Inbox and calendar
Sorting your inbox, answering routine emails, booking appointments, and sending reminders so nothing slips through the cracks.
Virtual assistant · Remote support
Your to-do list,
handled
Hand off the email, scheduling, data entry, and paperwork that keep pulling you away from the work only you can do. You get dependable remote help from someone who already understands small business finances, with hours that match how much work you have.
What you can hand off
Pick one area or several. Everything is done remotely, using the tools you already have.
Invoicing and follow-up
Sending invoices, following up politely on late payments, and keeping customer records up to date.
Data entry and records
Entering receipts, orders, contacts, and forms into the systems you already use, accurately and on time.
Documents and filing
Organizing your digital files, preparing forms and templates, and keeping paperwork where you can find it.
Customer and vendor contact
Following up on quotes, confirming orders and deliveries, and answering routine questions for you.
Research and projects
Gathering quotes, comparing vendors, building spreadsheets, and handling the one-off jobs that never make it to the top of your list.
Common tasks
Here's a sample of the everyday work you can pass along. If something on your list can be done remotely, just ask.
- Email inbox management
- Calendar and appointment scheduling
- Appointment reminders and confirmations
- Invoice preparation and sending
- Payment reminders and follow-up
- Data entry
- Spreadsheet setup and upkeep
- Customer and contact list updates
- Document formatting and templates
- Digital file organization
- Form and application preparation
- Online research and price comparisons
- Vendor and supplier follow-up
- Meeting notes and task lists
- Order and delivery tracking
- And other remote administrative tasks
Why work with TruBalance
You get admin help from someone who handles your information as carefully as your books.
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One dependable person
You work with the same assistant every time, someone who learns how you like things done, instead of a rotating pool of strangers.
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Flexible hours
Get help for the hours you actually need, without paying a full-time salary and benefits or providing a desk and equipment.
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Bookkeeping know-how
Anything that touches your finances, like invoicing and payment follow-up, is handled by someone who understands the numbers.
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Confidential
Your client details, documents, and account logins are treated with the same discretion as your books.
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Secure by default
Access is shared through secure tools and limited to what each task needs. Passwords are never sent by regular email.
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One business day
You'll hear back on every call and email within one business day, the same promise bookkeeping clients get.
How it works
Four simple steps, from the first call to a shorter to-do list.
01 Introductory call
We start with a free thirty-minute call about what's on your plate, how much time it takes, and which tasks to hand off first.
02 Task list and quote
You get a written list of what will be handled, how often, and how you'll be kept updated, along with a quote before any work begins.
03 Access and setup
We set up secure access to the email, calendar, and tools involved, with only the permissions the work requires.
04 Ongoing support
Your tasks get done on the agreed schedule, and you get regular updates on what's finished and anything that needs your decision.
Questions
The questions people ask most about virtual assistant help.
What does a virtual assistant do?
A virtual assistant handles the admin work that keeps your business running but doesn't need you personally, such as email, scheduling, data entry, invoice follow-up, documents, and research. It's all done remotely, so there's no desk or equipment to provide.
How much does it cost?
It depends on the tasks and how many hours a month they take. After a short call, you'll get a quote before any work begins.
Do I need to be a bookkeeping client?
No, you can hire virtual assistant help on its own. If you use both, you have one person who already knows your business.
Can you work in the software I already use?
Usually, yes. The work happens in your own email, calendar, and tools, so there's nothing new for you to learn. If you use anything unusual, just mention it on the first call.
How do you keep my information secure?
Access is shared through secure tools or your own systems and limited to what the work requires. Passwords and sensitive details are never sent by regular email.
Ready to hand something off?
Start with the one task you keep putting off. A short call is all it takes to see if it's a good fit, with no obligation.