Outsourced Accounting Services
Complete Finance Management
Our accounting specialists support the recurring finance tasks that keep your books accurate, cash flow visible, and reporting organized.
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
Month-End Review Meetings
Financial Trend Tracking
Software Integration 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 Review
We review your current accounting process, software setup, reporting schedule, approval workflows, and open items.
Workflow Setup
We align access permissions, chart of accounts, bank feeds, recurring schedules, and communication channels.
Daily & Monthly Support
Your accounting team handles daily transactions, bills, invoices, reconciliations, payroll coordination, and documentation.
Reporting & Close
We deliver monthly financial statements, reconciliations, open-item updates, and reporting packages for review.
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.
Basic bookkeeping covers categorization and reconciliation. Full cycle accounting handles the entire workflow—from invoicing and bill payment to payroll coordination, month-end close, and financial reporting.
Yes. We keep your books clean, reconciled, and organized throughout the year so your CPA can review reports and prepare tax returns faster.
Your team can communicate through email, Slack, Microsoft Teams, shared inboxes, scheduled calls, and structured reporting updates.
Yes. We support U.S. accounting workflows and can also assist businesses with multi-entity, offshore, and international finance coordination.
Yes. You can begin with core accounting support such as bookkeeping, AP/AR, reconciliation, or reporting, then expand as your workload grows.
You can delegate bookkeeping, AP/AR, payroll coordination, reconciliations, cash flow tracking, reporting, compliance documentation, and month-end support.
Yes. We support reconciliations, transaction review, report preparation, documentation, and pending-item tracking for a smoother month-end close.
Yes. Your finance support is aligned with your business workflows, reporting needs, communication process, tools, and approval structure.