How do we communicate with the team?

Your team can communicate through email, Slack, Microsoft Teams, shared inboxes, scheduled calls, and structured reporting updates.

Do you support U.S. and international workflows?

Yes. We support U.S. accounting workflows and can also assist businesses with multi-entity, offshore, and international finance coordination.

Can we start small and scale later?

Yes. You can begin with core accounting support such as bookkeeping, AP/AR, reconciliation, or reporting, then expand as your workload grows.

What finance tasks can we delegate?

You can delegate bookkeeping, AP/AR, payroll coordination, reconciliations, cash flow tracking, reporting, compliance documentation, and month-end support.

Can you help with month-end close?

Yes. We support reconciliations, transaction review, report preparation, documentation, and pending-item tracking for a smoother month-end close.

Is the support dedicated to our business?

Yes. Your finance support is aligned with your business workflows, reporting needs, communication process, tools, and approval structure.

Full Solution

Full Cycle Accounting Outsourcing | Complete Finance Management

Our accounting specialists support the recurring finance tasks that keep your books accurate, cash flow visible, and reporting organized.

Real people.Real expertise.Real results.

Active Pipeline

VA Live Desk

Accounts Receivable Management

In queueUpcoming

Accounts Payable Management

In queueUpcoming

Payroll Coordination 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.

18Tasks Handled

100%Dedicated VAs

Accounts Receivable Management

Accounts Payable Management

Payroll Coordination Support

Daily Bookkeeping & Categorization

Bank & Credit Card Reconciliation

Inventory & Asset Tracking

Monthly Financial Statement Prep

Sales Tax Documentation Support

Internal Control Monitoring

Budgeting & Variance Analysis

Cash Flow Monitoring & Reporting

Year-End Close Coordination

Audit Preparation Support

Management Reporting Support

Vendor Contract Management

Financial Process Documentation

Compliance Documentation 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

Workflow Integration

We align with your accounting tools, approval process, reporting needs, AP/AR flow, and communication channels.

02

Daily Finance Support

Your team supports transactions, invoices, payments, categorization, reconciliations, and daily accounting updates.

03

Weekly Review

We review cash position, open AR/AP, pending items, reconciliation status, and key finance updates.

04

Monthly Close Support

Your finance workflows are organized for month-end reports, reconciliations, documentation, and management review.

Workload Delegation

We Handle It.
You Focus

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

Virtual Assistant

We Handle Directly

Your Agency Focus

Your Team Focuses On

Accounting workflows and daily bookkeeping

Core business strategy

Core

AP, AR, payroll, and reconciliation support

Operational growth

Core

Financial reporting and compliance documentation

Customer and client value

Core

Audit, tax, and month-end coordination

Vision, leadership, and expansion

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.

ADP

Payroll & HR

Bill.com

AP Automation

CCH Axcess

Tax & Compliance

Drake Tax

Tax Preparation

Gusto

Payroll Platform

Intuit ProSeries Tax

Professional Tax

Intuit QuickBooks

Accounting Software

Xero

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

Full Cycle Accounting Outsourcing | Complete Finance Management

Our accounting specialists support the recurring finance tasks that keep your books accurate, cash flow visible, and reporting organized.

Start Free Trial

Schedule a Call

VA Live Desk

Accounts Receivable Management

Accounts Payable Management

Payroll Coordination Support

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

Accounts Receivable Management

Accounts Payable Management

Payroll Coordination Support

Daily Bookkeeping & Categorization

Daily Bookkeeping & Categorization

Bank & Credit Card Reconciliation

Inventory & Asset Tracking

Monthly Financial Statement Prep

Sales Tax Documentation Support

Internal Control Monitoring

Budgeting & Variance Analysis

Cash Flow Monitoring & Reporting

Year-End Close Coordination

Audit Preparation Support

Management Reporting Support

Vendor Contract Management

Financial Process Documentation

Compliance Documentation Support

How It Works

A structured, repeatable workflow your VA follows every time.

01

Workflow Integration

We align with your accounting tools, approval process, reporting needs, AP/AR flow, and communication channels.

02

Daily Finance Support

Your team supports transactions, invoices, payments, categorization, reconciliations, and daily accounting updates.

03

Weekly Review

We review cash position, open AR/AP, pending items, reconciliation status, and key finance updates.

04

Monthly Close Support

Your finance workflows are organized for month-end reports, reconciliations, documentation, and management review.

We Handle It.You Focus

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

We Handle Directly

Your Team Focuses On

Productive Hours Logged

Clients Supported

PLATFORM UPTIME

Work Transparency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

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.

Use Savings Calculator

Local In-House Accountant

$65,000+

UA Accounting Specialist

$22,500

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.

Is this better than hiring locally?

Yes. United Alliances gives you dedicated finance and accounting support at a lower cost than building a full in-house accounting team.

How do we communicate with the team?

Do you support U.S. and international workflows?

Can we start small and scale later?

What finance tasks can we delegate?

Can you help with month-end close?

Is the support dedicated to our business?

Start Saving With a Free Consultation

Calculate Savings

We Handle It.
You Focus