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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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BPO American, Inc. is a reliable communication services partner focused on providing friendly, knowledgeable, and highly trained US-based customer service agents to meet the high demands of modern consumers. They offer a full range of customized communication solutions, incl..
Read more about BPO American services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Lead Generation
Order Processing
Industries
Healthcare
E-commerce
Finance & Accounting
Legal
Construction
Region
United States
India
Languages
English
Overall Ratings
0 Reviews
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Afrishore BPO is a global outsourcing provider specializing in outsourced staffing solutions and Business Process Outsourcing, leveraging operational centers in South Africa and presence in the US, UK, and Australia. They deliver compliant BPO services by merging technology..
Read more about Afrishore BPO services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Back-Office Support
Lead Generation
Industries
Finance & Accounting
Insurance
E-commerce
Region
South Africa
United States
Languages
English
Overall Ratings
0 Reviews
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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..
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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
Powerweave Group is a provider of Digital Transformation Solutions, accelerating business growth by combining proprietary software with managed services. The company specializes in creating scalable, high-performance solutions across several strategic areas. These include En..
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Services
Web Development
Core Service
Software Development
Core Service
E-commerce Development
Back-Office Support
Industries
E-commerce
Media
Finance & Accounting
Region
India
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
Back-Office Support
Order Processing
Industries
Finance & Accounting
Insurance
Media
Region
Canada
Philippines
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
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.
