Looking for financial planner virtual assistant? A Bookkeeping Assistant from Virtual Assistant takes the work off your plate, and you can start this week. They work your US business hours in your time zone, on a month-to-month package.
Tasks You Can Hand Off
Best for small businesses, agencies and contractors who want clean books every month. Typical work includes:
- Year-end file preparation for your CPA
- Sales tax tracking spreadsheets
- Transaction categorization and bank reconciliation
- Invoicing, payment reminders and collections
- Bill pay preparation and vendor records
They already work in tools like Bill.com, Xero, Gusto and Expensify. See the full Bookkeeping Assistant page for every task.
Bookkeeping Assistant Prices
Our current monthly prices for a Bookkeeping Assistant at the Skilled VA level. They are the same in every state.
- Starter, 20 hours a month: $320 ($16.00 an hour)
- Growth, 40 hours a month: $608 ($15.20 an hour)
- Professional, 80 hours a month: $1,152 ($14.40 an hour)
- Full-Time Dedicated, 160 hours a month: $2,176 ($13.60 an hour)
A Senior Specialist starts at $432 a month and a US-Based Specialist at $608. Prepay 3, 6 or 12 months to save up to 12%. Build your package to see your exact price.
From Order to First Task
- Build your package: pick the role, hours and experience level and see the price
- Pay the itemized invoice by card or crypto
- Your account manager contacts you within one business day, and most assistants are matched within 1 to 3 business days
- Share access through the vault and give your first tasks
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For the bigger picture, read our full guide: Virtual Assistants for Insurance Agencies, Financial Advisors and CPA Firms.
