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Secure VA Agencies for Finance & Accounting
This directory lists agencies that specialize in providing virtual talent for CPAs, financial advisors, and accounting firms. These firms prioritize data security, offering VAs who are trained in bookkeeping support, document collection, and secure portal management. By work..
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212 Companies providing Finance & Accounting
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Stealth Agents provides fully managed Top 1% Virtual Assistants/Executive Assistants (EAs) with over 10+ years of experience from the Philippines, serving 35+ industries. They specialize in "A-level" hires to handle operations and strategy for businesses, working full-time (..
Read more about Stealth Agents services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Help Desk Support
Live Chat Support
Email Support
Order Processing
Back-Office Support
E-commerce Customer Support
Multichannel Support
Social Media Management
Content Marketing
Email Inbox Management
Calendar Scheduling
Data Entry
Technical Support
Industries
Real Estate
E-commerce
Finance & Accounting
HR & Recruiting
Region
United States
Philippines
Languages
English
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MarKam Solutions is a professional outsourcing services company that provides efficient and innovative solutions primarily focused on growth and optimization. Based in Sofia, Bulgaria, the company specializes in comprehensive customer experience (CX) and sales support. Their..
Read more about MarKam Solutions services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Lead Generation
Core Service
Multichannel Support
Email Support
Live Chat Support
Business Operations
Industries
Healthcare
Finance & Accounting
Hospitality
Region
Bulgaria
United States
Languages
English
Support Shepherd, now operating as Somewhere, is a headhunting and offshore staffing agency that places full-time, remote employees for companies, mainly in North America. They focus on delivering high-quality, pre-vetted talent from Asia at reduced costs, serving as a compr..
Read more about Somewhere services and insights
Services
Lead Generation
Core Service
Virtual Assistant
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Administrative Support
Email Inbox Management
Calendar Scheduling
Back-Office Support
Social Media Management
Industries
Real Estate
E-commerce
Finance & Accounting
HR & Recruiting
Construction
Media
Region
South Africa
Sri Lanka
Pakistan
Egypt
Colombia
Languages
English
DOXA Talent specializes in building customizable nearshore & offshore teams by sourcing the top 1% of talent through their philosophy of Conscious Outsourcing®. They focus on ethical employment, providing full benefits and WFH flexibility to ensure loyalty and retention...
Read more about DOXA Talent services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Business Operations
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Technical Support
IT Help Desk
IT Consulting
Industries
Real Estate
Construction
Home Services
Finance & Accounting
HR & Recruiting
Healthcare
Region
Philippines
Colombia
United States
Languages
English
Office Beacon is a remote staffing and virtual assistant services company trusted by over 4,000 clients globally, offering managed teams that operate 24/7 to boost operational margins. They provide a comprehensive range of remote staff, including executive, sales, marketing,..
Read more about Office Beacon services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Customer Support
Core Service
Data Entry
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Cloud Computing
System Administration
Lead Generation
Email Inbox Management
Calendar Scheduling
Social Media Management
Content Marketing
Software Development
IT Help Desk
Industries
Healthcare
Finance & Accounting
Insurance
Real Estate
E-commerce
Construction
Legal
Region
Philippines
South Africa
United States
India
Languages
English
Global Solutions CA specializes in connecting businesses and professionals, particularly in the real estate sector, with top-tier Virtual Assistants (VAs) to optimize strategy and drive growth. They focus on specialized roles like Inside Sales Agents, Property Managers, and..
Read more about Global Solutions CA services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Content Marketing
Industries
Real Estate
Finance & Accounting
Region
Philippines
United States
Languages
English
MySigrid is a premium Virtual Assistant (VA) and remote staffing solutions provider based in Singapore, with staff primarily located in the Philippines. The company offers a highly specialized service that integrates a dedicated human team (Executive Assistants and Specialis..
Read more about My Sigrid services and insights
Services
Executive Assistant
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Customer Support
IT Help Desk
Social Media Management
Industries
Finance & Accounting
Healthcare
Region
Philippines
Singapore
Languages
English
Triyock BPO, established in 2017, is a global leader in providing expert data collection services and research outsourcing. They offer various services including back office support, data entry, business processing, document conversion, web research, and scraping services. T..
Read more about Triyock BPO services and insights
Services
Back-Office Support
Core Service
Data Entry
Core Service
Business Operations
Core Service
Lead Generation
Core Service
Virtual Assistant
Core Service
Transcription
E-commerce Customer Support
Content Marketing
Social Media Management
SEO Strategy
PPC Advertising
Industries
Real Estate
Finance & Accounting
E-commerce
Home Services
Healthcare
Region
United States
India
Languages
English
Red Pen Virtual Assistants provides U.S.-based virtual assistants with backgrounds in education to help businesses make their mark. They believe former teachers possess superior communication, organizational, and strategic thinking skills, ensuring every task receives an "A+..
Read more about Red Pen Virtual Assistants services and insights
Services
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Virtual Assistant
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Social Media Management
Content Marketing
Transcription
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
HR & Recruiting
Finance & Accounting
Education
Coaching
Publishing
Region
United States
Languages
English
Peachtree VA provides professional, U.S.-based virtual assistants who are "Method-Matched" to a client's specific business needs and company culture. They serve as strategic partners for entrepreneurs and growing teams, helping them work on the business instead of in it. Ser..
Read more about Peachtree VA services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Social Media Management
Content Marketing
Transcription
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Languages
English
Telehunt is an offshore staffing agency that connects businesses with elite global talent (top 1% VAs) to save up to 70% on staffing costs without sacrificing quality. They specialize in filling specialized roles across Real Estate, Healthcare, Tech, and Finance. Telehunt of..
Read more about Telehunt services and insights
Services
Administrative Support
Core Service
Customer Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Data Entry
Executive Assistant
Back-Office Support
Business Operations
Email Support
Help Desk Support
Software Development
Full-Stack Development
Front-End Development
Back-End Development
IT Help Desk
Industries
Real Estate
E-commerce
Healthcare
Finance & Accounting
Home Services
Region
United States
Philippines
Languages
English
Staffynex is a Florida-based company that provides nearshore talent solutions to U.S. businesses by helping them hire high-performance remote professionals from Latin America. They use a "Talent Validation Engine" to source and screen candidates for execution, logic, languag..
Read more about Staffynex services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Executive Assistant
Data Entry
Customer Support
Lead Generation
Industries
E-commerce
Healthcare
Finance & Accounting
Region
United States
Colombia
Languages
English
Assist World is an intelligent virtual assistance company with 30 years of collective experience, known for its rigorous vetting process and highly personalized VA matches from a pool of 5,000+ candidates. They offer a satisfaction guarantee and no lock-in contracts. Assist..
Read more about Assist World services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Dedicated Virtual Assistants
Core Service
Content Marketing
Email Marketing
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Industries
Real Estate
E-commerce
Healthcare
Finance & Accounting
Hospitality
Region
South Africa
Philippines
United States
Languages
English
Top Customer Service (TCS) provides end-to-end, human-centered Customer Experience (CX) and technical support globally. Their mission is to enhance user satisfaction and drive operational excellence through a hybrid model that blends 24/7 multilingual human agents with AI-au..
Read more about Top Customer Service services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Technical Support
Core Service
Back-Office Support
Industries
Insurance
Hospitality
Media
E-commerce
Healthcare
Construction
Finance & Accounting
Region
United States
Pakistan
Languages
English
Assistantly engineers and manages top-tier offshore talent, called "Unicorns," who function as strategic partners for founders and fast-growing companies globally. These generalists excel across admin, ops, and marketing. It's a fully managed service: they handle hiring, tra..
Read more about Assistantly services and insights
Services
Customer Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Web Design
Video Editing & Motion Graphics
Help Desk Support
Email Inbox Management
Calendar Scheduling
Data Entry
Email Marketing
SEO Strategy
Graphic Design
Industries
Real Estate
E-commerce
Finance & Accounting
HR & Recruiting
Education
Hospitality
Media
Region
United States
Colombia
Philippines
Languages
English
Rocket Station is an ISO-certified virtual staffing agency that provides affordable, industry-expert virtual assistants (VAs) and teammates. They specialize in verticals like Real Estate, Construction, and Financial Services. They handle the entire process from workflow mapp..
Read more about Rocket Station services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Data Entry
Business Operations
Social Media Management
Content Marketing
Industries
Real Estate
Insurance
Home Services
Construction
Finance & Accounting
Region
Philippines
United States
Languages
English
AtDesk247 is a Business Process Outsourcing (BPO) and call center service provider based in Pakistan. They offer tailored, cost-effective solutions to clients worldwide, aiming to improve profitability and increase market share. Their core services include comprehensive Inbo..
Read more about AtDesk 247 services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Data Entry
Core Service
Order Processing
Industries
Insurance
Healthcare
Real Estate
Finance & Accounting
Education
Hospitality
E-commerce
Region
Pakistan
United States
Languages
English
Aristo Sourcing is a leading outsourcing provider specializing in virtual staffing solutions, primarily sourcing high-quality, cost-effective talent from the Philippines and South Africa. Founded in 2014, they connect businesses with dedicated staff for a wide range of roles..
Read more about Aristo Sourcing services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Data Entry
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Social Media Management
Content Marketing
Email Marketing
SEO Strategy
Graphic Design
Web Development
Video Editing & Motion Graphics
Transcription
Industries
Real Estate
Insurance
E-commerce
Legal
Healthcare
Finance & Accounting
HR & Recruiting
Region
Philippines
South Africa
United Kingdom
Languages
English
VA Connect (OnPoint VA Connect) curates and matches high-achieving CEOs and founders with elite Executive Virtual Assistants (EVAs) who serve as strategic partners. Unlike standard VAs, their EVAs are high-caliber professionals with 8+ years of experience, designed to antici..
Read more about VA Connect services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
IT Consulting
Email Inbox Management
Calendar Scheduling
Data Entry
Email Marketing
Marketing Strategy
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
Languages
English
The Hour is a leading USA-based Business Outsourcing Partner that delivers Virtual Assistant and AI-powered remote team solutions to a diverse client base, including startups, SMEs, and large enterprises. They specialize in building experienced, industry-specific remote staf..
Read more about The Hour services and insights
Services
Virtual Assistant
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Customer Support
Core Service
Administrative Support
Data Entry
Email Support
Live Chat Support
Lead Generation
Social Media Management
Industries
Insurance
Real Estate
E-commerce
Healthcare
Finance & Accounting
HR & Recruiting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Frequently Asked Questions
Are they familiar with Bill.com?
Agencies ensure their VAs are experts in modern AP/AR tools to automate your firm’s workflows.
Can they handle multi-currency?
Yes; they are trained in handling global transactions and currency conversions for international businesses.
Do they assist with "Clean-Ups"?
Many agencies specialize in VAs who can fix months or years of messy books to get a client current.
Can they manage Expense Tracking?
They use tools like Expensify to categorize receipts and ensure employees are reimbursed correctly.
Do they provide financial reporting?
VAs can generate weekly P&L statements, Balance Sheets, and Cash Flow reports for your review.
Can they manage payroll?
VAs can process hours and run payroll through platforms like Gusto or ADP for your clients.
Do they help with Tax Prep?
They gather all 1099s, receipts, and bank statements into organized folders for the CPA to review.
Can they assist with AR/AP?
VAs send out invoices and professionally follow up with clients who have past-due balances.
How do they handle sensitive data?
Agencies use enterprise-level VPNs and MFA-protected workflows to ensure your firm remains compliant.
Can they do daily bookkeeping?
Yes; VAs categorize transactions, reconcile bank accounts, and keep your QuickBooks or Xero up to date.
Can the agency scale as your financial operations grow?
Ask whether they can expand support to include payroll tax preparation budgeting or financial analysis as your company grows.
How often should financial updates be delivered?
Clarify whether the agency provides weekly summaries monthly financial statements or custom reporting schedules based on your needs.
What security practices should an accounting VA agency follow?
Confirm the agency uses encrypted systems role based access controls and secure storage for financial data.
How do you ensure financial accuracy and reporting quality?
Ask about reconciliation schedules internal review processes and quality control procedures used before financial reports are delivered.
What accounting software should a finance VA provider support?
Verify familiarity with systems such as QuickBooks Xero NetSuite or similar accounting platforms used in your business.
How can you verify the financial expertise of an accounting VA agency?
Ask about certifications accounting software experience and examples of reconciliation or financial reporting work they have completed.
