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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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Satellite Office is a premium Australian offshore services provider specializing in building and managing dedicated, highly skilled, and culturally matched teams in the Philippines for Australian and US clients. They utilize a highly consultative, end-to-end staff leasing so..
Read more about Satellite Office services and insights
Services
Customer Support
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Software Development
Core Service
Administrative Support
Executive Assistant
Data Entry
Email Support
Live Chat Support
Technical Support
Help Desk Support
SEO Strategy
Social Media Management
Cloud Computing
IT Consulting
Industries
Healthcare
Finance & Accounting
E-commerce
Region
Australia
Philippines
United States
Languages
English
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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
Philippines
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Flatworld Solutions (FWS) is a global BPO, BPA, and AI solutions company with over 19 years of experience, committed to operational transformation. They are an ISO certified, multilingual service provider known for deploying native-speaking agents to ensure cultural fluency..
Read more about Flatworld Solutions services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Back-Office Support
Core Service
Data Entry
Core Service
Software Development
Core Service
Technical Support
Help Desk Support
Email Support
Live Chat Support
Web Development
Cloud Computing
IT Consulting
Industries
Healthcare
Finance & Accounting
Insurance
Real Estate
E-commerce
Region
India
Philippines
United States
Georgia
Languages
Multilingual
English
Fusion CX is a global BPM (Business Process Management) company and Certified Minority Business Enterprise, offering complex, integrated, and multilingual Customer Experience (CX) solutions across 15 countries. They support 28 languages, combining advanced AI-powered technol..
Read more about Fusion CX services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Order Processing
Core Service
Back-Office Support
Core Service
Help Desk Support
Email Support
Multichannel Support
Live Chat Support
Industries
Healthcare
Finance & Accounting
Insurance
E-commerce
Hospitality
Region
United States
Canada
Jamaica
Colombia
El Salvador
Belize
India
Philippines
Thailand
Indonesia
Albania
Morocco
Kosovo
Languages
Multilingual
Kinetic Innovative Staffing is an outsourced remote staffing solutions partner that helps businesses build teams with highly qualified, Philippines-based talent, offering cost savings of up to 76%. Since 2013, they have filled over 15,000 roles by managing the entire process..
Read more about Kinetic Innovative Staffing services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Back-Office Support
Core Service
Customer Support
Core Service
Business Operations
Core Service
Data Entry
Email Inbox Management
Calendar Scheduling
Technical Support
IT Help Desk
Software Development
Industries
Construction
Education
Finance & Accounting
Healthcare
HR & Recruiting
Legal
Media
Real Estate
Hospitality
Region
Philippines
Australia
Languages
English
SunTec India is a data-centric IT outsourcing company with over 25 years of experience, specializing in multi-process services. They are ISO 9001:2015/27001:2022 and HIPAA/GDPR compliant. Their core strength lies in reliable end-to-end data support, including collection, man..
Read more about SunTec India services and insights
Services
Data Entry
Core Service
Back-Office Support
Core Service
Web Development
Core Service
E-commerce Development
Core Service
Customer Support
Core Service
Email Support
Core Service
Software Development
Mobile App Development
UX/UI Design
Web Design
SEO Strategy
PPC Advertising
Social Media Management
Lead Generation
Content Marketing
Cloud Computing
IT Consulting
Industries
Healthcare
Real Estate
E-commerce
Finance & Accounting
Region
India
Languages
English
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
Cápita Works offers Nearshore Virtual Assistance and IT solutions, helping companies save up to 70% and reduce liabilities by connecting them with fully bilingual, well-educated talent in US time zones. They specialize in positions from High-Performance Executive Assistants..
Read more about Cápita Works services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Dedicated Virtual Assistants
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Social Media Management
Content Marketing
Lead Generation
Technical Support
Industries
Real Estate
Finance & Accounting
Healthcare
Media
Region
Mexico
United States
Languages
English
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
Administrative Support
Email Support
Help Desk Support
Multichannel Support
Industries
Healthcare
Insurance
Finance & Accounting
Region
United States
North Macedonia
Croatia
Languages
English
Blue Umbrella is a long-established UK-based company providing outsourced virtual personal assistant (VA) services, secretarial, and admin support to businesses of all sizes, from sole traders to blue-chip corporations. They specialize in connecting clients with experienced,..
Read more about Blue Umbrella services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Administrative Support
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Data Entry
Social Media Management
Marketing Strategy
Email Marketing
Content Marketing
Lead Generation
Industries
Finance & Accounting
Coaching
Media
Publishing
Region
United Kingdom
Languages
English
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
Lead Generation
Core Service
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
IT Help Desk
Core Service
IT Consulting
Core Service
Executive Assistant
Back-Office Support
Business Operations
Email Support
Technical Support
Inbound & Outbound Call Center
Data Entry
Industries
Healthcare
Education
Finance & Accounting
Region
United States
Philippines
Languages
English
Acquire Intelligence, formerly known as Acquire BPO, is a global business process outsourcing (BPO) and AI solutions provider that delivers high-performance and innovative services across 15 worldwide locations. The company focuses on transforming businesses intelligently th..
Read more about Acquire Intelligence services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Back-Office Support
Core Service
Technical Support
Core Service
IT Help Desk
Core Service
Cloud Computing
Core Service
Cybersecurity
Core Service
IT Consulting
Core Service
Data Entry
Administrative Support
Business Operations
Email Support
Live Chat Support
Industries
Finance & Accounting
Region
Philippines
Australia
Languages
English
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
Executive Assistant
Core Service
Administrative Support
Core Service
Virtual Assistant
Core Service
Business Operations
Core Service
Customer Support
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
Peru
Canada
Bangladesh
Philippines
Languages
English
Hi-Deas Expedient Solutions Limited is an IT company focused on delivering digital transformation solutions and breaking communication boundaries for businesses of all sizes. Their core services center on Call Center/Contact Center operations, offering custom setup options (..
Read more about Hi-Deas Expedient Solutions services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Technical Support
Core Service
Back-Office Support
Industries
Finance & Accounting
Insurance
Media
Region
Nigeria
Languages
English
CallCare is a UK-based, 24/7 outsourced contact center and customer service partner, providing multichannel support to enhance customer experience, improve productivity, and manage critical incidents. Their core offerings are designed to act as a seamless extension of a clie..
Read more about CALLCARE services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Live Chat Support
Email Support
Order Processing
Help Desk Support
Industries
Healthcare
E-commerce
Finance & Accounting
Region
United Kingdom
Languages
English
Level9Virtual provides trained and experienced Virtual Assistants (VAs) and outsourced support services to small business owners seeking freedom from long hours, increased profit, and reduced operational stress. Services include Dedicated VAs, VA PODs (Projects On Demand), L..
Read more about Level 9 Virtual services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Administrative Support
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Customer Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Email Marketing
Core Service
Content Marketing
Core Service
Business Operations
Web Development
WordPress & CMS Development
Graphic Design
Marketing Strategy
Industries
Home Services
Finance & Accounting
Region
United States
Philippines
Languages
English
Bliss Virtual Services is an "on-demand" partner providing a range of virtual assistant services to help busy individuals, professionals, and small businesses manage their administrative, personal, and creative needs. Their services are designed to offer "less stress and mor..
Read more about Bliss Virtual Services services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Graphic Design
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Web Design
Marketing Collateral
Presentation Design
Industries
Real Estate
E-commerce
Finance & Accounting
Healthcare
Insurance
Region
United States
Languages
English
Answering Specialists is a family-owned provider of 24/7 live telephone answering, dispatch, and virtual receptionist services, serving clients nationwide since 1957. The company utilizes highly professional, US-based agents to deliver customized, affordable communication so..
Read more about Answering Specialists services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Calendar Scheduling
Industries
Healthcare
Legal
Finance & Accounting
Education
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Away Digital Teams is a strategic outsourcing partner specializing in building and managing dedicated, high-quality offshore teams in Vietnam. Positioning itself as "Outsourcing 2.0," the company focuses on delivering top-tier talent with a strong cultural fit, rather than j..
Read more about Away Digital Teams services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Customer Support
Industries
Real Estate
E-commerce
Media
Healthcare
Finance & Accounting
Education
Hospitality
Region
Australia
Vietnam
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Virtual Assistants Ireland is a dedicated service providing locally-based, experienced Virtual Assistants (VAs) in Ireland to entrepreneurs and established businesses. They offer a comprehensive range of virtual services, ensuring alignment with Irish time zones and local bu..
Read more about Virtual Assistants Ireland 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
Email Marketing
SEO Strategy
PPC Advertising
Marketing Strategy
Social Media Management
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
Philippines
South Africa
Ireland
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.
