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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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VIRTUEL is the expert Virtual Assistant company specifically designed for the Real Estate and Property Management sectors, offering highly skilled, prepared, and bilingual remote professionals at a fraction of the cost of on-site employees. They aim to simplify operations an..
Read more about VIRTUEL services and insights
Services
Virtual Assistant
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
Customer Support
Core Service
Content Marketing
Marketing Strategy
Graphic Design
Web Design
Technical Support
Social Media Management
Industries
Real Estate
Finance & Accounting
Home Services
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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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
Tele-Help-Ing specializes in nearshore staff outsourcing by providing high-quality Virtual Assistants and Call Center services, primarily sourcing talent from the top 1% in Mexico. They help US/Canadian businesses scale without compromising quality, offering 35-75% cost savi..
Read more about Tele-Help-Ing services and insights
Services
Virtual Assistant
Core Service
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Administrative Support
Email Inbox Management
Calendar Scheduling
Email Support
Live Chat Support
Industries
Real Estate
Finance & Accounting
Region
Canada
United States
Mexico
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
India Rep is a Business Process Outsourcing (BPO) and Knowledge Process Outsourcing (KPO) company in India that helps global businesses achieve cost savings and increased productivity by building dedicated offshore back-office teams. They specialize in a wide range of servic..
Read more about India Rep Co services and insights
Services
Back-Office Support
Core Service
Data Entry
Core Service
Customer Support
Inbound & Outbound Call Center
Virtual Assistant
Order Processing
Industries
E-commerce
Media
Finance & Accounting
HR & Recruiting
Region
India
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
HAF Staff is an international BPO (Business Process Outsourcing) provider specializing in placing dedicated, offshore staff with small to mid-sized businesses, with a focus on customer support and administrative roles. With management in New York and Manila, they offer strea..
Read more about HAFSTAFF services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Business Operations
Core Service
Back-Office Support
Data Entry
Virtual Assistant
Industries
E-commerce
Finance & Accounting
Hospitality
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Contalents is an outsourcing provider, based in Egypt, that helps businesses scale by offering BPO, AI, and remote staffing solutions. They focus on turning business operations into an autonomous powerhouse through optimization and automation. Key services include building R..
Read more about Contalents services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Data Entry
Core Service
Virtual Assistant
Industries
Real Estate
Education
Healthcare
Finance & Accounting
E-commerce
Region
Egypt
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Overall Ratings
0 Reviews
No platform reviews available yet
Nashville, United States
Persona Talent offers "Talent as a Service," embedding elite, top 0.1% remote talent globally—sourced from 98 countries—to help companies scale faster. Known as the "Harvard of outsourcers," they rigorously vet candidates (1 in 1,000 hire rate) for roles from Executive Assis..
Read more about Persona services and insights
Services
Administrative Support
Core Service
Virtual Assistant
Core Service
Business Operations
Core Service
Customer Support
Core Service
Executive Assistant
Core Service
Data Entry
Lead Generation
Social Media Management
Content Marketing
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Inbound & Outbound Call Center
Core Service
Lead Generation
Core Service
Customer Support
Core Service
Multichannel Support
Email Support
Live Chat Support
Business Operations
Industries
Healthcare
Finance & Accounting
Hospitality
Region
Bulgaria
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Callpoint Business Solutions is a leading BPO (Business Process Outsourcing) company providing scalable, professional outsourcing services to businesses across the globe, with a focus on the US, UK, Australia, and Canada. With over seven years of industry experience, they ai..
Read more about Call Point Business Solutions services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Technical Support
Core Service
Email Support
Core Service
Live Chat Support
Core Service
Order Processing
Core Service
Back-Office Support
Core Service
Lead Generation
Core Service
Business Operations
Data Entry
Virtual Assistant
Industries
Media
Healthcare
Legal
Finance & Accounting
Home Services
Region
Bangladesh
Australia
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
REVA Source, standing for Refined Executive Virtual Associates, is the industry leader for premium virtual support, exclusively serving Financial Advisors and Wealth Management Companies. They provide professional administrative associates with years of executive experience..
Read more about REVA source services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Back-Office Support
Industries
Finance & Accounting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Hire Ignite VA specializes in providing dedicated Virtual Assistants (VAs) from the Nigeria, with a focus on serving small to medium-sized businesses, particularly in the Real Estate and E-commerce sectors. Their VAs are extensively trained to handle a wide array of tasks, i..
Read more about Hire Ignite VA services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Data Entry
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Customer Support
Core Service
Social Media Management
Content Marketing
Email Marketing
SEO Strategy
PPC Advertising
Web Development
Graphic Design
Video Editing & Motion Graphics
Lead Generation
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Nigeria
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Call Serv TT is a Nearshore Business Process Outsourcing (BPO) company strategically located in the Caribbean, specializing in providing customized, scalable call center services with a strong focus on the Telecom industry (including providers like TSTT and Cable and Wireles..
Read more about CallServ services and insights
Services
Inbound & Outbound Call Center
Core Service
Multichannel Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Back-Office Support
Data Entry
Business Operations
Email Support
Live Chat Support
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Legal
Media
Publishing
Real Estate
Region
Trinidad and Tobago
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
GP Outsourcing Solutions, founded in 2016 in Honduras, pioneered a nearshoring model to reduce labor costs by up to 70%. They recruit and employ fully managed, Exclusive Bilingual VAs (EBVAs) from Latin America, fluent in English and Spanish with neutral accents. They set up..
Read more about GP Outsourcing Solutions services and insights
Services
Administrative Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Multichannel Support
Core Service
Virtual Assistant
Core Service
Marketing Strategy
Back-Office Support
Order Processing
Lead Generation
Email Marketing
Data Entry
Industries
Healthcare
Finance & Accounting
Real Estate
E-commerce
Hospitality
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
BPO Data Entry Help provides trusted and innovative BPO services, primarily focused on various forms of Data Management, operating in both India and the USA. Their services are comprehensive, including Data Entry (Online, Offline, Medical, Insurance), Data Conversion (Book,..
Read more about BPO Data Entry Help services and insights
Services
Data Entry
Core Service
Virtual Assistant
Marketing Strategy
Back-Office Support
Industries
Finance & Accounting
Legal
Healthcare
Real Estate
E-commerce
Media
Construction
Hospitality
Region
United States
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
ASM Virtual remote team solutions, primarily offering dedicated, pre-vetted Filipino Virtual Assistants (VAs) to businesses globally. They specialize in three main service areas: Administrative Staff, Customer Service Support, and Executive Assistance. ASM Virtual offers end..
Read more about ASM Virtual services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Technical Support
Core Service
Data Entry
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Email Marketing
Graphic Design
Web Development
Lead Generation
Industries
Coaching
HR & Recruiting
Finance & Accounting
Media
Region
United Kingdom
Philippines
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
Core Virtual Solutions specializes in providing highly trained, HIPAA-Certified Virtual Medical Assistants (VMAs) and healthcare specialists to physicians, clinics, and medical practices. Our mission is to transform healthcare operations by taking the burden of administrativ..
Read more about Core Virtual Solutions services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Help Desk Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Order Processing
Core Service
Data Entry
Core Service
Transcription
Core Service
Lead Generation
Core Service
Social Media Management
Content Marketing
Email Marketing
SEO Strategy
Marketing Strategy
Industries
Healthcare
Real Estate
Insurance
HR & Recruiting
Finance & Accounting
Coaching
E-commerce
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Virtually Inspired Co empowers real estate professionals and businesses with specialized virtual services. They offer expert Transaction Coordination for seamless closings (managing documents, deadlines, and communication), comprehensive Virtual Assistance (admin, customer s..
Read more about Virtually Inspired Co services and insights
Services
Administrative Support
Core Service
Executive Assistant
Core Service
Virtual Assistant
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Business Operations
Dedicated Virtual Assistants
Social Media Management
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Coaching
Construction
Education
Finance & Accounting
HR & Recruiting
Legal
Publishing
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Offsite Professionals is a virtual assistance company providing tailor-made remote professional services to business owners and executives across the US since 2020. They emphasize listening, guiding, and matching clients with the perfect team of virtual professionals, primar..
Read more about Offsite Professionals services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Data Entry
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Business Operations
Core Service
Social Media Management
Content Marketing
Lead Generation
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Philippines
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.
