Tax season does not need to mean more late nights. A virtual assistant takes on the data entry and client chasing, so your CPAs can focus on the review and advice clients pay for.
Virtual Assistant gives CPA firms, tax preparers and bookkeeping firms a dedicated virtual assistant from $200 a month. You choose the role and the hours, and a US account manager matches you within 1 to 3 business days.
The problem a virtual assistant solves
Accounting work bunches up around deadlines. Skilled staff lose hours chasing missing documents and keying data, and hiring for a busy season is costly when you only need the help for part of the year.
What a normal week looks like with an assistant
Your assistant sends document requests and reminders, organizes uploads, enters data and categorizes transactions. They schedule client meetings and keep your workflow tool current. In busy season, they can take more hours, then scale down afterward.
The work to hand off first
- Client document requests and reminders
- Transaction categorization and reconciliations
- Engagement letters and e-signatures
- Organizing source documents for preparers
- Deadline tracking and extension lists
- Invoice and payment follow-up
Your assistant already knows or will learn your tools, including QuickBooks Online, Xero, Karbon, TaxDome, Canopy. See more on our page for virtual assistants for accounting firms and cpas.
Which assistant to hire
Bookkeeping Assistant
A bookkeeping assistant handles categorization, reconciliations and client books in QuickBooks Online or Xero, ready for your review.
Tax time gets simpler. Your CPA receives organized, reconciled records instead of a box of receipts and last-minute questions.
- Categorize transactions in QuickBooks Online, Xero, FreshBooks or Wave
- Send payment reminders and track overdue accounts
- Track due dates so nothing is paid late
- Organize year-end files for your CPA
Tax returns and tax advice stay with your CPA or enrolled agent. Bookkeeping assistant packages start at $320 a month for 20 hours. Hire a bookkeeping assistant for your business.
Administrative Assistant
An administrative assistant chases documents, books meetings and keeps client files in order.
Your day stops being reactive. Someone else sorts the inbox and the calendar first, so you start each morning with a short list of what actually needs you.
- Draft replies in your voice for you to approve or send
- Take meeting notes and send out the action items
- Fill in online forms and keep track of account renewals
- Research and book travel, with options to choose from
Administrative assistant packages start at $240 a month for 20 hours. Hire an administrative assistant for your business.
Data Entry & Research Assistant
A data entry assistant keys in source documents during your busiest weeks.
You can trust your data. Clean records mean fewer bad mailings, fewer duplicate contacts and better decisions from your reports.
- Process survey and form responses
- Flag records that cannot be verified
- Build lead lists that match your target customer
- Complete a sample batch for your review before the full job
Data entry & research assistant packages start at $200 a month for 20 hours. Hire a data entry & research assistant for your business.
What stays with you
Tax returns, tax advice and sign-off stay with your CPAs and enrolled agents.
What it costs for accounting firms and cpas
You pay the same clear price wherever you are, and you see the exact total before you order. Skilled VA prices for the roles above:
- Bookkeeping Assistant: $320 for 20 hours, $608 for 40 hours or $1,152 for 80 hours a month
- Administrative Assistant: $240 for 20 hours, $456 for 40 hours or $864 for 80 hours a month
- Data Entry & Research Assistant: $200 for 20 hours, $380 for 40 hours or $720 for 80 hours a month
Senior Specialists, with 5+ years in the field, cost 35% more. US-Based Specialists, who live and work in the United States, cost 90% more. If you would rather not commit to a monthly package, pay-as-you-go hours start at $12.00 an hour and stay valid for 90 days.
Why hire your assistant from Virtual Assistant
Your assistant works remotely and keeps the business hours of your time zone. You get a person who learns your business, with a team behind them when something needs fixing.
- You approve the money: Your assistant prepares bills and payroll for you, and you keep control of what gets paid.
- They learn how you work: Your account manager turns your routine into a written checklist on the kickoff call, so you explain each job once.
- Checked twice: Your assistant double-checks the work and your account manager spot-checks the output.
- Start in 1 to 3 business days: Most clients are matched within 1 to 3 business days of payment, or within 24 hours with rush onboarding.
- NDA and secure access: Every assistant signs an NDA, and logins go through a secure vault, never by email.
- A dedicated assistant: You work with one person who learns your business, not whoever is free in a shared pool.
A virtual assistant or an in-house hire?
An in-house hire makes sense when the job needs someone physically on site. For work done on a screen or a phone, a virtual assistant usually costs far less, because you pay only for working hours, with no recruiting, desk, equipment or payroll taxes to arrange. You can also start with 20 hours a month and grow, instead of committing to a full-time salary before you know how much work there is.
How to get started this week
- Build your package: choose a role, your hours and an experience level, and see your price straight away
- Pay your itemized invoice by card or crypto
- Your US account manager matches you within 1 to 3 business days and runs your kickoff call
- Your assistant starts on a written checklist of your first tasks for your business