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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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226 Companies providing Finance & Accounting
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Berkeley, United States
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
Overall Ratings
0 Reviews
No platform reviews available yet
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Strategic Assistant (SAS) provides tailored virtual staffing solutions by partnering American entrepreneurs with elite Filipino Virtual Assistants (VAs). SAS focuses on long-term relationships and deep cultural understanding to solve challenges like finding talent, training,..
Read more about Strategic Assistant services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Lead Generation
Core Service
Customer Support
Core Service
Social Media Management
Core Service
Back-Office Support
Business Operations
Industries
Real Estate
E-commerce
HR & Recruiting
Finance & Accounting
Coaching
Region
Philippines
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
eData India is a certified IT and data entry outsourcing company based in Delhi, providing a full suite of professional services with over 20 years of experience. Their core expertise lies in ensuring data accuracy and efficiency through comprehensive Data Entry, Data Proces..
Read more about E Data India services and insights
Services
Data Entry
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Web Development
Web Design
SEO Strategy
PPC Advertising
Social Media Management
Content Marketing
Email Marketing
Industries
Finance & Accounting
Healthcare
Education
E-commerce
Real Estate
Region
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Jam-Pot is a specialist social media and content marketing agency that provides comprehensive digital marketing solutions beyond general administrative Virtual Assistant support. They focus on helping businesses elevate their brand presence and generate leads through strateg..
Read more about Jam-Pot services and insights
Services
Executive Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Virtual Assistant
Core Service
Data Entry
Email Inbox Management
Calendar Scheduling
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United Kingdom
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Call Center Vzla is a Bilingual Contact Center located strategically in Venezuela, providing a comprehensive portfolio of outsourced services to a global client base. They leverage a highly educated, skilled, and fully bilingual Spanish/English workforce, enabling superior c..
Read more about Call Center Services Venezuela services and insights
Services
Inbound & Outbound Call Center
Core Service
Multichannel Support
Core Service
Lead Generation
Core Service
Back-Office Support
Data Entry
Virtual Assistant
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Legal
Media
Publishing
Real Estate
Region
Venezuela
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Calltastic is the Customer Experience (CX) and Contact Center Agency for startups and small businesses, combining strategic advisory with flexible operational solutions to drive sales and support growth. Based in Los Angeles, they offer a "full service" model that includes F..
Read more about Calltastic services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Email Support
Live Chat Support
Industries
E-commerce
Real Estate
Media
Finance & Accounting
Insurance
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
Techman Talent is an IT Staff Augmentation company that provides rapid access (48-hour hiring) to elite offshore tech professionals, including AI/ML Engineers, Full Stack Developers, and Cybersecurity Experts, often at up to 50% lower cost than local hiring. Their model focu..
Read more about Techman Talent services and insights
Services
Software Development
Core Service
Full-Stack Development
Core Service
Cybersecurity
Core Service
Cloud Computing
Core Service
IT Consulting
Core Service
Virtual Assistant
Customer Support
Marketing Strategy
UX/UI Design
Web Development
Industries
Real Estate
Healthcare
Legal
Finance & Accounting
Home Services
E-commerce
Region
United States
Pakistan
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
OBI Services is a trusted Business Process Outsourcing (BPO) company based in the Philippines, providing a wide range of customized, affordable, and flexible outsourcing solutions globally. They cater to startups, growing businesses, and enterprises, focusing on helping clie..
Read more about OBI Services services and insights
Services
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Administrative Support
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Data Entry
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Technical Support
Lead Generation
Social Media Management
Content Marketing
Web Design
Web Development
Customer Support
Email Support
Industries
Real Estate
E-commerce
Education
Hospitality
Finance & Accounting
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
The Virtual Hub provides elite support staff to help businesses "scale smarter" by creating a cost-effective, high-performance offshore support layer. They rigorously hire and train the top 1% of global talent, offering a pre-trained, process-ready team that integrates seaml..
Read more about The Virtual Hub services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Social Media Management
Content Marketing
Email Marketing
Lead Generation
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Construction
Coaching
Region
Philippines
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Realynk provides culturally-aligned, highly skilled Filipino Virtual Assistants (Realynkers) to fill operational gaps for founders, executives, and business owners. They specialize in a 95% client-VA match success rate, offering a large talent pool in areas like marketing, a..
Read more about Realynk Assistants services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Content Marketing
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Business Operations
Social Media Management
Email Marketing
Video Editing & Motion Graphics
Industries
E-commerce
Real Estate
Finance & Accounting
Construction
Coaching
Legal
Home Services
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
V Assist PH is a recruitment agency that connects clients with highly skilled and multi-talented Filipino Virtual Assistants (VAs) at competitive rates, offering a simple and seamless hiring process. They specialize in both Non-Technical VAs (Admin, Customer Service, Bookkee..
Read more about V Assist PH services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Administrative Support
Core Service
Social Media Management
Email Marketing
SEO Strategy
Web Development
Graphic Design
Video Editing & Motion Graphics
Marketing Strategy
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
Languages
Overall Ratings
0 Reviews
No platform reviews available yet
Tasks Assistant is a professional virtual assistant company based in India that offers affordable, experienced support for entrepreneurs, executives, and businesses. Their Mumbai-based VAs have at least 3 years of experience and specialize in a wide range of services — from..
Read more about Tasks Assistant services and insights
Services
Administrative Support
Core Service
Virtual Assistant
Core Service
Data Entry
Core Service
Back-Office Support
Core Service
Social Media Management
SEO Strategy
PPC Advertising
Web Development
Customer Support
Industries
Real Estate
Insurance
Healthcare
Coaching
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
On Point EVA provides Executive Virtual Assistant support and comprehensive bookkeeping services to small businesses in New Zealand, focusing on implementing smart, scalable systems. They are your dedicated monday.com Workflow Specialist, automating repeatable processes, str..
Read more about On Point EVA services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
New Zealand
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Canada Direct is a Canadian-based provider specializing in high-performance phone channel marketing. They offer inbound and outbound call center services that act as an integrated extension of a client's team. They use their proprietary Voice Assistant Solution (VAS) to blen..
Read more about Canada Direct services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Lead Generation
Core Service
Order Processing
Back-Office Support
Industries
Finance & Accounting
Insurance
Media
Region
Canada
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Line One is a Canadian-based provider of custom business solutions specializing in contact center and call center support, serving organizations of all sizes. They focus on delivering outsourced, multi-channel solutions to reduce costs and significantly increase customer sat..
Read more about Line One services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Help Desk Support
Core Service
Live Chat Support
Email Support
Multichannel Support
Technical Support
Industries
Healthcare
Finance & Accounting
Education
Home Services
Region
Canada
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Phoenix, United States
Nexa offers a 24/7/365 hybrid virtual receptionist service, combining human expertise with AI and automation for optimal customer engagement. Their resources are 100% U.S.-based and industry-trained, with specialized offerings for Home Services, Healthcare (HIPAA-compliant),..
Read more about Nexa services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Lead Generation
Core Service
Order Processing
Core Service
Virtual Assistant
Calendar Scheduling
Email Support
Help Desk Support
Multichannel Support
Back-Office Support
Industries
Home Services
Healthcare
Legal
Real Estate
E-commerce
Finance & Accounting
Insurance
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Abacus Outsourcing is a global Business Process Outsourcing (BPO) company that delivers next-generation, AI-powered solutions to help businesses scale operations, reduce costs, and enhance customer experience. With over 17 years of experience and a team of 5200+ employees wo..
Read more about Abacus Outsourcing services and insights
Services
Inbound & Outbound Call Center
Core Service
Help Desk Support
Core Service
Live Chat Support
Email Support
Order Processing
Lead Generation
Industries
Healthcare
Finance & Accounting
Real Estate
Home Services
E-commerce
Region
Pakistan
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Dedicated Virtual Assistants
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
Overall Ratings
0 Reviews
No platform reviews available yet
RecruTal is a remote hiring platform that connects businesses worldwide with top-tier, pre-vetted talent from South Asia at a lower cost. Their core value proposition is to provide quality, flexible, and cost-effective staffing solutions, allowing companies to quickly build..
Read more about RecruTal services and insights
Services
Virtual Assistant
Core Service
Web Development
Core Service
Software Development
Core Service
Customer Support
Core Service
Administrative Support
Business Operations
SEO Strategy
PPC Advertising
Content Marketing
Graphic Design
UX/UI Design
Industries
Finance & Accounting
Healthcare
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
The Andiamo! Group is a San Francisco-based recruitment firm specializing in connecting top talent with client companies, particularly in the U.S. technology sector. For employers, they solve the challenge of critical position staffing by managing the entire hiring process—f..
Read more about Andiamo-group services and insights
Services
Customer Support
Core Service
Back-Office Support
Industries
HR & Recruiting
Finance & Accounting
Media
Home Services
Hospitality
E-commerce
Region
United States
Belize
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.
