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Virtual Assistant for Accounting Firms

Remote work is now the new normal. You can work from anywhere or hire employees to work remotely. It is productive and efficient for both the employer and the employee.

Virtual Assistant jobs are one of the top choices for remote work. A virtual assistant is just like a receptionist in an office. The difference here is the person works remotely. Some of the tasks of a VA are handling calls, sending and managing emails, and taking messages. They are also tech-savvy and proficient with office software applications. Knowledge of MsExcel is required in most cases as businesses use it regularly.

Accounting and Bookkeeping Virtual Assistants

Businesses rely on the inflow/outflow of cash, and managing this is crucial to its success. Some Virtual Assistants are trained in accounts and bookkeeping too.

There are several tasks involved in the accounting world - bookkeeping, paying taxes, maintaining balance sheets, invoicing, and monitoring accounts receivables. If you own an accounting firm or manage a company's accounting department, you will need a reliable person to help you with this task.

It is good to hire an Accounting or Bookkeeping Virtual Assistant to streamline the operations. Trained VAs can do basic administrative tasks as well as specialized Accounting ones.

Let's see how a Virtual Assistant can be the right choice for an accounting firm.

Basic Virtual Assistant tasks:

Having a virtual assistant is productive in many ways. Here are some of the many tasks that a Virtual Assistant does:

  • Answering phone calls
  • Screening and transferring important calls
  • Solving simple queries of clients
  • Relaying messages across
  • Scheduling appointments
  • Data collection
  • Research and analysis
  • MSExcel related tasks ( MACROS, reports)
  • Office automation tasks
  • Emailing (sending, replying)
  • Making travel arrangements
  • Customer support
  • Report generation
  • General recruitment
  • Social Media management
  • Blog management

Accounting and Bookkeeping tasks:

As a trained accounting and bookkeeping Virtual Assistant, you can outsource these tasks-

  • Bill payments
  • Preparing balance sheets or P&L accounts
  • Reconciling bank and credit card statements
  • Preparing invoices and general ledgers
  • Creating and mailing invoices to customers
  • Scheduling payment reminders and following up with customers
  • Using software to manage all financial data
  • Managing account payables and receivables
  • Sales tax reporting and submission
  • Managing payroll services
  • Creating year-end reports
  • Analyzing financial statements

What are the benefits of Virtual Assistants?

So, looking at the tasks that a virtual assistant can do shows they are a bonus to the organization. Let's look at why Accounting and Bookkeeping Virtual Assistants are needed and how they are beneficial.

Manage finances : Through the services of the VA, you can manage your financial information better. They help you track your credit card bills, invoices, transactions, etc. They also stay a step ahead and alert you about tax overloads.

Saves time : All financial management tasks take a lot of time and effort. Outsourcing this to a VA gives you a much-needed break to focus on other important decisions. Using the ready reports prepared by a VA can help make these decisions.

Better transparency and productivity : Transparency is key to a successful business. Having all information detailed in the right place will help your business flourish. Hiring a professional VA with experience will lessen your burden and increase productivity.

Customer Satisfaction : Even though virtual assistant works remotely, they are the face of the organization. Connecting with the customer is key to building a great organization. Virtual assistants provide that personal touch with a professional feel so that calls get due attention.

Flexible working hours : With an in-house receptionist, you have to deal with time constraints. Clients and customers can call up at any time of the day and expect responses to their queries. Having a virtual assistant handle calls outside of business hours is quite helpful in this case.

Save money : Having a full-time receptionist means paying a full salary with other overhead costs. Remote assistants charge much less and do most of the work. It also means that overhead costs of electricity and office supplies reduce. Saving money here is beneficial for any business, especially those in their growing stages.

How can AppsComp help you?

We have trained virtual assistants to help you with your business needs. With minimum-to-no training required, our virtual assistants can start immediately. In our endeavor to provide you with cost-effective and efficient Virtual Assistants, we do a thorough check for basic skills before hiring. We assure you of complete satisfaction through our team as we select the best of the best.

So, get in touch with us at, and we will choose the best Virtual assistant to help you out with your business.