MyOutDesk

BACKGROUND

Introduce your business and what you do there.

I’m the operations manager of a property management company for residential homes.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with MyOutDesk?

We needed help with work orders, tenant communications, and billing.

SOLUTION

What was the scope of their involvement?

MyOutDesk has provided us with a virtual assistant who has given us mini standards of practice about real estate transactions. The VA handles tenant inquiries, processes work orders, and manages billing directly.

What was the team composition?

We’ve worked with one teammate from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through an online search. We chose them over other options because they had high ratings, a great culture fit, and company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working together in September 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

MyOutDesk has reduced our workload by 30%.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk has delivered on time. We meet every two weeks and then monthly to discuss progress and goals. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I like that MyOutDesk has been able to provide basic training for their VAs so they’re not going into a job mindlessly.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Introduce your business and what you do there.

I'm the owner of a medical company. We provide medical and nonmedical home care services for clients of all ages. We also offer healthcare staffing solutions to corporate clients, matching them with qualified caregivers and support 24/7.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help with our administrative tasks.

SOLUTION

What was the scope of their involvement?

MyOutDesk has been helping us with our administrative tasks, including recruiting, candidate screening, billing, invoice processing, and data filing and management.

What is the team composition?

We work with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

MyOutDesk was referred to me. I chose them over other options because they offered good value for the cost.

What is the status of this engagement?

We started working with them in May 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

MyOutDesk has been getting the work done. Since they've started working with us, our internal team has been freed up by about 30%.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk has delivered on time. We communicate via virtual meetings.

What did you find most impressive about them?

I'm not sure what to answer for this question.

Are there any areas they could improve?

There's nothing they need to improve.

BACKGROUND

Please describe your company and position.

 I am the Senior Accountant of a financial services company 

Describe what your company does in a single sentence.

We are a accounting and consulting firm

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish?

• For bookkeeping and data entry support

SOLUTION

How did you find MyOutDesk?

Other

Why did you select MyOutDesk over others?

Other

How many teammates from MyOutDesk were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We regularly onboard clients and process their books and bankfeeds and do financial closes

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Supports the team and works through tasks, keeping us ahead. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Norman is an exceptional addition to the team, and we cannot do it without him. He is willing to take on new assigments and achieves all deadlines.

What was your primary form of communication with MyOutDesk?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The people you have on staff. We adore the two on our team.

Are there any areas for improvement or something MyOutDesk could have done differently?

Not that I can think of at the moment

BACKGROUND

Introduce your business and what you do there.

I’m the associate director of Hamilton Zanze, a real estate company. We specialize in multifamily real estate investments and 1031 exchange properties, providing tax-efficient cash flow and long-term appreciation as owner-operators for our clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help with underwriting and deal pipeline.

SOLUTION

What was the scope of their involvement?

MyOutDesk has been helping us with underwriting 20–50 properties per week.

What is the team composition?

We’ve been working with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through a referral. We chose them over other options because their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We started working together in October 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

MyOutDesk has finished the underwritings, which have been very helpful for our portfolio work when looking at 5+ asset portfolios. Moreover, we’ve been able to evaluate more deals.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk’s project management has been good. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

MyOutDesk’s team is self-sufficient and independent.

Are there any areas they could improve?

We hired a second analyst, and she wasn’t up to speed as much as our first analyst was. She wasn’t as good at Excel.

BACKGROUND

Please describe your company and position.

 I am the Practice Manager of a mental health practice.

Describe what your company does in a single sentence.

Mental Health Practice

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish?

• Assist with customer service
• phone calls
• chart audits

SOLUTION

How did you find MyOutDesk?

Online Search

Why did you select MyOutDesk over others?

• Pricing fit our budget
• Great culture fit

How many teammates from MyOutDesk were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Our goal was to hire someone that could help our company maintaine our repuations of prompt responses to patinet calls, texts, emails, faxes, and voicemails. With Kim's addition to the team, we have been able to accomplish this. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

reduced unanswered call volume

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Kim has met every deadline and has been very efficient. 

What was your primary form of communication with MyOutDesk?

Virtual Meeting

What did you find most impressive or unique about this company?

They have very compatible candidates.

Are there any areas for improvement or something MyOutDesk could have done differently?

It would be nice to have a little more time to review candidates before making a decision. Luckly we have not had any issues with Kim, but when we reach out to hire additional staff, it would be nice to have more time to discuss before picking 

BACKGROUND

Introduce your business and what you do there.

I'm the owner of Elevated Seasons, a construction company. We specialize in providing exceptional design and installation services, delivering creative and high-quality projects that bring value and satisfaction to clients.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MyOutDesk?

We needed help with administrative and office tasks.

SOLUTION

What was the scope of their involvement?

MyOutDesk provides us with virtual professional services. The team handles inbound and outbound calls, calendar management, social media posts, client follow-ups, and platform research and development, among other tasks.

What is the team composition?

We work with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through an online search. We chose them over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost. Additionally, after speaking with their representatives, I saw how honest and dedicated they were.

How much have you invested with them?

We've spent around $10,000–$50,000.

What is the status of this engagement?

We started working with them in January 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our hire has been exceptional. MyOutDesk has relieved me of all office responsibilities, which has allowed us to grow in new areas and increase our efficiency. Overall, they've provided a lot of help and growth. We've saved around 40 hours per week.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk always delivers on time. We communicate through virtual meetings.

What did you find most impressive about them?

Their communication and diligence are impressive.

Are there any areas they could improve?

I can't think of anything for them to improve.

BACKGROUND

Please describe your company and position.

I am the VP of Operations of a money-lending company.

Describe what your company does in a single sentence.

Hard money lending.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish?

• Administrative tasks
• Complex title tasks
• Priority rebalancing

SOLUTION

How did you find MyOutDesk?

• Online Search
• Referral
• Other

Why did you select MyOutDesk over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from MyOutDesk were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Our team member (virtual assistant) has been fantastic and on top of every task.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Everything has gone by much more smoothly working with MyOutDesk. Fantastic work.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Perfect across the board.

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They've been on top of their team.

Are there any areas for improvement or something MyOutDesk could have done differently?

Can't think of anything.

BACKGROUND

Please describe your company and position.

 I am the CEO of a fast-food restaurant. 

Describe what your company does in a single sentence.

We're a fast-food restaurant company best known for its chicken-focused menu and hospitality-driven service model

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish?

• To increase efficiency and execution
• To reduce my mental load and stress
• To protect my time

SOLUTION

How did you find MyOutDesk?

Other

Why did you select MyOutDesk over others?

• High ratings
• Close to my geographic location
• Great culture fit

How many teammates from MyOutDesk were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Executive Assistance

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased Efficiency

Accomplished Projects

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Demonstrated strong project management through consistent organization, responsiveness, and proactiveness. Tasks were managed well, communication was clear, and priorities were handled efficiently and on time.

What was your primary form of communication with MyOutDesk?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• Responsiveness
• Adaptability
• Willingness to learn quickly
• Handled communication, organization, and follow-through well
• Consistency
• Attention to detail
• MyOutDesk is a strong support resource

Are there any areas for improvement or something MyOutDesk could have done differently?

N/A

BACKGROUND

Introduce your business and what you do there.

I'm the client services manager of Infiniti HR. We provide outsourced HR services, including payroll, compliance, benefits, and risk management, to small and mid-sized businesses through PEO and ASO arrangements, allowing clients to focus on core operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish for your business?

We hired MyOutDesk for client services.

SOLUTION

What was the scope of their involvement?

MyOutDesk's team members are an invaluable part of our client services team, and many of them have been with us for several years. Their dedication, expertise, and commitment to supporting both our clients and internal team continue to make a significant impact every day.

• Stephanie (Client Services Specialist) is a strong and dedicated team member who plays a vital role in our daily operations. She manages our support email inbox, handles daily phone calls and client outreach, assists in training our MyOutDesk employees, and consistently demonstrates leadership and reliability.
• Christopher (Client Services Specialist) is our longest-tenured MyOutDesk team member, approaching nine years with the organization. Over the years, he has become a subject matter expert in unemployment claims management. He works closely with our third-party vendor to oversee the entire unemployment claims process and consistently excels in this role through his knowledge, professionalism, and attention to detail.
• Jayson (Client Services Specialist) serves as a one-source solution for many critical processes within our department. He manages all state wage audits and oversees client and employee wage verifications with efficiency and accuracy.
• Karen (Client Services Specialist) has taken on a wide variety of responsibilities. She manages POA forms between our clients and unemployment provider, oversees our private SDI coverage, and handles employee disability claims for New York and New Jersey.
• Ally (Client Services Specialist) is our newest MyOutDesk employee and is currently in her first year with the team. While still learning and training, she has already become a valuable support resource by assisting Stephanie with phone calls and participating in our client outreach program. She has shown a willingness to learn and a positive attitude that will continue to help her grow within the role.

Overall, all of our MyOutDesk employees are exceptional at what they do and are truly valued members of our client services team. Their hard work, dedication, and ongoing support contribute greatly to the success of our department and the service we provide to our clients.

What is the team composition?

We work with 2–5 teammates from MyOutDesk.

How did you come to work with MyOutDesk?

We found them through a referral. MyOutDesk's pricing fit our budget, had a great culture fit, offered good value for the cost, and had company values aligned with ours.

What is the status of this engagement?

We started working with them in January 2016, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

I truly appreciate the dedication and teamwork demonstrated by this group. Their hard work and customer-first mindset continue to make a positive impact on both our department and the clients we serve.

How did MyOutDesk perform from a project management standpoint?

We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

MyOutDesk has hardworking and dedicated team members who contribute daily.

Are there any areas they could improve?

No, there's nothing they can improve on.

BACKGROUND

Introduce your business and what you do there.

I’m a financial planner at a company that provides financial services and financial planning to clients across the nation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire MyOutDesk to accomplish for your business?

I needed a personal assistant who could work side-by-side me to assist me with following up with clients, creating and managing social media content, managing my CRM and calendar, and communicating with clients.

SOLUTION

What was the scope of their involvement?

MyOutDesk has provided us with a virtual assistant. Michael (Virtual Assistant) has helped me create content for my social media page, create a list of ideas and topics for me to create content, and find other agents that I can bring on board to my team to assist with business expansion.

What is the team composition?

We’ve only worked with Michael.

How did you come to work with MyOutDesk?

Someone referred MyOutDesk to me. I chose them over other options because they had high ratings, were close to my geographic location, had pricing that fit our budget, had a great culture fit, offered good value for the cost, and had company values that aligned with ours.

What is the status of this engagement?

We started working together in April 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Michael has been phenomenal; I can’t imagine not having his help. He has been the backbone of my business, ensuring that deadlines are met and that the business flows in a timely manner. Since working with MyOutDesk, we’ve seen an increase in the number of appointments being booked, the number of clients assisted, and sales, which have increased by 127%. Everything is tracked on my CRM system.

How did MyOutDesk perform from a project management standpoint?

MyOutDesk has delivered on time and efficiently. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Michael has learned how I work and how I talk with clients. He’s been able to adapt and find the best ways to work with me.

Are there any areas they could improve?

No, everything has been great.