Is this cheaper than a clerk?

Yes. United Alliances helps you reduce accounting admin overhead by giving you dedicated support without the cost of hiring, training, and managing another in-house employee.

Do they understand accounting workflows?

Yes. Our Accounting VAs are trained to support finance admin workflows such as invoice indexing, receipt organization, vendor updates, data entry, document collection, and filing support.Yes. Our Accounting VAs are trained to support finance admin workflows such as invoice indexing, receipt organization, vendor updates, data entry, document collection, and filing support.

How fast can we start?

We begin with a workflow review, then align access, tools, communication channels, task priorities, and documentation processes before daily support begins.

What tasks can an Accounting VA handle?

You can delegate invoice and receipt indexing, document scanning, vendor updates, W-9 collection, bank statement retrieval, inbox management, basic posting support, and weekly task reporting.

Can the VA work inside our accounting tools?

Yes. Our Accounting VAs can support workflows inside QuickBooks, Xero, Bill.com, Dext, Hubdoc, Microsoft 365, Google Workspace, Dropbox, ShareFile, Slack, and Microsoft Teams.

Is the Accounting VA dedicated to our team?

Yes. We can help organize document backlogs, missing receipts, vendor records, folder structures, client follow-ups, filing tasks, and recurring admin queues.

Accounting Admin Support

Accounting Virtual Assistant | For Daily Finance Admin Support

United Alliances provides dedicated Accounting Virtual Assistants who support invoice organization, receipt indexing, document management, vendor updates, bookkeeping coordination, and daily finance admin tasks — so your accounting team can focus on higher-value work.

Real people.Real expertise.Real results.

Active Pipeline

VA Live Desk

Invoice & Receipt Indexing

In queueUpcoming

Document Scanning & Attachment

In queueUpcoming

Vendor Information Updates

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.

17Tasks Handled

100%Dedicated VAs

Invoice & Receipt Indexing

Document Scanning & Attachment

Vendor Information Updates

W-9 & 1099 Document Collection

Employee Expense Review Support

Inbox & Calendar Management

Client Document Follow-Ups

Basic Data Entry & Posting

Client CRM Maintenance

Bank Statement Retrieval

Payroll Document Collection

Sales Tax Data Extraction

Client Portal Management

Finance Process Documentation

Weekly Task Reporting

Utility & Subscription Review

Filing & Folder Management

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

Task Review

We identify routine accounting admin tasks, document backlogs, inbox workflows, vendor updates, and recurring support needs.

02

Secure Access Setup

We align access to your accounting tools, shared inboxes, document folders, client portals, and approved communication channels.

03

Daily Admin Support

Your Accounting VA supports invoice indexing, receipt organization, data entry, document follow-ups, vendor updates, and filing tasks.

04

Review & Reporting

You receive task updates, completed-work summaries, pending-item reports, and visibility into cleared admin backlogs.

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

Invoice, receipt, and document indexing

Professional accounting review

Core

Data extraction, entry, and basic posting support

Client advisory and communication

Core

Vendor updates and document follow-ups

Tax and financial decision support

Core

Filing, folder management, and weekly task reporting

Firm growth and higher-value service

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

Frequently Asked Questions

common questions about this service — answered.

Yes. Your Accounting VA can handle professional email communication for document follow-ups, missing information requests, admin updates, and routine coordination.

Accounting Virtual Assistant | For Daily Finance Admin Support

United Alliances provides dedicated Accounting Virtual Assistants who support invoice organization, receipt indexing, document management, vendor updates, bookkeeping coordination, and daily finance admin tasks — so your accounting team can focus on higher-value work.

Start Free Trial

Schedule a Call

VA Live Desk

Invoice & Receipt Indexing

Document Scanning & Attachment

Vendor Information Updates

Tasks We Handle

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

Invoice & Receipt Indexing

Document Scanning & Attachment

Vendor Information Updates

W-9 & 1099 Document Collection

Employee Expense Review Support

Inbox & Calendar Management

Client Document Follow-Ups

Basic Data Entry & Posting

Client CRM Maintenance

Bank Statement Retrieval

Payroll Document Collection

Sales Tax Data Extraction

Client Portal Management

Finance Process Documentation

Weekly Task Reporting

Utility & Subscription Review

Filing & Folder Management

How It Works

A structured, repeatable workflow your VA follows every time.

01

Task Review

We identify routine accounting admin tasks, document backlogs, inbox workflows, vendor updates, and recurring support needs.

02

Secure Access Setup

We align access to your accounting tools, shared inboxes, document folders, client portals, and approved communication channels.

03

Daily Admin Support

Your Accounting VA supports invoice indexing, receipt organization, data entry, document follow-ups, vendor updates, and filing tasks.

04

Review & Reporting

You receive task updates, completed-work summaries, pending-item reports, and visibility into cleared admin backlogs.

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.

Can they communicate with our clients?

Yes. Your Accounting VA can handle professional email communication for document follow-ups, missing information requests, admin updates, and routine coordination.

Is this cheaper than a clerk?

Do they understand accounting workflows?

How fast can we start?

What tasks can an Accounting VA handle?

Can the VA work inside our accounting tools?

Is the Accounting VA dedicated to our team?

Start Saving With a Free Consultation

Calculate Savings

We Handle It.
You Focus