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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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212 Companies providing Finance & Accounting
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Atlas Assistants provides Executive Assistants (EAs) individually trained on proven systems to help high-performing entrepreneurs and leaders eliminate overwhelm and guarantee at least 10 hours back every week. They create personalized Executive Atlas guides and implement th..
Read more about Atlas Assistants services and insights
Services
Executive Assistant
Core Service
Virtual Assistant
Core Service
Business Operations
Core Service
Administrative Support
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Customer Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
Philippines
Argentina
Canada
South Africa
Brazil
Serbia
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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Callsite Solutions is a nearshore, bi-lingual contact center solution provider based in El Salvador, Central America. They offer cost-effective and scalable services specializing in sales, support, and customer care for the North, Central, and South American markets. The com..
Read more about Callsite Solutions services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Technical Support
Lead Generation
Live Chat Support
Email Support
Industries
Hospitality
Real Estate
Healthcare
Finance & Accounting
Legal
Media
Region
El Salvador
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Tasks Assistant is a professional virtual assistant company based in India that offers affordable, experienced support for entrepreneurs, executives, and businesses. Their Mumbai-based VAs have at least 3 years of experience and specialize in a wide range of services — from..
Read more about Tasks Assistant services and insights
Services
Administrative Support
Core Service
Virtual Assistant
Core Service
Data Entry
Core Service
Back-Office Support
Core Service
Social Media Management
SEO Strategy
PPC Advertising
Web Development
Customer Support
Industries
Real Estate
Insurance
Healthcare
Coaching
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
On Point EVA provides Executive Virtual Assistant support and comprehensive bookkeeping services to small businesses in New Zealand, focusing on implementing smart, scalable systems. They are your dedicated monday.com Workflow Specialist, automating repeatable processes, str..
Read more about On Point EVA services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Business Operations
Core Service
Back-Office Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
New Zealand
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Virtudesk provides skilled Virtual Assistants (VAs) with a strong focus on Social Media Management, Digital Marketing, and Operational Support across a variety of industries (Real Estate, Accounting, Legal, Healthcare). They aim to be a client's partner in business efficienc..
Read more about Virtudesk services and insights
Services
Administrative Support
Core Service
Virtual Assistant
Core Service
Executive Assistant
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
Inbound & Outbound Call Center
Core Service
Live Chat Support
Email Support
Lead Generation
Social Media Management
Content Marketing
Email Marketing
Video Marketing
Graphic Design
Video Editing & Motion Graphics
Technical Support
Help Desk Support
Industries
Real Estate
Healthcare
Finance & Accounting
HR & Recruiting
Education
Insurance
Legal
Media
Region
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Answering Specialists is a family-owned provider of 24/7 live telephone answering, dispatch, and virtual receptionist services, serving clients nationwide since 1957. The company utilizes highly professional, US-based agents to deliver customized, affordable communication so..
Read more about Answering Specialists services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Calendar Scheduling
Industries
Healthcare
Legal
Finance & Accounting
Education
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Rodelle VA Services Ltd delivers first-class executive support, office management, and personal services through an innovative pay-as-you-go model, allowing clients to avoid hefty commitments, fees, or retainers. This flexible model allows clients to access high-quality, aff..
Read more about Rodelle VA services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Administrative Support
Core Service
Email Inbox Management
Core Service
Calendar Scheduling
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Transcription
Core Service
Data Entry
Core Service
Social Media Management
Marketing Strategy
Graphic Design
Presentation Design
Video Editing & Motion Graphics
IT Help Desk
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United Kingdom
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Calling Agency is a US-based B2B cold calling and lead generation agency that specializes in maximizing sales opportunities through expertly trained cold callers and comprehensive outsourced communication services. Available 24/7/365, their primary focus is on Appointment Se..
Read more about CallingAgency services and insights
Services
Lead Generation
Core Service
Marketing Strategy
Core Service
Email Marketing
Core Service
Customer Support
Inbound & Outbound Call Center
Industries
Finance & Accounting
Real Estate
Media
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
TRU29 Solutions Inc. is an award-winning, Philippines-based outsourcing solutions partner specializing in creating tailored strategies to meet diverse business needs. Their comprehensive service portfolio is designed to help organizations focus on their core business and ach..
Read more about TRU29 Solutions services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Help Desk Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Lead Generation
Core Service
Software Development
Back-Office Support
Data Entry
Content Marketing
Social Media Management
SEO Strategy
Web Development
Industries
Construction
E-commerce
Finance & Accounting
Healthcare
Hospitality
Insurance
Media
Real Estate
HR & Recruiting
Region
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Lead Generation
Core Service
Marketing Strategy
Core Service
Email Marketing
Core Service
Content Marketing
Core Service
Customer Support
Inbound & Outbound Call Center
Industries
Healthcare
Finance & Accounting
Media
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Customer Support
Core Service
Help Desk Support
Core Service
Back-Office Support
Data Entry
Industries
Finance & Accounting
Insurance
Healthcare
E-commerce
Region
Vietnam
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Ripple Virtual Assistants (VAs) offers dedicated, well-trained Filipino virtual assistants to help business owners free up time and save up to 80% on costs. They provide a broad range of services grouped under Administrative & Operational Support, Sales/Marketing/Lead Ge..
Read more about Ripple Virtual Assistants services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Data Entry
Core Service
Social Media Management
SEO Strategy
Customer Support
Email Marketing
Lead Generation
Graphic Design
Video Editing & Motion Graphics
Web Design
Web Development
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Healthcare
Legal
Finance & Accounting
Coaching
Region
United Kingdom
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Help Desk Support
Core Service
Multichannel Support
Core Service
Live Chat Support
Email Support
Industries
Finance & Accounting
Region
Switzerland
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Protel BPO is a nearshore contact center and Business Process Outsourcing (BPO) company based in Belize, specializing in delivering the "Ultimate Customer Experience" for US and Canadian businesses. They provide a range of services including Inbound Call Center, Phone Answer..
Read more about Protel BPO services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Back-Office Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Multichannel Support
Email Support
Order Processing
Industries
E-commerce
Hospitality
Healthcare
Education
Insurance
Publishing
Finance & Accounting
Region
Belize
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Antasis is a strategic Business Process Outsourcing (BPO) and Customer Experience (CX) outsourcing partner with a strong focus on the Southeast Asian (APAC) market. Headquartered in Singapore, Antasis delivers intelligent, multilingual (including English, Malay, Mandarin, Ta..
Read more about Antasis services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Help Desk Support
Core Service
Virtual Assistant
Back-Office Support
Data Entry
Industries
Healthcare
Finance & Accounting
Hospitality
E-commerce
Region
Singapore
Malaysia
Philippines
Vietnam
Indonesia
Languages
English
Multilingual
Overall Ratings
0 Reviews
No platform reviews available yet
MedValue BPO is a leading global provider of outsourced Data Entry and Data Mining services, specializing in the healthcare sector with a focus on Revenue Cycle Management (RCM). They serve a wide range of healthcare entities, including physician groups, hospitals, and denta..
Read more about MedValue BPO services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Data Entry
Core Service
Back-Office Support
Transcription
Industries
Healthcare
Insurance
Legal
Finance & Accounting
E-commerce
Education
Region
United States
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
Cyfuture is an innovative technology company and a premier provider of comprehensive IT solutions, focusing on Digital Transformation and operational excellence. The company offers an extensive service portfolio that includes Cloud & Infrastructure (Data Centers, Cloud H..
Read more about Cyfuture services and insights
Services
Web Development
Core Service
Software Development
Core Service
Mobile App Development
Back-Office Support
Industries
Finance & Accounting
Hospitality
E-commerce
Region
India
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
Inbound & Outbound Call Center
Core Service
Lead Generation
Core Service
Customer Support
Core Service
Order Processing
Back-Office Support
Industries
Finance & Accounting
Insurance
Media
Region
Canada
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.
