Industry: Tax Preparation Services & Health Insurance Help
Business Type: Multi-brand service-based business supporting individuals and businesses.
Their Starting Point
This client came to us as a multi-business owner operating service-based businesses in the tax preparation services, health insurance help, and business consulting space. As both businesses grew, she was managing multiple systems, clients, and operational demands simultaneously, and the backend of her operations needed structure, automation, and dependable support to keep pace with growth without leading to burnout.
She initially met with us about four months prior for a Discovery Call and chose to move forward with a "cheaper" agency. Within the first few weeks, she experienced something no one should have to deal with: the agency led her to believe the VAs were U.S.-based when they were not. After several weeks of having to constantly follow up on tasks and projects that remained incomplete, she ultimately decided to go with her first choice, MVR.
Our Approach
We provided ongoing executive, administrative, and systems support across both businesses, with a focus on strengthening infrastructure, improving workflows, and keeping day-to-day operations running smoothly.
This included rebuilding and maintaining websites, creating and optimizing automations within GoHighLevel, organizing financial and tax-related tasks, and implementing systems for client intake, communication, scheduling, and follow-ups.
We also supported marketing and growth initiatives to ensure all systems, messaging, and processes aligned with her services and long-term business goals.
Our role extends beyond task execution; we act as a strategic operational partner, helping guide decisions, implement systems, and support sustainable growth as her businesses continue to scale.
Where They Are Today
The client now operates with clearer systems, streamlined workflows, and significantly less operational friction. Her businesses are supported by automation, organized processes, and consistent backend management, giving her more space to focus on strategy, growth, and client relationships instead of putting out fires.
Scope of Support / Tasks Completed
Systems & Operations
- Built and optimized workflows in GoHighLevel
- Set up intake notifications and client document uploads
- Created client onboarding workflows
- Built funnels and landing pages for the client
- Set up GHL calendar for client scheduling
- Implemented late fee and payment automations
- Created year-end tax package workflow
Marketing & Growth
- Rebuilt and maintained websites for both client brands
- Built Google Business Profiles and social presence for the client
- Created post-enrollment marketing campaigns
- Drafted client education website content
- Designed lead magnets and funnels
- Organized social media content folders and ideas
Financial & Admin Support
- Imported and reconciled Wave transactions
- Organized Mercury receipts and Drive folders
- Set up monthly bookkeeping reminder automations
- Prepared tax data and backups
- Sent Progap quotes to eligible clients
General Executive Support
- Email organization
- Vendor coordination and merch sourcing
- Approving proofs and managing orders
- Process clean-up and system integration research