Firm Partner
Bookkeeping Support for CPA Firms | Scale Client Work Without Extra Hiring
Offload routine bookkeeping, reconciliations, client write-ups, and month-end close support to trained accounting VAs — so your CPA team can focus on advisory, tax planning, and high-value client work.
Real people.Real expertise.Real results.
Active Pipeline
VA Live Desk
01
Client Write-up & Categorization
In queueUpcoming
02
Bank & Credit Card Reconciliation
In queueUpcoming
03
Monthly/Quarterly Close Support
In queueUpcoming
Save 60%vs. in-house hiring
1/3
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
16Tasks Handled
100%Dedicated VAs
Client Write-up & Categorization
Bank & Credit Card Reconciliation
Monthly/Quarterly Close Support
Trial Balance Preparation
Tax Workpaper Prep — Ready for Review
Fixed Asset Schedule Maintenance
Payroll Journal Entry Processing
Sales Tax Filing Support for Firm Clients
1099 Vendor Audit & Filing Support
Firm-Standard SOP Implementation
Practice Management Software Updates
White-Label Client Communication Support
Audit Support for Firm Engagements
Financial Statement Drafting
Multi-Entity Consolidation Support
Historical Cleanup Projects
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.
01
Firm Workflow Alignment
We learn your chart of accounts, bookkeeping standards, SOPs, client formats, and review process.
02
Client Work Allocation
Your VA handles assigned client books, transaction categorization, reconciliations, and close support.
03
CPA Review Cycle
Completed work is organized with notes, workpapers, and open items ready for CPA review and sign-off.
04
Seasonal Scaling
Add support during tax season, cleanup projects, or high-volume periods without hiring full-time staff.
Workload DelegationWe Handle It.
We Handle It.
You Focus
See exactly what tasks shift off your team — and what stays in their hands.
Client write-ups, transaction categorization & routine bookkeeping
VAHigh-level tax planning and advisory
CoreBank, credit card and balance sheet reconciliations
VAStrategic client consulting
CoreMonth-end and quarter-end close preparation
VAFirm practice growth
CoreWorkpaper preparation, documentation and review-ready files
VAFinal review, sign-off and client decisions
Core50,000+
Productive Hours Logged
Structured work hours delivered and tracked
25+
Clients Supported
Businesses and professional teams served
99.9%
PLATFORM UPTIME
Reliable systems and workflow continuity
100%
Work Transparency
Clear task tracking, updates, and visibility
Software Proficiency
Your VA Knows Your Software
Our VAs are trained on the major platforms and management systems you already use.
ADPADP
Payroll & HR
Bill.comBill.com
AP Automation
CCH AxcessCCH Axcess
Tax & Compliance
Drake TaxDrake Tax
Tax Preparation
GustoGusto
Payroll Platform
Intuit ProSeries TaxIntuit ProSeries Tax
Professional Tax
Intuit QuickBooksIntuit QuickBooks
Accounting Software
XeroXero
Cloud Accounting
SEO Tool Training
Hands-on Experience
Quick Onboarding
Lower Financial Operations Costs
Save Up to 70% 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.
The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.
Briana Patton
Insurance Agency Owner
Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.
Bilal Ahmed
Finance Director
Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.
Saman Malik
Marketing Director
The dedicated insurance VAs from United Alliances handles our renewals and endorsements seamlessly. It feels like they are sitting right in our office.
Briana Patton
Insurance Agency Owner
Having an accounting VA handle our daily bookkeeping and AP/AR has saved our finance team hours each week. The accuracy is flawless.
Bilal Ahmed
Finance Director
Our marketing VA manages all our social channels and email campaigns. The content quality and consistency have noticeably improved.
Saman Malik
Marketing Director
Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.
Omar Raza
Operations Manager
They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.
Zainab Hussain
CFO
From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.
Aliza Khan
Sales Manager
Our AMS data has never been cleaner. They integrated with our workflows in days and immediately cleared our policy servicing backlog.
Omar Raza
Operations Manager
They took over our month-end reconciliation process and completely streamlined it. Highly recommend their accounting VAs.
Zainab Hussain
CFO
From CRM management to lead generation workflows, United Alliances provided exactly the marketing support our agency needed to scale.
Aliza Khan
Sales Manager
United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.
Farhan Siddiqui
Client Success Lead
Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.
Sana Sheikh
Business Analyst
The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.
Hassan Ali
Brokerage Manager
United Alliances gave us the operational capacity to grow our commercial lines book without adding local headcount.
Farhan Siddiqui
Client Success Lead
Exceptional accounting support. They understand our industry's financial nuances and provide reliable, day-to-day reporting.
Sana Sheikh
Business Analyst
The impact on our lead conversion rates has been noticeable. Our dedicated marketing VA is a vital partner for our growth.
Hassan Ali
Brokerage Manager