Hire Remote Bookkeeper Virtual Assistant Services

Your In-House Virtual Partner

Stop dealing with 'shared services'. Get a dedicated, high-level bookkeeper who learns your business inside and out for just $10/hr.

Real people.Real expertise.Real results.
Active PipelineVA Live Desk
01
Daily Bookkeeping Updates
In queueUpcoming
02
Bank Feed Monitoring
In queueUpcoming
03
Transaction Categorization
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

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

Daily Bookkeeping Updates

Bank Feed Monitoring

Transaction Categorization

Weekly cash position reporting

Slack & Email Coordination

Daily AP/AR Support

Vendor Communication Support

Payroll Coordination

Month-End Close Support

Internal Control Support

Tax Workpaper Preparation

Audit Support Coordination

Documentation Management

SOP Updates & Process Support

Accounting Software Management

Budget Tracking 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.

01

Bookkeeping Review

We review your current books, accounting software, transaction volume, reporting needs, and bookkeeping gaps.

02

Bookkeeper Alignment

You’re matched with a dedicated online bookkeeper aligned with your business, tools, and monthly workflow.

03

Workflow Setup

We align access, chart of accounts, bank feeds, approval process, reporting format, and communication channels.

04

Monthly Support Begins

Your bookkeeper supports transactions, reconciliations, AP/AR, reports, documentation, and month-end bookkeeping tasks.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Daily bookkeeping and transaction updates
VA
Strategic business decisions
Core
Bank feeds, categorization, and reconciliations
VA
Sales, clients, and revenue growth
Core
AP/AR tracking and vendor coordination
VA
Cash flow planning and priorities
Core
Month-end reports and documentation support
VA
Leadership, vision, and scale
Core
50,000+

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.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

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

common questions about this service — answered.

Yes. You work with a dedicated online bookkeeper aligned with your business, accounting tools, workflow, and reporting process.

Your bookkeeping support can be aligned around your preferred workflow, communication schedule, and required turnaround time.

Pricing depends on transaction volume, reporting needs, tools, and scope of support. Most businesses save up to 60% compared to hiring locally.

You can delegate transaction categorization, bank reconciliations, AP/AR tracking, vendor coordination, expense updates, reports, and month-end support.

Yes. We can help you review the assigned resource so you feel confident before the workflow begins.

Yes. Our bookkeepers support tools like QuickBooks Online, Xero, Bill.com, Dext, Hubdoc, Excel, Google Sheets, Gusto, and ADP.

Yes. We can support catch-up bookkeeping, reconciliation cleanup, missing records, transaction review, and reporting gaps.

We begin with a bookkeeping workflow review, then align software access, communication channels, reporting needs, and monthly processes before support begins.

Start Saving With a Free Consultation