Accounting Virtual Assistant Services

Stop Managing Finances.
Start Controlling Them.

Dedicated accounting support for bookkeeping, reconciliations, reporting, invoicing, and daily financial workflows.

Financial Overview

LIVE

VALUE

$162,850

+12%

Reporting Efficiency

Books Updated

Daily Reconciliation

GAAP Ready

Structured Financial Workflows

98% Reconciled

Bank & Credit Card Records

Expense Tracking

Operational Visibility

85%

ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Trusted for Structured Financial Operations

QuickBooks ProAdvisors

GAAP-Aligned Processes

Daily Reconciliation

Real-time Reporting

Up to 60% Cost Savings

QuickBooks ProAdvisors

GAAP-Aligned Processes

Daily Reconciliation

Real-time Reporting

Up to 60% Cost Savings

Most Businesses Aren't Struggling to Grow —
They're Losing Financial Visibility

Scaling with manual bookkeeping and delayed reconciliations, inaccurate books, and scattered reporting is like driving with a foggy windshield. You might be moving fast, but you're operating blind.

Critical Financial Risk

Critical Financial Risk

Audit & compliance risks

Missed deductions & expense gaps

Payroll & reconciliation inaccuracies

Inconsistent Books

Transaction gaps and reporting inconsistencies impacting financial accuracy.

Delayed Reconciliations

Slow bank and credit card transaction matching reduces overall financial visibility.

No Financial Visibility

Limited access to accurate Profit & Loss, cash flow, and expense reporting.

Operational Leakages

Untracked expenses, duplicate charges, and unnoticed vendor costs.

Stop Operating Without
Financial Visibility

Delayed reporting, unreconciled transactions, and inaccurate books create operational blind spots that impact business growth.

60%

Revenue Leakage Risk

A Dedicated Accounting VA —
The Center of Your Ecosystem

Dedicated accounting support integrated into your bookkeeping, reconciliations, reporting, invoicing, and daily financial workflows.

Dedicated Support

Works exclusively within your financial workflows and reporting processes

System Integrated

Experienced with QuickBooks, Xero, NetSuite, & financial workflow tools.

Accounting VA

Bookkeeping

Reconciliation

Reporting

Invoices

Expenses

AP/AR

Payroll

Financial Records

Complete Accounting
Operations Support

Dedicated accounting support aligned with your daily financial workflows and reporting needs.

Bookkeeping

Accurate transaction recording and financial organization.

Monthly BooksReconciliation

Cloud Addons

Smarter accounting with cloud tools

QBOXero

White Label

Accounting services under your brand

B2BCustom

CFO

Strategic financial guidance on demand

StrategicInsights

Power BI Reporting

Clear, visual financial insights

DashboardsViz

Accounts Receivable

Faster and consistent collections

CollectionsCashflow

Bookkeeping For CPA's

Reliable back office support

PartnershipScalable

Odoo

Odoo accounting setup and support

SetupOptimization

Convert to Xero

Smooth migration to Xero

MigrationFast

Hire a Bookkeeper

Reliable records with zero errors

DedicatedZero Error

Tax Return

Timely and compliant tax filings

CorporateIndividual

Hire A Business Accountant

Expert support for accurate finances

ExpertAnalysis

Payroll

Simple and accurate payroll processing

ComplianceTimely

Outsourced Accounting

Business Accounting Management

Full SuiteRemote

Catch Up Bookkeeping

Bring your books up to date

BacklogRecovery

Tax

End to end tax support

PlanningFiling

Finance and Accounting

Accurate records and compliant filings

CompliantAccurate

Payables Accounting

Controlled and timely payments

APTimely

Valuation

Accurate business valuation

ReportsM&A

Virtual Assistant

Remote assistance as per your need

FlexibleSupport

Why Agencies Choose Us

Dedicated accounting support built around financial accuracy, structured workflows, and operational visibility.

Accounting-Focused Support

Specialists trained in bookkeeping, reconciliations, reporting, and financial workflows. We understand GAAP compliance and the nuances of the US market.

Software Proficiency

Ready to work in QuickBooks, Xero, and NetSuite from day one. Zero training lag for your business.

Process-Driven Operations

Structured accounting workflows designed for accuracy and reporting consistency.

Dedicated Financial Support

Integrated into your bookkeeping, reporting, and day-to-day accounting operations.

60% Cost Savings

Software Certified

Secure Processes

Dedicated Resources

How It Works

Get operational with dedicated accounting support in a few simple steps.

01

Financial Review

We assess your bookkeeping workflows, reporting gaps, and operational needs.

02

VA Matching

Matched with accounting support aligned to your tools and workflows.

03

System Setup

Secure access, workflow alignment, and communication processes configured.

04

Daily Execution

Bookkeeping, reconciliations, reporting, and tracking handled consistently.

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

Real stories from businesses scaling their outreach with United Alliances.

Our VAs are highly proficient in all major accounting platforms, including QuickBooks Online, Xero, NetSuite, Sage, and FreshBooks. They also have experience with payroll systems like Gusto and ADP, as well as bill payment tools like Bill.com.

Onboarding starts with a thorough analysis of your current financial workflows. We then pair you with a VA who fits your technical needs, handle the system access setup, and start with a managed transition period to ensure all SOPs are followed perfectly.

Data security is our top priority. Our VAs work on secure, encrypted systems, follow strict GAAP and SOC2-compliant data handling protocols, and use password management tools ensuring they never see your raw master credentials.

Yes. They can manage end-to-end payroll processing, 1099 filings, and prep all the necessary documentation for your CPA during tax season, significantly reducing your year-end workload.

Agencies typically save up to 60% in total compensation costs. Beyond the salary difference, you also eliminate costs related to taxes, benefits, office space, and specialized accounting software licenses.

Start Saving With a Free Consultation