventions, and networking eventsMulti-Industry
Executive AssistantAssisting with planning and coordination of eventsMulti-Industry
Executive AssistantReturning voicemailsMulti-Industry
Executive AssistantLinkedIn research and invites, outreach lists, data entry and draft email templatesMulti-Industry
Executive AssistantConducting research, building CRM databasesMulti-Industry
Executive AssistantManaging and implementing strategic promotionsMulti-Industry
Executive AssistantOrganizing and executing the design of new office spacesMulti-Industry
Executive AssistantBusiness development coordinatorMulti-Industry
Executive AssistantGathering information, checking schedules, and coordinating key projectsMulti-Industry
Executive AssistantManaging CRM, coordinating gift-giving events, ensuring follow-upsMulti-Industry
Executive AssistantUploading receipts to designated locationsMulti-Industry
Executive AssistantAssisting in generating accurate and detailed quotesMulti-Industry
FinanceManaging Credit Card TransactionsMulti-Industry
FinanceSales Team Deals ReportMulti-Industry
FinanceFinancial Oversight for Gift CertificatesMulti-Industry
FinanceInvoicing and Receipts, Adding Expenses in Salesforce, Bi-Weekly PayrollMulti-Industry
FinanceInvoicing for Projects and Clients, Daily BookkeepingMulti-Industry
FinanceAccounts Payable & Receivable ProcessesMulti-Industry
FinanceCreating Purchasing Processes, QuickBooks Cleanup, Cash Flow MonitoringMulti-Industry
FinancePaying Bills, Creating and Managing Sales QuotesMulti-Industry
FinanceCoordinating and Updating Investor Portal and CRMMulti-Industry
FinanceCreating Financial Quotes or Proposals for ClientsMulti-Industry
FinanceEnsuring Expensify Charges Have Receipts and Are Processed on TimeMulti-Industry
FinanceOverseeing Monthly Billing ProcessesMulti-Industry
FinanceProcessing AP Invoices, Creating Weekly Vendor PaymentsMulti-Industry
FinanceReviewing Employee Expensify Reports for AccuracyMulti-Industry
FinancePosting Journal Entries, Reviewing General Ledger, Monthly ReportsMulti-Industry
FinanceHandling Financial Tracking for Client Work and Expense ManagementMulti-Industry
FinanceUpdating Backlogged Financials, Running Bi-Weekly Payroll, Invoice EntryMulti-Industry
FinanceManaging Payroll Computation, Store Financial CalculatorMulti-Industry
FinanceRecording and Managing Change OrdersMulti-Industry
FinanceJob Costing, Installment Payment, Payroll, Profit Share CalculationMulti-Industry
FinanceEnhancing and Automating Bookkeeping and Accounts PayableMulti-Industry
FinanceActive Project Accounting VerificationMulti-Industry
FinanceAP Invoicing and ValidationMulti-Industry
FinanceValidating Purchase Order Matches InvoicesMulti-Industry
FinanceProcess Vendor Invoices & Credit NotesMulti-Industry
FinanceInvoice AuditingMulti-Industry
FinanceBilling Disputes and AdjustmentsMulti-Industry
FinancePayment ReconciliationMulti-Industry
FinanceTime Tracking and VerificationMulti-Industry
FinanceSending Payment Reminders and Resolving Billing InquiriesMulti-Industry
FinanceAccounts Receivable & Payable Working PaperMulti-Industry
FinanceProcessing Credit Card Payments, Reconcile in QBOMulti-Industry
FinanceCash Flow Report AssistanceMulti-Industry
FinanceTax Preparation, Monthly Bookkeeping, QuickBooks Online, Bank ReconciliationsMulti-Industry
FinanceHandling Financial Agreements and Maintaining ComplianceMulti-Industry
FinanceAccounts Receivable, Accepting Payments, Sales Reports, Weekly InvoicesMulti-Industry
FinanceE-commerce Orders to CRM, Audit Orders, Track Time and AttendanceMulti-Industry
FinanceBusiness and Personal Accounts Payable/BookkeepingMulti-Industry
MarketingManaging Speaking Opportunities, Drafting Contracts, Coordinating TravelMulti-Industry
MarketingSocial Media Management, Writing Meta Descriptions for WebsitesMulti-Industry
MarketingAssist with Marketing Tasks for Campaigns and Outreach StrategiesMulti-Industry
MarketingMedia Engagement, Social Media Management, Google Business Profile UpdateMulti-Industry
MarketingPoster Making and TV Slide Video Creation, Managing Business ProfilesMulti-Industry
MarketingSocial Media Posting, Working With Graphic Designer for ContentMulti-Industry
MarketingSchedule Social Media PostsMulti-Industry
MarketingLinkedIn Marketing for RecruitmentMulti-Industry
MarketingDrafting and distributing newslettersMulti-Industry
MarketingVideo EditingMulti-Industry
MarketingProducing ebooks, creating landing pages, generating email listsMulti-Industry
MarketingPosting job adsMulti-Industry
MarketingMarketing Plan CreationMulti-Industry
MarketingWebsite UpdatesMulti-Industry
MarketingSocial Media Calendar & Posting for Multiple BrandsMulti-Industry
MarketingBlog Posts based on Existing ResearchMulti-Industry
MarketingDevelop and execute a comprehensive social media planMulti-Industry
MarketingLinkedIn & Social Media StrategyMulti-Industry
MarketingManaging paid campaigns on Google and Facebook for lead genMulti-Industry
MarketingCombining paid campaigns with sales efforts to convert leadsMulti-Industry
MarketingSEO, Content Ideas, Assign to EmployeesMulti-Industry
MarketingOverseeing firm rebranding effortsMulti-Industry
MarketingDeveloping podcast and event marketing opportunitiesMulti-Industry
MarketingCreating and maintaining marketing content on digital platformsMulti-Industry
MarketingEditing videos to create engaging marketing materialsMulti-Industry
MarketingPlanning and managing marketing campaignsMulti-Industry
MarketingEstablish social media accounts, acquire followersMulti-Industry
MarketingUsing online groups to promote services and increase visibilityMulti-Industry
MarketingMarketing dribble campaign for realtors & designersMulti-Industry
MarketingOutreach marketing from industry directoriesMulti-Industry
MarketingLinkedIn managementMulti-Industry
MarketingCreating an email drip campaignMulti-Industry
MarketingCreating mechanisms for social media follow-upMulti-Industry
MarketingPersonalizing letters for outreach marketingMulti-Industry
MarketingRequesting referrals and testimonialsMulti-Industry
MarketingManaging ads and email campaignsMulti-Industry
MarketingOptimizing website contentMulti-Industry
MarketingImproving website functionality and user experienceMulti-Industry
MarketingMaintaining email lists by removing unsubscribed contactsMulti-Industry
MarketingSocial media content creationMulti-Industry
MarketingDeveloping a social media marketing strategyMulti-Industry
RecruitmentSales agent recruitmentMulti-Industry
RecruitmentSystem implementation (Salesforce), Recruitment MaterialMulti-Industry
RecruitmentCreating organizational tools to track HR metricsMulti-Industry
RecruitmentCompensation band research and reviewMulti-Industry
RecruitmentKeeping hiring managers updated on candidate progressMulti-Industry
RecruitmentMonitoring and tracking applicant progress, meeting weekly milestonesMulti-Industry
RecruitmentDocumenting interview information and moving candidates through processMulti-Industry
RecruitmentDeveloping efficient processes for sourcing and hiringMulti-Industry
RecruitmentSupporting HR initiatives by monitoring employee engagement platformsMulti-Industry
SalesCRM Management (Pipedrive, Notion, ClientLook, ATLAS)Multi-Industry
SalesUpdating and managing the sales pipelineMulti-Industry
SalesCRM Database Building — Data EntryMulti-Industry
SalesGeneral term sheet and contract supportMulti-Industry
SalesPreparing and creating sales orders and maintaining sales logsMulti-Industry
SalesProcessing and tracking sales ordersMulti-Industry
SalesClient Services SupportMulti-Industry
SalesAppointment Setting, Outbound Sales Calls, and Follow-upsMulti-Industry
SalesSending Emails to Prospect Leads, Email OutreachMulti-Industry
SalesCoordinating Follow-Ups from Email CampaignsMulti-Industry
SalesReaching out to potential clientsMulti-Industry
SalesWeekly Sales Forecast and Progress ReportMulti-Industry
SalesSales Pipeline ManagementMulti-Industry
SalesReporting on sales and performance metricsMulti-Industry
SalesComparative Market AnalysisMulti-Industry
SalesListing Management & CoordinationMulti-Industry
SalesManaging vendor location expansion and contract executionMulti-Industry
SalesEnsuring sales jobs are properly closed, including permits and invoicingMulti-Industry
SalesFinalizing and securing sales contractsMulti-Industry
SalesCollecting & Assigning Sales LeadsMulti-Industry
SalesClient Journey AnalysisMulti-Industry
SalesManaging Buyer and Seller Journey From Onboarding to ClosingMulti-Industry
SalesIdentifying and Segmenting Target AudiencesMulti-Industry
SalesCoordinating outreach and composing email templatesMulti-Industry
SalesReviewing client contractsMulti-Industry
SalesOrganizing lists in CRM or Google documentsMulti-Industry
SalesEntry of customer orders into ERP systemsMulti-Industry
SalesTracking renewals and generating quotesMulti-Industry
SalesManaging and tracking new referralsMulti-Industry
SalesProviding direct client support, communication and time managementMulti-Industry
SalesSetting up new cases in Practice Management systemsMulti-Industry
SalesDaily Billing and AR ManagementMulti-Industry
Sales & MarketingCRM Management (HubSpot, LinkedIn Navigator, Pipedrive)Multi-Industry
Sales & MarketingSales Pipeline Management & OperationMulti-Industry
Sales & MarketingManaging and tracking sales leads, follow-ups, appointmentsMulti-Industry
Sales & MarketingSales Tracker & Marketing Web Leads Funnel ReportMulti-Industry
Sales & MarketingManaging email and calendar for sales and marketing teamsMulti-Industry
Sales & MarketingLead Data Entry & OrganizationMulti-Industry
Sales & MarketingTracking TBR progress documentationMulti-Industry
Sales & MarketingReviewing weekly key performance indicatorsMulti-Industry
Sales & MarketingManaging project updates and data organizationMulti-Industry
Sales & MarketingPreparing presentations for sales and marketingMulti-Industry
Sales & MarketingBusiness Development & Maintaining Operational ProcessesMulti-Industry
Sales & MarketingPlanning and managing marketing campaignsMulti-Industry
Sales & MarketingTrade Show Planning/Strategy, Managing exhibitor servicesMulti-Industry
Sales & MarketingUtilizing CRM systems to generate leads from tradeshowsMulti-Industry
Sales & MarketingOrganizing educational eventsMulti-Industry
Sales & MarketingGathering insights on market trends and competitorsMulti-Industry
Sales & MarketingConducting research and applying SEO practicesMulti-Industry
Sales & MarketingWebsite Setup & Management (WordPress, HubSpot)Multi-Industry
Sales & MarketingCreating and distributing newsletters for email marketingMulti-Industry
Sales & MarketingSocial Media Management & EngagementMulti-Industry
Sales & MarketingContent Creation, Copywriting & Blog PostsMulti-Industry
Sales & MarketingPrint and Media Marketing, Graphics and LayoutMulti-Industry
Sales & MarketingSocial Media Content Posting, Marketing Material DesignMulti-Industry
Sales & MarketingCraigslist Posting, Non-Profit Marketing EmailsMulti-Industry
Sales & MarketingMarket Research, Billboard/TV/Radio TraffickingMulti-Industry
Sales & MarketingDirect Mail Strategy & Alternative Social Media ManagementMulti-Industry
Sales & MarketingCreating and Uploading Short-Form Videos for BrandingMulti-Industry
Sales & MarketingVideo Editing & Enhancing for Social MediaMulti-Industry
Sales & MarketingDynamic Price Grid & Inventory UpdatesMulti-Industry
Sales & MarketingAdvertising Backend ManagementMulti-Industry
Technical SupportReviewing backups for failures and creating ticketsMulti-Industry
Technical SupportMonitoring upcoming renewals to ensure timely actionMulti-Industry
Operations / AdminAudit 71-93 retail compliance opportunities per week across national accounts using Service Channel platform. Flag missed audit windows and track completion rates.Junk Removal / Franchise
Finance / AccountingAudit 103-136 labor and bedload surcharge opportunities per week. Cross-reference DBA sheets and B-Charges tracker for billing accuracy.Junk Removal / Franchise
Finance / AccountingProcess invoicing and billing operations in Service Channel. Set up customer accounts, manage billing workflows, and handle AR inquiries during 90-day structured onboarding.Junk Removal / Franchise
Data Entry / CRMDaily updates for Master Sheet, Accountability Scorecards, Sales Huddle documents, and Production Time Board. Manage Sales KPI sheet and process leads from HubSpot into CRM.Vehicle Wraps & Signage
MarketingDaily posting across Facebook, Instagram, and LinkedIn for two brands. Manage engagement and review responses via Meta Business Suite. Create monthly Online Platforms Analytics reports.Vehicle Wraps & Signage
Data Entry / CRMMigrate 6,000+ entries from legacy CRM (SquareCoil) to new CRM (Torq) while maintaining data integrity. Explore automation features to reduce manual reporting.Vehicle Wraps & Signage
Finance / AccountingCreate invoices and bill customers using Navision ERP system. Set up customer cards, maintain sales orders, and upload invoices to Avatax for tax compliance. Handle AR email inquiries.Enterprise Software (Utilities)
MarketingCreate pre/post conference email sequences in HubSpot. Proofread monthly newsletter and website content. Update, edit, and delete stale contacts in CRM.Enterprise Software (Utilities)
Data Entry / CRMBuild Power BI dashboards for AR Aging analysis and HubSpot Contact Growth tracking after completing Power BI certification.Enterprise Software (Utilities)
MarketingManage MailerLite email campaigns daily (1-2 hrs). Monitor bouncebacks, maintain subscriber lists with 2,500 contact limit. Previously migrated from Constant Contact.Commercial Real Estate
Sales / Lead GenDownload and process lead reports daily from Crexi and LoopNet commercial listing platforms. Monitor new listing inquiries and route to broker.Commercial Real Estate
Sales / Lead GenExecute daily cold calling campaigns via Terrakotta AI platform. Log calls, qualify leads, and update prospect tracking spreadsheets.Commercial Real Estate
Content CreationDesign marketing brochures and flyers in Canva. Edit promotional videos. Manage WordPress website including property listing pages and Deal Room updates.Commercial Real Estate
Sales / Lead GenScrape and compile lead data using Chrome extensions (Data Miner). Build prospect lists from web sources for outbound sales campaigns.Commercial Real Estate
Customer ServiceManage multi-facility email accounts across 3 storage locations. Coordinate operational activities including move-in/move-out processing and tenant support via OpenPhone.RV & Vehicle Storage
Operations / AdminTrack monthly insurance compliance for RV storage tenants via Safe Lease program. Generate compliance reports, communicate with vendors, and update tenant records in Monument CRM.RV & Vehicle Storage
MarketingSchedule promotional Facebook updates for storage facility pages. Manage audience engagement and respond to inquiries across social platforms.RV & Vehicle Storage
Executive AssistantCalendar and schedule management for CEO. Email inbox triage and communication management. Execute marketing campaigns across technology and performance channels.Business Consulting (GTM Strategy)
Sales / Lead GenBuild targeted contact lists using LinkedIn Sales Navigator (KSA, T&L sectors). Draft and send executive messaging campaigns for CRO outreach.Business Consulting (GTM Strategy)
Content CreationCreate blog posts in WordPress, format, and schedule for publishing. Design performance update presentations in Canva. Manage project boards in Strety (To-Do/Doing/Done).Business Consulting (GTM Strategy)
IT / Tech SupportProvide Tier 1 & 2 technical support for hardware, software, cloud apps, and peripherals. Own tickets end-to-end from triage to closure. Classify and prioritize incidents vs. service requests.Healthcare / Lab Services (Franchise)
IT / Tech SupportManage SLA response and resolution times. Configure workstations and provision user account access for new employees across the franchise network.Healthcare / Lab Services (Franchise)
Finance / AccountingExecute month-end closing processes for multiple hotel properties. Prepare Income Statement-POR reports and distribute across properties. Reconcile balance sheets and process daily bank reconciliations.Hospitality (Hotels)
Finance / AccountingImport payroll data for all hotels 3x/month (2 cutoffs and accrual). Reclass items with no department assignments. Create NetSuite journal entry import templates used team-wide.Hospitality (Hotels)
Finance / AccountingManage Accounts Payable workflows including Ottimate task queue. Resolve duplicate invoices and unmapped vendors. Process BTC AP Aging and maintain A/P mailbox at zero backlog.Hospitality (Hotels)
Finance / AccountingPrepare financial packets and special trial balances. Audit revenue data via Omniboost integration. Input Daily Revenue Reports for assigned properties.Hospitality (Hotels)
Operations / AdminHandle inbound searcher emails with 24-hour response SLA. Manage deal pipeline and track acquisition opportunities. Create weekly task breakdown sheets for partner visibility.Venture Capital / Private Equity
Operations / AdminCreate and maintain bid tracking tabs for each project. Update bid request details, track subcontractor estimates, and link files between OneDrive and Buildertrend project management.Commercial Construction (Roofing)
Operations / AdminMaintain centralized subcontractor contact records. Track bid responsiveness by job. Create Outlook email distribution groups per project and send BCC follow-ups to subcontractors.Commercial Construction (Roofing)
Operations / AdminAnalyze project drawings, specifications, and scope of work. Perform quantity takeoffs using Square Takeoff for precise material measurements. Compile estimates using internal pricing database with labor and material costs.Commercial Construction (Roofing)
Finance / AccountingUpload receipts into Buildertrend Cost Inbox, enter amounts, link to change orders, and maintain financial accuracy. Manage OneDrive and Buildertrend folder organization with renaming protocols.Commercial Construction (Roofing)
Finance / AccountingProcess daily bill payments via Southern Bank Bill Pay and e-checks. Enter transactions in QuickBooks across multiple company files. Classify and sort email/mail in Outlook.Real Estate / Investment
Sales / Lead GenDistribute incoming leads to sales team. Maintain and update sales tracking spreadsheets. Build and manage reporting dashboards for sales team visibility.Playground Design / Construction
Sales / Lead GenManage CRM (GoHighLevel) pipeline data hygiene, lead follow-up, and meeting notes. Coordinate cross-department sales reporting. Track tasks 3x daily (start, mid, end of shift).Marketing / Professional Training
Executive AssistantCalendar management, email triage and drafting, meeting follow-ups, document preparation, and stakeholder coordination. Monitor 6 social channels daily (Facebook, Instagram, LinkedIn, TikTok, X, YouTube).Marketing / Professional Training
Executive AssistantResearch for book project including manuscript organization, timeline management, and publisher coordination. Draft social media replies in founder's voice using custom AI persona (DanGPT).Marketing / Professional Training
Finance / AccountingGenerate bi-weekly client invoices in Bill.com (~20 min per invoice). Enter bills using Bill.com AI automation. Track overdue receivables with 45-day billing review and manual payment processing.Digital Media / Publishing
MarketingSet up ad campaigns in Broadstreet and ActiveCampaign. Create email ad takeovers. Monitor and optimize live ad campaigns. Manage project workflows in Hive including overdue activity alerts.Digital Media / Publishing
Customer ServiceManage SupportBee customer service inbox. Route billing, editorial, and customer service emails to appropriate team members. Handle guest post inquiries and archive spam.Digital Media / Publishing
MarketingDuplicate daily edition emails in ActiveCampaign for Southern Edition, Nashville, Birmingham, and Memphis markets. Send client inclusion emails when sponsored articles are published.Digital Media / Publishing
Data Entry / CRMClean up CRM records in Pipedrive (organization URLs, LinkedIn profiles, social media data). Conduct advertiser research for Birmingham market outreach.Digital Media / Publishing
Sales / Lead GenUpload signed quotes and mark to sold in Tigerpaw CRM. Update Opportunity & Quote Master File daily (2-3 hrs). Attend daily huddle meetings and report on accounts, renewals, and offers.IT Services / MSP
Sales / Lead GenPrepare weekly management sales metrics report every Thursday: revenue year-over-year, recurring revenue, service orders, opportunities created/closed/sold/voided.IT Services / MSP
Sales / Lead GenManage Technology Business Review (TBR) preparations including competitive analysis, proposal generation, and contract lifecycle management to prevent revenue leakage from missed renewals.IT Services / MSP
Executive AssistantMonitor email inboxes for CEO and VP (Kelsie, Roman, Dan). Manage calendar invites, meeting recaps, and schedule resets. Reconcile Divvy expenses and coordinate monthly franchise partner recognition.Junk Removal / Moving (Franchise)
Executive AssistantUpdate SL Cascade documents for Legal WAR and FranDev WAR campaigns. Compile task lists and align calendars across senior leadership team. Manage hotel bookings for franchise events.Junk Removal / Moving (Franchise)
Customer ServiceProcess customer service calls and email support for fast-casual restaurant chain. Manage group reservations via Olo platform (10-28 reservations per week). Process refunds and tax exemptions.Restaurants (Fast-Casual Franchise)
Customer ServiceManage Thanx/Paytronix loyalty program. Respond to online reviews on Google and Yelp. Handle customer complaints and coordinate resolutions across locations.Restaurants (Fast-Casual Franchise)
Finance / AccountingRetrieve daily bank activity and track cash deposits. Prepare Daily Sales Summary (DSS) reports. Process Accounts Payable with support docs. Enter credit memos and non-cash sales. Perform bank reconciliations.Restaurants (Fast-Casual Franchise)
Content CreationDesign marketing campaigns for seasonal promotions, email blasts, and social media. Maintain brand guide and create corporate catering promotional materials. Design in-store signage (A-frames, window clings, posters).Restaurants (Fast-Casual Franchise)
Finance / AccountingReview and categorize daily bank feed transactions. Post entries and sync sales reports from Toast POS to Restaurant365. Reconcile invoice sync from Toast XtraChef to R365.Restaurants (BBQ Franchise)
Finance / AccountingProcess weekly ending/closing inventories. Calculate NAF & royalties from iControl net sales and create R365 journal entries. Reconcile 3rd party delivery fees (DoorDash, UberEats, etc.).Restaurants (BBQ Franchise)
Executive AssistantSort, prioritize, and organize CEO's Outlook inbox before workday (2 hrs daily). Update SharePoint project progress, order logs, document filing, and site creation (3-4 hrs daily).Electrical Contracting
Operations / AdminFinalize high-stakes project closeouts including change orders. Spearhead migration to SharePoint for corporate record-keeping. Establish RingCentral and Apple Business Manager communication infrastructure.Electrical Contracting
Legal SupportProcess daily payments, financial reconciliation, and deposit tracking in Clio legal practice management system. E-file court documents including Petitions, Orders, and Affidavits.Estate Planning / Probate Law
Legal SupportManage daily calendar, hearing dates, and deadlines. Maintain weekly Active Cases Spreadsheet with case totals. Process daily inbox and route priority legal correspondence.Estate Planning / Probate Law
Legal SupportDraft estate planning documents using Form Builder platform. Perform complex multi-day document editing projects referencing Zoom audio recordings. Create and execute test estate planning documents.Estate Planning / Probate Law
Executive AssistantCoordinate Workshop Day preparation and retreat program logistics. Manage podcast and audio project coordination. Build sales pages with content structuring and technical layout.Marketing & Coaching
MarketingManage GoHighLevel (GHL) migration for two brands. Create and schedule social media content. Design newsletter covers and content. Build sponsor and organization outreach email templates and lists.Media / Events / Franchise Consulting
Finance / AccountingProcess payroll and manage IRA contribution administration. Run inventory delta reports. Manage data via Microsoft Access database. Coordinate product fulfillment through Shipvine.Online Education / Training
Content CreationEdit HTML for online course components. Record and integrate AI-generated audio narration. Manage bilingual content (English and Spanish). Produce full online learning courses from development to publication.Online Education / Training
Executive AssistantTriage ~581 emails monthly across Receipts, Finance, Operations, and Marketing categories. Manage veterinary practice calendar and prioritize urgent communications.Veterinary Services
Operations / AdminManage email backlog cleanup and ongoing inbox management. Create and send proposals and invoices. Collaborate on Airtable CRM setup. Handle communications via Quo/OpenPhone dialer.Commercial Construction
Finance / AccountingPost monthly bookkeeping transactions from bank feed in QuickBooks Online. Reconcile bank and credit card accounts. Run financial statements and reports. Process journal entries and reclass contractor payments.Accounting / Bookkeeping Services
Finance / AccountingPrepare and send weekly client invoices based on Financial Cents timesheets. Enter and pay bills in QBO monthly. Input W-9 info, track 1099 vendor payments, and prepare tax questionnaire packages.Accounting / Bookkeeping Services
Operations / AdminManage membership lifecycle in WildApricot: activate, renew, retire members. Update website membership grids. Send welcome and renewal emails. Track weekly membership numbers across 14 chapters.Legal Networking / CLE
Operations / AdminExecute chapter meeting checklists: confirm speakers, create agendas and Google Slides, set up Zoom, prepare membership grids. Post-meeting: record attendance, invoice unpaid events, follow up with candidates.Legal Networking / CLE
Operations / AdminCreate Course Approval documents and submit to Florida Bar 30-45 days before meetings. Manage Power Lunch groups monthly: publish to site, notify coordinators, collect DVAs, record results.Legal Networking / CLE
Finance / AccountingPerform multi-entity bookkeeping in QuickBooks Online across two businesses daily. Prepare P&L reports and balance sheets. Reconcile bank and credit card accounts (30-60 min per account).Legal Networking / CLE
Finance / AccountingAudit 180+ invoices per week across various VMS websites. Send disputes when VMS approvals don't match billing. Process direct billing emails weekly. Handle TKO invoice adjustments, referencing, and reprinting.Healthcare Staffing
Finance / AccountingFollow up on invoices 30+ days past due via collections outreach. Edit and process government invoices. Serve as sole accounting department resource handling full billing cycle.Healthcare Staffing
Sales / Lead GenResearch property owner phone numbers using BeenVerified, FastPeopleSearch, and Intelius (4 hrs/shift). Add contacts, companies, and properties to ClientLook CRM. Research property ownership from public records.Commercial Real Estate
MarketingUpdate commercial property brochures. Download and analyze industrial market reports. Maintain CRM database health for brokerage team.Commercial Real Estate
Customer ServiceTag and categorize 7-8 hours of customer feedback daily in Zendesk. File bug reports in Jira (Huckleberry Development project). Route support tickets between Gmail and Zendesk systems.Baby Tech / Mobile App
Data Entry / CRMManage MS Dynamics 365 CRM on behalf of 8+ commercial real estate agents (5-8 hrs/day). Optimize database health, create filtered contact lists, and maintain data quality standards.Commercial Real Estate
Content CreationCreate 2-4 social media outputs daily across Facebook, Instagram, Pinterest, LinkedIn, YouTube, and Constant Contact. Design graphics, write copy, and edit video content. Client approves and posts.Manufacturing (Wine & Beverage Equipment)
Operations / AdminSchedule and manage technician assignments via CPT Care and Field Nation platforms. Monitor real-time technician check-in/out in Rally and CoreNexa. Track ladder size, shipping (UPS/FedEx), and material deliveries.Telecommunications / IT Project Management
Operations / AdminReview installation guides and scope-of-work documents for technician alignment. Coordinate Ulta/CDW material deliveries and manage store availability issues to prevent site delays.Telecommunications / IT Project Management
Executive AssistantManage executive inbox to 'Inbox Zero' for CEO and VP. Restructure calendars for exec team. Create quotes, proposals, and contracts via Zomentum. Monitor tasks in Microsoft 365 Planner.Cybersecurity / IT Services
IT / Tech SupportManage IT support tickets and troubleshooting via Autotask PSA. Maintain CRM database. Manage project asset filing system. Enter employee time in Autotask. Prepare client-facing end-of-month documentation.Cybersecurity / IT Services
Sales / Lead GenConduct sales demos for cybersecurity products (Nightfall, Island, Safetica). Manage HubSpot pipeline with 70+ leads per month. Generate quotes via Zomentum and Better Proposals.Cybersecurity / IT Services
MarketingManage CEO's LinkedIn account for thought leadership content. Build and manage HubSpot workflows, campaigns, and email sequences for lead nurturing.Cybersecurity / IT Services
Finance / AccountingProcess bookkeeping and monthly financial close including reconciliation, P&L, and Balance Sheet. Clean up historical ledgers. Track Food COGS and reconcile inventory with staff weekly counts.Food & Beverage (Craft Cider)
Finance / AccountingBuild Excel automation for real-time P&L reporting. Develop financial dashboards for multi-entity beverage company operations.Food & Beverage (Craft Cider)
HR / RecruitingManage HR onboarding administration (2-4 hrs daily): collect paperwork, process through HelloSign/JazzHR/Workable, enter new employee data into Procare, Paycom, CCEI, TELUS Health One, and MiLeap.Early Childhood Education
Operations / AdminManage student and family data in Procare and Brightwheel: emergency contacts, enrollment statuses, summer camp schedules. Process monthly tuition statements and center budgets.Early Childhood Education
HR / RecruitingRun background checks for new hires. Process time cards. Enter QuickBooks data. Update employee master lists. Listen to IKS calls and update customer information.Early Childhood Education
Finance / AccountingEnter daily Accounts Payable invoices, code to chart of accounts, match bills/expenses/payments in QuickBooks Online. Update Clover daily sales reports with verified data. Post deposit and sales journal entries.Restaurants (Bakery & Deli)
Finance / AccountingReconcile daily bank transactions for 94 accounts across multiple pharmacy locations. Prepare financial statements. Process receivables and invoicing. Enter journal entries for payroll, benefits, sales tax, and COGS.Healthcare (Pharmacy Chain)
Finance / AccountingProcess bi-monthly payroll for ~60 store locations via NetSuite. Create store-level payroll breakdowns. Audit payroll exceptions. Enter payroll and benefits journal entries.Healthcare (Pharmacy Chain)
Executive AssistantManage executive inbox: sort, label, archive, and prioritize emails. Escalate urgent communications via Google Chat. Coordinate calendar invites and scheduling. Retrieve data via POS system (ScreenConnect).Healthcare (Pharmacy Chain)
Data Entry / CRMManage Salesforce CRM: update account records, process trade applications, maintain data integrity. Support sales team with administrative tasks and reporting.E-Commerce / Retail (Rug Manufacturing)
Sales / Lead GenProcess $0.00 instruction manual orders on company website (2 hrs/day). Generate client quotes and create sales orders in Sage 50 (2-3 hrs/day each). Send calibration reminder emails to customers.Manufacturing (Testing Equipment)
Data Entry / CRMUpdate weekly KPIs by pulling data from Sage 50 and Google Analytics (3 hrs/week). Create and distribute reports to management team.Manufacturing (Testing Equipment)
Operations / AdminPrepare DOMO daily/weekly store performance reports. Track EFT goals and BCS KPI metrics. Manage monthly goal tracker and employee contest metrics.Health & Beauty (Franchise)
Executive AssistantManage artist calendar and meeting scheduling (30 min daily). Maintain CRM and organize digital files. Coordinate event logistics and speaking engagement preparation.Entertainment / Professional Speaking
Finance / AccountingEnter daily credit card expenses (overhead, vendor prepaid, and project) into Microsoft Business Central. Verify GL accounts, receipts, last four CC digits, vendor names, dates, and charge allocations (5-8 hrs/day).Industrial IT / Process Automation
Finance / AccountingEnter purchase invoices against purchase orders in Business Central (1-2 hrs daily). Review Aged AR, download to Excel, verify payments, and send follow-up emails to customers.Industrial IT / Process Automation
Finance / AccountingGenerate Time & Materials sales invoices in Business Central (5-6 hrs weekly): select projects, verify charges, create drafts, route to PMs for review, process corrections, post and email final invoices.Industrial IT / Process Automation
Finance / AccountingOpen weekly timesheets in Business Central (Start=Monday, End=Sunday). Verify employee time entries and generate reports for managers. Audit expense reports and create expense entries (3-6 hrs Mon/Tue).Industrial IT / Process Automation
Finance / AccountingMonitor various email boxes in Outlook. Work within CPS Time Management System: modify and review timesheets for proper billing, grammar, and standards compliance. Track invoice status with Collections Department.Insurance (Claims Adjusting)
Finance / AccountingUpload invoices into customer portals. Communicate with field offices on billing invoices and requests. Save and format documents/invoices to PDF standards.Insurance (Claims Adjusting)
Data Entry / CRMManage HubSpot CRM including lead importation, contact management, and property tagging (avatars, industry, lead source). Create automated billing reports from ClickTime tracking data.Public Relations / Crisis Communications
Finance / AccountingValidate ~5,000 invoice line items per month (~500 invoices) against internal databases. Enter Accounts Payable with electronic invoice attachments and client assignment for gross margin tracking.Safety / Compliance (Drug Testing)
Finance / AccountingFlag high-charge invoices for team review (rate negotiation or client upcharges). Validate Lab and MRO invoices using company name, specimen ID, and SSN. Update AR pricing and contract documentation.Safety / Compliance (Drug Testing)
Finance / AccountingProcess daily QBO banking transactions across 5+ medical practice entities (30 min/day). Send weekly AR updates and follow up with clients every Monday. Prepare quarterly financial review schedules.Healthcare Management (Medical Practices)
Finance / AccountingPost transactions in QuickBooks for multiple entities. Balance customer accounts and maintain financial data. Manage healthcare-specific multi-entity billing including payroll, benefits, and practice-level reporting.Healthcare Management (Medical Practices)
Operations / AdminProcess and verify invoices and packing lists for Royal Caribbean, Carnival, Disney, and Norwegian cruise lines. Manage purchase orders across 24+ vessels per cruise line. Verify ship name accuracy.Consumer Products (Cruise Fulfillment)
Finance / AccountingCreate QuickBooks invoices (new and recurring) for diagnostic imaging vendors. Generate Deposit Detail Reports. Update doctor profiles in Fuji system and perform monthly Addbacks.Healthcare (Diagnostic Imaging)
Operations / AdminMaintain daily dashboard with scheduled vs. actual customer counts. Update real-time exam schedules. Manage ORS Portal doctor information and related data.Healthcare (Diagnostic Imaging)
HR / RecruitingRecruit, screen, and onboard home care staff (3-4 hrs daily). Post jobs to Indeed and Facebook. Conduct pre-screening calls and reference checks. Manage recruitment pipeline in ClearCare/WellSky.Home Health Care
Operations / AdminSchedule and assign caregiver shifts (4-5 hrs daily). Handle cancellations, urgent coverage needs, and reconciliation. Manage communications via Mighty Call, Outlook, and texting.Home Health Care
Operations / AdminProcess AHM and Griffin referrals across program and compliance categories. Execute 15-37 daily compliance outreach actions (30-day, 60-day cases). Triage 42-53 compliance risk cases daily.Healthcare (Pulmonary / Sleep Medicine)
Operations / AdminProcess Quipt referrals (up to 27/day). Manage compliance outreach for risk cases. Create HA accounts for FLASS patients. Turn off monitoring for completed cases (up to 55/day).Healthcare (Pulmonary / Sleep Medicine)
Finance / AccountingReconcile expenses in QuickBooks and Excel. Draft and manage 40-45 invoices per billing cycle. Follow up on vendor payments. Coordinate MS Teams scheduling and optimize multiple email inboxes.Investment / Finance
MarketingMonitor social media daily across Facebook, Instagram, TikTok, LinkedIn, and YouTube. Achieve 'zero-inbox' milestone for social comments. Monitor TikTok influencer replies for partnership opportunities.Real Estate / REIT
MarketingManage cross-platform social checks via Agorapulse and native mobile apps. Organize content pipeline spreadsheets for email marketing campaigns. Support marketing team with content creation.Real Estate / REIT
Finance / AccountingProcess month-end closing procedures including journal entries and recurring entries (Loan Costs, Amortization). Reconcile bank accounts for investment fund entities. Post prepaid expenses and maintain financial records.Real Estate / Investment
Sales / Lead GenConfigure HubSpot email sequence campaigns. Monitor and resolve email bouncebacks for deliverability. Enrich agency contact database (1,305 contacts enriched in recent campaign).Marketing & Advertising (Agency Matchmaking)
Finance / AccountingManage Accounts Receivable and Payable: vendor invoices, GL coding, customer invoices, cash receipts, AR aging, and collections (1-2 hrs AR + 2-3 hrs AP weekly). Perform end-of-month GAAP reconciliations.IoT / Telecom (eSIM)
Executive AssistantManage email for 3 executive inboxes (2-3 hrs/day). Maintain schedules for 3 calendars. Attend EOS L10 meetings. Monitor ConnectWise Sales and Account Management boards daily.IT Services / MSP
Content CreationDesign and schedule LinkedIn posts including graphic design and content approval workflows. Manage social media content calendar across multiple platforms.IT Services / MSP
Finance / AccountingUpdate daily cash flow in QuickBooks. Process ACH deposits and check payments. Sync and send invoices. Monitor A/R collections tickets in ConnectWise. Code and reconcile credit card transactions.IT Services / MSP
MarketingManage webinar lifecycle: GoToWebinar setup, MWF registration reports, post-webinar attendee list processing, HubSpot imports, and suppression list management.IT Services / MSP
MarketingCoordinate in-person events (3/month during peak season). Manage Eventbrite registrations, check-in sheets, and post-event data loading. Create HubSpot email campaigns for prospect and client follow-ups.IT Services / MSP
Content CreationSchedule social content via Loomly across LinkedIn, Facebook, X, and YouTube. Edit promotional videos. Create marketing content and provide daily registration report updates to Sales channel in MS Teams.IT Services / MSP
Data Entry / CRMBuild and optimize HubSpot sales dashboards with complex automation. Create 7-day follow-up workflows, contact prioritization rules, and deal owner filtering. Migrate 76 items from Trello to HubSpot.Health & Wellness (Longevity / Preventative)
Sales / Lead GenMake 40+ outbound calls and handle 15-20 inbound calls daily across 11 hotel properties. Capture and distribute leads to front desk teams via WhatsApp (~8 leads/day). Manage multi-location operations using ASI tool.Hospitality (Budget Hotels)
Operations / AdminGenerate daily Revenue and Occupancy reports for management and ownership. Create YOY revenue comparison analyses. Report on extra revenue/charges across property portfolio.Hospitality (Budget Hotels)
HR / RecruitingManage Hiring Tracker with 100% accuracy. Schedule interviews and screen candidates via Indeed. Process staffing request applications. Track payroll and bonus reports for 11 properties.Hospitality (Budget Hotels)
Customer ServiceHandle 60+ combined inbound/outbound calls per shift. Send 15-25 leads daily to Front Desk via WhatsApp. Resolve OTA disputes on Booking.com. Check daily ASI room status (VR/VDirty/Maintenance).Hospitality (Budget Hotels)
Operations / AdminAdd payments (direct cost, commitment, prime contracts) and change orders in Procore (8+ hrs/day). Manage project closeout documentation and COI logs. Track contact lists across construction projects.Construction (General Contracting)
Finance / AccountingProcess invoices, vendor payments, and monthly close in QuickBooks Online. Audit sub-vendor COI compliance in SharePoint and Procore, tracking insurance expirations (10-15 hrs/week).Construction (General Contracting)
Sales / Lead GenCompile architect/engineer lists and landscaping company research for proposal generation. Conduct bid follow-up calls. Screen Indeed resumes. Design monthly newsletters and birthday cards in Canva.Construction (General Contracting)
Finance / AccountingPost daily cash from MITS Summary across Croghan Colonial and Huntington Bank accounts (1.5-4.5 hrs/day). Process AP invoices: code, extract/rename packing slips, match, and enter bills in QuickBooks (3-4.75 hrs/day).Healthcare (Medical Equipment / DME)
Finance / AccountingCreate AR invoices for delivered medical equipment items using QuickBooks and BrightTree. Score top 10 highest invoices weekly for accuracy. Process recoupments and review file screening compliance checklists.Healthcare (Medical Equipment / DME)
Executive AssistantManage daily email and calendar for consulting firm. Maintain CRM records in Pipedrive, Monday.com, HubSpot, and ZoomInfo. Process data in Trainual knowledge base.HR Consulting / PEO Services
Finance / AccountingProcess daily Accounts Payable via Bill.com with QuickBooks synchronization. Manage HSA employer match deposits and petty cash. Process Day Support reporting and Patient Pay billing for IDD services.Healthcare (IDD / Disability Services)
Operations / AdminEnter and safeguard clinical data in Therap CRM. Upload psychological reports via WAMS (Virginia Waiver Management System). Conduct monthly ISP and MAR audits. Oversee DSP Competency and QIDP Audit Trackers.Healthcare (IDD / Disability Services)
Operations / AdminRun weekly Therap reports comparing scheduled vs. administered medication. Perform eMAR QA checks across all individuals. Audit overdue medication entries and follow up on PRN medications. Track vitals and glucose checks.Healthcare (IDD / Disability Services)
Operations / AdminMonitor daily Therap health tracking (vital signs, intake/elimination, wound care). Review T-Logs for critical incidents. Conduct MAR QA checks to identify missed medications. Track DSP staff competency certifications.Healthcare (IDD / Disability Services)
Content CreationManage YouTube channel content for adventure racing brand. Edit video and photo footage from adventure events. Create and schedule social media content across platforms.Healthcare (IDD / Disability Services)
Operations / AdminAssign daily driver assignments to Lytx fleet tracking platform. Assign and reassign safety training videos to driver files. Process DVIR (Driver Vehicle Inspection Reports) and Service Inspections.Waste Management / Environmental Services
Operations / AdminPrepare daily Driver Recap reports summarizing performance and activity. Monitor landfill loads for compliance tracking. Cross-train on fleet operations support.Waste Management / Environmental Services
Finance / AccountingReconcile bank accounts in Sage Intacct across multiple entities. Follow up on outstanding deposit data from Bank of America and Chase. Configure 1Password for secure team access management.Waste Management / Environmental Services
Finance / AccountingProcess high-volume AP invoices in Sage Intacct and Beanworks for 10+ vendors. Process CCB Auto Pay for equipment across multiple accounts. Reconcile AMEX Corp Card and Chase credit card statements.Waste Management / Environmental Services
Executive AssistantCreate monthly newsletters in Mailchimp with graphic design via Canva. Manage travel planning and research. Prepare manager meeting agendas. Process snack orders and procurement requests.Waste Management / Environmental Services
Finance / AccountingEnter journal entries for daily sales across 3 spa locations (~1 hr). Manage email for multiple locations. Handle Just4Fun cart and boat rental reservations.Spa / Wellness (Franchise)
Finance / AccountingProcess receipts and invoices across 3 locations (3-5 hrs weekly). Update weekly sales reports. Send birthday email campaigns via Robly for 3 locations. Manage Meevo spa management platform (6-10 hrs/month).Spa / Wellness (Franchise)
Finance / AccountingManage QuickBooks transactions and reconciliation across 4 spa locations. Match AmEx receipts via Dropbox. Generate POS reports and journal entries from Meevo. Create P&L reports using Claude AI assistance.Spa / Wellness (Franchise)
HR / RecruitingCross-check pay rates across Meevo, Paylocity, and Roster. Process HR onboarding for new spa employees across 4 Indiana locations. Generate monthly Spa Performance Reports.Spa / Wellness (Franchise)
Content CreationTranslate complex financial research from major entities (Google, Meta) into professional infographics and videos. Manage LinkedIn content with daily connection growth and community engagement.Investment Management
Content CreationManage e-commerce website ensuring published financial data is precise and simplified for investor consumption. Publish industry research studies to professional platforms.Investment Management
Operations / AdminManage email across 3 brands (4-7 hrs daily). Draft responses, label, organize, and maintain inbox zero. Process Shift4Shop and Shopify order approvals. Create approval docs every Friday at 2 PM.E-Commerce / Custom Apparel
Project ManagementCoordinate product development operations for athletic apparel brand. Manage vendor/supplier relationships. Track product launches, sampling, and production milestones in Monday.com (~3 hrs/day).Athletic Apparel / E-Commerce
Executive AssistantManage COO inbox 4-5 hours daily (2-3x per day organization). Handle calendar scheduling for 3 executives including rescheduling and double-booking resolution. Convert meeting notes to documents and compile action items.Playground Equipment Manufacturing
Finance / AccountingExtract invoices from email, log in Virtual Hub and Accounting forms, cross-reference in Scribe. Manage Trello project boards and company-wide follow-ups.Playground Equipment Manufacturing
MarketingExecute comprehensive SEO: keyword research via Google Ads Keyword Planner, on-page optimization (metadata, content, alt tags), technical audits (resolved 23 x 404 errors), and Google Business Profile optimization.Residential & Commercial Painting
Finance / AccountingProcess daily EAG and PAMCO billing cycles for DMAS, DARS, PCVA, and PCNC Medicaid programs. Create and categorize invoices in QuickBooks Online by region for multi-state compliance.Healthcare (IDD / Disability Services)
Legal SupportBalance verification calls and emails to healthcare providers. Follow up on bill and medical records requests (call/email). Process open records requests (1-2 hours/day). Set up auto insurance liability and UM claims.Personal Injury Law
Legal SupportDraft and finalize demand letters (1-2 hours/day). Conduct legal research and documentation (4-6 hours/day). Proofread demand letters for quality control (2-3 hours/day). Maintain 5-business-day turnaround timeline.Personal Injury Law
Executive AssistantPrepare Vistage speaker talk materials (3-4 hrs per talk). Book travel via American Airlines, Concur, Marriott, Hilton, National Car. Process post-talk follow-ups in HubSpot, LinkedIn, SharePoint.Organizational Culture Consulting
Executive AssistantManage daily email and calendar in Outlook (2-3 hrs/day). Provide tech support for eBiz platform and HubSpot ticket board (1-2 hrs/day). Handle ERP and CRM ticket routing for SaaS implementation support.Organizational Culture Consulting
HR / RecruitingManage staff training coordination and credential verification for home care nurses and CNAs. Monitor CareAcademy training status and send reminders. Process payroll support and digital document migration in TeamBridge.Healthcare Staffing (Home Care)
HR / RecruitingRun full recruitment pipeline: pre-screening interviews, credential verification, candidate management. Source and qualify healthcare workers for private pay home care positions.Healthcare Staffing (Home Care)
Customer ServiceAnswer inbound calls during after-hours and weekends. Capture lead details accurately. Respond to all inbound leads within 1 minute of inquiry. Monitor CRM for real-time lead alerts.Roofing (Storm Damage)
Sales / Lead GenExecute daily outbound call rounds to new and existing leads. Follow up on warm and cold prospects. Update lead status in CRM. Schedule appointments for sales team and send confirmation reminders.Roofing (Storm Damage)
Data Entry / CRMEnter ERP data (sales orders, project documentation) in Acumatica daily. Manage sales operations support for low-voltage technology integrator (fire alarm, security, AV). Track project documentation and specifications.Low Voltage / Security Technology
Executive AssistantManage Outlook calendar and contacts for CEO. Edit video and photo footage for YouTube channel. Prepare bi-weekly pay period labor tracking and retention reports.Healthcare (IDD / Disability Services)
Finance / AccountingManage Concur expense processing and card activity monitoring. Process Wex fuel allocations. Handle recurring rent and shared living payments across multiple residential care facilities.Healthcare (IDD / Disability Services)
Operations / AdminCreate Market Scorecard reports weekly and monthly. Process Earth Class Mail (physical mail scanning service) 15-30 min daily. Manage administrative operations for social sports league company.Sports & Recreation (Social Leagues)
Operations / AdminManage manager data report processing and extraction to PDF for CEO. Create minutes of meeting documentation daily. Monitor employee attendance reporting across multiple entities.Manufacturing (Cables & Plastics)
Finance / AccountingLead bookkeeping team: manage high-level financial forecasting and P&L detail templates. Implement and manage Harvest time tracker for client-specific time allocation. Develop CEO Scorecard.Legal Services / Law Firm Coaching
Finance / AccountingCategorize all client bookkeeping by Monday deadline with 100% consistency. Complete weekly reconciliations for pending statements (close books by Friday). Reconcile multiple client accounts simultaneously.Legal Services / Law Firm Coaching
Data Entry / CRMManage SOP documentation with Beehiiv email segmenting workflows and Loom recordings. Audit CRM leads to verify custom field mapping. Manage data integrity in ClosedCRM across client campaigns.Professional Training / Author Services
Finance / AccountingProcess Premium Allocation Reports for student health insurance plans (~7 hrs per cycle). Handle general accounting and bookkeeping tasks. Manage financial reporting for insurance premium distributions.Student Health Insurance
Finance / AccountingManage expense reports weekly in NetSuite. Upload Capital One and AMEX credit card transactions via Excel pivot tables and CSV imports. Follow up on missing receipts. Submit executive expense reports Mon-Tue.Marketing & Advertising (Social Impact)
Operations / AdminFollow up with all employees weekly on late timesheet submissions in NetSuite. Run compliance reports Mon-Fri. Email and Slack delinquent employees. Escalate to supervisors and clear PM approvals by end of week.Marketing & Advertising (Social Impact)
Project ManagementVerify data accuracy across NetSuite, Teamwork, Google Sheets, and Monday.com daily. Cross-reference project data between NetSuite and Teamwork. Manage out-of-office coverage plans and communications.Marketing & Advertising (Social Impact)
Project ManagementUpdate production shoot data on Monday.com weekly. Maintain Plan vs Actual grids and On-Hold project lists. Follow up on Resource Manager report comments Mon/Thu/Fri.Marketing & Advertising (Social Impact)
Operations / AdminProcess bill entries for accounts payable. Handle equipment procurement orders and track through completion. Prepare and manage client quotes. Monitor equipment orders through fulfillment pipeline.Commercial Fitness Equipment
Sales / Lead GenManage email across CRE firm (forwarding priority items from 2 executive inboxes). Maintain prospect sheets, update RealNex CRM, and monitor LoopNet/Crexi listings. Conduct outbound calls and lead research.Commercial Real Estate
Legal SupportDraft lease abstracts, cleanup/amend leases, prepare LOIs, manage LLC transfers and operating agreements. Process Suffolk County subdivision applications.Commercial Real Estate
MarketingDesign marketing flyers in Canva. Create LoopNet email blasts. Launch and manage 3-week cycle Mailchimp campaigns. Edit YouTube videos for commercial property marketing.Commercial Real Estate
Finance / AccountingProcess caregiver payroll. Handle billbacks and reimbursements. Consolidate tenant sales reports. Process insurance remittance payments across property portfolio.Commercial Real Estate
IT / Tech SupportCoordinate Tier 3 escalations to vendor support while maintaining ticket ownership. Document all troubleshooting actions and resolutions for knowledge base.Healthcare / Lab Services (Franchise)
IT / Tech SupportConfigure workstations and provision user account access for new franchise locations. Manage user onboarding and offboarding across 250+ national locations.Healthcare / Lab Services (Franchise)
IT / Tech SupportTest and implement rollout of new IT tools across franchise network. Manage file and data transfers between systems during migrations.Healthcare / Lab Services (Franchise)
IT / Tech SupportResolve technical syncing issues between task management platforms and calendar systems. Troubleshoot cross-platform integration errors for executive team.Cybersecurity / IT Services
IT / Tech SupportManage FedEx invoicing and billing reconciliation for IT services firm. Adopt and integrate AI tools (Luminal) for spreadsheet-based workflow automation.Cybersecurity / IT Services
IT / Tech SupportRevamp IT ticket-handling workflows. Maintain zero unattended ticket queue. Cover for teammates during absences while learning new diagnostic tools.Cybersecurity / IT Services
IT / Tech SupportFacilitate daily sales huddle documentation and update company information on industry search sites. Attend compliance webinars on behalf of client.Cybersecurity / IT Services
IT / Tech SupportTroubleshoot CCTV monitoring system connectivity issues across 7 hotel locations. Coordinate with front desk teams via WhatsApp to verify room status via video.Hospitality (Budget Hotels)
IT / Tech SupportManage ElmTree project management platform access, troubleshoot user permissions, and coordinate system setup for new team members.Engineering / Building Inspection
IT / Tech SupportConfigure 1Password vault access for team credential management. Set up WireGuard VPN connections for remote workers. Manage Keeper security credentials.Playground Design / Construction
IT / Tech SupportResolve Moz Pro SEO crawler issues, reducing site errors from 2,400 to 256. Manage Wufoo contact form integrations and troubleshoot form submission routing.Manufacturing (Testing Equipment)
IT / Tech SupportManage eBiz platform technical support tickets. Handle ERP and CRM ticket routing for SaaS implementation support (1-2 hrs/day).Organizational Culture Consulting
IT / Tech SupportTroubleshoot ConnectWise PSA platform issues for managed service provider. Monitor Sales and Account Management boards daily for system alerts.IT Services / MSP
IT / Tech SupportProcess data migration from Pipedrive to Salesforce to Zoho CRM. Test new CRM features, clean records, and validate data integrity before cutover.Real Estate Development
IT / Tech SupportCoordinate Trello-to-HubSpot data migration (76 items transitioned). Build automated sales dashboards and configure CRM workflows post-migration.Health & Wellness (Longevity)
IT / Tech SupportManage GoHighLevel platform training and implementation for marketing automation. Configure social media automation and email campaign sequences in GHL.Construction (General Contracting)
IT / Tech SupportSet up and manage Buildertrend project management system. Create job records, purchase orders, and manage file organization with naming protocols across construction projects.Playground Design / Construction
Project ManagementManage Asana fundraising board: ensure overdue tasks are addressed, due dates and assignees set, and weekly status updates posted (1-3 hrs/week).Real Estate Development
Project ManagementCreate process SOP flowcharts, assign roles, and outline workflows for cross-department collaboration (2-3 hrs/week).Real Estate Development
Project ManagementCoordinate multi-facility operational projects across 3 storage locations (60.5% of time). Track project milestones and manage cross-location logistics.RV & Vehicle Storage
Project ManagementCreate daily routes for all field technician teams across two branch locations using FieldRoutes. Optimize stop sequences for maximum technician productivity.Lawn & Turf Care
Project ManagementManage scheduling, cancellations, and reschedules. Optimize appointment sequences to minimize drive time between properties.Lawn & Turf Care
Project ManagementOnboard new Operations Manager over 30-60 day period. Transfer institutional knowledge of routing, scheduling, and platform operations.Lawn & Turf Care
Project ManagementManage Buildertrend job creation, purchase order processing, and project snapshot reports. Track Schedule of Values (SOV) and substantial completion documents.Playground Design / Construction
Project ManagementCreate Operations & Maintenance manuals post-installation. Upload site photos. Prepare warranty certificates and project milestone documentation.Playground Design / Construction
Project ManagementRestructure Asana communication system for better team visibility. Optimize playbook documentation and project tracking across engineering firm.Engineering / Building Inspection
Project ManagementManage dispatch and technician coordination workflows. Create mobilization work orders for geotechnical team (50% of work orders). Conduct weekly work order audits for billing verification.Engineering / Building Inspection
Project ManagementTrack SDL project management points (~50 items). Maintain Finance Department master calendar. Coordinate Board pre-call and CMA pre-call scheduling.Nonprofit / Financial Counseling
Project ManagementCoordinate NFCC Connect Conference logistics: manage scheduling, attendee communications, and event documentation via Outlook, Email, and Google Docs.Nonprofit / Financial Counseling
Project ManagementManage 90-day VA integration plan across three phases: Knowledge Transfer (Day 1-30), Driving Consistency (Day 31-60), and Advisory Zone (Day 61-90).Healthcare / Lab Services (Franchise)
Project ManagementTrack real estate conference preparation: request attendee lists, scrape organizer sites, enrich contacts on Apollo.io, upload to lead generation platform.Real Estate Development
Project ManagementManage multi-property hotel operations coordination across 11 locations. Track room status, maintenance schedules, and front desk team performance daily.Hospitality (Budget Hotels)
Project ManagementCoordinate Procore project documentation: change orders, COI logs, contact lists, and closeout packages across multiple concurrent construction projects.Construction (General Contracting)
Project ManagementCreate and maintain Gantt Charts for VA action plan tracking. Send weekly check-in updates to client. Update charts based on client feedback and escalations.Film & Event Production
Customer ServiceHandle 40+ outbound sales calls and 15-20 inbound calls daily across 11 hotel properties. Distribute captured leads to front desk teams via WhatsApp in real time.Hospitality (Budget Hotels)
Customer ServiceConduct call audits and quality monitoring for hotel front desk teams. Document schedule shifts with supporting evidence. Track call resolution rates.Hospitality (Budget Hotels)
Customer ServiceManage inbound calls via OpenPhone for multi-location storage company. Process tenant support requests, move-in/move-out paperwork, and rate change communications.RV & Vehicle Storage
Customer ServiceContact clients to gather support ticket details, assign tickets to technicians, and monitor resolution timelines with target of average resolution under 5 days.Lawn & Turf Care
Customer ServiceExecute Rezi10K customer onboarding touchpoint sequence: welcome note, recap email, follow-up call, 90-day check-in, and anniversary messages (5 hrs/week).Lawn & Turf Care
Customer ServiceSend 50 Google review request emails per week to recently serviced customers. Follow '50 Tips for Technicians' program template.Lawn & Turf Care
Customer ServiceExecute Yardsy360 monthly partner outreach: send agronomic insights, upcoming round dates, and rate cards to landscape company partners.Lawn & Turf Care
Customer ServiceMonitor data submissions in Box.com for agency compliance. Follow up with non-compliant agencies monthly. Process CARD Act notifications involving multi-step workflows across NetSuite and email.Nonprofit / Financial Counseling
Customer ServiceManage patient compliance outreach via SMS, calls, and email using structured sequences. Improved patient response rates through second-attempt SMS outreach protocols.Healthcare (Pulmonary / Sleep Medicine)
Customer ServiceTranscribe and route voicemails for sales team. Manage IKS call listening and update customer information based on call content.Playground Design / Construction
Customer ServiceManage inbound and outbound call handling via AirCall. Enter leads into FieldRoutes within 30 minutes of inquiry. Respond to all inbound leads within 15 minutes.Lawn & Turf Care
Customer ServiceResolve OTA disputes on Booking.com for multiple hotel properties (Kansas, Montgomery, Wichita). Track dispute resolution status and coordinate with property managers.Hospitality (Budget Hotels)
Customer ServiceProcess tenant NPS-style surveys quarterly. Compile competitive intelligence from survey results and generate retention signals for property management.Commercial Real Estate
HR / RecruitingManage full recruitment pipeline via Indeed: create job postings, schedule interviews, screen candidates, and process staffing request applications for 11 hotel properties.Hospitality (Budget Hotels)
HR / RecruitingTrack payroll and bonus reports across multi-property hotel portfolio. Maintain Hiring Tracker with 100% accuracy. Document schedule shifts with supporting evidence.Hospitality (Budget Hotels)
HR / RecruitingProcess hiring, termination, and pay raise data management for three companies. Process weekly payroll every Tuesday via QuickBooks Online and QB Time.Lawn & Turf Care
HR / RecruitingManage JazzHR-to-Workable ATS migration. Build standard operating procedures for new recruiting platform. Process all HR onboarding workflows in new system.Early Childhood Education
HR / RecruitingProcess employee onboarding across Procare, Paycom, CCEI training platform, TELUS Health One, and MiLeap background check systems. Manage HelloSign document workflows.Early Childhood Education
HR / RecruitingSend offer letters for new technical hires. Manage recruitment support for engineering firm scaling from small to medium size. Coordinate candidate screening.Engineering / Building Inspection
HR / RecruitingMonitor CareAcademy training status for home care staff. Send training completion reminders. Process credential verification for nurses and CNAs. Track certification expirations.Healthcare Staffing (Home Care)
HR / RecruitingManage Account Administration: user onboarding and offboarding across IT infrastructure. Coordinate with HR for access provisioning, equipment setup, and credential management.Healthcare / Lab Services (Franchise)
HR / RecruitingProcess bi-weekly pay period labor tracking and retention reports for disability services organization. Monitor employee attendance and generate compliance reports.Healthcare (IDD / Disability Services)
HR / RecruitingTrack subcontractor insurance compliance in Buildertrend. Monitor GL ($2M min) and WC ($1M min) coverage expirations. Follow up for updated certificates. Block work/payment for expired policies.Commercial Construction
HR / RecruitingManage employee time entries in Autotask PSA. Create client-facing end-of-month documentation including performance reports and utilization summaries.Cybersecurity / IT Services
HR / RecruitingProcess Paycom payroll data. Enter employee information across CCEI training and TELUS Health One platforms. Run background checks via MiLeap. Manage employee master lists.Early Childhood Education
HR / RecruitingCross-check pay rates across Meevo spa management, Paylocity payroll, and employee roster for 4 spa locations. Resolve discrepancies and generate monthly performance reports.Spa / Wellness (Franchise)
Legal SupportDraft lease abstracts, clean up and amend commercial leases. Prepare Letters of Intent (LOIs) for commercial real estate transactions.Commercial Real Estate
Legal SupportProcess LLC transfers and operating agreements for commercial real estate entities. Manage Suffolk County subdivision application filings.Commercial Real Estate
Legal SupportManage DocuSign document signing workflows for legal department. Coordinate Board nomination and CMA nomination processes requiring legal documentation.Nonprofit / Financial Counseling
Legal SupportProcess CARD Act compliance notifications involving NetSuite constituent records, Locator phone provisioning, DocuSign workflows, and regulatory email notifications.Nonprofit / Financial Counseling
Legal SupportManage vendor bill processing end-to-end ensuring accurate records for accounting and legal compliance. Verify GL coverage and insurance documentation for subcontractors.Commercial Construction
Legal SupportTrack and manage Certificate of Insurance (COI) logs across construction projects. Audit sub-vendor COI compliance, monitor expiration dates, and follow up for renewals (10-15 hrs/week).Construction (General Contracting)
Legal SupportFile structural recertification forms for building inspections. Manage compliance documentation and revision tracking for engineering certifications.Engineering / Building Inspection
Legal SupportManage insurance tracker: track renewals, OCIP & Builder's Risk policies, and extensions. Maintain contract archiving with proper naming conventions in Northspyre.Real Estate Development
Legal SupportProcess HIPAA compliance training modules for medical VAs via Thinkific. Ensure data security, access control, and network security certifications are current.Healthcare (Pulmonary / Sleep Medicine)
Legal SupportCreate Course Approval documents and submit to Florida Bar 30-45 days before CLE meetings. Manage accreditation tracking for continuing legal education events.Legal Networking / CLE
Legal SupportProcess Medicaid billing compliance for DMAS, DARS, PCVA, and PCNC programs. Categorize invoices by region in QuickBooks Online for multi-state regulatory compliance.Healthcare (IDD / Disability Services)
Legal SupportManage State Advocacy Campaign documentation and lobbying coordination. Track grant revenue pipeline in Salesforce for federal and state funding compliance.Nonprofit / Financial Counseling
Legal SupportProcess fire protection industry compliance documentation. Track VA certifications and training records. Generate Business Performance Review reports for regulatory compliance.Fire Protection Services
Legal SupportVerify data accuracy for bank detail changes to prevent fraud. Manage vendor bank detail verification process for accounts payable security compliance.Playground Design / Construction
Content CreationManage social media content across Facebook and Twitter/X (10-20 hrs/month). Create and distribute monthly newsletters via Constant Contact. Shift newsletter cadence from quarterly to monthly.Manufacturing (Testing Equipment)
Content CreationDesign client-branded ebooks from concept to completion. Manage website content (30-35 hrs/month) including Spanish product webpages for international expansion.Manufacturing (Testing Equipment)
Content CreationDevelop 7-point YouTube Strategic Action Plan: channel positioning, audience acquisition, SEO optimization, thumbnail systematization, multi-platform scheduling, competitor analysis, and performance monitoring.Healthcare (IDD / Disability Services)
Content CreationCreate brand assets, digital and print files, layout and formatting materials. Manage creative asset library via LucidLink. Execute brand refresh ('From Ripped to Straight' evolution).Playground Design / Construction
Content CreationEdit marketing and project videos. Create document templates with brand consistency. Prepare production-ready files for both digital and print distribution.Playground Design / Construction
Content CreationManage Pipedrive CRM optimization: complete massive cleanup and de-duplication of 3,000+ organizations. Finalize brand kit alignment for social media content.Engineering / Building Inspection
Content CreationCreate monthly Canva presentations for client performance reporting. Design newsletters, birthday/anniversary cards, and safety requirement graphics.Construction (General Contracting)
Content CreationQualify leads from Dodge Construction Central and schedule CEU educational events with architect and design firms (4-5 hrs/week). Create CEU Manual and manage AEC Daily event platform.Manufacturing (Hand Dryers)
Content CreationCreate and update CEU events on AEC Daily. Generate pre-registration links and QR codes. Track post-event attendance. Compile test-taker data for Architect Nurture Program.Manufacturing (Hand Dryers)
Content CreationManage proactive LinkedIn content strategy: create and schedule posts to position broker as industry thought leader. Design monthly Canva reports for client distribution.Commercial Real Estate