Accounts Receivable Virtual Assistant Services
Accounts Receivable VA Services | Get Paid Faster
Stop chasing overdue invoices and start improving cash flow. Our Accounts Receivable VAs handle invoice delivery, payment follow-ups, aging reports, cash posting, and collection tracking with professional consistency.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
Timely Invoice Generation & Delivery
Customer Statement Generation
Professional Payment Follow-ups
AR Aging Report Analysis
Payment Application & Posting
Cash Receipt Recording
Dispute Resolution & Management
Online Payment Portal Coordination
Retainer & Deposit Tracking
DSO Tracking & Reporting
Collection Status Reporting
Customer Account Reconciliation
Credit Hold & Payment Term Tracking
Bad Debt Review & Recovery Support
Cash Inflow Forecasting Support
AR Audit Support & Documentation
Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +
How It Works
A structured, repeatable workflow your VA follows every time.
AR Setup & Policy Review
We review your invoicing process, payment terms, customer records, and collection follow-up rules.
Invoice & Statement Delivery
Your VA prepares invoices, sends customer statements, records payments, and keeps AR records updated.
Payment Follow-Up
We track overdue invoices, send professional reminders, manage disputes, and update collection status.
Cash Flow Reporting
We prepare AR aging reports, DSO updates, collection summaries, and cash inflow visibility for your team.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Productive Hours Logged
Structured work hours delivered and tracked
Clients Supported
Businesses and professional teams served
PLATFORM UPTIME
Reliable systems and workflow continuity
Work Transparency
Clear task tracking, updates, and visibility
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADP
Bill.com
CCH Axcess
Drake Tax
Gusto
Intuit ProSeries Tax
Intuit QuickBooks
XeroLower 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
$22,500Dedicated 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.
Frequently Asked Questions
common questions about this service — answered.
An Accounts Receivable VA supports invoice generation, customer statements, payment posting, AR aging reports, payment follow-ups, dispute tracking, and cash-flow reporting.
No. We use professional, polite, and consistent follow-ups. The goal is to help you get paid while protecting your customer relationships.
Yes. By tracking overdue invoices, sending timely reminders, reviewing AR aging, and improving follow-up consistency, your VA helps reduce Days Sales Outstanding.
No. We do not act as a legal collections agency. We support internal AR follow-ups, documentation, payment tracking, and escalation notes for your team.Yes. We can set up and manage Stripe, PayPal, or Bill.com portals for faster payments.
Yes. Your VA can help coordinate payment portal updates, track online payments, record receipts, and keep customer payment records organized.