Virtual Assistant Services for CPA Firms
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Administrative work is essential to keeping an accounting practice organized, but it does not always need to sit with accountants, managers, or other experienced team members.
IMCA provides Virtual Assistant Services for CPA, CA, and accounting firms, supporting defined administrative and back-office activities within your existing practice workflows. Your team stays focused on accounting, review, advisory, and client relationships while recurring support work continues behind the scenes.
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Virtual Assistant Support
Add administrative support to your accounting practice without placing every recurring task on your internal team. Support can be structured around specific activities, selected workflows, recurring requirements, or ongoing practice administration, depending on your firm’s workload and processes.
Starting at
$12/Hour
- What we support
Administrative Support Behind Your Accounting Practice
Our Virtual Assistant Support is designed around the recurring administrative work that keeps a CPA or accounting firm organized but does not always require the time of an accountant or senior team member.
Client File & Document Administration
Organize client files, maintain agreed folder structures, manage document naming and filing, and support the administrative handling of records received from clients.
Data Entry & Practice Administration
Support routine data entry, update internal records, maintain trackers, and complete agreed administrative activities within your firm's established processes.
Spreadsheet & Reporting Administration
Maintain spreadsheets, update internal trackers, compile agreed information, and assist with recurring administrative reports used by your team.
Client Information Coordination
Help organize incoming client information, maintain document request lists, track outstanding records, and flag missing information for follow-up by the appropriate team member.
Recurring Back-Office Support
Support repeatable administrative tasks across your practice, including file organization, record maintenance, workflow updates, and other clearly defined back-office activities.
Need Accounting Support?
Get skilled accounting professionals to support your firm or business—without the cost of expanding your in-house team.
How We Work With Your Firm
Remote Virtual Assistant Services work best when they become part of your firm’s existing workflow, rather than creating another process for managers to oversee.
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Where Can a Virtual Assistant Add Value to a CPA Firm?
As an accounting practice grows, the volume of work surrounding each client grows with it.
Documents need to be organized. Internal records need updating. Client information needs tracking. Spreadsheets and workflow systems need maintaining. Routine administrative tasks still need attention even when your accountants are working toward reporting, tax, or year-end deadlines.
The issue is not whether this work is important. It is who should be spending time on it.
When you hire a virtual assistant for clearly defined administrative activities, your accountants can spend less time on routine practice administration and more time on work that requires accounting knowledge, professional judgment, or direct client involvement.
- FAQs
Frequently Asked Questions
Virtual Assistant Services provide remote administrative and back-office support for accounting practices. This can include client file administration, document organization, data entry, spreadsheet updates, record maintenance, client information tracking, and other agreed recurring tasks.
A virtual assistant can support suitable administrative activities such as organizing client records, maintaining trackers, updating spreadsheets, managing agreed file structures, recording information, and supporting recurring practice administration.
CPA firms may hire a virtual assistant when accountants or senior staff spend too much time on recurring administrative work, client volumes are increasing, or the practice needs additional support without adding another permanent in-house administrative position.
General virtual assistance is intended primarily for administrative and back-office activities. Work requiring accounting expertise, professional judgment, technical review, or specialist services should remain with appropriately qualified professionals or be handled through the relevant IMCA accounting service.
Virtual Assistant Cost depends on the scope of work, expected hours, task frequency, systems involved, and level of administrative support required.
IMCA's Virtual Assistant Services for accounting firms start at $12/hour.
Our Virtual Assistant Pricing starts at $12/hour. The overall engagement is based on the agreed workload and support requirements, allowing your firm to structure assistance around the administrative activities it actually needs supported.