You handle strategy. We handle the support.
✅ Skilled Staff ✅ Time-Zone Aligned ✅ Cost-Efficient
Virtual Assistance for Accounting & Finance Firms
Why Virtual Assistance for Firms?
Accounting firms often get bogged down by routine tasks that drain resources but add little billable value. Recruiting full-time talent takes time and money, while deadlines keep piling up and client demands continue to grow. The challenge becomes even more complex when you need to outsource virtual assistance that truly understands the unique requirements of professional services firms and can seamlessly integrate with your existing workflows and standards.
Your Extended Professional Team
Our Virtual assistance services are designed exclusively for accounting and finance firms operating across New Zealand, Australia, USA, and UK markets. We work as your extended team through comprehensive virtual staffing solutions, helping you offload non-core work, free up capacity, and focus on client strategy, growth, and higher-value services. Our virtual support professionals understand the intricacies of professional services, ensuring you get skilled assistance that maintains your firm’s quality standards while maximizing your team’s productivity on revenue-generating activities. So whether it’s virtual assistance for accounting & bookkeeping or tax & payroll, we have got you covered.
Solutions
What we bring to the table
Bookkeepers
Handle your bank reconciliations, VAT filings, and day-to-day tax work
Accountants
Manage ledgers, track costs, and assist with audits
Tax Experts
Plan ahead, maintain compliance, and process returns
Payroll Specialists
Figure out pay structures, run calculations, keep records straight
CFO Consultants
Give you the big-picture thinking, strategy work, and performance insights
Forensic Accountants
Spot fraud, sort out disputes, investigate missing money
M&A Consultants
Do the financial homework on deals and help structure them right
Auditors
Check your controls, assess financial health
Financial Analysts
Handle forecasts, budgets, and cash flow planning
Operations Analysts
Review how things work, find ways to do better, optimize your reporting
Key Differentiators
Why Firms Choose Our Virtual Assistance Model
Common Challenges We Solve for Firms
| Challenge | Our Solution |
|---|---|
|
In-house staff overloaded with non-billable tasks |
VAs offload admin and recurring tasks instantly. |
|
High costs of local hiring |
Offshore VAs provide skilled support at a lower cost. |
|
Long recruitment cycles |
Pre-vetted VAs ready to start from Day 1. |
|
Time-zone mismatch with global clients |
Dedicated staff aligned with your client geographies. |
|
Confidentiality concern |
Strict data security and compliance protocols. |
Our VA Onboarding Process
Understanding Your Needs
Quick consultation to learn your firm’s workload, service lines, and pain points.
Role Mapping & VA Selection
Match you with pre-vetted virtual staff based on the roles your clients demand.
Onboarding & Alignment
Smooth integration with your tools, processes, and time zones.
Go Live & Ongoing Support
VA starts immediately, backed by a dedicated manager and regular performance check-ins.
Frequently Asked Questions
What's the real cost difference between hiring a virtual assistant versus a local employee?
You’re looking at roughly 60-70% savings compared to a full-time local hire. But here’s what makes it even better – there’s no benefits package, no office space costs, no equipment to buy, and no payroll taxes. Most of our clients tell us they’re shocked at how much they save while getting the same quality work. It’s one of those situations where you actually get more for less.
How quickly can a virtual assistant start working with our accounting firm?
Usually about 4 weeks from our first conversation to having someone productive on your team. We’ve streamlined this because we know you can’t wait months for help. The person you get has already been vetted and trained on accounting fundamentals – we just need time to get them familiar with your specific processes and software. Most firms see their VA hitting their stride within the first month.
I'm worried about data security - how do you handle confidential client information?
This comes up in every conversation we have, and rightfully so. We use the same security protocols that banks use – encrypted connections, secure file transfers, signed confidentiality agreements. Your VA becomes part of your team with access only to what they need for their role. We’re SOC 2 compliant and follow GDPR standards. Honestly, our security is probably tighter than what most firms have internally.
What accounting tasks can virtual assistants actually handle for our firm?
They handle the stuff that eats up your day – bank reconciliations, data entry, A/P and A/R, payroll runs, basic tax prep work. The key is they’re not just general VAs – these are people with accounting backgrounds who know QuickBooks, Xero, whatever software you’re using. You’ll still review their work initially, but most clients find they need less oversight pretty quickly.
How do they actually work with our existing team?
Think of them as remote employees rather than outsiders. They log in during your business hours (or whatever schedule works), join your team meetings, use your project management tools, follow your procedures. We assign a manager on our end to handle any issues so you don’t have to deal with HR stuff. Most firms forget they’re not sitting in the office after a few weeks.
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