Trained & Specialized Virtual Assistants

Scale your business without breaking your budget

RockBase Contact Solutions provides trained, specialized virtual assistants — professionals who already understand the workflows, terminology, and demands of accounting, financial, and insurance businesses. Everything your firm needs, centralized in one place.

EVERYTHING YOUR ASSISTANT CAN DO FOR YOU

When you work with RockBase, your virtual assistant comes ready to handle all of the following — no add-ons, no extras, no surprises. One trained professional, fully equipped to support your business across every area you need. From answering client calls to resolving IRS notices, from organizing your files to helping you start or update your business — your assistant handles it all, so you don’t have to.

Call Answering & Client Support
  • Bilingual support (English & Spanish)
  • Responding to calls, emails, and client inquiries
  • Following up on pending documents
  • Organizing client documents (W2s, 1099s, bank statements, etc.)
Administrative & Calendar Management
  • Managing calendars and deadlines
  • File organization (Google Drive, Dropbox, etc.)
  • CRM updates and client records maintenance
IRS & State Notice Resolution
  • Collection, adjustment, audit, identity, and compliance notices
  • Payment and payment plan processing
  • Account sign-in assistance
Business Startup
  • EIN & State registration
  • BOI Report filing
  • Annual reports
Business Modifications & Filings
  • Entity change
  • Address change
  • Name change
  • Add or remove members
Translations
  • Legal and personal document translations
  • English ↔ Spanish

WHY IT WORKS

More output

Your team focuses on clients, not administrative tasks.

Less workload

Fewer overtime hours, less burnout, more strategic focus

Flexible cost

No payroll, employee taxes, equipment, HR administration.

Trained specialists

Our assistants are specifically trained in accounting, financial, and insurance workflows — we handle all the training so you don’t have to.

Top view of accounting essentials including smartphone, eyeglasses, and paperwork.

Pricing & Cost

One Simple Monthly Payment. Nothing Else.

Hiring a full-time employee in the US comes with a long list of hidden costs. With RockBase, you skip all of that. We handle everything on our end — you just pay one flat monthly rate and get a fully trained virtual assistant.

WHO WE ARE

At RockBase Contact Solutions, we go beyond staffing — we deliver highly trained, specialized virtual assistants supported by over 6 years of experience serving multinational companies.

Our team is equipped to handle the workflows, tools, and fast-paced demands of accounting firms, financial service providers, insurance agencies and more. We understand the pressure of tax season, the urgency behind IRS notices, and the importance of keeping every client file accurate and organized.

Everything your business needs — streamlined and managed under one roof.

Whether you run a CPA firm, financial advisory, or insurance office, our mission is simple: empower your team to focus on high-value work while we handle the rest.