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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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Dallas, United States
Rocket Station is an ISO-certified virtual staffing agency that provides affordable, industry-expert virtual assistants (VAs) and teammates. They specialize in verticals like Real Estate, Construction, and Financial Services. They handle the entire process from workflow mapp..
Read more about Rocket Station 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
Data Entry
Business Operations
Social Media Management
Content Marketing
Industries
Real Estate
Insurance
Home Services
Construction
Finance & Accounting
Region
United States
Languages
English
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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
Dedicated Virtual Assistants
Core Service
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
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
New York City, United States
CrewBloom is a remote staffing agency that connects global businesses with high-performance, pre-vetted remote staff from over 22 network countries. They specialize in filling remote sales and support roles, handling the entire 360-degree recruitment, compliance, and HR proc..
Read more about Crew Bloom services and insights
Services
Customer Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Administrative Support
Core Service
Virtual Assistant
Data Entry
Business Operations
Industries
Healthcare
Real Estate
E-commerce
Finance & Accounting
Hospitality
Legal
Region
United States
Languages
English
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..
Read more about Powerweave Software Services services and insights
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
Advensus is a leading provider of nearshore omnichannel Customer Care Outsourcing (BPO) services, with centers in the Dominican Republic and Trinidad & Tobago. They deliver comprehensive solutions, including Inbound/Outbound Voice, Non-Voice Support, Back Office Support,..
Read more about Advensus services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Back-Office Support
Core Service
Live Chat Support
Email Support
Order Processing
Data Entry
Industries
Media
Finance & Accounting
Healthcare
Hospitality
E-commerce
Region
United States
Dominican Republic
Languages
English
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
Social Media Management
Content Marketing
Email Marketing
SEO Strategy
PPC Advertising
Marketing Strategy
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
Philippines
South Africa
Ireland
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
Virtual Assistant
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Lead Generation
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
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
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Out-reach
Email Support
SEO Strategy
Administrative Support
Email Inbox Management
Dedicated Virtual Assistants
Lead Generation
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Media
Publishing
Real Estate
Region
Colombia
Languages
English
MySigrid is a premium Virtual Assistant (VA) and remote staffing solutions provider based in Singapore, with staff primarily located in the Philippines. The company offers a highly specialized service that integrates a dedicated human team (Executive Assistants and Specialis..
Read more about My Sigrid services and insights
Services
Executive Assistant
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Customer Support
IT Help Desk
Social Media Management
Industries
Finance & Accounting
Healthcare
Region
Philippines
Singapore
Languages
English
CDM Direct is an Australian specialist customer experience management (CX) and remote talent staffing solutions company, providing tailored outsourcing to medium to large organizations globally. As part of the TKW Research Group, they offer Contact Centre Outsourcing & C..
Read more about CDM Direct services and insights
Services
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Multichannel Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Back-Office Support
Data Entry
Business Operations
Email Support
Industries
Healthcare
Finance & Accounting
E-commerce
Region
New Zealand
Australia
Languages
English
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
Order Processing
Back-Office Support
Industries
Finance & Accounting
Insurance
Media
Region
Canada
Philippines
Languages
English
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
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Help Desk Support
Core Service
Live Chat Support
Email Support
Multichannel Support
Technical Support
Industries
Healthcare
Finance & Accounting
Education
Home Services
Region
Canada
Languages
English
Valoris is an international award-winning BPO and Call Center services provider in Romania, operating since 2006. They deliver comprehensive, multilingual, 24/7/365 solutions across B2C, B2B, and Corporate accounts, focusing on five pillars: Capacities, Development, Retentio..
Read more about valoris center services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Back-Office Support
Help Desk Support
Order Processing
Multichannel Support
Industries
Finance & Accounting
E-commerce
Healthcare
Hospitality
Region
Romania
Languages
Multilingual
Philippines
AmeeraTel is an IT-BPM and Business Process Outsourcing (BPO) provider with operations in the Philippines (Cebu), offering affordable dedicated remote teams starting at $5.00/hour to clients across multiple industries, including E-Commerce, Healthcare, and Legal. They delive..
Read more about Ameeratel services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Technical Support
Core Service
Virtual Assistant
Live Chat Support
Email Support
Back-Office Support
Data Entry
Industries
Healthcare
Finance & Accounting
Education
Insurance
Real Estate
E-commerce
Media
Region
Philippines
Languages
English
Strategic Assistant (SAS) provides tailored virtual staffing solutions by partnering American entrepreneurs with elite Filipino Virtual Assistants (VAs). SAS focuses on long-term relationships and deep cultural understanding to solve challenges like finding talent, training,..
Read more about Strategic Assistant services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Lead Generation
Core Service
Customer Support
Core Service
Social Media Management
Core Service
Back-Office Support
Business Operations
Industries
Real Estate
E-commerce
HR & Recruiting
Finance & Accounting
Coaching
Region
Philippines
United States
Languages
English
Mesa, United States
StartVirtual is a headhunting agency that provides elite offshore virtual assistant talent at a significantly lower cost than US equivalents. They specialize in placing the "Top 1%" of global remote talent, focusing on matching roles specific to a client's needs. The company..
Read more about Start Virtual services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Industries
Real Estate
Insurance
Home Services
E-commerce
Finance & Accounting
Region
United States
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
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
Australia
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
CCS Success is an integrated Outsourced Call Centre and Digital Marketing Agency based in South Africa, focused on driving measurable commercial success for their clients. They offer comprehensive services across the customer lifecycle, including Inbound/Outbound Call Center..
Read more about Call Center Solutions services and insights
Services
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Email Support
Core Service
Back-Office Support
Core Service
Data Entry
Core Service
Business Operations
Industries
Hospitality
Education
E-commerce
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.
