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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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VANT Worldwide offers expert Virtual Assistant and business management services, leveraging a highly skilled, dedicated team to simplify client workflow and drive sustainable growth. Their services are designed to be cost-effective and reliable, providing support in Lead Gen..
Read more about VANT Worldwide offers services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Calendar Scheduling
Core Service
Data Entry
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
Email Marketing
Core Service
Business Operations
Back-Office Support
Marketing Strategy
Industries
Real Estate
E-commerce
Healthcare
Finance & Accounting
Media
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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Philadelphia, United States
VA from Europe is a virtual assistant agency providing business process outsourcing (BPO) solutions using a team of professionals from Europe. They focus on delivering back-office, administrative, and digital tasks to help businesses free up time and cut staffing expenditure..
Read more about VA From Europe services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Data Entry
Core Service
Customer Support
Core Service
Web Development
Core Service
Social Media Management
Back-Office Support
Industries
Real Estate
Finance & Accounting
E-commerce
HR & Recruiting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Nashville, United States
Persona Talent offers "Talent as a Service," embedding elite, top 0.1% remote talent globally—sourced from 98 countries—to help companies scale faster. Known as the "Harvard of outsourcers," they rigorously vet candidates (1 in 1,000 hire rate) for roles from Executive Assis..
Read more about Persona services and insights
Services
Executive Assistant
Core Service
Administrative Support
Core Service
Virtual Assistant
Core Service
Business Operations
Core Service
Customer Support
Core Service
Data Entry
Lead Generation
Social Media Management
Content Marketing
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Apollo Answering Service is a Houston-based, family-owned and operated 24/7 live virtual receptionist service with roots dating back to 1966. The company is dedicated to blending traditional personalized service with modern technology, utilizing a team of Texas-based remote..
Read more about Apollo Answering Service, LLC services and insights
Services
Inbound & Outbound Call Center
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Multichannel Support
Core Service
Order Processing
Back-Office Support
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Legal
Media
Publishing
Real Estate
Region
United States
Mexico
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Central African Republic
Blue Umbrella is a long-established UK-based company providing outsourced virtual personal assistant (VA) services, secretarial, and admin support to businesses of all sizes, from sole traders to blue-chip corporations. They specialize in connecting clients with experienced,..
Read more about Blue Umbrella 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
Data Entry
Social Media Management
Marketing Strategy
Email Marketing
Content Marketing
Lead Generation
Industries
Finance & Accounting
Coaching
Media
Publishing
Region
Central African Republic
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
XactServ is a global Business Process Outsourcing (BPO) company that helps clients find the "right skills at the right price" by utilizing an international network of domestic, nearshore, and offshore call centers across dozens of locations (e.g., Jamaica, India, Mexico). Th..
Read more about XactServ services and insights
Services
Inbound & Outbound Call Center
Core Service
Customer Support
Core Service
Lead Generation
Order Processing
Live Chat Support
Email Support
Back-Office Support
Industries
Finance & Accounting
E-commerce
Media
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
V Assist PH is a recruitment agency that connects clients with highly skilled and multi-talented Filipino Virtual Assistants (VAs) at competitive rates, offering a simple and seamless hiring process. They specialize in both Non-Technical VAs (Admin, Customer Service, Bookkee..
Read more about V Assist PH services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Administrative Support
Core Service
Social Media Management
Email Marketing
SEO Strategy
Web Development
Graphic Design
Video Editing & Motion Graphics
Marketing Strategy
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
Languages
Overall Ratings
0 Reviews
No platform reviews available yet
United States
REVA Source, standing for Refined Executive Virtual Associates, is the industry leader for premium virtual support, exclusively serving Financial Advisors and Wealth Management Companies. They provide professional administrative associates with years of executive experience..
Read more about REVA source services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Back-Office Support
Industries
Finance & Accounting
Region
United States
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
Spokane, United States
BeeHub is an all-in-one virtual staffing provider registered in the US (WA) and partnered with a SEC-registered company in the Philippines. They offer end-to-end solutions including recruitment, AI/HR-powered talent matching, onboarding, time tracking, and payroll management..
Read more about BeeHub Virtual Assistants Co. services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Lead Generation
Core Service
Dedicated Virtual Assistants
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Technical Support
Industries
Real Estate
E-commerce
Healthcare
Education
Legal
Finance & Accounting
Hospitality
Region
United States
Philippines
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
Remotely Talents is a subscription-based Recruitment-as-a-Service (RaaS) agency specializing in hiring top remote talent from Europe, Latin America, and North America. Their model helps businesses cut staffing costs by 50%-70% and accelerates hiring (3-6 weeks). They focus o..
Read more about Remotely Talents services and insights
Services
Virtual Assistant
Core Service
Executive Assistant
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Customer Support
Lead Generation
SEO Strategy
PPC Advertising
Social Media Management
Email Marketing
Content Marketing
Graphic Design
UX/UI Design
Web Development
Software Development
Industries
E-commerce
Finance & Accounting
Region
United States
Lithuania
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
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
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
United States
Global VA Solutions connects businesses with highly skilled Virtual Consultants from the Philippines. They offer cost-effective, world-class support for tasks ranging from administrative and marketing to advanced services like AI solutions and app development. This company h..
Read more about Global VA Solutions services and insights
Services
Administrative Support
Core Service
Virtual Assistant
Core Service
Back-Office Support
Core Service
Social Media Management
Email Marketing
Web Development
Mobile App Development
Technical Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
United States
Languages
English
Spanish
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
Inbound & Outbound Call Center
Industries
Finance & Accounting
Real Estate
Media
Region
United States
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Verified Account
KB Virtual Services is a premier UK-based virtual admin support and remote assistance provider founded by Karen Broughton and operating out of Essex. The firm specializes in helping small business owners, entrepreneurs, and professionals reclaim their time by offloading time..
Read more about KB Virtual Services services and insights
Services
Executive Assistant
Core Service
Virtual Assistant
Core Service
Administrative Support
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Business Operations
Transcription
Dedicated Virtual Assistants
Inbound & Outbound Call Center
Technical Support
Help Desk Support
Live Chat Support
Email Support
Order Processing
Billing & Account Support
E-commerce Customer Support
Multichannel Support
Social Media Management
Lead Generation
Industries
Coaching
Construction
E-commerce
Education
Finance & Accounting
HR & Recruiting
Healthcare
Home Services
Hospitality
Insurance
Legal
Media
Publishing
Real Estate
Region
Languages
Overall Ratings
0 Reviews
No platform reviews available yet
Telehunt is an offshore staffing agency that connects businesses with elite global talent (top 1% VAs) to save up to 70% on staffing costs without sacrificing quality. They specialize in filling specialized roles across Real Estate, Healthcare, Tech, and Finance. Telehunt of..
Read more about Telehunt services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Technical Support
Core Service
Lead Generation
Core Service
Dedicated Virtual Assistants
Core Service
Data Entry
Executive Assistant
Back-Office Support
Business Operations
Email Support
Help Desk Support
Software Development
Full-Stack Development
Front-End Development
Back-End Development
IT Help Desk
Industries
Real Estate
E-commerce
Healthcare
Finance & Accounting
Home Services
Region
United States
Philippines
Languages
English
Overall Ratings
0 Reviews
No platform reviews available yet
Project Apollo offers strategic outsourcing and technology solutions designed for lean execution and fast scaling. They build virtual teams and leverage technology, including AI, cloud software, and custom applications, to drive business results. With a global presence (USA..
Read more about Project Apollo services and insights
Services
Software Development
Core Service
Mobile App Development
Core Service
API Development & Integration
Core Service
Administrative Support
Virtual Assistant
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Live Chat Support
Email Support
Social Media Management
Content Marketing
Web App Development
Cloud Computing
Network Management
Data Backup & Recovery
Server Management
Remote Technical Support
IT Consulting
AI Automation
Industries
Healthcare
E-commerce
Finance & Accounting
Hospitality
Region
United States
Philippines
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
Lead Generation
Core Service
Virtual Assistant
Core Service
Administrative Support
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
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.
