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
233 Companies providing Finance & Accounting
Sort By
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
Core Service
Core Service
Core Service
Core Service
Inbound & Outbound Call Center
Industries
Healthcare
Finance & Accounting
Media
Region
United States
Languages
English
Overall Ratings
169 Reviews
Sempull offers a 360° Digital Marketing and Bilingual Call Center service designed to simplify online business growth. They provide a complete formula for selling online, combining digital marketing services (website creation, Google Ads, social media positioning) with 24/7..
Read more about Sem Pull services and insights
Services
Core Service
Core Service
Core Service
Social Media Management
Lead Generation
Industries
Legal
Insurance
Home Services
Real Estate
E-commerce
Education
Finance & Accounting
Healthcare
Region
United States
Languages
English
Overall Ratings
619 Reviews
DedicatAide is a leading virtual assistant company with over a decade of expertise, embodying the commitment of "dedication meets assistance." We empower businesses and individuals with a wide range of flexible, scalable services designed to save time, improve productivity,..
Read more about Dedicat Aide services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Social Media Management
Content Marketing
Web Development
Graphic Design
Video Editing & Motion Graphics
Industries
Real Estate
Finance & Accounting
Region
India
Languages
English
Overall Ratings
6140 Reviews
Synergy BPO is a global outsourcing firm providing comprehensive Business Process Outsourcing (BPO) and Knowledge Process Outsourcing (KPO) solutions, with a presence in the United States, Central America, and South Asia. Their core expertise lies in customized contact cente..
Read more about Synergy BPO services and insights
Services
Core Service
Core Service
Core Service
Social Media Management
Back-Office Support
Data Entry
Business Operations
Email Marketing
Industries
Finance & Accounting
Region
United States
Panama
Languages
English
Overall Ratings
13 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
Dedicated Virtual Assistants
Email Support
SEO Strategy
Lead Generation
Out-reach
Administrative Support
Email Inbox Management
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
Touch Support is an outsourcing leader specializing in three core areas: Customer Experience (CX), comprehensive IT support, and Financial Operations. Founded in 2003, the company provides dedicated, actively managed professional teams that quickly integrate to become an ext..
Read more about Touch Support services and insights
Services
Core Service
Core Service
Inbound & Outbound Call Center
Email Support
Live Chat Support
Back-Office Support
Industries
Finance & Accounting
Media
Home Services
Hospitality
E-commerce
Region
United States
Croatia
Languages
English
Overall Ratings
1 Reviews
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
AtDesk247 is a Business Process Outsourcing (BPO) and call center service provider based in Pakistan. They offer tailored, cost-effective solutions to clients worldwide, aiming to improve profitability and increase market share. Their core services include comprehensive Inbo..
Read more about AtDesk 247 services and insights
Services
Core Service
Core Service
Core Service
Core Service
Order Processing
Industries
Insurance
Healthcare
Real Estate
Finance & Accounting
Education
Hospitality
E-commerce
Region
Pakistan
United States
Languages
English
Overall Ratings
2 Reviews
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
Core Service
Core Service
Core Service
Core Service
Core Service
Email Support
Multichannel Support
Industries
E-commerce
Finance & Accounting
Healthcare
Hospitality
Region
United States
Languages
Multilingual
English
Overall Ratings
234 Reviews
Intelligent Office provides flexible, full-service workspace and virtual assistant solutions for modern businesses, entrepreneurs, and remote teams across numerous locations. The company offers a spectrum of services, including dedicated private offices, meeting rooms, and c..
Read more about Intelligent Office services and insights
Services
Core Service
Core Service
Email Inbox Management
Calendar Scheduling
Back-Office Support
Customer Support
Inbound & Outbound Call Center
Industries
HR & Recruiting
Finance & Accounting
Real Estate
Home Services
Legal
Media
Region
United States
Languages
English
Overall Ratings
37 Reviews
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
Core Service
Core Service
Core Service
Back-Office Support
Industries
Finance & Accounting
Insurance
Media
Region
Nigeria
Languages
English
Overall Ratings
2 Reviews
Go2Staffing Solutions specializes in providing staffing solutions, with a focus on the real estate sector. They help businesses free up time from tedious tasks by providing candidates for roles like Inside Sales Agents, bookkeepers, social media managers, and developers. The..
Read more about Go 2 Staffing Solutions services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Data Entry
Business Operations
Graphic Design
E-commerce Development
Software Development
Industries
Healthcare
Finance & Accounting
HR & Recruiting
Legal
E-commerce
Region
United States
Languages
English
Overall Ratings
16 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
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
Overall Ratings
8 Reviews
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
Core Service
Core Service
Core Service
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
Overall Ratings
7 Reviews
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
Core Service
Core Service
Core Service
Core Service
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
Overall Ratings
18 Reviews
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
Core Service
Back-Office Support
Data Entry
Industries
Finance & Accounting
Insurance
Healthcare
E-commerce
Region
Vietnam
Languages
English
Overall Ratings
65 Reviews
We Are Working is a US-managed virtual assistant company providing vetted US and global talent for businesses, including law firms and agencies. They offer professional VAs for administrative, marketing, sales, bookkeeping, and research tasks with a risk-free, all-in pricing..
Read more about We Are Working services and insights
Services
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Email Marketing
SEO Strategy
Industries
Legal
Finance & Accounting
HR & Recruiting
Media
Region
United States
Languages
English
Overall Ratings
22 Reviews
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
Core Service
Core Service
Core Service
Core Service
Core Service
Core Service
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
Overall Ratings
15 Reviews
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
Core Service
Core Service
Core Service
Core Service
Core Service
Back-Office Support
Business Operations
Industries
Real Estate
E-commerce
HR & Recruiting
Finance & Accounting
Coaching
Region
Philippines
United States
Languages
English
Overall Ratings
12 Reviews
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
Core Service
Core Service
IT Help Desk
Marketing Strategy
Industries
Finance & Accounting
HR & Recruiting
Media
E-commerce
Region
Philippines
Languages
English
Overall Ratings
10 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.