Organize client meetings and tax timelines. Your EA ensures you're never double-booked during busy season and keeps track of deadlines so nothing slips through the cracks.
Prepare files ahead of reviews. They gather supporting docs, organize client folders, and make sure everything's ready before you even ask.
Follow up on missing documents. From chasing down income statements to requesting receipts, your EA handles the paperwork hustle for you.
Clean up your inbox. They manage email clutter, highlight priority messages, and respond to routine client queries—so you stay focused.
Handle admin so you can stay billable. Your EA filters the noise, freeing up your time for high-value analysis, reporting, and advisory work.
