Executive Tax VA Package

Best for: Established tax firms, multi-office setups, and agency owners scaling teams and client volume

HIRING/TRAINING/INTEGRATION COST:

$1597

per VA

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)

  • 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

Contact Us

Call us at: (318) 891-4043

Mail us at: [email protected]

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