Top Virtual Assistant Services in the United States
From Silicon Valley startups and New York finance to Austin SaaS and the Research Triangle’s life sciences, the United States is a global hub for business support talent. Virtual assistant services help teams stay lean by handling inbox and calendar management, customer support, bookkeeping, sales ops, research, and more — with U.S. time-zone coverage and industry familiarity.
Clutch helps you find trusted, U.S.-based VA partners with verified reviews, detailed service lines, and transparent pricing. Use filters for budget, hourly rate, location, industries, and languages to shortlist the right-fit providers for your workflow and tools stack. Explore nationwide leaders or compare top hubs near you:
• Top Virtual Assistant Companies
• Virtual Assistant Companies in New York
• Virtual Assistant Companies in San Francisco
15 Leaders 15 Contenders
473 Companies
List of the Top United States Virtual Assistant Companies
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Featured
What are Featured Providers?
$1,000+< $25 / hr1,000 - 9,999Serves United StatesServices provided
45% Back Office Outsourcing15% Finance & Accounting Outsourcing (FAO)10% Call Center Services +310% Customer Service Outsourcing10% HR Consulting10% Sales OutsourcingFocus Areas
25% Virtual Assistant25% Data Entry & Processing10% Claims Processing +410% Legal Outsourcing10% Medical Billing Services10% Payment Processing10% Writing & Content Creation OutsourcingSee all 213 projectsRemote CoWorker is a Business Process Outsourcing (BPO) company specializing in offshore administrative support services, offering remote back office solutions and virtual office support. Across numerous reviews, clients commend their administrative outsourcing proficiency, with 100% of reviewers praising their ability to enhance workflow efficiency and reduce workload. Their flexibility, responsiveness, and alignment with client values are consistently highlighted as impressive aspects of their service.
Reviews mention Exceptional performance
Remote CoWorker has received exceptional performance feedback from clients, highlighting their reliable support and proactive communication. Notably, one client praised their Virtual Executive Assistant for exceeding expectations with attention to detail and initiative. Another client emphasized the seamless and efficient onboarding process, stating that Remote CoWorker provided invaluable assistance that significantly improved productivity. Overall, clients consistently noted the professionalism and responsiveness of the team, making Remote CoWorker a highly recommended partner for virtual support.-
Back-Office Outsourcing for Recruitment Agency
5.0 Nov 11, 2025My EA is humble, smart, and hardworking. We are consistently working together and improving very quickly.
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SMM, Virtual Assistant & Lead Gen for AI Consulting Company
5.0 Jun 6, 2025Remote CoWorker's work has given me back time and allowed me to focus on other aspects of my business. I assign numerous projects, and they continue to deliver them on time and with excellent quality. For example, they've built out a social media workflow, uploaded content to my website and socials, and worked alongside me to create a strategy to see the impact of our social media and newsletter audience.
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33 of 36 Virtual Assistant reviews are 5 stars9 new reviews for Virtual Assistant in past 6 monthsLess than $10,000 avg. project costVirtual Assistant Experience
Remote CoWorker has received overwhelmingly positive feedback for its Virtual Assistant services, with clients praising their exceptional communication and efficiency. Over 90% of reviewers noted significant productivity increases, with many reporting time savings of 10-20 hours per week. Clients highlighted the adaptability and skill of the assistants, making them invaluable for administrative support and project management. Notably, 100% of feedback indicated satisfaction with timely deliverables and responsiveness, underscoring Remote CoWorker’s commitment to client needs.
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Industry Experience
Remote CoWorker has proven effective across various industries, including legal, medical, advertising, real estate, and financial services. Clients appreciate their expertise in administrative support, lead generation, and customer service, with notable strengths in communication and responsiveness. The overall sentiment is positive, highlighting significant improvements in operational efficiency and workflow organization, especially in medical and legal sectors. Therefore, Remote CoWorker is well-suited for businesses seeking reliable virtual assistance in these industries.
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Non-profit Contracting Automotive Real estate Food & Beverage Medical Sports Franchises Plumbing Energy & natural resources Information technology Consumer products & services Media Manufacturing Hospitality & leisure Insurance eCommerce HVAC Retail Healthcare Business services IT Services Arts, entertainment & music Other industries Legal Construction Advertising & marketing Education Food & Beverages Software Financial servicesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Remote CoWorker has received positive feedback regarding its cost-effectiveness and overall value for money. Clients consistently mentioned that the pricing fits within their budgets while providing good quality services. One client noted that Remote CoWorker's pricing aligned well with their financial capabilities, contributing to a significant increase in productivity and efficiency. Overall, the sentiment indicates that clients feel they receive substantial value relative to the cost of services provided by Remote CoWorker.Was this helpful?
$1,000+< $25 / hr250 - 999Serves United StatesServices provided
70% Back Office Outsourcing10% Call Center Services10% Customer Service Outsourcing +110% Sales OutsourcingFocus Areas
75% Virtual Assistant25% Data Entry & ProcessingSee all 45 projectsPrialto is a Business Process Outsourcing company that excels in providing Remote Back Office Solutions and Administrative Support Services. Across various reviews, 100% of clients appreciate Prialto's prompt project management and strong cultural alignment, with more than 70% specifically highlighting their ability to streamline processes and improve efficiency. Prialto's focus on SOPs and team-based support ensures reliability and customer satisfaction.
Reviews mention Reliable
Clients consistently describe Prialto as a reliable resource, highlighting their ability to meet deadlines and respond promptly to needs. One CEO noted that Prialto serves as a 'time saver' and an 'ongoing reliable resource' for their organization. Additionally, the company's unique system of training backup assistants ensures continuous support, further reinforcing their reliability in delivering consistent and dependable service.-
Executive Assistant Services for Nonprofit Organization
5.0 Jan 6, 2025The measurable outcomes from the project demonstrate progress or success as a time saver and reliable resource. They are on point and respond quickly. I like their system that they always train a backup, ensuring there is always support.
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12 of 12 Virtual Assistant reviews are 5 starsLess than $10,000 avg. project costVirtual Assistant Experience
Prialto has received predominantly positive feedback for its Virtual Assistant services, with clients expressing satisfaction in areas such as efficiency and organizational support. Approximately 90% of reviewers highlighted Prialto's responsiveness and quality of service, noting specific outcomes like saving significant time and improving operational efficiency. Clients particularly appreciated the structured support system, which includes backup assistance and training. Common themes included exceptional communication and proactive problem-solving, while only a small percentage mentioned areas for improvement.
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More responsive than most other service providers
Get in TouchPrialto is responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
$1,500 Best for individuals $4,500 Best for small teams (3 units) $14,500 Best for larger teams (10 units) * Custom pricingView PackagesPrialto Unit
We made pricing easy. We offer our services by what we call a Prialto Unit; a flat monthly rate with no overage fees or hidden costs. All plans include backup support and ongoing consulting with your Engagement Manager who helps you maximize ROI from our services. Add as many units as you need.Was this helpful?
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UndisclosedUndisclosed10 - 49Middletown, DE
Services provided
10% Back Office Outsourcing15% Business Consulting15% Commercial Property Management +515% Corporate Training & Coaching15% Graphic Design10% Call Center Services10% Social Media Marketing10% Web DesignFocus Areas
100% Virtual AssistantFounded in 2012, Helping One More Entrepreneur is a graphic design agency. The team offers Graphic Design and Business Consulting.
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UndisclosedUndisclosed10 - 49Riverside, CA
Services provided
10% Back Office Outsourcing40% Search Engine Optimization30% Pay Per Click +210% Corporate Training & Coaching10% Marketing StrategyFocus Areas
100% Virtual AssistantEXtéres Corporation is a Riverside, California-based SEO services firm. Launched in 2007, the team focuses on Search Engine Optimization and Pay Per Click.
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
10% Back Office Outsourcing20% Call Center Services10% Branding +610% CRM Consulting and SI10% Content Marketing10% Graphic Design10% Pay Per Click10% Search Engine Optimization10% Social Media MarketingFocus Areas
100% Virtual AssistantFormicidae, an answering service company, was founded in 2015. The team specializes in Call Center Services and Branding and is headquartered in Bethesda, Maryland.
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UndisclosedUndisclosed2 - 9Lubbock, TX
Services provided
10% Back Office Outsourcing20% IT Managed Services20% Mobile App Development +320% Pay Per Click20% Social Media Marketing10% Search Engine OptimizationFocus Areas
75% Virtual Assistant25% Writing & Content Creation OutsourcingTech-EZ, an IT managed services company, was founded in 2019. The firm focuses on IT managed services and Mobile App Development.
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UndisclosedUndisclosed2 - 9Fulton, MD
Services provided
10% Back Office Outsourcing60% Accounting20% Financial Consulting +110% Call Center ServicesFocus Areas
100% Virtual AssistantFounded in 2003, Cheryl Jefferson & Associates, LLC is a small Fulton, Maryland-based Accounting company. Their team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Milltown, NJ
Services provided
10% Back Office Outsourcing20% Search Engine Optimization20% Social Media Marketing +420% Web Design10% Content Writing Services10% Direct Marketing10% Video MarketingFocus Areas
100% Virtual AssistantBased in Milltown, New Jersey, Sisbro Innovation is a social media marketing firm. They provide Social Media Marketing and Search Engine Optimization and were established in 2015.
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UndisclosedUndisclosed2 - 9Tallahassee, FL
Services provided
10% Back Office Outsourcing10% Application Testing10% BI & Big Data Consulting & SI +710% Cloud Consulting & SI10% E-Commerce Development10% ERP Consulting and SI10% IT Staff Augmentation10% IT Strategy Consulting10% Web Design10% Web DevelopmentFocus Areas
100% Virtual AssistantSyaRose Technology Services Inc is a web design agency. In Tallahassee, Florida and Westerville, Ohio, the agency was founded in 2015. Their services include Web Design and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Winona, MN
Services provided
10% Back Office Outsourcing10% Conversion Optimization10% Direct Marketing +710% Email Marketing10% Fulfillment10% IT Managed Services10% Marketing Strategy10% Trucking10% Warehousing & Distribution10% Web DesignFocus Areas
100% Virtual AssistantIn Winona, Minnesota, Mediascope, Inc is a small Direct Marketing company. The team focuses on Direct Marketing and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Highland Village, TX
Services provided
10% Back Office Outsourcing20% Content Marketing20% Search Engine Optimization +420% Social Media Marketing10% IT Managed Services10% Pay Per Click10% Web DevelopmentFocus Areas
100% Virtual AssistantG2web is a social media marketing company. In Highland Village, Texas, the company offers Social Media Marketing and Content Marketing.
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$5,000+$50 - $99 / hr10 - 49New York, NY
Services provided
10% Back Office Outsourcing15% Accounting15% Finance & Accounting Outsourcing (FAO) +610% BI & Big Data Consulting & SI10% Business Consulting10% Compliance Consulting10% ERP Consulting and SI10% Financial Advising & Planning10% Fractional CFO ServicesFocus Areas
10% Virtual Assistant15% Claims Processing15% Data Entry & Processing +515% Legal Outsourcing15% Payment Processing10% Medical Billing Services10% Revenue Cycle Management10% Writing & Content Creation OutsourcingSee all 1 projectsFinalert LLC specializes in IT services, IT consulting, compliance and outsourcing, technology and ERP solutions, and bookkeeping and accounting. The overall feedback is highly positive, highlighting their professionalism, expertise, responsiveness, and innovative problem-solving approach. Clients commend their ability to deliver results on time and within budget, making Finalert LLC a reliable and talented partner.
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Undisclosed< $25 / hr10 - 49Denver, CO
Services provided
20% Back Office Outsourcing20% Content Writing Services20% Data Annotation Services +220% Document Digitization & Management20% Finance & Accounting Outsourcing (FAO)Focus Areas
10% Virtual Assistant30% Data Entry & Processing20% Claims Processing +410% Legal Outsourcing10% Medical Billing Services10% Payment Processing10% Writing & Content Creation OutsourcingAllianze Infosolution is a Denver, Colorado-based Back Office Outsourcing company. Founded in 2013, the team focuses on Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).
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Undisclosed< $25 / hr10 - 49Denver, CO
Services provided
10% Back Office Outsourcing30% Web Development20% Mobile App Development +410% Content Marketing10% E-Commerce Development10% Search Engine Optimization10% Social Media MarketingFocus Areas
20% Virtual Assistant30% Data Entry & Processing30% Writing & Content Creation Outsourcing +120% Medical Billing ServicesLaunched in 2026, ZMDM LLC is a web development company. Located in Denver, Colorado, the team specializes in Web Development and Mobile App Development.
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UndisclosedUndisclosed50 - 249Woodbury, NY
Services provided
30% Back Office Outsourcing35% Accounting35% Business ConsultingFocus Areas
25% Virtual Assistant25% Claims Processing25% Data Entry & Processing +125% Payment ProcessingBased in Woodbury, New York and Boca Raton, Florida, Reid CPAs LLP is a Business Consulting company. They provide Business Consulting and Accounting.
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$1,000+< $25 / hr10 - 49New York, NY
Services provided
10% Back Office Outsourcing30% Recruiting15% Customer Service Outsourcing +415% Sales Outsourcing10% Finance & Accounting Outsourcing (FAO)10% IT Staff Augmentation10% StaffingFocus Areas
20% Virtual Assistant20% Claims Processing20% Data Entry & Processing +220% Medical Billing Services20% Payment ProcessingSee all 3 projectsStaffwiz LLC is a recruitment and staffing company specializing in hiring qualified professionals across various sectors such as healthcare, education software, and customer service. They have received overwhelmingly positive feedback, with clients praising their assertiveness, communication, and value for money. Approximately 100% of reviewers noted their responsiveness and seamless onboarding processes, with no areas identified for improvement.
Reviews mention Helpful
The feedback highlights a consistently positive sentiment regarding Staffwiz LLC's helpfulness. Clients emphasized their effective communication and flexibility in addressing unique needs, stating they are 'very helpful and a pleasure to work with.' Additionally, the company was praised for providing great value for the price and for successfully supporting the client's objectives, including talent acquisition and project management. Overall, the reviews reflect satisfaction with the collaboration and outcomes achieved.-
Recruiting Services for Education Software Company
4.5 Jan 15, 2025Staffwiz LLC is very helpful and a pleasure to work with. They are flexible to the unique needs of our company, showcasing their commitment to client satisfaction. This adaptability and willingness to assist make them stand out as a service provider.
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Industry Experience
Staffwiz LLC has demonstrated expertise across healthcare, education, and eCommerce sectors. In healthcare, they successfully facilitated the hiring of clinical staff, praised for responsiveness and initiative. In education, they enhanced software engineering teams, delivering value through excellent communication and tailored support. In eCommerce, their services improved customer service metrics significantly. Overall, feedback indicates a strong alignment with client values and effective project execution across all industries.
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Healthcare Education eCommerceWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently express satisfaction with Staffwiz LLC's pricing, highlighting it as a strong fit for their budgets and a source of great value. One client noted, 'Pricing fit our budget' and 'Good value for cost.' Another emphasized their services as 'fantastic' and praised the hiring process for its effectiveness. Overall, the sentiment reflects a positive view of the company's cost-effectiveness and ability to deliver quality results within financial expectations.Was this helpful?
More responsive than most other service providers
Get in TouchStaffwiz LLC is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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$1,000+$25 - $49 / hr10 - 49Tallahassee, FL
Services provided
10% Back Office Outsourcing20% Social Media Marketing15% AI Agents +415% AI Consulting15% AI Development15% Web Design10% BrandingFocus Areas
10% Virtual Assistant15% Claims Processing15% Data Entry & Processing +515% Legal Outsourcing15% Medical Billing Services10% Payment Processing10% Revenue Cycle Management10% Writing & Content Creation OutsourcingApini Virtual is a social media marketing firm. The Tallahassee, Florida-based team specializes in Social Media Marketing and Web Design.
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$50,000+< $25 / hr1,000 - 9,999Fort Worth, TX
Services provided
20% Back Office Outsourcing20% Call Center Services20% IT Managed Services +220% IT Staff Augmentation20% Sales OutsourcingFocus Areas
20% Virtual Assistant20% Claims Processing20% Data Entry & Processing +220% Medical Billing Services20% Payment ProcessingTouchstone BPO is an IT managed services company established in 2002. The large team focuses on IT managed services and IT staff augmentation.
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UndisclosedUndisclosed10 - 49Lakewood, CO
Services provided
30% Back Office Outsourcing40% Call Center Services30% Customer Service OutsourcingFocus Areas
33% Virtual Assistant34% Data Entry & Processing33% Payment ProcessingMOD Assistants, an answering service company, focus on Call Center Services and Back Office Outsourcing. They were launched in 2009.
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$1,000+$50 - $99 / hr10 - 49Wekiwa Springs, FL
Services provided
15% Back Office Outsourcing20% Customer Service Outsourcing15% HR Outsourcing +515% Sales Outsourcing10% Branding10% Finance & Accounting Outsourcing (FAO)10% Web Development5% Digital StrategyFocus Areas
10% Virtual Assistant15% Claims Processing15% Data Entry & Processing +515% Legal Outsourcing15% Writing & Content Creation Outsourcing10% Medical Billing Services10% Payment Processing10% Revenue Cycle ManagementSource Your Staff is a Customer Service Outsourcing company. They were established in 2023, and their services include Customer Service Outsourcing and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Austin, TX
Services provided
20% Back Office Outsourcing40% Accounting20% Financial Advising & Planning +120% Financial ConsultingFocus Areas
50% Virtual Assistant50% Payment ProcessingCOR Bookkeeping and Business Consulting is an Accounting company. The Austin, Texas-based firm was founded in 2018. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Seattle, WA
Services provided
20% Back Office Outsourcing20% Engineering10% Content Marketing +510% Content Writing Services10% Digital Strategy10% Marketing Strategy10% Social Media Marketing10% Web DevelopmentFocus Areas
50% Virtual Assistant50% Data Entry & ProcessingBusiness 2 Virtual LLC is a Back Office Outsourcing company. They are based in Seattle, Washington and have small team. They focus on Back Office Outsourcing and Engineering.
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$1,000+$25 - $49 / hr10 - 49South Brunswick Township, NJ
Services provided
10% Back Office Outsourcing45% Call Center Services35% Customer Service Outsourcing +110% Sales OutsourcingFocus Areas
50% Virtual Assistant50% Medical Billing ServicesEndicott Communications is an answering service. Established in 2007, the team offers Call Center Services and Customer Service Outsourcing.
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UndisclosedUndisclosed10 - 49Pembroke Pines, FL
Services provided
10% Back Office Outsourcing20% Business Consulting20% Digital Strategy +610% Call Center Services10% Corporate Training & Coaching10% Customer Service Outsourcing10% HR Consulting5% Email Marketing5% SMS MarketingFocus Areas
50% Virtual Assistant50% Revenue Cycle ManagementLaunched in 2021, ComOps, a small Digital Strategy company, is headquartered in Pembroke Pines, Florida. Their services include Digital Strategy and Business Consulting.
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$1,000+< $25 / hr50 - 249Los Angeles, CA
Services provided
25% Back Office Outsourcing25% Business Consulting25% Call Center Services +125% Customer Service OutsourcingFocus Areas
25% Virtual Assistant25% Claims Processing25% Data Entry & Processing +125% Writing & Content Creation OutsourcingBusiness Consulting company SD&A Teleservices is based in Los Angeles, California. Their services include Business Consulting and Call Center Services.
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UndisclosedUndisclosed50 - 249Carencro, LA
Services provided
30% Back Office Outsourcing50% Call Center Services20% Customer Service OutsourcingFocus Areas
20% Virtual Assistant50% Medical Billing Services30% Data Entry & ProcessingLaunched in 1954, Dexcomm Answering Service is a midsize call center company. Their services include Call Center Services and Back Office Outsourcing.
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$1,000+< $25 / hr10 - 49Medley, FL
Services provided
10% Back Office Outsourcing65% Call Center Services15% Customer Service Outsourcing +110% TranslationFocus Areas
10% Virtual Assistant30% Data Entry & Processing30% Medical Billing Services +220% Claims Processing10% Payment ProcessingKavica Group SAS is a call center service. The Medley, Florida-based agency focuses on Call Center Services and Customer Service Outsourcing.
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$1,000+< $25 / hr2 - 9New York, NY
Services provided
50% Back Office Outsourcing50% Call Center ServicesFocus Areas
100% Virtual AssistantSee all 1 projectsOkayRelax offers a range of virtual assistant services, including research, responding to inquiries, and summarizing content. Overall feedback highlights issues with timeliness and communication, although clients appreciate the dashboard feature for tracking task progress. Improvements are noted in their commitment to service promises and customer interaction.
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Undisclosed< $25 / hr250 - 999Dallas, TX
Services provided
100% Back Office OutsourcingFocus Areas
50% Virtual Assistant25% Data Entry & Processing25% Writing & Content Creation OutsourcingSee all 3 projectsRelay Human Cloud is a Business Process Outsourcing company specializing in Remote Back Office Solutions, offering services such as accounting and administrative support. The reviews reveal customer satisfaction, emphasizing their effective communication, transparency, and diligent service delivery. Approximately 100% of the feedback highlights their responsive engagement and eagerness to learn, with no significant areas for improvement mentioned.
1 of 1 Back Office Outsourcing reviews are 5 stars1 new review for Back Office Outsourcing in past 6 months$50,000 – $199,999 avg. project costRead 1 ReviewBack Office Outsourcing PROJECT HIGHLIGHT
Accounting Services for Oil & Gas Company
5.0 — Relay Human Cloud provides accounting services for an oil and gas company. The team is responsible for coding corporate-level invoices, properly routing non-conforming invoices, and more. Read moreWas this helpful?
Industry Experience
Relay Human Cloud has demonstrated expertise across various industries, notably in Energy & Natural Resources, Business Services, and Real Estate. Clients commend their skilled professionals for enhancing productivity and reducing labor costs through effective staff augmentation. In Energy, they facilitated complex accounting processes, while in Business Services, they drove significant operational efficiency. In Real Estate, Relay's support allowed teams to effectively manage workloads and improve client relationships. Overall, feedback across industries reflects strong satisfaction with Relay's responsiveness, communication, and value for cost.
Read All ReviewsSelect Industry to see insights
Energy & natural resources Business services Real estateWas this helpful?
More responsive than most other service providers
Get in TouchRelay Human Cloud is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
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UndisclosedUndisclosed2 - 9Cedar Rapids, IA
Services provided
20% Back Office Outsourcing20% AI Consulting20% Business Consulting +220% Call Center Services20% IT Strategy ConsultingFocus Areas
40% Virtual Assistant20% Claims Processing20% Medical Billing Services +120% Payment ProcessingScoreboard Group Consulting is an IT strategy consulting company. Their small team is located in Cedar Rapids, Iowa. Their services include IT strategy consulting and Business Consulting.
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$1,000+< $25 / hr50 - 249Sugar Land, TX
Services provided
10% Back Office Outsourcing30% Customer Service Outsourcing20% Call Center Services +410% Finance & Accounting Outsourcing (FAO)10% Sales Outsourcing10% Transcription10% TranslationFocus Areas
25% Virtual Assistant50% Data Entry & Processing25% Medical Billing ServicesSee all 100 projectsIdeasUnlimited is a comprehensive Business Process Outsourcing (BPO) firm offering virtual assistant and administrative support services. Their clients consistently praise their adaptability, professionalism, and excellent communication skills. With a 100% satisfaction rate across various sectors, IdeasUnlimited excels in tasks such as data management, customer service, and back-office solutions, leading to increased operational efficiency and client satisfaction.
7 of 7 Virtual Assistant reviews are 5 stars$10,000 – $49,000 avg. project costVirtual Assistant Experience
IdeasUnlimited has garnered positive feedback for their Virtual Assistant services, with 100% of reviewers expressing satisfaction. Clients praise their responsiveness, adaptability, and strong communication, noting improved efficiency and customer satisfaction. Common themes include excellent project management, quick response times, and a culture fit with clients. Key outcomes include a 30% increase in customer satisfaction and a 25% rise in lead generation. Overall, IdeasUnlimited demonstrates a strong commitment to quality and client success.
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11 of 11 Back Office Outsourcing reviews are 5 stars$10,000 – $49,000 avg. project costRead 11 ReviewsBack Office Outsourcing PROJECT HIGHLIGHT
Virtual Assistance for Real Estate Firm
5.0 — IdeasUnlimited provided virtual assistance to improve a real estate firm's operational efficiency. They were tasked with scheduling appointments, replying to customer queries, and conducting market Read moreWas this helpful?
Industry Experience
IdeasUnlimited has demonstrated its expertise across various industries, including Automotive, Telecommunications, Medical, Food and Beverage, and Real Estate. Clients commend their responsiveness, flexibility, and commitment to quality service, which have enhanced customer satisfaction and operational efficiency. In the Automotive sector, for example, they provided exemplary customer support, while in Telecommunications, they improved lead generation. Overall, feedback reflects a positive sentiment across industries, indicating IdeasUnlimited as a reliable partner for businesses seeking customer service and operational support.
Read All ReviewsSelect Industry to see insights
Wellness & Fitness Consumer Products Real estate Human Resources Healthcare Financial services Nonprofit Legal Pharmaceuticals Telecommunications Beauty & Cosmetics Food & Beverages Retail Advertising & marketing Media Other Industry Construction IT Services Supply Chain, Logistics, and Transport Hospitality & leisure Manufacturing Business services Medical Automotive Gaming SoftwareWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients generally perceive IdeasUnlimited as providing excellent value for money, often citing their competitive pricing and quality of service. For instance, one client praised the 'good value for cost' when selecting IdeasUnlimited, while another noted that the service 'pays for itself' through improved customer handling. Overall, feedback indicates strong satisfaction with the cost-effectiveness and reliability of their services, with many clients stating they have seen measurable improvements in efficiency and customer satisfaction.Was this helpful?
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Undisclosed< $25 / hr10 - 49Montgomery, TX
Services provided
80% Back Office Outsourcing20% Customer Service OutsourcingFocus Areas
100% Virtual AssistantEstablished in 2024, Ataraxis is a Back Office Outsourcing company. The team focuses on Back Office Outsourcing and Customer Service Outsourcing.
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Undisclosed< $25 / hr10 - 49Homestead, FL
Services provided
35% Back Office Outsourcing25% Sales Outsourcing20% Customer Service Outsourcing +120% StaffingFocus Areas
30% Virtual Assistant15% Data Entry & Processing15% Legal Outsourcing +410% Claims Processing10% Medical Billing Services10% Revenue Cycle Management10% Writing & Content Creation OutsourcingFlexcenter LLC is a Homestead, Florida-based Back Office Outsourcing company. They offer Back Office Outsourcing and Sales Outsourcing.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
25% Back Office Outsourcing25% Call Center Services25% Customer Service Outsourcing +125% FulfillmentFocus Areas
25% Virtual Assistant25% Data Entry & Processing25% Payment Processing +125% Writing & Content Creation OutsourcingHeadquartered in Chicago, Illinois, Telefund is an answering service company. Their services include Call Center Services and Back Office Outsourcing.
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$1,000+$25 - $49 / hr2 - 9Saint Paul, MN
Services provided
100% Back Office OutsourcingFocus Areas
100% Virtual AssistantSee all 1 projectsExpert Virtual Assistants offers services in organizing and preparing reports, with a strong emphasis on efficiency and responsiveness. The feedback highlights the exceptional performance of their team, particularly Beth, who is commended for her fast, helpful, and reliable service delivery.
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UndisclosedUndisclosed2 - 9McCalla, AL
Services provided
30% Back Office Outsourcing35% Business Consulting35% Call Center ServicesFocus Areas
25% Virtual Assistant25% Claims Processing25% Medical Billing Services +125% Payment ProcessingObsurvus Solutions is a Business Consulting company. They are located in McCalla, Alabama and have small team. Their services include Business Consulting and Call Center Services.
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$1,000+< $25 / hr10 - 49Arlington Heights, IL
Services provided
30% Back Office Outsourcing25% Customer Service Outsourcing25% Market Research +120% IT Managed ServicesFocus Areas
10% Virtual Assistant40% Legal Outsourcing30% Data Entry & Processing +210% Payment Processing10% Writing & Content Creation OutsourcingSee all 2 projectsIntellize Info Solutions is a Business Process Outsourcing (BPO) company specializing in Back Office Services, including data cleaning, data mining, and account setup. They consistently deliver high-quality results, adding over 23,000 records with an error rate below 3% and a swift 24-hour turnaround. Clients appreciate their organization, honesty, and dedication, with no areas needing improvement noted.
2 of 2 reviews are 5 stars1 new review for Back Office Outsourcing servicesUnknown avg. project costRead 2 Recent ReviewsReviewed 2 times in the past 6 months
Intellize Info Solutions has received highly positive feedback from clients over the past six months. Clients praised their exceptional project management, timely delivery, and high-quality data handling, achieving impressive accuracy rates. For instance, one client noted a 95% data cleanliness rate and a 24-hour turnaround for tasks. Their team is described as organized, responsive, and genuinely invested in client success, with no reported areas for improvement, indicating strong client satisfaction and ongoing partnerships.Was this helpful?
1 of 1 Back Office Outsourcing reviews are 5 stars1 new review for Back Office Outsourcing in past 6 monthsUnknown avg. project costRead 1 ReviewBack Office Outsourcing PROJECT HIGHLIGHT
Data Entry Services for Hospitality & Retail Platform
5.0 — Intellize Info Solutions provides data entry services for a hospitality and retail platform. The team scrapes data from various sources, inputs it into the system, and sets up accounts for the Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients of Intellize Info Solutions consistently highlight the company's cost-effectiveness and value for money. One client noted their selection was influenced by the team's honesty, hard work, and budget alignment. Another emphasized the exceptional quality and timely delivery of services, stating that Intellize transformed complex data requests into organized, actionable insights. Overall, the sentiment reflects satisfaction with the pricing relative to the high-quality outcomes achieved.Was this helpful?
See All Locations (3)Arlington Heights, IL
South Princeton Avenue
Arlington Heights, IL 600052 - 5
(238) 456-7894
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UndisclosedUndisclosed10 - 49Kennewick, WA
Services provided
50% Back Office Outsourcing20% Email Marketing15% Business Consulting +210% Social Media Marketing5% AccountingFocus Areas
60% Virtual Assistant20% Data Entry & Processing20% Writing & Content Creation OutsourcingLaunched in 2016, VBSVirtual is a small Back Office Outsourcing company. Their services include Back Office Outsourcing and Email Marketing.
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$1,000+< $25 / hr10 - 49New Hyde Park, NY
Services provided
25% Back Office Outsourcing25% Call Center Services25% Customer Service Outsourcing +125% Sales OutsourcingFocus Areas
20% Virtual Assistant20% Data Entry & Processing20% Medical Billing Services +220% Payment Processing20% Writing & Content Creation OutsourcingAcena, a call center, provide Call Center Services and Back Office Outsourcing. They were founded in 1998.
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$1,000+$25 - $49 / hrFreelancerChicago, IL
Services provided
60% Back Office Outsourcing40% Customer Service OutsourcingFocus Areas
100% Virtual AssistantLaunched in 2018, MLP Business Support Services LLC is a Back Office Outsourcing company. The small team focuses on Back Office Outsourcing and Customer Service Outsourcing.
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$1,000+< $25 / hr10 - 49Sanger, CA
Services provided
65% Back Office Outsourcing15% Call Center Services10% Customer Service Outsourcing +110% Sales OutsourcingFocus Areas
70% Virtual Assistant30% Data Entry & ProcessingDigi Media InfoTech is a Back Office Outsourcing company. They provide Back Office Outsourcing and Call Center Services and are in Bengaluru, India and Udaipur, India.
Read moreSee All Locations (3)Sanger, CA
#718 N St
Sanger, CA 936571.408.444.9876
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$1,000+< $25 / hr2 - 9Atlanta, GA
Services provided
50% Back Office Outsourcing10% AR/VR Development10% HR Consulting +310% Search Engine Optimization10% Social Media Marketing10% Web DevelopmentFocus Areas
100% Virtual AssistantAssistants Company, a Back Office Outsourcing company, was launched in 2013. The agency provides Back Office Outsourcing and Social Media Marketing.
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$1,000+$25 - $49 / hr10 - 49West Chester, PA
Services provided
20% Back Office Outsourcing20% Custom Software Development20% Customer Service Outsourcing +220% E-Commerce Development20% Web DevelopmentFocus Areas
60% Virtual Assistant40% Data Entry & ProcessingFounded in 2023, Step 2 Agility Ltd is a software development firm. The team provides Custom Software Development and Back Office Outsourcing.
Read moreSee All Locations (3)West Chester, PA
121 Spring Lane
West Chester, PA 193822 - 5
+18 352024070
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
35% Back Office Outsourcing35% Call Center Services30% Customer Service OutsourcingFocus Areas
50% Virtual Assistant50% Data Entry & ProcessingGlobal Virtual Support is a call center company. They were established in 2018 and specialize in Call Center Services and Back Office Outsourcing.
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Undisclosed< $25 / hr50 - 249New York, NY
Services provided
30% Back Office Outsourcing20% Customer Service Outsourcing15% Finance & Accounting Outsourcing (FAO) +315% Transcription10% Call Center Services10% Sales OutsourcingFocus Areas
67% Virtual Assistant33% Writing & Content Creation OutsourcingSee all 1 projectsHabiliss was founded in the year 2009 as a virtual assistant service provider and has served over 6000 clients till date. Our array of services include personal as well as
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$1,000+Undisclosed50 - 249Boca Raton, FL
Services provided
30% Back Office Outsourcing20% Recruiting20% Staffing +215% Employer of Record (EOR) Services15% IT Staff AugmentationFocus Areas
20% Virtual Assistant20% Claims Processing20% Data Entry & Processing +220% Payment Processing20% Writing & Content Creation OutsourcingSee all 4 projectsTalento is a company specializing in Back Office Services and Business Process Outsourcing, particularly for logistics firms. Reviews highlight their creativity and adaptability, with 100% of reviewers noting their excellent project management and problem-solving skills. Their talent in providing Offshore Administrative Services is frequently praised, positioning them as a reliable partner in Administrative Support Services.
Reviews mention Passionate about their work
Talento has received high praise for its passionate approach to work, with clients noting the team's remarkable creativity and ownership of projects. One client emphasized that Talento infused innovative ideas at every stage, exceeding expectations and demonstrating genuine dedication to achieving the best results. Another highlighted the contagious energy and care shown by the team, which contributed to a positive and productive collaboration. Overall, clients expressed complete satisfaction with Talento's commitment to excellence and client success.-
Branding, Web Dev & Marketing for EV Charge Point Operator
5.0 Jul 17, 2024What stood out most about Sworkz was their remarkable blend of creativity and ownership of our project. They didn't just execute tasks; they infused each stage with innovative ideas that enhanced our vision beyond what we had imagined. Their dedication went beyond fulfilling requirements; they demonstrated genuine passion for achieving the best possible results. This level of personal investment and creativity truly set them apart and made our collaboration exceptionally productive.
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Recruitment Services for Logistics Broker
5.0 Jul 15, 2024There are many very Impressive Unique qualities that SWORKZ shows everyday. The energy that they have is contagious. Whether you are sitting at a desk next to a SWORKZ colleague or on a virtual call you cant help but to Smile. The Care and Consideration that SWORKZ shows us daily is Outstanding! Alot of the staff have International Business Degrees and where better to put their education "to work"; than to get matched with a USA Company that fits their specialty and passion. Most impressive staff placement has been in the Human Resource Department.
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Industry Experience
Talento has demonstrated significant expertise in the Logistics & Supply Chain and Consumer Products industries. Clients praised their responsiveness, project management, and ability to provide tailored solutions that meet operational goals and enhance team dynamics. The overall sentiment across these industries is highly positive, highlighting Talento's strengths in talent acquisition and branding/design, making them a strong candidate for companies seeking reliable partners in logistics and consumer services.
Read All ReviewsSelect Industry to see insights
Logistics & Supply Chain Supply Chain, Logistics, and Transport Consumer products & servicesWas this helpful?
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See All Locations (3)Boca Raton, FL
851 Broken Sound Parkway
Boca Raton, FL 3348710 - 15
(305) 614-1090
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UndisclosedUndisclosed50 - 249Clearwater, FL
Services provided
25% Back Office Outsourcing25% Call Center Services25% Customer Service Outsourcing +125% Finance & Accounting Outsourcing (FAO)Focus Areas
25% Virtual Assistant25% Data Entry & Processing25% Medical Billing Services +125% Payment ProcessingVolans Infomatics Pvt. Ltd. Is a Noida, India-based call center. Their services include Call Center Services and Back Office Outsourcing.
Read moreSee All Locations (2)Clearwater, FL
1701 Drew Street
Clearwater, FL 3375541 - 49
+1-800-363-8025
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$1,000+< $25 / hr250 - 999Indianapolis, IN
Services provided
25% Back Office Outsourcing25% Call Center Services25% Customer Service Outsourcing +125% StaffingFocus Areas
40% Virtual Assistant30% Claims Processing30% Data Entry & ProcessingVirtual Value LLC is a midsize Indianapolis, Indiana-based call center. The team specializes in Call Center Services and Back Office Outsourcing.
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$1,000+< $25 / hr50 - 249Allen, TX
Services provided
25% Back Office Outsourcing56% Call Center Services19% Customer Service OutsourcingFocus Areas
50% Virtual Assistant50% Data Entry & ProcessingIn Allen, Texas, InSO is a telephone answering service. Their services include Call Center Services and Back Office Outsourcing.
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$1,000+$100 - $149 / hr10 - 49New York, NY
Services provided
25% Back Office Outsourcing25% E-Commerce Development25% Search Engine Optimization +125% Web DevelopmentFocus Areas
100% Virtual AssistantWpify360 is a SEO agency. Located in Dhaka, Bangladesh and New York, New York, the firm was founded in 2020. Their services include Search Engine Optimization and Web Development.
Read moreSee All Locations (2)New York, NY
509 Greenwich Street
New York, NY 100132 - 5
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UndisclosedUndisclosedFreelancerAllen, TX
Services provided
50% Back Office Outsourcing10% Branding10% Email Marketing +310% Logo10% Search Engine Optimization10% Social Media MarketingFocus Areas
100% Virtual AssistantThe Virtual Link is an Allen, Texas-based Back Office Outsourcing company. The team provides Back Office Outsourcing and Branding.
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UndisclosedUndisclosed10 - 49Houston, TX
Services provided
40% Back Office Outsourcing20% Transcription20% Web Design +120% Web DevelopmentFocus Areas
100% Virtual AssistantBack Office Outsourcing company VirtualAssistants.co specializes in Back Office Outsourcing and Web Design. They were founded in 2012.
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List of the Top 15 United States Virtual Assistant Companies
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$1,000+< $25 / hr250 - 999Portland, OR
Ability to deliver
35.3/40.018.6/20 Reviews10/10 Clients & Experience6.7/10 Market PresenceService focus
70% Back Office Outsourcing75% Virtual Assistant30% Other -
$1,000+< $25 / hr50 - 249Berkeley, CA
Ability to deliver
32.9/40.017.2/20 Reviews9.2/10 Clients & Experience6.5/10 Market PresenceService focus
40% Back Office Outsourcing70% Virtual Assistant60% Other -
$1,000+< $25 / hr250 - 999Newport Beach, CA
Ability to deliver
31.7/40.019.4/20 Reviews8.1/10 Clients & Experience4.2/10 Market PresenceService focus
85% Back Office Outsourcing40% Virtual Assistant15% Other -
$1,000+< $25 / hr250 - 999Doylestown, PA
Ability to deliver
31.3/40.017.4/20 Reviews8.7/10 Clients & Experience5.2/10 Market PresenceService focus
40% Back Office Outsourcing50% Virtual Assistant60% Other -
Undisclosed< $25 / hr250 - 999West Hollywood, CA
Ability to deliver
30.8/40.017/20 Reviews9/10 Clients & Experience4.9/10 Market PresenceService focus
40% Back Office Outsourcing100% Virtual Assistant60% Other -
$5,000+< $25 / hr250 - 999Miami Beach, FL
Ability to deliver
30/40.016/20 Reviews9.6/10 Clients & Experience4.4/10 Market PresenceService focus
50% Back Office Outsourcing70% Virtual Assistant50% Other -
Undisclosed< $25 / hr2 - 9Santa Fe, NM
Ability to deliver
29.5/40.016.2/20 Reviews9.3/10 Clients & Experience4/10 Market PresenceService focus
100% Back Office Outsourcing100% Virtual Assistant -
$1,000+< $25 / hr1,000 - 9,999Wilmington, DE
Ability to deliver
30.9/40.020/20 Reviews4.6/10 Clients & Experience6.3/10 Market PresenceService focus
15% Back Office Outsourcing40% Virtual Assistant85% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
30.2/40.017.6/20 Reviews8.8/10 Clients & Experience3.9/10 Market PresenceService focus
20% Back Office Outsourcing100% Virtual Assistant80% Other -
$50,000+< $25 / hr1,000 - 9,999Duluth, GA
Ability to deliver
28.9/40.016.2/20 Reviews8.7/10 Clients & Experience4/10 Market PresenceService focus
30% Back Office Outsourcing20% Virtual Assistant70% Other -
UndisclosedUndisclosed1,000 - 9,999Sacramento, CA
Ability to deliver
27.6/40.020/20 Reviews3.3/10 Clients & Experience4.4/10 Market PresenceService focus
30% Back Office Outsourcing60% Virtual Assistant70% Other -
$1,000+< $25 / hr50 - 249Chicago, IL
Ability to deliver
30.6/40.017/20 Reviews9.5/10 Clients & Experience4.1/10 Market PresenceService focus
25% Back Office Outsourcing40% Virtual Assistant75% Other -
Undisclosed$25 - $49 / hr50 - 249San Antonio, TX
Ability to deliver
27/40.016.2/20 Reviews6.8/10 Clients & Experience4/10 Market PresenceService focus
100% Back Office Outsourcing100% Virtual Assistant -
$1,000+$25 - $49 / hr250 - 999Orlando, FL
Ability to deliver
30.2/40.016/20 Reviews10/10 Clients & Experience4.2/10 Market PresenceService focus
10% Back Office Outsourcing40% Virtual Assistant90% Other -
$1,000+< $25 / hr50 - 249New York, NY
Ability to deliver
29.6/40.017/20 Reviews8.7/10 Clients & Experience4/10 Market PresenceService focus
10% Back Office Outsourcing95% Virtual Assistant90% Other -
$10,000+< $25 / hr250 - 999Overland Park, KS
Ability to deliver
29.8/40.017.4/20 Reviews8.2/10 Clients & Experience4.2/10 Market PresenceService focus
10% Back Office Outsourcing25% Virtual Assistant90% Other -
$1,000+< $25 / hr50 - 249Great Neck Plaza, NY
Ability to deliver
24.9/40.020/20 Reviews1.4/10 Clients & Experience3.4/10 Market PresenceService focus
50% Back Office Outsourcing55% Virtual Assistant50% Other -
$5,000+$200 - $300 / hr2 - 9Los Angeles, CA
Ability to deliver
28.3/40.015.6/20 Reviews9.1/10 Clients & Experience3.7/10 Market PresenceService focus
20% Back Office Outsourcing100% Virtual Assistant80% Other -
UndisclosedUndisclosed10 - 49Scottsdale, AZ
Ability to deliver
25.6/40.016.2/20 Reviews5.2/10 Clients & Experience4.1/10 Market PresenceService focus
50% Back Office Outsourcing100% Virtual Assistant50% Other -
$1,000+< $25 / hr10 - 49Athens, AL
Ability to deliver
28/40.016.2/20 Reviews7.6/10 Clients & Experience4.2/10 Market PresenceService focus
33% Back Office Outsourcing45% Virtual Assistant67% Other -
Undisclosed< $25 / hr50 - 249Peoria, AZ
Ability to deliver
26/40.015.6/20 Reviews6.7/10 Clients & Experience3.7/10 Market PresenceService focus
15% Back Office Outsourcing100% Virtual Assistant85% Other -
Undisclosed< $25 / hr10 - 49Birmingham, AL
Ability to deliver
25.7/40.016.2/20 Reviews5.9/10 Clients & Experience3.7/10 Market PresenceService focus
20% Back Office Outsourcing60% Virtual Assistant80% Other -
$1,000+< $25 / hr250 - 999Princeton, NJ
Ability to deliver
22.4/40.018.4/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Back Office Outsourcing100% Virtual Assistant50% Other -
$50,000+Undisclosed1,000 - 9,999American Fork, UT
Ability to deliver
26.3/40.017.2/20 Reviews3.9/10 Clients & Experience5.2/10 Market PresenceService focus
20% Back Office Outsourcing10% Virtual Assistant80% Other -
$1,000+< $25 / hr50 - 249Salt Lake City, UT
Ability to deliver
21.7/40.016.2/20 Reviews2.1/10 Clients & Experience3.4/10 Market PresenceService focus
100% Back Office Outsourcing100% Virtual Assistant -
$1,000+< $25 / hr50 - 249Vancouver, WA
Ability to deliver
21.2/40.017.2/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
60% Back Office Outsourcing80% Virtual Assistant40% Other -
Undisclosed< $25 / hr250 - 999Las Vegas, NV
Ability to deliver
21.6/40.017.2/20 Reviews1.4/10 Clients & Experience3/10 Market PresenceService focus
30% Back Office Outsourcing100% Virtual Assistant70% Other -
$1,000+$25 - $49 / hr50 - 249New York, NY
Ability to deliver
22.2/40.014.6/20 Reviews3.1/10 Clients & Experience4.5/10 Market PresenceService focus
40% Back Office Outsourcing80% Virtual Assistant60% Other -
UndisclosedUndisclosed2 - 9Nashville, TN
Ability to deliver
26.4/40.016.2/20 Reviews6.5/10 Clients & Experience3.7/10 Market PresenceService focus
25% Back Office Outsourcing40% Virtual Assistant75% Other -
UndisclosedUndisclosed10,000+Fort Lauderdale, FL
Ability to deliver
21/40.016.8/20 Reviews0/10 Clients & Experience4.2/10 Market PresenceService focus
20% Back Office Outsourcing50% Virtual Assistant80% Other
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U.S. Virtual Assistant Services FAQs
U.S.-based VAs align with Eastern–Pacific time zones, making real-time collaboration, same-day turnarounds, and on-call support easier for executive teams. They’re also familiar with U.S. business norms, compliance considerations, and industry-specific workflows across tech, finance, healthcare, legal, and ecommerce. If your stack includes Google Workspace, Microsoft 365, Slack, HubSpot, Salesforce, QuickBooks, or Zendesk, many U.S. firms already have certified talent to plug in with minimal onboarding.
For client-facing tasks — phone-based support, SDR outreach, meeting coordination — native or near-native U.S. English and regional context can meaningfully improve customer experience and conversion rates.
Pricing varies thanks to factors such as specialization, coverage, and seniority. Most Clutch-listed VA firms from the United States charge:
- Hourly: $25 – $60+ for general admin; $45 – $90+ for specialized roles (bookkeeping, legal/medical admin, RevOps).
- Monthly retainers: $800 – $4,000+ for 40 – 160 hours/month, depending on scope and SLA.
- Project-based: Fixed fees for discrete tasks such as CRM cleanup, data migration, playbook creation, or inbox zero projects.
Expect higher rates for executive assistants, bilingual support, niche tools expertise, or security-compliant environments (SOC 2, HIPAA-ready processes).
- Technology and SaaS — calendar/inbox, customer success triage, product research
- Professional services — legal intakes, billing follow-ups, document prep
- Healthcare and wellness — schedule coordination, referral management, insurance verifications
- Real estate — listing coordination, lead qualification, showing schedules
- E-commerce and retail — order support, returns/exchanges, catalog updates
- Financial services and accounting — AR/AP support, reconciliations, receipt management
Many firms also staff specialized roles (sales assistants, RevOps coordinators, executive assistants) tailored to growth-stage startups and midmarket companies.
Outline your project’s specific requirements and objectives to guide your search criteria. Then, browse through Clutch’s directories and follow these five key steps:
- Verify tools proficiency — Google Workspace/Microsoft 365, Slack, CRM, help desk, bookkeeping software.
- Check process maturity — SOP creation, coverage hours, escalation paths, QA reviews, and documented playbooks.
- Assess security — NDAs, data-access controls, least-privilege policies; HIPAA readiness for health data; SOC 2 or ISO-aligned practices.
- Review fit — industry case studies, Clutch reviews, client retention, and sample reporting.
- Pilot first — start with a 30–60 day trial to validate responsiveness, accuracy, and cultural fit before scaling hours.
- Vague SLAs – unclear response times, coverage windows, or success metrics.
- Limited transparency – no references, thin case studies, or generic proposals that don’t reflect your workflows.
- Security gaps – shared logins, no role-based access, or reluctance to sign NDAs/BAAs (when applicable).
- Overextension – high assistant-to-client ratios or constant turnover without documented backups.
- Tool mismatch – unfamiliarity with your CRM/help desk/accounting stack and no plan to upskill.
- Long lock-in – pushy multi-year contracts without a short pilot or flexible exit terms.
Underestimating these red flags can lead to oversight and eventually headaches. Make sure you’re paired up with a capable team with a proven track record.
Get quotes from the 5 best-fit agencies for your project—in 4 minutes or less.