Finance and Accounting Outsourcing Services
Managed FAO Services | Built for Finance Control
United Alliances provides managed finance and accounting support for bookkeeping, reporting, reconciliations, AP/AR, payroll coordination, and financial operations — so you can focus on running the business, not managing back-office finance work.
Tasks We Handle
Our VAs are trained on all service workflows. Here's what we can handle for your agency.
CFO Reporting Support
Full-Cycle Bookkeeping
Monthly Financial Reporting
Multi-Entity Accounting Support
AP/AR Workflow Management
Payroll Coordination Support
Tax Compliance Documentation
Internal Control Support
KPI & Performance Reporting
ERP Accounting Support
Finance Process Improvement
Cost Tracking & Analysis
Board Reporting Support
M&A Financial Data Support
Audit Liaison Assistance
Cash Flow Management Support
Budget Planning Support
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.
Finance Workflow Review
We review your current accounting process, reporting needs, tools, backlogs, and finance operation gaps.
FAO Team Alignment
You’re matched with managed finance and accounting support aligned with your business, systems, and monthly workflows.
System & Process Setup
We align access, SOPs, bookkeeping cycles, reporting formats, approval flows, and communication channels.
Managed Execution Begins
Your FAO team supports bookkeeping, reconciliations, AP/AR, payroll coordination, reporting, and financial operations consistently.
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.
No. Managed FAO support is ideal for growing businesses that need structured finance operations without building a large in-house accounting team.
Many businesses reduce finance and accounting overhead by up to 60% compared to hiring local in-house accounting staff.
We support bookkeeping, reconciliations, AP/AR workflows, payroll coordination, monthly reporting, KPI tracking, and accounting documentation.
Yes. Our FAO specialists can support workflows inside QuickBooks, Xero, NetSuite, Odoo, Zoho Books, Sage, Bill.com, and other finance tools.
Yes. Your FAO support is aligned with your business workflows, finance systems, communication process, reporting needs, and approval structure.
Yes. We can support catch-up bookkeeping, reconciliation backlogs, AP/AR cleanup, reporting gaps, and recurring finance workflow organization.