Created to go way beyond daily task-mastering, XY Virtual Assistant+ is designed to be the partner you need to help grow your firm from where you are to where you want to be – even if that’s just on vacation. To get you there, we’ve curated a team-structured offering that provides you with 360° solutions for your business – that fit your business.
Enjoy having a Service Coordinator who is your single point of contact—one-part strategic partner, one-part operations manager, and one-part opportunity seeker. Count on them to work with you to develop and implement a Business Solutions Plan customized to optimize your systems, processes, and business operations in order to achieve your firm’s goals. They meet with you on a weekly or bi-weekly basis to update, adjust, deliver, and inspire as needed.
The best part of our single-point-of-contact approach is that it means never having to worry about hiring task-specific assistants or the high turn-around rates often found in virtual assistant services. Think of your Coordinator as your dream operations support equipped with a robust “toolkit” filled with Specialists covering a wide range of specialties.
Imagine proactive and self-directed help that actually helps AND improves your firm!
Our VA dream team offers so much more than administrative support to your firm. We also bring the industry and XYPN-specific expertise it takes to optimize it. This means being supported by a team who understands your business the way you do and brings a set of eyes trained to identify and recommend opportunities that maximize your firm’s value.
From sharing, establishing, and implementing best practices, proven workflows and automations to marketing services, compliance work, and custodian support – everything we do is designed to help you focus on your clients’ best interests and not the exhaustive tasks it takes to run and grow your business.
Imagine being independent but never alone. Supported by people showing up every day—having your back in every way!
We care deeply about protecting you and your clients' data, so we adhere to strict cybersecurity measures to protect you both. This includes third-party training and monitoring as well as strict file-sharing standards and cutting-edge tech security.
Imagine working with a partner whose standards exceed others in the VA marketplace!
One of the founding principles at XYPN is the assurance that your clients, your processes, and your data all belong to you. That’s why your Business Solutions Plan is tailored to your firm and all services are turnkey. Everything we build belongs to you.
Imagine having confidence that your business is operating how you want it to, giving you more time to focus on what you love!
• Review and optimize tech stack for productivity
• Build back-office policies and procedures
• Identify business growth opportunities
• Introduce new methods, practices and systems that reduce turn-around time
• Source and implement best practices that fit your firm
• Reduce costs by improving performance
• Automate repetitive tasks
• Identify ways to enhance customer satisfaction
This is a limited offering