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Hire an Accounting Virtual Assistant

An experienced accounting VA who keeps reconciliations, payables, receivables and month-end work moving, so your CPA gets clean records and you get reports on time. A dedicated account manager manages them for you.

Book a free discovery call →See the bookkeeping role →

What Does an Accounting Virtual Assistant Do?

An accounting virtual assistant handles the operating layer of your finance work: reconciliations, accounts payable and receivable, month-end close support, payroll data, tax-document preparation and the reports your CPA or controller needs. Your CPA keeps tax strategy, filings and sign-off. For a CPA or accounting firm, the same role takes preparation work off your staff. Your VA works in QuickBooks, Xero or the platform you already run, through accountant-user access you grant and can revoke.

How the Work Reaches Your CPA

What your accounting VA prepares, and who signs off

  1. CaptureBills, receipts and bank feeds come in and get coded.
  2. ReconcileAccounts are matched and exceptions are flagged for review.
  3. CloseMonth-end reports land on the date you set.
  4. Sign OffYour CPA or controller reviews, approves and files.
Preparation sits with your VA. Approval, filing and sign-off stay with your CPA.

Bookkeeping VA, Accounting VA or CPA?

Three jobs that often get blurred. Knowing which one you are short of saves you hiring the wrong person.

DAY TO DAY

Bookkeeping VA

Keeps the records current: transactions categorized, bank feeds cleared, invoices sent. Start here if the books are behind.

MONTH END

Accounting VA

Works a level up: close support, reconciliations, reports and preparation for your CPA. Start here if the books are current and the close is slow.

SIGN-OFF

Your CPA

Owns tax strategy, filings and compliance review. A VA gives your CPA cleaner records to work from and does not replace them.

What Your Accounting VA Takes On

  • Bank and credit-card reconciliation
  • Accounts payable and receivable
  • Month-end close support with P&L, balance sheet and cash-flow reports
  • Payroll data prep and reconciliation
  • Tax-preparation support: documents organized for your CPA
  • QuickBooks and Xero upkeep
  • Exceptions flagged for review, with the question already written
  • A weekly status on the close and open items

Your Numbers Stay under Your Control.

Every finance VA signs an NDA and works through accountant-user access you grant inside QuickBooks or Xero, never your bank login. A dedicated account manager manages your VA, and we recruit a replacement if the fit is not right.

  • Matched on our work-style assessment for integrity and reliability
  • NDA and role-based access you control and can revoke
  • Accountant-user access in your own software, never your bank login
  • A dedicated account manager who manages your VA

Pair this role with a Digital Employee: an Invoice Chaser sends polite, escalating reminders on overdue invoices and logs every promise to pay, and a Client Reporting Clerk prepares monthly client reports for your approval. Your accounting VA keeps the reconciliations and the conversations that need a person. See how a bookkeeping hybrid team splits the work.

BookkeepingData EntryAdmin AssistantFor Finance FirmsFor Real Estate

Hiring an Accounting VA

Q1Is an Accounting Virtual Assistant a CPA?
Not by default. We match on the accounting experience the role needs, and your own CPA keeps filings and sign-off. If you need CPA-level support, tell us on the discovery call and we recruit for it.
Q2How Is an Accounting VA Different from a Bookkeeping VA?
A bookkeeping VA keeps the day-to-day records current. An accounting VA works a level up, on close support, reports and preparation for your CPA. If your volume is small, one role may cover both, and we will say so on the call.
Q3Which Accounting Software Do They Use?
We match someone who already works your platform. QuickBooks Online and Xero are the most common, and we also staff for Wave, FreshBooks and industry tools.
Q4How Do You Protect Financial Access?
Your VA signs an NDA before day one and uses accountant-user access in your own software, never your bank login. Their changes are made under their own user, and you can revoke access at any time.
Q5Can You Support a CPA or Accounting Firm?
Yes. Firms use the role for reconciliation, reporting and preparation work, so licensed staff spend less time cleaning up records and more on tax strategy and review.
Q6How Fast Can an Accounting VA Start, and What Does It Cost?
Most clients meet their matched VA within 7-14 days. Pricing depends on the role and the hours, and we go through it with you on the discovery call.

Give Your CPA Clean Records.

Book a free 45-minute discovery call. We'll map your software, close calendar and workload, and match a vetted accounting VA within 7-14 days.

Book a free discovery call →Explore all roles →
45-minute discovery callDedicated account managerReplacement guaranteeMatched in 7-14 days