Products and Services

We offer a wide range of business and management consulting services.

Asset Recovery

Our Asset Recovery service helps you redeem what’s rightfully yours. We work diligently to guide you through the process and make sure your claim is completed successfully.
  • Identify surplus funds you may be entitled to after foreclosure

  • Handle the paperwork and claim process on your behalf

Tax Season Preparation and Onboarding

Smooth and guided onboarding for tax clients—ensuring an organized and efficient tax season.
  • Secure Tax File Upload Setup
  • Intake Form Completion
  • Location of deduction for increased refunds
  • Obtain IRS Transcripts
  • Update TaxAct software

Software and System Setup

QuickBooks, Wave, Calendly, TaxAct—set up and organized.
  • Wave Account set-up: email and invite clients to begin using Wave accounting system and instruct clients on how to invite accountant/bookkeeper
  • QuickBooks Account set-up: instruct clients on how to invite accountant/bookkeeper

LLC Formation & Maintenance

EINs, articles of formation, renewals—done right.
  • LLC/Articles of Incorporation
  • LLC Restore
  • Obtain EIN: emphasize the importance of keeping the letter handy

Client Onboarding Support

A 6-step onboarding process your clients will actually enjoy.
  • Follow a 6-step process for onboarding new hires and contractors

Sales and Customer Service

From lead generation to after sales support, I've got you covered
  • Lead Generation: obtain and follow up with new leads
  • Customer Support: Email, chat, or text support

Inbox and Calendar Management

Streamline communication and never miss a meeting again.
  • Text correspondence: create, send, respond
  • Email correspondence: create, send, respond
  • Communicate date and time specific meetings
  • Create Zoom and Google meetings

Client Communications Liaison for Tax & Bookkeeping Professionals

BB Consulting LLC 3 specializes in keeping communication flowing smoothly between tax preparers, bookkeepers, and their customers. I handle phone calls, text messages, emails, document follow-ups, onboarding, and seasonal communication—so you never miss important information or client updates.
  • Answering and returning calls
  • Text and email follow-ups
  • Inbox management & document requests
  • Status updates to clients
  • Tax-season and bookkeeping communication
  • Uploading documents
  • New client onboarding
  • Organizing client records
  • Tracking communication logs
  • Payment reminders (if needed)
  • Scheduling (if needed)
  • Weekly check-in reports (Premium plan)
PRICING

Rates & Packages

Hourly Rate
$ 50
per hour
Great for one-time tasks, short-term projects, or overflow work during tax season.
TESTIMONIALS

Trusted by business owners who were ready to stop doing it all.

I’ve had the pleasure of working with Bridget Bryant as my Executive Virtual Assistant for two years, and she has truly exceeded my expectations. Bridget consistently goes above and beyond with Beyond Tax, making my role as CEO much smoother. Managing daily tasks, calls, and emails can be overwhelming, but she lightens my workload, allowing me to focus on growing the company. It’s rare to find someone so trustworthy and dedicated, who not only manages operations efficiently but also keeps the team focused on delivering exceptional customer satisfaction.

Briana Williams

Bridget Bryant proofread my APA paper, and I couldn't be more satisfied with the results. She meticulously reviewed every detail, ensuring that my citations, references, and formatting were perfectly aligned with APA guidelines. Beyond just technical accuracy, she also provided thoughtful feedback on clarity and structure, which significantly improved the flow of my paper. Her keen eye for detail and prompt turnaround time made the entire process smooth and stress-free. I highly recommend her for anyone needing a thorough and reliable proofreader.

John Vernon Watkins

Bridget has been an invaluable asset to our commercial real estate agency as an Executive Virtual Assistant. She handles a wide range of tasks, from coordinating client communications, all with incredible efficiency and Professionalism. Her attention to detail and ability to juggle multiple responsibilities has helped streamline our operations and kept things running smoothly. She's proactive and extremely accommodating. If you're looking for someone dependable, organized and skilled in administration, Bridget Bryant is the perfect fit

Damon Jordan

HOW IT WORKS

Less chaos. More clarity.

1️⃣ Discovery Call
We chat about what’s working, what’s not, and how I can help lighten your load.
2️⃣ Custom Game Plan
I’ll create a tailored strategy—from urgent admin fixes to ongoing operational support.
3️⃣ You Get to Breathe Again
I take over the to-do list. You step into the CEO role with space to lead.
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© BB Consulting LLC