Virtual Assistants for Accounting & CPA Firms
Your CPAs should be advising clients, not entering data. Our VAs handle the routine work so your accountants can focus on high-value services.
Your CPAs Are Doing $15/Hour Work
30%
of CPA time spent on data entry and routine bookkeeping
55 hrs/week
average overtime hours per CPA during tax season
25%
annual turnover rate for junior accounting staff in NYC
How a Virtual Assistant Helps Your Accounting & CPA Firms
Our pre-vetted VAs are trained on industry-specific tasks and tools. Here is what yours will handle from day one.
Bookkeeping & Reconciliation
Bank and credit card reconciliations, accounts payable/receivable, and general ledger maintenance in QuickBooks, Xero, or FreshBooks.
Tax Preparation Support
Organizing source documents, data entry for returns, 1099 and W-2 preparation, and client document collection.
Client Communication
Document requests, deadline reminders, appointment scheduling, and routine client inquiries.
Payroll Processing
Timesheet collection, payroll data entry, direct deposit setup, and payroll tax filing support.
Financial Reporting
Monthly financial statement preparation, variance reports, and KPI dashboards.
Audit Support
Document gathering, workpaper organization, confirmation letter tracking, and audit file management.
Tools & Software Our VAs Use
The Savings Are Real
A junior bookkeeper in NYC costs $50,000 to $65,000 with benefits. A full-time bookkeeping VA starts at $18,700/year. Scale up during tax season, scale back when it is over.
“We brought on two VAs for tax season and reduced overtime by 40%. We kept them both year-round.”
CPA, Nassau County Accounting Firm
Frequently Asked Questions
Ready to Hire a VA for Your Accounting & CPA Firms?
One phone call. 15 minutes. We will match you with a pre-vetted virtual assistant experienced in accounting & cpa firms within 48 hours.