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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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226 Companies providing Finance & Accounting
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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
Overall Ratings
0 Reviews
No platform reviews available yet
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United States
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
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Virtual Assistant
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
0 Reviews
No platform reviews available yet
MarKam Solutions is a professional outsourcing services company that provides efficient and innovative solutions primarily focused on growth and optimization. Based in Sofia, Bulgaria, the company specializes in comprehensive customer experience (CX) and sales support. Their..
Read more about MarKam Solutions services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Lead Generation
Core Service
Multichannel Support
Email Support
Live Chat Support
Business Operations
Industries
Healthcare
Finance & Accounting
Hospitality
Region
Bulgaria
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Urel VA Services offers reliable virtual assistant support to drive business growth, specializing in Lead Generation and Strategic Marketing globally. Founded in 2020 by Unica Hermarie Molinyawe, the company empowers aspiring VAs while providing businesses with essential sup..
Read more about Urel Vaph services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Lead Generation
Core Service
Email Marketing
Social Media Management
Web Development
Graphic Design
Inbound & Outbound Call Center
Industries
Real Estate
E-commerce
Media
Coaching
Finance & Accounting
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Australia
Brokers' BackOffice is a Sydney-based outsourcing firm specializing in comprehensive back-office activities and loan processing services tailored exclusively for mortgage brokers. They provide genuine expertise in the mortgage industry, handling complex tasks like meticulous..
Read more about Brokers' BackOffice services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Data Entry
Core Service
Virtual Assistant
Industries
Finance & Accounting
Region
Australia
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
There is Talent builds remote teams for US businesses using pre-vetted, bilingual talent from Latin America, primarily Colombia, to ensure US time zone alignment. They specialize in placing Virtual Assistants, Phone Agents (Cold Callers), and specialists. Using an AI Matchin..
Read more about There is Talent services and insights
Services
Customer Support
Core Service
Lead Generation
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Email Marketing
Content Marketing
Marketing Strategy
Industries
Real Estate
Healthcare
Legal
Finance & Accounting
E-commerce
Media
Region
United States
Colombia
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Consulting Business Innovation (CBI) is a company that provides business process outsourcing (BPO) and customer support services. The company offers a wide range of services including virtual assistance, back-office solutions like claims and data processing, and transcriptio..
Read more about Consulting Business Innovation services and insights
Services
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Help Desk Support
Core Service
Multichannel Support
Core Service
Back-Office Support
Data Entry
Lead Generation
Transcription
IT Help Desk
Technical Support
Industries
Healthcare
Insurance
Real Estate
Hospitality
E-commerce
Finance & Accounting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
RecruTal is a remote hiring platform that connects businesses worldwide with top-tier, pre-vetted talent from South Asia at a lower cost. Their core value proposition is to provide quality, flexible, and cost-effective staffing solutions, allowing companies to quickly build..
Read more about RecruTal services and insights
Services
Virtual Assistant
Core Service
Web Development
Core Service
Software Development
Core Service
Customer Support
Core Service
Administrative Support
Business Operations
SEO Strategy
PPC Advertising
Content Marketing
Graphic Design
UX/UI Design
Industries
Finance & Accounting
Healthcare
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
India Rep is a Business Process Outsourcing (BPO) and Knowledge Process Outsourcing (KPO) company in India that helps global businesses achieve cost savings and increased productivity by building dedicated offshore back-office teams. They specialize in a wide range of servic..
Read more about India Rep Co services and insights
Services
Back-Office Support
Core Service
Data Entry
Core Service
Customer Support
Inbound & Outbound Call Center
Virtual Assistant
Order Processing
Industries
E-commerce
Media
Finance & Accounting
HR & Recruiting
Region
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
CAP Digisoft Solutions Inc. is a provider of digital engineering, Software, and Knowledge Process Outsourcing (KPO) services since 2003, supporting corporations globally from their US headquarters. The company specializes in data-intensive and intellectual business processes..
Read more about CAP Digisoft Solutions services and insights
Services
Software Development
Core Service
Mobile App Development
Core Service
Lead Generation
Core Service
Data Entry
Back-Office Support
Industries
E-commerce
Finance & Accounting
HR & Recruiting
Healthcare
Insurance
Legal
Media
Region
India
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Contact iQ is a boutique Business Process Outsourcing (BPO) provider specializing in delivering outstanding, cost-effective contact center solutions. Based in South Africa, they focus on developing long-term partnerships by tailoring their services to client needs, regardles..
Read more about CiQ services and insights
Services
Inbound & Outbound Call Center
Core Service
Multichannel Support
Core Service
Lead Generation
Core Service
Back-Office Support
Business Operations
Industries
Finance & Accounting
Hospitality
Region
South Africa
United States
United Kingdom
Australia
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
BPO American, Inc. is a reliable communication services partner focused on providing friendly, knowledgeable, and highly trained US-based customer service agents to meet the high demands of modern consumers. They offer a full range of customized communication solutions, incl..
Read more about BPO American services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Lead Generation
Order Processing
Industries
Healthcare
E-commerce
Finance & Accounting
Legal
Construction
Region
United States
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
OBI Services is a trusted Business Process Outsourcing (BPO) company based in the Philippines, providing a wide range of customized, affordable, and flexible outsourcing solutions globally. They cater to startups, growing businesses, and enterprises, focusing on helping clie..
Read more about OBI Services services and insights
Services
Virtual Assistant
Core Service
Dedicated Virtual Assistants
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
Email Support
Technical Support
Lead Generation
Social Media Management
Content Marketing
Web Design
Web Development
Industries
Real Estate
E-commerce
Education
Hospitality
Finance & Accounting
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Overall Ratings
0 Reviews
No platform reviews available yet
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
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Back-Office Support
Core Service
Email Support
Live Chat Support
Data Entry
Lead Generation
SEO Strategy
Social Media Management
Web Design
Graphic Design
Technical Support
Industries
Healthcare
Finance & Accounting
E-commerce
Hospitality
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
Savvy Assistant Co. provides modern, strategic Virtual Assistant support for solopreneurs and small teams in North America, aiming to help them "Own Your Time. Grow Smarter." They offer tiered packages, from light administrative help to Executive-level strategic support, to..
Read more about Savvy Assistant services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Back-Office Support
Lead Generation
Social Media Management
Customer Support
Industries
Real Estate
E-commerce
Media
Coaching
Finance & Accounting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
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
0 Reviews
No platform reviews available yet
CallTelComm provides 24/7 outsourced contact center and telemarketing solutions, with a strong operational base offering expertise and multilingual support, including major Nigerian languages (Yoruba, Igbo, Hausa), to enhance customer care. Their core services are divided in..
Read more about CallTel services and insights
Services
Inbound & Outbound Call Center
Core Service
Help Desk Support
Core Service
Technical Support
Core Service
Multichannel Support
Core Service
Lead Generation
Email Support
Order Processing
Industries
Construction
Education
Finance & Accounting
Real Estate
Region
Nigeria
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
Globaltize provides a complete solution for recruiting, hiring, and paying international employees, giving clients access to the top 1% of global talent for up to 80% less than local costs. They offer a done-for-you 10-step recruitment process, which includes sourcing, vetti..
Read more about Globaltize 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
Business Operations
Core Service
Data Entry
Back-Office Support
Lead Generation
Industries
Real Estate
E-commerce
Finance & Accounting
Hospitality
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
United States
XACT provides modern contact center solutions to empower the customer experience, acting as an organic extension of a client's support operations across phone, chat, email, and web. With 30 years of experience, XACT offers a range of services including customer help desk sup..
Read more about XACT services and insights
Services
Inbound & Outbound Call Center
Core Service
Help Desk Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Multichannel Support
Core Service
Back-Office Support
Order Processing
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Legal
Media
Publishing
Real Estate
Region
United States
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.
