Accounting Virtual Assistant Services
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.
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
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.
Task Review
We identify routine accounting admin tasks, document backlogs, inbox workflows, vendor updates, and recurring support needs.
Secure Access Setup
We align access to your accounting tools, shared inboxes, document folders, client portals, and approved communication channels.
Daily Admin Support
Your Accounting VA supports invoice indexing, receipt organization, data entry, document follow-ups, vendor updates, and filing tasks.
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.
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.
Yes. Your Accounting VA can handle professional email communication for document follow-ups, missing information requests, admin updates, and routine coordination.
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.
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.
We begin with a workflow review, then align access, tools, communication channels, task priorities, and documentation processes before daily support begins.
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.
Yes. Our Accounting VAs can support workflows inside QuickBooks, Xero, Bill.com, Dext, Hubdoc, Microsoft 365, Google Workspace, Dropbox, ShareFile, Slack, and Microsoft Teams.
Yes. We can help organize document backlogs, missing receipts, vendor records, folder structures, client follow-ups, filing tasks, and recurring admin queues.