Build a More Efficient Business With Expert Operational & Administrative Support

Running a successful business takes more than checking tasks off a to-do list. It requires efficient systems, organized workflows, responsive client service, and dependable administrative support that keeps everything moving forward.

At Virtual Business Partners, we provide outsourced operations and administrative support for independent RIAs, insurance agencies, and growing businesses. Whether you need a skilled virtual assistant to manage day-to-day responsibilities or an experienced operations partner to improve business processes, our team becomes a trusted extension of your organization.

Since 2006, we've helped clients streamline operations, improve efficiency, and create more time to focus on serving clients and growing their businesses.

Our Operations & Administrative Support Services

Administrative Support

Stay organized and productive with dependable day-to-day administrative assistance.

• Calendar management
• Appointment scheduling
• Email management
• Document preparation
• Data entry
• Customer service
• CRM updates
• File organization
• Travel coordination

Business Operations

Create smoother workflows and improve operational efficiency.

• Process documentation
• SOP development
• Workflow optimization
• Project coordination
• Team communication
• Operations management
• Vendor coordination
• Business systems organization

Client Service Support

Deliver an exceptional client experience from start to finish.

• Client onboarding
• Follow-up communications
• Meeting preparation
• CRM management
• Client scheduling
• Document collection
• Database management

Project Management

Keep projects organized and moving forward.

• Timeline management
• Task coordination
• Team collaboration
• Accountability tracking
• Project implementation
• Launch support

AI Productivity Support

Use AI strategically to improve productivity and streamline repetitive tasks.

We help businesses identify practical ways to integrate AI into their daily operations, administrative workflows, and business processes while maintaining the personal service your clients expect.

Why Businesses Partner With Virtual Business Partners

We're more than a virtual assistant service.

We become an extension of your team.

Our clients rely on us because we combine administrative expertise with operational thinking, helping businesses improve efficiency while maintaining exceptional client service.

Whether you need a few hours of support each week or ongoing operational assistance, we're here to help your business run more smoothly.

Who We Support

Our operations and administrative support services are ideal for:

• Independent RIAs
• Wealth management firms
• Insurance agencies
• Professional service firms
• Consultants
• Coaches
• Entrepreneurs
• Growing small businesses

Software & Platforms We Support

At Virtual Business Partners, we work with many of today's leading business, marketing, CRM, website, and productivity platforms. Whether you're using industry-specific software or widely adopted business applications, we can quickly integrate into your existing workflows.

Financial Services Platforms

We have extensive experience supporting independent RIAs, insurance agencies, and financial professionals using industry-specific tools and technologies, including:

• Redtail CRM
• Salesforce
• DocuSign
• WealthBox
• RegEd
• Jump
• Zocks
• Wealth.com
• Right Capital
• EMoney

AI Tools

• ChatGPT
• ClaudeAI
• LovableAI
• Copilot
• Google Gemini
• Google LM
• Perplexity

CRM & Client Relationship Management

• ActiveCampaign
• HubSpot
• Keap (formerly Infusionsoft)
• Salesforce
• Redtail CRM
• LinkedIn Sales Navigator
• Zoho CRM
• WealthBox
• Less Annoying CRM
• Coaches Console

Email Marketing & Marketing Automation

• AWeber
• Constant Contact
• ConvertKit
• Mailchimp
• ClickFunnels

Project & Workflow Management

• Airtable
• Asana
• ClickUp
• Dubsado
• MeisterTask
• MindMeister
• Teamwork
• Toggl
• Trello

Website & Content Management

• WordPress
• Elementor
• Avada
• Beaver Builder
• Divi
• Astra
• GeneratePress
• Squarespace
• WooCommerce
• Yoast SEO
• Leadpages
• OptimizePress

Learning Management & Membership Platforms

• Kajabi
• LearnDash
• MemberPress
• Teachable
• Thinkific
• WP Courseware
• Wishlist Member

Social Media & Content Creation

• Buffer
• Canva
• Hootsuite
• Sprout Social
• YouTube

Webinar & Event Platforms

• Calendly
• Doodle
• Eventbrite
• EverWebinar
• WebinarJam
• Zoom

Creative & Design Tools

• Adobe Creative Cloud
• Adobe Illustrator
• Adobe InDesign
• Adobe Photoshop
• Audacity
• Filmora
• Canva
• Descript

Productivity & Collaboration

• Box
• DocuSign
• Dropbox
• Google Workspace
• Jotform
• Microsoft 365 (Word, Excel, PowerPoint, Outlook & OneDrive)
• Skype
• Slack

Accounting, Payments & Business Operations

• Buildium
• FreshBooks
• PayPal
• QuickBooks
• SamCart
• Square
• Stripe
• DirectPay
• Gusto

Additional Business Applications

• Lisbyn
• Thrive