Specific scope
A role brief names recurring tasks, outputs, systems, coverage, and review ownership. It also names work that is outside the role.
About CPA VA
A clearer way to build support.
We support the coordination work around a CPA practice, from document requests to review handoffs. Each role is scoped to your engagement workflow and supervision requirements, with technical accounting, tax, and assurance decisions retained by your professionals.
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Who the work is for
Built around the realities of your operation.
CPA partners, practice managers, and engagement teams.
Busy periods expose the same bottlenecks: incomplete client requests, unclear review status, and questions buried in email. Build an administrative role around those bottlenecks before they become the team’s daily routine.
We begin with the work itself: where it enters, what information it needs, who approves it, and what your team should receive at the end. That gives the role a practical purpose from the start.
How we approach the role
Clear expectations on both sides.
Controlled access
Your team approves accounts and permissions. Sensitive records belong in your approved systems, with access limited to the assigned work.
Practical oversight
Progress is reviewed through actual work, unresolved questions, and documented handoffs. Exceptions are surfaced to a named owner.
Explore the scope
Find the support that fits your queue.
A controlled intake queue
Tax-season administration
Track client organizers, requested records, and administrative follow-ups during tax season.
Explore the serviceA visible evidence queueAudit request tracking
Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
Explore the serviceThe next review, clearly preparedReview queue coordination
Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
Explore the serviceConversations with the right contextCPA client coordination
Coordinate approved client communications and meeting preparation for your CPA team.
Explore the serviceA role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.