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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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233 Companies providing Finance & Accounting
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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
Live Chat Support
Email Support
Order Processing
Lead Generation
Industries
Healthcare
Finance & Accounting
Real Estate
Home Services
E-commerce
Region
Pakistan
Languages
English
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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
UpLink delivers outsourced Call Center and BPO Services to growth-focused companies, helping them scale sales, customer support, and back-office operations efficiently. Leveraging a leadership team with experience from global enterprises, they provide customized, agile solut..
Read more about Uplink BPO services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Technical Support
Core Service
Back-Office Support
Core Service
Lead Generation
Core Service
Multichannel Support
Virtual Assistant
Administrative Support
Data Entry
Business Operations
Industries
Finance & Accounting
Region
Colombia
Nicaragua
United States
Languages
English
St. Petersburg, United States
WiseVAs is an all-in-one platform providing high-autonomy, AI-native Brazilian Virtual Assistants from the top 0.5% of talent. They specialize in personality-matching VAs who work in the client's exact US time zone, ensuring real-time collaboration with 80% cost savings. VAs..
Read more about Wise VAs services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Business Operations
Core Service
Executive Assistant
Data Entry
Email Inbox Management
Calendar Scheduling
Lead Generation
Content Marketing
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Coaching
Region
United States
Languages
English
Call Center Sales Pro is a call center consulting and support services firm founded in 2014 by industry veteran Janet Livingston. The company's primary focus is helping outsourced call centers and telephone answering services grow their business, increase profitability, and..
Read more about Call Center Pro services and insights
Services
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Help Desk Support
Core Service
Lead Generation
Core Service
Order Processing
Data Entry
Back-Office Support
Technical Support
Multichannel Support
Transcription
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Home Services
Hospitality
Media
Publishing
Real Estate
Region
Poland
Languages
English
United States
Elevation Global Solutions (EGS) is a company that provides remote support teams, specifically Virtual Assistants (VAs), to business owners. Their goal is to help businesses grow and scale by delivering creative and technological solutions. EGS assists business owners who ar..
Read more about Elevation Global Solutions services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Lead Generation
Core Service
Email Inbox Management
Calendar Scheduling
Business Operations
Social Media Management
Video Marketing
Industries
Finance & Accounting
Healthcare
Region
United States
Languages
English
Central African Republic
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
Central African Republic
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
SupportYourApp is a B2B service providing secure, 24/7 outsourced customer and technical support solutions, primarily for tech companies and startups. Operating on an omnichannel basis (chat, email, phone), they ensure scalability and high CSAT scores by leveraging AI techno..
Read more about Support Your App services and insights
Services
Customer Support
Core Service
Technical Support
Core Service
Live Chat Support
Core Service
Help Desk Support
Core Service
Back-Office Support
Core Service
Email Support
Multichannel Support
Industries
E-commerce
Finance & Accounting
Healthcare
Hospitality
Region
United States
Languages
Multilingual
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
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
Virtual Assistant
Core Service
Administrative Support
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
United States
Vivaro Nearshore provides high-quality outsourcing services by recruiting and placing remote employees from El Salvador into US professional firms. They specialize in Law Firms, Accounting, and Home Services, capitalizing on El Salvador's neutral English accent and advantage..
Read more about Vivaro Nearshore services and insights
Services
Executive Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Business Operations
Core Service
Lead Generation
Core Service
Back-Office Support
Core Service
Data Entry
Email Inbox Management
Calendar Scheduling
Industries
Legal
Healthcare
Home Services
E-commerce
Finance & Accounting
Media
Region
United States
El Salvador
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
United States
Grupo Noa International is a premier global provider of multilingual call center and business process outsourcing (BPO) services, focusing on delivering seamless, cost-effective communication solutions worldwide. Their comprehensive service portfolio is designed to help busi..
Read more about Grupo Noa International services and insights
Services
Inbound & Outbound Call Center
Core Service
Multichannel Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Lead Generation
Core Service
Order Processing
Back-Office Support
Industries
E-commerce
Hospitality
Healthcare
Coaching
Construction
Finance & Accounting
HR & Recruiting
Home Services
Real Estate
Region
United States
Languages
English
Multilingual
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
Australia
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
Australia
United States
Philippines
Dominican Republic
Languages
English
Staffynex is a Florida-based company that provides nearshore talent solutions to U.S. businesses by helping them hire high-performance remote professionals from Latin America. They use a "Talent Validation Engine" to source and screen candidates for execution, logic, languag..
Read more about Staffynex services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Executive Assistant
Data Entry
Customer Support
Lead Generation
Industries
E-commerce
Healthcare
Finance & Accounting
Region
United States
Colombia
Languages
English
Philippines
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
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Administrative Support
Data Entry
Email Inbox Management
Calendar Scheduling
Social Media Management
Email Marketing
Content Marketing
Lead Generation
Industries
Real Estate
E-commerce
Healthcare
Legal
Finance & Accounting
Region
Philippines
Languages
English
San Diego, United States
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
Administrative Support
Core Service
Executive Assistant
Core Service
Virtual Assistant
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
United States
Mexico
Languages
English
Philippines
Amped HQ Talent is an offshore staffing and outsourcing company that connects businesses with the top 1% of global professionals at a significantly reduced cost (up to 60% savings compared to local hires). They specialize in placing dedicated, full-time talent across various..
Read more about Amped HQ services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Web Development
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
Lead Generation
Email Marketing
Marketing Strategy
Software Development
Industries
Finance & Accounting
E-commerce
Media
Coaching
Region
Philippines
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.
