Ready to get started?
Every inefficient process is costing you time, energy, and revenue. If your firm is at capacity, the solution isn’t to work harder, it’s to work smarter with the right systems and support.
Let’s fix the backend of your business so you can finally scale with ease.
Frequently Asked Questions
About Guy & Associates
Getting Started
-
Guy & Associates is a virtual assistant and online business management firm for tax firms, accounting practices, bookkeepers, and fractional CFOs.
We understand how these businesses run, from client intake and document collection to busy season workload, so you don’t have to explain your world from scratch. -
Book a discovery call. We’ll talk through where your time is going, what’s creating the most friction, and which support option fits your practice.
There’s no pressure to buy anything on that call. You’ll leave with a clear picture of what makes sense. -
No. Many owners know they’re overwhelmed but aren’t sure what to ask for. We’ll help you figure out whether you need a virtual assistant for accounting firms, an online business manager, a systems build, or a combination.
-
We review your current painpoints, identify the tasks that take the most time, and recommend next steps. If we’re not the right fit, we’ll tell you that too.
Services and Pricing
-
Our virtual assistants take on client communication, scheduling, email management, document coordination, CRM maintenance, and other recurring administrative work.
They’re built for tax and accounting workflows, so they understand why a missing document matters and how to follow up without creating friction with your clients. Busy season support is one of the biggest reasons firms bring us in. -
A virtual assistant handles the day-to-day tasks that keep your practice moving.
An online business manager oversees operations, builds systems, manages your team, and helps you make strategic decisions about how the business runs.
Many clients start with a VA and add OBM support as their business grows. -
An online business manager for tax firms owns the operational side of the practice. That includes tax firm operations, team coordination, workflow design, software management, and reporting on what’s working. It’s a strategic role, not a task role.
-
Yes. Our online business management services cover the work a fractional COO typically handles: operations planning, process documentation, team structure, and systems that hold up through busy season and growth.
Scope depends on your firm’s size and goals, and we’ll outline it on your discovery call. -
Our virtual assistant retainers start at $1,050 per month for 30 hours. Our OBM retainers start at $1,000 per month for 20 hours. Most clients invest higher depending on scope and hours. Your exact investment depends on what your practice needs, and we’ll give you a clear quote on your discovery call.
-
Yes. We offer VIP Week intensives for focused projects like client onboarding systems, ClickUp setup, TaxDome build-outs, and operations cleanup. These run as one dedicated week of work, and we take on one VIP Week client per month.
-
Yes. Projects are priced based on scope, and we’ll provide a written quote before any work begins.
-
Yes. Many clients start with a single VA or project and expand as they see results. We’ll recommend the next step based on what’s working, not what’s easiest to sell.
Working With Us
-
Yes. You’ll have one primary point of contact who learns your clients, your workflows, and your priorities. Your team member stays consistent so you’re not repeating yourself every week.
-
Yes! We're located in South Carolina.
-
Tell us. We’ll work to find a better match and make the transition as smooth as possible for your clients and your team.
-
Our Virtual Assistant services at month to month. We only ask for a 30 day termination notice.
-
Client confidentiality matters in accounting and tax work, and our team is trained on it from day one.
Systems and Implementation
-
Yes. We handle TaxDome setup and optimization, including client portals, document collection, workflow automation, and team training. If you already use TaxDome, we’ll audit your current configuration and tighten the workflows.
-
Yes. We set up and optimize Canopy and SuiteDash for tax and accounting practices. If you already use either platform, we’ll review your workflows and restructure what isn’t working. If you’re adding one, we’ll configure it so your team is productive from the start.
-
Yes. We build ClickUp systems for accounting and tax practices, including return tracking, client deadlines, team coordination, and task management that works through busy season.
-
No. Our team handles the configuration and trains your team on how to use the system day to day.
-
Yes. We work across TaxDome, ClickUp, Canopy, and SuiteDash, and we’ll look at your current tools and recommend how to connect them so you’re not managing information in five different places.
-
It depends on the number of workflows and how much existing data needs to move. A VIP Week handles focused projects. Larger builds may run over several weeks, and we’ll give you a timeline before you commit.
Still Have Questions?
Book a discovery call and we’ll answer them directly. No pressure, no sales script. Just a clear conversation about what your practice needs
-
![Woman smiling in a plaid blazer and orange top, with long dark hair and hoop earrings.]()
★★★★★
Amber has been crucial to the success of my business. She has been diligent in ensuring my processes are thorough and have very little (if any) ambiguity. She is not afraid to take initiative and ask the tough questions. She has given me peace of mind and extra thinking room to actually grow my business.
LuSundra Everett, EA, - Everett Tax Solutions
-
![Smiling person with short locs and colorful earrings, wearing a striped shirt and gray vest.]()
★★★★★
Working in a fast-paced environment with fluctuating priority demands, we were in need of someone to work alongside us to meet various deadlines and program deliverables. Amber Guy and Associates met this need effectively, efficiently, and with dedication. As a small but growing business, Amber served as a thought-partner in generating new business development ideas that continue to be implemented within our organization today. She truly went above and beyond what was asked of her, and her passion for helping organizations meet their specific needs was felt as she partnered with us. Amber Guy and Associates worked thoroughly to meet objectives and provided invaluable insight for 180 Management Group.
Miriam P. Dicks - Founder and CEO, 180 Management Group
-
![Smiling person with long hair in blue top, white background]()
★★★★★
It's a pleasure working with Amber. She was able to add value to my company on DAY 1! She is a very efficient and effective contributor. Her writing skills are superb and she works independently. So far she's helped with managing social media, community support, as well as some research. I highly recommend Amber for any small business that needs help.
Kate Strachnyi - DATAcated
-
![A man in a blue suit and white shirt smiling, standing against a dark gray background.]()
★★★★★
Amber and her team bring a different level of administrative expertise to the table. They are experienced with the technology of modern times and super efficient in their work. We could not have survived busy season without them. If anyone else is juggling too much work, they should definitely reach out immediately. As they say, you can't work on the business if you're buried in the business!
Julian Joppy, EA | Advisory Made Simple - Founder of BizTax Playbook
