Run Your Business. We'll Handle the Rest.

At Top Virtual Assistants, we take the busy work off your plate—so you can stay focused on what really matters: leading, scaling, and growing your business.

From calendar management and email handling to research, admin support, and more, our expert virtual assistants ensure your day runs smoothly and efficiently.

Min project size
$1,000+
Hourly rate
Undisclosed
Employees
50 - 249
Locations
Philadelphia, PA
Year founded
Founded 2020
Timezones

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AET: Australia Eastern Time (AET)

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Pricing Snapshot

Min. project size $1,000+

Avg. hourly rate Undisclosed

Rating for cost 5 /5

What Clients Have Said

Top Virtual Assistant is praised for their good value for cost, with clients noting high satisfaction and efficient service. Specific project costs are not disclosed, but they handle 2-10 employees per project, ensuring timely communication and task completion.

This summary is based on verified Clutch reviews.

Most Common Project Size

$10,000 - $49,999 based on 58 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Top Virtual Assistant Review Insights

Overall Review Rating

5.0

Quality 5.0
Schedule 5.0
Cost 5.0
Willing to Refer 5.0

Top Mentions

Review Highlights

Strong Project Management

Top Virtual Assistant consistently delivers projects on time and is responsive to client needs. Clients appreciate their clear communication and ability to adapt to changing requirements, ensuring smooth project management.
Need for More Detailed Reporting

Some clients suggest that Top Virtual Assistant could enhance their services by providing more detailed performance analytics and insights to help track progress and customer trends effectively.
Effective Training and Onboarding

Clients appreciate the structured onboarding and training processes provided by Top Virtual Assistant, which ensure that virtual assistants are well-prepared to meet client needs efficiently.
High Customer Satisfaction

Many clients note increased customer satisfaction due to Top Virtual Assistant's professional handling of calls, inquiries, and support tasks. Their proactive approach and attention to detail contribute to positive client experiences.
Effective Communication

Top Virtual Assistant maintains effective communication via email, messaging apps, and virtual meetings, keeping clients informed with regular updates and ensuring clear understanding of tasks.
Professionalism and Reliability

Clients consistently commend Top Virtual Assistant for their professionalism, reliability, and consistency in delivering high-quality services, making them a trusted extension of client teams.

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Top Virtual Assistant Reviews

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Back Office Outsourcing Business Continuity Management Digital Asset Management
$10,000 to $49,999
Oct. - Dec. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their proactive stock alerts and clear reports allowed us to avoid out‑of‑stock situations."

Jul 15, 2025

Owner, E‑Com Emporium

Bernice Pitts

eCommerce
Somaroboro, South Africa
11-50 Employees
Online Review

Top Virtual Assistant provided logistics management services for a home decor e-commerce store. The team handled order processing, inventory management, customer messaging, and returns handling.

Top Virtual Assistant reduced order processing time by 50%, achieved 99.8% shipping accuracy, and increased customer satisfaction by 18%. The team used Asana to manage tasks and communicated effectively via email and messaging apps. Their proactive approach and clear reporting were commendable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of E‑Com Emporium

Describe what your company does in a single sentence.

We operate an online store selling handcrafted home décor across Amazon and Shopify.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We needed consolidated order processing, inventory management, customer messaging, and returns handling.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

They downloaded daily orders, updated Shopify and WMS files, created shipping labels, logged tracking, responded to post‑purchase queries, and coordinated return workflows.

RESULTS & FEEDBACK

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

Order‑processing time shrank by 50%, we achieved 99.8% shipping accuracy, and customer satisfaction (via follow‑up surveys) rose by 18%.

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

They used Asana to assign daily tasks, delivered shipments within SLA, and flagged low‑stock items proactively for ordering.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their proactive stock alerts and clear reports allowed us to avoid out‑of‑stock situations just before a major holiday sale.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

Minor glitch once with a returned item—but issue was resolved within hours. Excellent oversight overall.

RATINGS

5.0

Social Media Marketing
$10,000 to $49,999
Dec. 2024 - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They researched trending fitness topics and proposed weekly reel ideas."

Jul 14, 2025

CEO, Bright Wave Marketing

Sara Hines

Other industries
Northwest Territories, Canada
11-50 Employees
Online Review

Top Virtual Assistant provided social media marketing services for a fitness studio. The team created a content calendar, designed Canva visuals, drafted captions, posted regularly, and ran Facebook ads.

Thanks to Top Virtual Assistant, the client's Instagram followers increased by 35% and monthly class signups by 20%. The team shared content via Google Sheets, posted on time, and responded to urgent requests within a few hours. They also researched trending fitness topics and proposed ideas.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Bright Wave Marketing

Describe what your company does in a single sentence.

We’re a boutique fitness studio aiming to grow our local community online.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

To build and schedule daily social media content, grow followers, and boost class signups via Instagram and Facebook.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Top Virtual Assistant created a content calendar, designed Canva visuals, drafted captions with CTAs, posted regularly, replied to comments, and ran basic Facebook ads.

RESULTS & FEEDBACK

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

Instagram followers rose 35% in 2 months, engagement (likes/comments) doubled, and monthly class signups increased by 20%.

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

Content was scheduled and shared via Google Sheets a week in advance, with posts made on time and ad‑hoc urgent posts handled within a few hours.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

They researched trending fitness topics and proposed weekly reel ideas. Their Canva work looked as good as a designer’s.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

We would appreciate deeper analytics reports monthly—but current insights are still very helpful for ongoing improvements.

RATINGS

5.0

Call Center Services Sales Outsourcing
$10,000 to $49,999
Dec. 2024 - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They tailored every message to the recipient’s profile, including citing mutual LinkedIn groups and industry trends."

Jul 14, 2025

Owner, North Star Consulting

Charlotte

Other industries
England
51-200 Employees
Online Review

Top Virtual Assistant provided sales outsourcing for a B2B cloud software firm. They set up lead generation tools, shortlisted HR executives, personalized LinkedIn messaging, and booked 15-20 calls each month.

Top Virtual Assistant helped the client achieve a 28% conversion rate, secure 18 qualified meetings within the first 30 days, and close five pilot deals worth $45,000 in total ARR. Their personalized messaging approach led to better response rates than the client’s internal efforts.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of North Star Consulting

Describe what your company does in a single sentence.

We’re a B2B cloud‑software provider focused on enterprise HR solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

To identify and connect with HR executives in North America via LinkedIn and schedule qualified discovery calls.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Top Virtual Assistant set up lead‑gen tools, compiled target lists, drafted connection sequences, personalized messaging, and booked 15–20 calls per month.

RESULTS & FEEDBACK

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

Conversion rate hit 28%, 18 qualified meetings scheduled in the first 30 days, and 5 closed pilot deals worth $45K total ARR.

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

They managed messages and follow‑ups through HubSpot, scheduled all calls directly on our calendar, and provided weekly delivery dashboards.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

They tailored every message to the recipient’s profile, including citing mutual LinkedIn groups and industry trends—driving far better responses than our in‑house outreach.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

Occasional timezone mismatch for call scheduling, but easily resolved by adding buffer windows—overall, they were highly responsive.

RATINGS

5.0

BI & Big Data Consulting & SI Back Office Outsourcing
$10,000 to $49,999
June - Sep. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their attention to detail—double-checking for duplicates and cross-referencing fields—was exceptional."

Jul 14, 2025

CEO, Phoenix Data Solutions

Katie Miller

Advertising & marketing
West - USA
11-50 Employees
Online Review

Top Virtual Assistant handled data entry and management for a market research firm, importing data from Google Forms and PDFs, formatting it in Microsoft Excel with macros, and uploading it into Salesforce CRM.

Top Virtual Assistant helped the client drop error rates from 4% to 0.2%, improve data availability by 60%, and deliver weekly reports 40% faster. The team delivered on time, accommodated ad-hoc requests promptly, and suggested automation to streamline workflows. They were also attentive to details.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Phoenix Data Solutions

Describe what your company does in a single sentence.

We’re a mid‑sized market research firm that depends on clean, organized datasets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We wanted accurate entry of survey responses, CRM updates, and structured Excel reporting.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

TVA handled daily data import from Google Forms and PDF scan sheets, formatted it in Excel with macros, and uploaded it to our Salesforce CRM. They also provided weekly summary dashboards.

RESULTS & FEEDBACK

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

Error rates dropped from 4% to under 0.2%, data availability improved by 60%, and weekly reports were delivered 40% faster.

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

TVA managed tasks via Trello, delivered everything on schedule, communicated proactively, and accommodated ad‑hoc requests promptly.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their attention to detail—double-checking for duplicates and cross-referencing fields—was exceptional. They also suggested automation to streamline Excel workflows.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

We’d have liked a monthly quality review meeting—but communication was strong enough that this wasn’t a major issue.

RATINGS

5.0

Back Office Outsourcing Sales Outsourcing
$10,000 to $49,999
Sep. - Dec. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their assistants were tech-savvy and required minimal training."

Jul 13, 2025

CEO, Summit Digital Solutions

Sebastian White

Advertising & marketing
Canada
11-50 Employees
Online Review

Top Virtual Assistant provided a digital marketing agency with a dedicated virtual assistant who managed HubSpot data entry, B2B prospect list building, email scheduling, and client follow-up.

Top Virtual Assistant completed tasks without errors, resulting in improved client satisfaction and saving over 30 hours of operations time per month. The team was organized, tech-savvy, and required minimal training. They tracked tasks in Trello and shared updates via Slack and email.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Summit Digital Solutions

Describe what your company does in a single sentence.

We are a full-service digital marketing agency serving mid-sized e-commerce and SaaS clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We needed experienced virtual assistants to handle lead research, CRM updates, and basic client communication so our in-house team could focus on strategy and execution.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Top Virtual Assistant provided us with a dedicated assistant who managed HubSpot data entry, performed B2B prospect list building, scheduled emails, and followed up on routine client tasks. Weekly reporting and timesheets were also delivered.

RESULTS & FEEDBACK

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

Tasks that previously took 10–12 hours a week internally were handled without errors. Client satisfaction scores improved due to timely updates, and we saved over 30 hours a month in total operations time.

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

They were very organized. Tasks were tracked in Trello and updates were shared via Slack and email daily. Everything was delivered on or ahead of schedule.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

The quality of talent they assign is far superior to other VA services we’ve tried. Their assistants were tech-savvy and required minimal training.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

A better client dashboard for task tracking would be helpful, but their current method is functional.

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
Aug. - Nov. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their ability to handle legal-sensitive documentation with accuracy and discretion was remarkable."

Jul 12, 2025

Owner, Legal Bridge Partners

Andrea Everett

Legal
England
11-50 Employees
Online Review

Top Virtual Assistant provided back-office support to a legal services provider. They conducted client intake calls, managed document requests, booked consultations, and prepared engagement agreements.

Thanks to Top Virtual Assistant's support, the client experienced a 50% improvement in document turnaround time, an error-free client intake process, and a time savings of around 15 hours per week for legal tasks. The team was aligned on priorities and discreet in handling sensitive documents.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Legal Bridge Partners

Describe what your company does in a single sentence.

Legal Bridge Partners offers flat-fee legal services to startups and small businesses, including contract drafting and corporate structuring.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We employed them to streamline client intake, coordinate document collection, manage appointment logistics, and ensure timely follow-ups—freeing partner time for client work.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Conducted client intake calls and forms
Managed document requests and reminders
Scheduled consultations via Calendly
Prepared engagement agreements and invoicing
Updated client records in Clio

RESULTS & FEEDBACK

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

Document turnaround time improved by 50%, client intake became error-free, and partners gained back ~15 hours per week for legal tasks.

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

Their team delivered tasks daily, and weekly sync calls ensured priorities were aligned. Everything arrived on time and scope remained consistent.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their ability to handle legal-sensitive documentation with accuracy and discretion was remarkable.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

A short training session on legal workflow tools upfront would’ve sped up integration, but they were fully up to speed by week two.

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
Oct. 2024 - Jan. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Onboarding took just three days, and task workflows were delivered consistently."

Jul 12, 2025

Owner, Bright Mind Coaching

Angelica Chamberlain

Education
Central - USA
11-50 Employees
Online Review

Top Virtual Assistant provided administrative support for a life coaching company. Their tasks included managing appointment scheduling, responding to client inquiries, and handling social media posts.

Thanks to Top Virtual Assistant, the client's monthly administrative workload dropped by 60%, client response times have improved by 70%, and scheduling conflicts ceased entirely. The team was detail-oriented, attentive to the client's needs, and consistent in delivering tasks on time.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Bright Mind Coaching

Describe what your company does in a single sentence.

Bright Mind Coaching delivers one-on-one and group life-coaching sessions focused on career and personal growth for professionals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?
We brought them in to manage client scheduling, email communication, social media support, and invoice processing—allowing us to focus on client delivery instead of admin tasks.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

Great culture fit
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Managed appointment scheduling across time zones
Responded to client inquiries and follow-ups
Handled social media content publication
Generated and sent invoices
Updated CRM (Practice Ignition) with client records

RESULTS & FEEDBACK

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

Our monthly admin workload dropped by 60%, client response times improved by 70%, and scheduling conflicts ceased entirely.

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

Onboarding took just three days, and task workflows were delivered consistently via weekly check-ins—always on schedule.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their attention to detail and ability to anticipate needs—for example, pre-sending calendar reminders—set them apart.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

A quick intro to new task management tools would have been helpful, but they adapted fast once implemented.

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
Dec. 2024 - Feb. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their attention to service levels and transparent communication really boosted trust."

Jul 11, 2025

Owner, Tech Serve Pro

Taylor Sexton

Other industries
South Africa
11-50 Employees
Online Review

Top Virtual Assistant provided back office support for an IT services company. The team was responsible for ticket intake and prioritization, SLA compliance tracking, and vendor invoice submissions.

Top Virtual Assistant helped the client improve SLA compliance from 82% to 96% and invoice processing accuracy by 30%. The team adhered to workflows and reliably delivered weekly performance dashboards. Their attention to service levels and transparent communication impressed the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Tech Serve Pro

Describe what your company does in a single sentence.

Tech Serve Pro provides managed IT services and support to SMBs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We engaged them to assist with helpdesk ticket triage, SLA monitoring, vendor invoicing, and client status communication.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Ticket intake and prioritization
SLA compliance tracking
Vendor invoice submission and tracking
Client communication and daily reporting

RESULTS & FEEDBACK

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

SLA compliance rose from 82% to 96%, invoice processing accuracy improved by 30%, and internal ticket backlogs decreased.

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

Ticket workflows were adhered to consistently, and weekly performance dashboards were delivered reliably.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their attention to service levels and transparent communication really boosted trust.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

A suggestion: add vendor rate benchmarking in reports—would deliver added value in future.

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
Dec. 2024 - Mar. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"I was impressed by their calm and organized handling of last-minute changes during travel situations."

Jul 11, 2025

Owner, Travel Vista Tours

Sally Hartman

Other industries
Canada
51-200 Employees
Online Review

Top Virtual Assistant provided back office support for a travel agency. The team was responsible for responding to emails, coordinating with guides and suppliers, designing itineraries, and managing inquiries.

Top Virtual Assistant's work increased customer satisfaction scores by 20% and improved travel logistics reliability. Their team delivered on time, held weekly sync calls, and established clear workflows. Their adaptability and organized approach to last-minute changes impressed the client.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Travel Vista Tours

Describe what your company does in a single sentence.

Travel Vista offers bespoke travel packages and guided tour experiences worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We needed help managing tour booking inquiries, vendor scheduling, travel itineraries, and customer follow-ups.

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

Great culture fit
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

24/7 email booking responses
Coordination with guides and suppliers
Itinerary design and distribution
Timely check-ins and travel reminders

RESULTS & FEEDBACK

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

90% of booking inquiries handled within 2 hours, a 20% increase in client satisfaction scores, and improved travel logistics reliability.

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

Clear workflows and weekly sync calls ensured deliverables were met promptly.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

I was impressed by their calm and organized handling of last-minute changes during travel situations.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

Weekend phone support would be beneficial, but email coverage was reliable regardless.

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
May - Aug. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their understanding of compliance procedures and structured approach reassured both clients and advisors."

Jul 11, 2025

CEO, Fin Core Advisors

Sharon Hodges

Financial services
England
51-200 Employees
Online Review

Top Virtual Assistant provided administrative support to a financial services firm. The team managed onboarding workflows, coordinated calendars, and updated CRM records.

Thanks to Top Virtual Assistant's work, the client saw a 40% reduction in onboarding time and a 98% increase in compliance document submission accuracy. The team followed the client's compliance tracking workflows and delivered weekly progress reports. The team's structured approach stood out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of Fin Core Advisors

Describe what your company does in a single sentence.

Fin Core Advisors is a boutique firm offering financial planning and wealth management.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Top Virtual Assistant to accomplish?

We needed support managing client onboarding tasks—appointment scheduling, document requests, compliance reminders, and CRM updates

SOLUTION

How did you find Top Virtual Assistant?

Online Search

Why did you select Top Virtual Assistant over others?

High ratings
Good value for cost
Referred to me

How many teammates from Top Virtual Assistant were assigned to this project?

2-5 Employees

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

Onboarding workflows and compliance checklist tracking
Calendar coordination for advisor meetings
Preparation and organization of intake packets
CRM tagging and record updates

RESULTS & FEEDBACK

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

Onboarding time reduced by 40%, compliance document submission accuracy increased to 98%, and administrative team saved over 12 hours/week.

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

They followed our compliance tracking workflows perfectly and delivered weekly summaries.

What was your primary form of communication with Top Virtual Assistant?

Email or Messaging App

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

Their understanding of compliance procedures and structured approach reassured both clients and advisors.

Are there any areas for improvement or something Top Virtual Assistant could have done differently?

More standardized compliance guidance could reduce initial training, but overall performance was strong.

RATINGS

5.0

Showing 61-70 of 72 Reviews

Our Story

We are a global, fully managed team of vetted, virtual assistants supported by operations managers, supervisors and AI. Our mission is to simplify founders’ daily operations—calendar, email, research, travel, CRM, billing and more—while maintaining strict NDAs, bank‑level security and ongoing quality control. Trusted worldwide with high client ratings, we deliver dedicated reps, success managers, 24/7 team options and tailored roles.

Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

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Verified Client Reviews: 27

Overall Review Rating: 5

Source: Clutch

Last Updated: April 18, 2026

Business Entity

Business Entity Name	Virtual Assistant Agency Ltd
Source	Companies House
Jurisdiction of Formation	United Kingdom
Date of Formation	April 7, 2024
Status	Active
Last Updated	October 9, 2025
ID	15624185

Credit Report Results

International Credit Risk Assessment	Low Risk
Source	Creditsafe
Last Updated	October 9, 2025

Learn More About The Clutch Verification Process

Locations (5)

1700 Market Street Philadelphia, PA, United States 19103

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Top Virtual Assistant

Run Your Business. We'll Handle the Rest.

37 Timezones that we service

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Back Office Outsourcing for Home Decor E-Commerce Store

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Social Media Marketing for Fitness Studio

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Sales Outsourcing for B2B Cloud Software Firm

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Data Entry & Management for Market Research Firm

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Back Office Outsourcing for Digital Marketing Agency

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Back-Office Outsourcing for Legal Services Provider

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Back Office Outsourcing for Life Coaching Company

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Back Office Outsourcing for IT Services Company

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Back Office Outsourcing for Travel Agency

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Back Office Outsourcing for Financial Services Firm