THE EXCECUTIVE SUITE
The Executive Suite
The Executive Suite is a full service virtual assistant concierge service. We specialize in providing you with a professional virtual service experience. We understand that you are too busy running your tax office to deal with every single detail of running your business. We also understand that for tax professionals spending time is with your family is just as important. That is why we work even when you don’t
The Executive Suite Concierge Services Include
General Admin
We provide general administrative services such as email management, calendar management, internet research, market research, and more. You simply let us know what your needs are, and we let you know if and how we can best accommodate you.
BookKeeping
We provide basic and complex bookkeeping services for the busy small business owner and/or small business professional. As a tax preparer you are often too worried about making money to properly keep track of it. Let us keep up with that for you so that you can focus on your tax business. This service is also a great value add to your clients. Don’t have time to perform bookkeeping services? Simply sign up for our affiliate program and let us do the work for you.
Facebook AD Management
The one thing every tax business needs is new customers. Facebook (Meta) is one of the largest aggregates of potential leads and customers on the internet. However, the Facebook Ad management platform can be very daunting and managing an ad campaign can become time consuming and confusing. We will manage your ad campaign for you from the ad design, to running and managing your campaign for you, so that you can continue to service your customers and focus on your business.
In Bound/Out Bound Calls
A professional voice on the phone can mean the difference between securing the new customer as well as providing a good customer services experience. Reaching out to incoming leads can be a time-consuming task. Here at the Executive Suite, we will handle all of your inbound and outbound calls to keep you efficient and will even give you the big stable company feel you are looking for. This is a great service to add in with your Facebook ads.
