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..
Read More
228 Companies providing Finance & Accounting
Sort By
Wing Assistant provides dedicated, US-based virtual assistants for small businesses, acting as a fully managed remote talent solution. VAs specialize in executive, administrative, and specialized roles. The service is high-quality, with VAs dedicated to a single client, over..
Read more about Wing Assistant services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Administrative Support
Data Entry
Email Inbox Management
Calendar Scheduling
Social Media Management
Inbound & Outbound Call Center
Email Support
Industries
Real Estate
E-commerce
Construction
HR & Recruiting
Finance & Accounting
Coaching
Healthcare
Media
Region
United States
Languages
English
Overall Ratings
88 Reviews
Inkfire Limited offers a wide-ranging partnership in Design, Marketing, and Technology beyond standard Virtual Assistance. Their services include Branding, IT Support, Website Design/Hosting, Marketing & PR (Social Media, Email Signatures), and Virtual Assistance for gen..
Read more about Inkfire services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Email Inbox Management
Calendar Scheduling
Back-Office Support
Social Media Management
Administrative Support
Virtual Assistant
Lead Generation
Conversion Rate Optimization
Logo Design
Social Media Design
Illustration
E-commerce Development
Full-Stack Development
Web App Development
API Development & Integration
Help Desk Support
Managed IT
IT Help Desk
Cybersecurity
Cloud Computing
Marketing Strategy
Content Marketing
Web Design
UX/UI Design
IT Consulting
Industries
Construction
E-commerce
Finance & Accounting
HR & Recruiting
Home Services
Hospitality
Insurance
Real Estate
Region
Central African Republic
Languages
English
Overall Ratings
6 Reviews
Red Pen Virtual Assistants provides U.S.-based virtual assistants with backgrounds in education to help businesses make their mark. They believe former teachers possess superior communication, organizational, and strategic thinking skills, ensuring every task receives an "A+..
Read more about Red Pen Virtual Assistants services and insights
Services
Core Service
Core Service
Core Service
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Social Media Management
Content Marketing
Transcription
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
HR & Recruiting
Finance & Accounting
Education
Coaching
Publishing
Region
United States
Languages
English
Overall Ratings
9 Reviews
Callpoint is a leading Swiss call center with over 600 employees across three locations (Basel, Fribourg, Zurich), covering all facets of inbound and outbound customer communication. The company's core mission is to deliver service that "wows" by prioritizing employee satisf..
Read more about Callpoint AG services and insights
Services
Core Service
Core Service
Core Service
Live Chat Support
Email Support
Industries
Finance & Accounting
Region
Switzerland
Languages
English
Overall Ratings
25 Reviews
Shrink Consulting is a certified and renowned global accounting firm that provides modern, personalized, and digital financial consulting and outsourcing services across the USA, Europe, and Australia. They offer a "smarter accounting firm" model by seamlessly combining the..
Read more about Shrink Consulting services and insights
Services
Core Service
Data Entry
Industries
Finance & Accounting
Region
India
Languages
English
Overall Ratings
3 Reviews
OVA Virtual is a premier, all-female virtual assistant company based in the Philippines. They offer a diverse range of specialized VAs (Executive, Real Estate, Legal, Medical, E-commerce) to global clients. The company emphasizes a secure, structured system, a full-cycle hir..
Read more about OVA Virtual services and insights
Services
Core Service
Core Service
Core Service
Core Service
Lead Generation
Administrative Support
Data Entry
Email Inbox Management
Calendar Scheduling
Social Media Management
Email Marketing
Content Marketing
Industries
Real Estate
E-commerce
Healthcare
Legal
Finance & Accounting
Region
Philippines
Languages
English
Overall Ratings
8 Reviews
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
Core Service
Core Service
Core Service
Core Service
Core Service
Back-Office Support
Virtual Assistant
Calendar Scheduling
Email Support
Help Desk Support
Multichannel Support
Industries
Home Services
Healthcare
Legal
Real Estate
E-commerce
Finance & Accounting
Insurance
Region
United States
Languages
English
Overall Ratings
239 Reviews
Outsourced is a premium ISO certified offshore staffing and BPO company specializing in providing dedicated, full-time, top-tier Filipino professionals to international clients. They offer both remote and state-of-the-art office-based staff, covering diverse roles in IT, fin..
Read more about Outsource Philippines services and insights
Services
Core Service
Core Service
Core Service
Lead Generation
SEO Strategy
Social Media Management
Web Design
Graphic Design
Technical Support
Email Support
Live Chat Support
Data Entry
Industries
Healthcare
Finance & Accounting
E-commerce
Hospitality
Region
United States
Philippines
Languages
English
Overall Ratings
2 Reviews
Adept Technologies, headquartered in Nairobi, Kenya, is a dynamic Business Process Outsourcing (BPO) and technological solutions company founded on the principle of Impact Sourcing, aiming to empower Kenyan youth through employment and skills development. They provide a comp..
Read more about Adept Technologies services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Virtual Assistant
Data Entry
Back-Office Support
Transcription
IT Consulting
Email Support
Industries
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Media
Publishing
Region
Nigeria
Languages
English
Overall Ratings
19 Reviews
GetFriday is a pioneer and one of the oldest established providers of Personal and Business Virtual Assistant services globally, serving over 80 countries since 2005. They offload time-consuming and mundane tasks using graduate, English-speaking assistants backed by a team s..
Read more about Get Friday services and insights
Services
Core Service
Core Service
Marketing Strategy
Executive Assistant
Email Inbox Management
Calendar Scheduling
Data Entry
Customer Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Coaching
Finance & Accounting
Region
India
Languages
English
Overall Ratings
3 Reviews
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
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
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
23 Reviews
Zedtreeo is a remote staffing solutions company that helps businesses hire pre-vetted remote professionals from India. They offer a wide range of remote staff for roles in IT, medical, legal, finance, accounting, and digital marketing. The company aims to help businesses sca..
Read more about Zedtreeo services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Administrative Support
Data Entry
Email Inbox Management
Calendar Scheduling
Graphic Design
UX/UI Design
Web Development
Mobile App Development
Cybersecurity
Cloud Computing
Industries
Finance & Accounting
Construction
Education
Legal
Region
United States
India
Languages
English
Overall Ratings
771 Reviews
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
Core Service
Core Service
Core Service
Virtual Assistant
Back-Office Support
Data Entry
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
65 Reviews
7 Virtual Assistant Services is a virtual assistant provider that offers remote administrative, creative, and technical support to businesses and individuals. They provide dedicated virtual assistants to help clients save time, reduce costs, and improve efficiency by handlin..
Read more about 7 Virtual Assistant Services services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Customer Support
Email Support
Live Chat Support
Lead Generation
Social Media Management
SEO Strategy
Email Marketing
Content Marketing
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
India
Central African Republic
Languages
English
Overall Ratings
7 Reviews
AJ Deals provides an "all in one solution" for businesses seeking outsourced resources, focusing on delivering comprehensive support with cost-saving benefits by utilizing qualified Latin American personnel. The company specializes in generating revenue and improving custome..
Read more about AJ Deals services and insights
Services
Core Service
Core Service
Administrative Support
Email Inbox Management
Dedicated Virtual Assistants
Email Support
SEO Strategy
Lead Generation
Out-reach
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Media
Publishing
Real Estate
Region
Colombia
Languages
English
Overall Ratings
698 Reviews
Virtual Coworker is a reliable partner for professional virtual assistant staff services from the Philippines, primarily serving businesses in the USA and Australia. They help clients unlock cost-effective support and growth by connecting them with the top 1% of skilled Fili..
Read more about Virtual Coworker services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Social Media Management
Content Marketing
Web Development
WordPress & CMS Development
Administrative Support
Email Inbox Management
Calendar Scheduling
Data Entry
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Philippines
Languages
English
Overall Ratings
65 Reviews
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
Core Service
Core Service
Core Service
Live Chat Support
Email Support
Multichannel Support
Technical Support
Industries
Healthcare
Finance & Accounting
Education
Home Services
Region
Canada
Languages
English
Overall Ratings
1 Reviews
E Virtual Services is a comprehensive BPO and customer experience solutions provider founded in 2006. Headquartered in Minnesota, they serve small-to-mid-sized companies globally with end-to-end outsourcing solutions. Their services cover a wide spectrum, including Call Cent..
Read more about E-virtual Services services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
E-commerce Development
Email Marketing
SEO Strategy
PPC Advertising
Social Media Management
Web Development
Mobile App Development
Industries
Real Estate
E-commerce
Finance & Accounting
Healthcare
Media
Region
United States
India
Languages
English
Overall Ratings
22 Reviews
Teambuilders is a virtual personnel agency that helps small businesses, entrepreneurs, and professionals build strong teams of virtual assistants. Their goal is to assist these businesses in growing with minimal interruptions by providing versatile, skilled, and handpicked v..
Read more about Teambuilders services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Back-Office Support
Content Marketing
Marketing Strategy
Web Design
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
Philippines
Languages
English
Overall Ratings
2 Reviews
Snapscale is a Business Process Outsourcing (BPO) company offering HIPAA-compliant, "Employee First" outsourcing solutions to help businesses scale by utilizing a talented global community. They provide a full suite of front-to-back office services, specializing in Healthcar..
Read more about Snapscale services and insights
Services
Core Service
Core Service
Core Service
Core Service
Administrative Support
Calendar Scheduling
Data Entry
Live Chat Support
Email Support
Inbound & Outbound Call Center
Back-Office Support
IT Help Desk
Remote Technical Support
Industries
Healthcare
Finance & Accounting
Insurance
Region
United States
Philippines
India
Languages
English
Overall Ratings
13 Reviews
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.