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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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227 Companies providing Finance & Accounting
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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
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Kantipur Management Pvt Ltd (KMPL) is an ISO-certified Business Process Outsourcing (BPO) and Human Resources (HR) outsourcing company based in Nepal, dedicated to helping businesses streamline operations, reduce costs, and drive growth with 24/7 support. KMPL offers an exte..
Read more about Kantipur Management services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Email Support
Live Chat Support
Order Processing
Data Entry
Social Media Management
SEO Strategy
Content Marketing
IT Help Desk
IT Consulting
Industries
Healthcare
Finance & Accounting
Education
Region
Nepal
Languages
English
Datum Decipher Analytics is a global partner specializing in Data, BPO, and Technology Solutions, focused on empowering businesses with bespoke IT solutions since 2020. They help clients save costs and achieve sustainable growth by blending human expertise with cutting-edge..
Read more about Datum Decipher Analytics services and insights
Services
Back-Office Support
Core Service
Data Entry
Core Service
Help Desk Support
Core Service
Software Development
Core Service
Mobile App Development
Core Service
Virtual Assistant
Administrative Support
Email Inbox Management
Calendar Scheduling
Lead Generation
Live Chat Support
Email Support
Order Processing
Cloud Computing
IT Consulting
Industries
Real Estate
E-commerce
Finance & Accounting
Construction
Media
Region
India
Languages
English
United States
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
United States
Languages
English
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
Boise, United States
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
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
United States
Colombia
Vietnam
Philippines
Languages
English
United States
iFIVE Global offers premier offshore staffing solutions to help businesses combat high turnover and surging labor costs, promising up to 70% savings. Headquartered in California with offices in Metro Manila, Philippines, they specialize in industry-specific teams (Medical, L..
Read more about iFIVE Global services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Back-Office Support
Core Service
Virtual Assistant
Core Service
Data Entry
Core Service
Administrative Support
IT Help Desk
Lead Generation
Industries
Healthcare
Legal
Finance & Accounting
Region
United States
Philippines
Languages
English
United States
Task Force BPO provides tech-enabled, expert consulting, and business support services with a focus on delivering quality and value in specialized sectors. Their core BPO services are tailored for highly regulated industries, including Insurance, Healthcare (billing), Logist..
Read more about Taskforce BPO services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Data Entry
Core Service
Customer Support
Core Service
Technical Support
Core Service
Order Processing
Core Service
Help Desk Support
Multichannel Support
Administrative Support
Email Support
Industries
Healthcare
Insurance
Finance & Accounting
Region
United States
North Macedonia
Languages
English
United States
Burnett Specialists is a Houston-based, privately-held, employee-owned recruiting and temporary staffing company founded in 1974, recognized as the largest of its kind in Texas and a nationally certified Woman-Owned Business (WBE). They offer comprehensive recruitment soluti..
Read more about Burnett Specialists services and insights
Services
Administrative Support
Core Service
Back-Office Support
Core Service
Data Entry
Industries
HR & Recruiting
Finance & Accounting
Legal
Region
United States
Languages
English
OkayRelax offers affordable and reliable Virtual Assistant and Personal Assistance services for businesses and busy individuals globally, with an emphasis on rigorous assistant vetting. They specialize in executing core activities to help clients scale and thrive. Services a..
Read more about Okay Relax services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
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
Live Chat Support
Email Support
Order Processing
E-commerce Customer Support
Social Media Management
Content Marketing
Email Marketing
Lead Generation
Marketing Strategy
Presentation Design
Industries
E-commerce
Finance & Accounting
Region
United States
Philippines
Languages
English
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
Ho Chi Minh City, Vietnam
Digi-Texx is an international Business Process Outsourcing (BPO) and Digital Services provider operating from Vietnam with a focus on "German Quality." They simplify complex business processes through a combination of well-trained staff and digital solutions. Their core offe..
Read more about DIGI-TEXX services and insights
Services
Help Desk Support
Core Service
Back-Office Support
Data Entry
Industries
Finance & Accounting
Insurance
Healthcare
E-commerce
Region
Vietnam
Languages
English
Inceptra Solutions is an IT and staffing solutions provider dedicated to empowering the corporate world by solving the biggest challenge: finding the right talent. Our core mission is to deliver pertinent resources to bridge the gap in ever-growing technology and human resou..
Read more about Inceptra Solutions services and insights
Services
Software Development
Core Service
Managed IT
Core Service
Cloud Computing
Core Service
System Administration
Core Service
IT Consulting
Core Service
Technical Support
Help Desk Support
E-commerce Customer Support
Multichannel Support
Data Backup & Recovery
Server Management
Remote Technical Support
Billing & Account Support
API Development & Integration
Cybersecurity
Network Management
IT Help Desk
Executive Assistant
Business Operations
Dedicated Virtual Assistants
Industries
Coaching
Construction
E-commerce
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Legal
Media
Publishing
Real Estate
Region
United States
India
Languages
English
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
Lead Generation
Live Chat Support
Email Support
Order Processing
Industries
Healthcare
Finance & Accounting
Real Estate
Home Services
E-commerce
Region
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
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
Dedicated Virtual Assistants
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Email Marketing
SEO Strategy
Graphic Design
Web Design
Video Editing & Motion Graphics
Help Desk Support
Industries
Real Estate
E-commerce
Finance & Accounting
HR & Recruiting
Education
Hospitality
Media
Region
United States
Colombia
Philippines
Languages
English
United States
Callbox is a premier global B2B Lead Generation Agency specializing in sales appointment setting and outsourced sales development. Leveraging two decades of expertise, they help enterprise leaders and scaling businesses across 60+ countries (including North America, APAC, an..
Read more about Callbox services and insights
Services
Lead Generation
Core Service
Marketing Strategy
Core Service
Email Marketing
Core Service
Content Marketing
Core Service
Inbound & Outbound Call Center
Industries
Healthcare
Finance & Accounting
Media
Region
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
WeSage BPM (Business Process Management) is an ISO/IEC 27001:2022 Certified BPO firm specializing in providing effective, cost-effective outsourcing solutions with a focus on an offshore team model. They help businesses, particularly in sectors like Accounting, Insurance, He..
Read more about WeSage BPM services and insights
Services
Back-Office Support
Core Service
Customer Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Data Entry
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
SEO Strategy
PPC Advertising
Web Development
Lead Generation
Content Marketing
Marketing Strategy
Industries
Insurance
Healthcare
E-commerce
Education
Hospitality
Finance & Accounting
Region
India
Languages
English
Philippines
Optimum Source Inc. is a premier service provider of integrated Business Process Outsourcing (BPO), Knowledge Process Outsourcing (KPO), and Information Technology Outsourcing (ITO) solutions, specializing in building scalable, high-performance teams. With over 27 years of e..
Read more about OptimumSource services and insights
Services
Back-Office Support
Core Service
Lead Generation
Core Service
IT Help Desk
Marketing Strategy
Industries
Finance & Accounting
HR & Recruiting
Media
E-commerce
Region
Philippines
Languages
English
Glendale, United States
Gabtech Global is a US-based, Filipino-owned global staffing company that provides remote professionals from the Philippines since 2017. They serve as a growth enabler for start-ups and entrepreneurs, offering a fully managed, low-risk solution for team expansion. They handl..
Read more about Gabtech Global 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
IT Help Desk
Core Service
IT Consulting
Core Service
Data Entry
Executive Assistant
Back-Office Support
Business Operations
Email Support
Technical Support
Inbound & Outbound Call Center
Industries
Healthcare
Education
Finance & Accounting
Region
United States
Languages
English
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.
