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Best Finance & Accounting Virtual Assistant VA Agencies (2026)
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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147 Companies providing Finance & Accounting
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Berkeley, United States
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
Customer Support
Core Service
Lead Generation
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Executive Assistant
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
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San Diego, United States
Cápita Works offers Nearshore Virtual Assistance and IT solutions, helping companies save up to 70% and reduce liabilities by connecting them with fully bilingual, well-educated talent in US time zones. They specialize in positions from High-Performance Executive Assistants..
Read more about Cápita Works services and insights
Services
Administrative Support
Core Service
Executive Assistant
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Social Media Management
Content Marketing
Lead Generation
Technical Support
Industries
Real Estate
Finance & Accounting
Healthcare
Media
Region
United States
Mexico
Languages
English
Great Neck, United States
The Hour is a leading USA-based Business Outsourcing Partner that delivers Virtual Assistant and AI-powered remote team solutions to a diverse client base, including startups, SMEs, and large enterprises. They specialize in building experienced, industry-specific remote staf..
Read more about The Hour services and insights
Services
Virtual Assistant
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Customer Support
Core Service
Administrative Support
Data Entry
Email Support
Live Chat Support
Lead Generation
Social Media Management
Industries
Insurance
Real Estate
E-commerce
Healthcare
Finance & Accounting
HR & Recruiting
Region
United States
Languages
English
Cherry Hill, United States
Stealth Agents provides fully managed Top 1% Virtual Assistants/Executive Assistants (EAs) with over 10+ years of experience from the Philippines, serving 35+ industries. They specialize in "A-level" hires to handle operations and strategy for businesses, working full-time (..
Read more about Stealth Agents services and insights
Services
Lead Generation
Core Service
Administrative Support
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
E-commerce Customer Support
Multichannel Support
Social Media Management
Content Marketing
Email Inbox Management
Calendar Scheduling
Data Entry
Back-Office Support
Help Desk Support
Live Chat Support
Email Support
Order Processing
Technical Support
Industries
Real Estate
E-commerce
Finance & Accounting
HR & Recruiting
Region
United States
Philippines
Languages
English
WeSage BPM (Business Process Management) is an ISO/IEC 27001:2022 Certified BPO firm specializing in providing effective, cost-effective outsourcing solutions with a focus on an offshore team model. They help businesses, particularly in sectors like Accounting, Insurance, He..
Read more about WeSage BPM services and insights
Services
Back-Office Support
Core Service
Customer Support
Core Service
Live Chat Support
Core Service
Email Support
Core Service
Data Entry
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
SEO Strategy
PPC Advertising
Web Development
Lead Generation
Content Marketing
Marketing Strategy
Industries
Insurance
Healthcare
E-commerce
Education
Hospitality
Finance & Accounting
Region
India
Languages
English
United States
Kinetic Innovative Staffing is an outsourced remote staffing solutions partner that helps businesses build teams with highly qualified, Philippines-based talent, offering cost savings of up to 76%. Since 2013, they have filled over 15,000 roles by managing the entire process..
Read more about Kinetic Innovative Staffing services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Back-Office Support
Core Service
Customer Support
Core Service
Business Operations
Core Service
Data Entry
Email Inbox Management
Calendar Scheduling
Technical Support
IT Help Desk
Software Development
Industries
Construction
Education
Finance & Accounting
Healthcare
HR & Recruiting
Legal
Media
Real Estate
Hospitality
Region
United States
Central African Republic
Australia
Singapore
Languages
English
United States
WeScale Staffing helps businesses scale by connecting them with pre-vetted, top-tier remote talent from Latin America (LATAM). They offer fast, flexible, and cost-effective staffing for industries like IT, Finance, Logistics, Marketing, and Virtual Assistance. They manage th..
Read more about WeScale Staffing services and insights
Services
Virtual Assistant
Core Service
Software Development
Core Service
Business Operations
Core Service
Dedicated Virtual Assistants
Marketing Strategy
Industries
Finance & Accounting
Region
United States
Languages
English
United States
Bliss Virtual Services is an "on-demand" partner providing a range of virtual assistant services to help busy individuals, professionals, and small businesses manage their administrative, personal, and creative needs. Their services are designed to offer "less stress and mor..
Read more about Bliss Virtual Services services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Graphic Design
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
Presentation Design
Email Inbox Management
Calendar Scheduling
Data Entry
Web Design
Marketing Collateral
Industries
Real Estate
E-commerce
Finance & Accounting
Healthcare
Insurance
Region
United States
Languages
English
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
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
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
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
Houston, United States
ProtopVA is a virtual assistant company that recruits, vets, and hires remote professionals, often leveraging AI tools to enhance their efficiency. They specialize in connecting businesses and entrepreneurs with VAs from Latin America, the Philippines, India, and more. Their..
Read more about Protop VA services and insights
Services
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Administrative Support
Core Service
Business Operations
Core Service
Web Development
Graphic Design
Customer Support
Lead Generation
Email Marketing
Social Media Management
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Languages
English
VirtueStaff sources and rigorously screens the top 1% of global remote talent, enabling clients to build highly skilled teams at a fraction of the cost. They offer several tiers: Assistants, Experts (Accountants, Coders), and Teams (Medical, Executive). Their screening proce..
Read more about Virtue Staff services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Social Media Management
Email Marketing
Lead Generation
Business Operations
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Region
United States
Philippines
Languages
English
Philippines
Boutique Outsource Solutions (BOS) is a family-owned Business Process Outsourcing (BPO) company specializing in building dedicated offshore teams, primarily in the Philippines. They provide comprehensive "worry-free" support including HR services (onboarding, contract manage..
Read more about Boutique Outsource Solutions services and insights
Services
Back-Office Support
Core Service
Business Operations
Core Service
Administrative Support
Core Service
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Customer Support
Technical Support
IT Help Desk
IT Consulting
Data Entry
Marketing Strategy
Content Marketing
Industries
Finance & Accounting
Region
Philippines
Languages
English
Philippines
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
Virtual Assistant
Core Service
Dedicated Virtual Assistants
Core Service
Executive Assistant
Core Service
Customer Support
Core Service
Lead Generation
Administrative Support
Data Entry
Email Inbox Management
Calendar Scheduling
Social Media Management
Email Marketing
Content Marketing
Industries
Real Estate
E-commerce
Healthcare
Legal
Finance & Accounting
Region
Philippines
Languages
English
MyTasker.com is a leading virtual assistant service provider offering reliable, professional, and affordable remote support for businesses and individuals worldwide. Their skilled team handles administrative tasks, email and calendar management, research, bookkeeping, conten..
Read more about My Tasker services and insights
Services
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Social Media Management
Core Service
Content Marketing
Core Service
SEO Strategy
Core Service
PPC Advertising
Core Service
Web Development
Core Service
IT Help Desk
Core Service
Email Inbox Management
Calendar Scheduling
Data Entry
Business Operations
Email Marketing
Graphic Design
Video Editing & Motion Graphics
Lead Generation
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Region
India
Languages
English
Redondo Beach, United States
Office Beacon is a remote staffing and virtual assistant services company trusted by over 4,000 clients globally, offering managed teams that operate 24/7 to boost operational margins. They provide a comprehensive range of remote staff, including executive, sales, marketing,..
Read more about Office Beacon services and insights
Services
Virtual Assistant
Core Service
Administrative Support
Core Service
Back-Office Support
Core Service
Business Operations
Core Service
Customer Support
Core Service
Data Entry
Core Service
Cloud Computing
System Administration
Lead Generation
Email Inbox Management
Calendar Scheduling
Social Media Management
Content Marketing
Software Development
IT Help Desk
Industries
Healthcare
Finance & Accounting
Insurance
Real Estate
E-commerce
Construction
Legal
Region
United States
India
Languages
English
Central African Republic
RemoteBob connects UK and US companies with highly vetted, trained, and proactive European Virtual Assistants (VAs) and remote employees. They focus on delivering assistants who take initiative and can confidently handle a range of essential tasks like Inbox/Calendar Managem..
Read more about Remote Bob 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
Email Support
Live Chat Support
Data Entry
Social Media Management
Lead Generation
Marketing Strategy
Customer Support
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
Coaching
Region
Central African Republic
Languages
English
United States
iFIVE Global offers premier offshore staffing solutions to help businesses combat high turnover and surging labor costs, promising up to 70% savings. Headquartered in California with offices in Metro Manila, Philippines, they specialize in industry-specific teams (Medical, L..
Read more about iFIVE Global services and insights
Services
Customer Support
Core Service
Inbound & Outbound Call Center
Core Service
Technical Support
Core Service
Back-Office Support
Core Service
Virtual Assistant
Core Service
Data Entry
Core Service
Administrative Support
IT Help Desk
Lead Generation
Industries
Healthcare
Legal
Finance & Accounting
Region
United States
Philippines
Languages
English
Glendale, United States
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
Dedicated Virtual Assistants
Core Service
Virtual Assistant
Core Service
Administrative Support
Core Service
Customer Support
Core Service
Lead Generation
Core Service
IT Help Desk
Core Service
IT Consulting
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
United States
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
Virtual Assistant
Core Service
Administrative Support
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
Technical Support
Help Desk Support
Live Chat Support
Email Support
Lead Generation
Social Media Management
Content Marketing
Email Marketing
Video Marketing
Graphic Design
Video Editing & Motion Graphics
Industries
Real Estate
Healthcare
Finance & Accounting
HR & Recruiting
Education
Insurance
Legal
Media
Region
United States
Languages
English
St. Petersburg, United States
WiseVAs is an all-in-one platform providing high-autonomy, AI-native Brazilian Virtual Assistants from the top 0.5% of talent. They specialize in personality-matching VAs who work in the client's exact US time zone, ensuring real-time collaboration with 80% cost savings. VAs..
Read more about Wise VAs services and insights
Services
Administrative Support
Core Service
Customer Support
Core Service
Business Operations
Core Service
Virtual Assistant
Core Service
Executive Assistant
Data Entry
Email Inbox Management
Calendar Scheduling
Lead Generation
Content Marketing
Industries
Real Estate
E-commerce
Media
Home Services
Hospitality
Finance & Accounting
HR & Recruiting
Coaching
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.
