Welcome to The Seaux Wealthy Co. Virtual Assistants
Your Elite Source for Trained Virtual Assistants in the Financial & Business Industry
Here at The Seaux Wealthy Co. VA's, we specialize in providing highly trained, experienced, and dependable virtual assistants specifically tailored to meet the needs of tax professionals, financial service providers, and business owners across all industries. Our mission is simple — to help you reclaim your time, streamline your operations, and scale your business with confidence.
Whether you're running a tax firm during peak season, managing daily client communications, handling backend operations, or just looking for consistent administrative support — we provide the right VA for the right task.
Welcome to The Seaux Wealthy Co. Virtual Assistants
Your Elite Source for Trained Virtual Assistants in the Financial & Business Industry
Here at The Seaux Wealthy Co. VA's, we specialize in providing highly trained, experienced, and dependable virtual assistants specifically tailored to meet the needs of tax professionals, financial service providers, and business owners across all industries. Our mission is simple — to help you reclaim your time, streamline your operations, and scale your business with confidence.
Whether you're running a tax firm during peak season, managing daily client communications, handling backend operations, or just looking for consistent administrative support — we provide the right VA for the right task.
We understand the unique demands of financial and service-based businesses,
which is why our VAs are carefully vetted and trained in areas like:
Tax and financial client intake
CRM and document management
Appointment setting & follow-ups
Bookkeeping & data entry
Email and calendar management
Social media support and more
We understand the unique demands of financial and service-based businesses,
which is why our VAs are carefully vetted and trained in areas like:
Tax and financial client intake
CRM and document management
Appointment setting & follow-ups
Bookkeeping & data entry
Email and calendar management
Social media support and more
Why Choose The Seaux Wealthy Co. VA’s?
Industry-Focused VAs – Our virtual assistants are trained to understand the financial/tax industry and general business workflows.
Customized Matching – We assign VAs based on your company’s specific structure, workload, and goals.
Scalable Support – Whether you need a full-time VA, seasonal help, or project-based assistance, we’ve got you covered.
Confidentiality & Compliance – Your business data and client information are always protected with strict privacy and professionalism.
Why Choose The Seaux Wealthy Co. VA’s?
Industry-Focused VAs – Our virtual assistants are trained to understand the financial/tax industry and general business workflows.
Customized Matching – We assign VAs based on your company’s specific structure, workload, and goals.
Scalable Support – Whether you need a full-time VA, seasonal help, or project-based assistance, we’ve got you covered.
Confidentiality & Compliance – Your business data and client information are always protected with strict privacy and professionalism.
Our VA Service Packages
Flexible, Scalable, and Designed to Meet Your Business Needs
Whether you’re just starting out or scaling your tax or financial firm, we offer virtual assistant support packages that align with your growth. Choose the level of support that best fits your business stage and daily operations.
TRAINING PACKAGE
Hiring/Training Cost:
$599
PER ASSISTANT
Let the Seaux Wealthy VA's Train Your Staff
Basic Tax Industry Training
CRM Systems Training (Seaux Wealthy CRM/GHL)
Office Operations & Admin Support
Client Intake & Communication
Automation & Follow-Up Tasks
Private VA Community Access
Templates + SOPs
Completion Badge/Certificate
Tax Support Package
Hiring/Training Cost:
$999.99
per VA
Best for: Growing tax firms and financial service providers
Our team will hire/train a Virtual Assistant for you.
This package includes:
VA Sourcing & Interview Support
Tax Industry + CRM Training
Office SOPs & Communication Scripts
Access to Seaux Wealthy VA Portal
Private Community & Monthly Trainings
Optional: VA Management Service
The VA will be able to provide:
Work Part Time, Full Time, or on a Contracted Basis
Admin + light client service support
CRM setup + management
Tax Software Basic Data Entry & Backend Support
Calendar & appointment coordination
Weekly task updates & reporting
Priority task handling
Executive Tax VA Package
HIRING/TRAINING/INTEGRATION COST:
$1597
per VA
Best for: Established tax firms, multi-office setups, and agency owners scaling teams and client volume
Take your backend operations to the next level with a strategically placed, fully managed Virtual Executive Assistant
trained specifically to support high-volume tax operations, team accountability, and firm-wide productivity.
This Package Includes:
Custom VA Placement + Onboarding
- Handpicked based on your company needs
- Full onboarding by our internal operations team
- NDA signed and secured prior to access
Advanced Training
- Tax CRM Workflow Mastery (Go High Level- SeauxWealthyCRM)
- Deep Dive: Office SOPs, Tax Client Lifecycle, Lead Follow-Up
- Scripts for Sales, Support & ERO/Bank Product Knowledge
- Training & Systems on handling High-Volume Tax Seasons
Systems Setup & Oversight
- CRM Dashboard Customization
- Task Management System Setup
- Automation Review & Support Implementation
Executive Support Functions
- Internal Team & Preparer Coordination
- Lead pipeline management & conversion support
- Office metrics tracking and weekly reporting
- Inbox & calendar management for firm owner/lead ERO
Ongoing Support
- Access to Seaux Wealthy VA Portal
- Private VA + CEO Support Community
- Monthly VA Performance Audits & Coaching
- Dedicated Account Manager for Oversight (optional upgrade)
Your VA Will Be Trained To:
Work Full-Time, Part-Time, or Contract-Based
Manage & monitor CRM activity
Provide advanced reporting + staff productivity updates
Support tax software backend + data prep
Coordinate appointments, email follow-ups & client nurturing
Proactively manage office flow & task delegation
Identify inefficiencies and provide improvement suggestions
Bonus Perks:
NDA & Executive-Level Confidentiality Agreements
Real-time messaging + same-day task response
Access to exclusive tools + templates used by top firms
📈 Add-On Services
Customize your plan with these add-ons:
Social Media & Marketing Support
Bookkeeping & Financial Data Entry
Lead Management & Nurture Funnels
Tax Season Temporary VA Boost
Custom CRM Setup + Automation
Our VA Service Packages
Flexible, Scalable, and Designed to Meet Your Business Needs
Whether you’re just starting out or scaling your tax or financial firm, we offer virtual assistant support packages that align with your growth. Choose the level of support that best fits your business stage and daily operations.
TRAINING PACKAGE
Hiring/Training Cost:
$599
PER ASSISTANT
Let the Seaux Wealthy VA's Train Your Staff
Basic Tax Industry Training
CRM Systems Training (Seaux Wealthy CRM/GHL)
Office Operations & Admin Support
Client Intake & Communication
Automation & Follow-Up Tasks
Private VA Community Access
Templates + SOPs
Completion Badge/Certificate
Tax Support Package
Hiring/Training Cost:
$999.99
per VA
Best for: Growing tax firms and financial service providers
Our team will hire/train a Virtual Assistant for you.
This package includes:
VA Sourcing & Interview Support
Tax Industry + CRM Training
Office SOPs & Communication Scripts
Access to Seaux Wealthy VA Portal
Private Community & Monthly Trainings
Optional: VA Management Service
The VA will be able to provide:
Work Part Time, Full Time, or on a Contracted Basis
Admin + light client service support
CRM setup + management
Tax Software Basic Data Entry & Backend Support
Calendar & appointment coordination
Weekly task updates & reporting
Priority task handling
Executive Tax VA Package
HIRING/TRAINING/INTEGRATION COST:
$1597
per VA
Best for: Established tax firms, multi-office setups, and agency owners scaling teams and client volume
Take your backend operations to the next level with a strategically placed, fully managed Virtual Executive Assistant
trained specifically to support high-volume tax operations, team accountability, and firm-wide productivity.
This Package Includes:
Custom VA Placement + Onboarding
- Handpicked based on your company needs
- Full onboarding by our internal operations team
- NDA signed and secured prior to access
Advanced Training
- Tax CRM Workflow Mastery (Go High Level- SeauxWealthyCRM)
- Deep Dive: Office SOPs, Tax Client Lifecycle, Lead Follow-Up
- Scripts for Sales, Support & ERO/Bank Product Knowledge
- Training & Systems on handling High-Volume Tax Seasons
Systems Setup & Oversight
- CRM Dashboard Customization
- Task Management System Setup
- Automation Review & Support Implementation
Executive Support Functions
- Internal Team & Preparer Coordination
- Lead pipeline management & conversion support
- Office metrics tracking and weekly reporting
- Inbox & calendar management for firm owner/lead ERO
Ongoing Support
- Access to Seaux Wealthy VA Portal
- Private VA + CEO Support Community
- Monthly VA Performance Audits & Coaching
- Dedicated Account Manager for Oversight (optional upgrade)
Your VA Will Be Trained To:
Work Full-Time, Part-Time, or Contract-Based
Manage & monitor CRM activity
Provide advanced reporting + staff productivity updates
Support tax software backend + data prep
Coordinate appointments, email follow-ups & client nurturing
Proactively manage office flow & task delegation
Identify inefficiencies and provide improvement suggestions
Bonus Perks:
NDA & Executive-Level Confidentiality Agreements
Real-time messaging + same-day task response
Access to exclusive tools + templates used by top firms
📈 Add-On Services
Customize your plan with these add-ons:
Social Media & Marketing Support
Bookkeeping & Financial Data Entry
Lead Management & Nurture Funnels
Tax Season Temporary VA Boost
Custom CRM Setup + Automation
👉 Not sure which package fits your needs? Book a free consultation, and we’ll help you choose the best fit based on your workflow and business goals.
Meet the Seaux Wealthy VA Dream Team
Your Tax Business Deserves Trained, Specialized, and Reliable Support —
And That’s Exactly Who We Are.
Jessa
Executive Assistant to the CEO
Rowelyn
Executive Assistant to the CEO
Grace
Marketing & Tax Software Specialist
Flora
Graphic & Marketing Design Specialist
Bella
Graphic & Marketing Design Specialist
Copyright: © 2025 Seaux Wealthy Virtual Assistant Staffing - All Rights Reserved.