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Virtual assistants for accounting firms and cpas

Get through tax season without burning out your team. Your assistant chases client documents, codes transactions and keeps engagement letters and deadlines on track.

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Roles for CPA firms, tax preparers and bookkeeping firms

Skilled VA prices. Every role comes as a monthly package, pay-as-you-go hours or a one-time project.

What your assistant handles

Your account manager turns these into a written checklist on your kickoff call.

  • 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

Bookkeeping Assistant packages

Skilled VA prices. Choose any role and experience level on the order form.

Starter

20 hours a month · ≈5 hrs/week

$320/mo

$16.00/hr

For founders and busy professionals who need the inbox, calendar and follow-ups handled.

Choose Starter
Most chosen

Growth

40 hours a month · ≈10 hrs/week

$608/mo

$15.20/hr · save 5%

A steady part-time assistant for a growing business, with a weekly check-in call.

Choose Growth

Professional

80 hours a month · ≈20 hrs/week

$1,152/mo

$14.40/hr · save 10%

A half-time dedicated assistant with daily updates and a trained backup VA.

Choose Professional

Full-Time Dedicated

160 hours a month · ≈40 hrs/week

$2,176/mo

$13.60/hr · save 15%

Your own full-time assistant working your business hours, as part of your team.

Choose Full-Time Dedicated

What CPA firms, tax preparers and bookkeeping firms search for

5 short guides with tasks, prices and how to hire.

By city and state

Pennsylvania virtual assistant for accounting firm tax prep help

Hire for your accounting firms and cpa business in your state

Bookkeeping Assistant pages for every state, with your local time zone.

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Guides for accounting firms and cpas

Hiring a virtual assistant for accounting firms and cpas

Still unsure? Open the chat and ask an account manager directly.

How much does a virtual assistant for accounting firms and cpas cost?

Monthly packages start at $200 for 20 hours at the Skilled VA level. Pay-as-you-go hours start at $12.00 an hour with no monthly commitment. Senior Specialists cost 35% more and US-Based Specialists 90% more.

Which role should CPA firms, tax preparers and bookkeeping firms hire?

Most start with a Bookkeeping Assistant. Administrative Assistant and Data Entry & Research Assistant are also popular. One package can cover more than one kind of work: tell your account manager on the kickoff call.

Will my assistant know QuickBooks Online and Xero?

Many of our assistants already work in QuickBooks Online, Xero, Karbon, TaxDome, Canopy. If yours uses something else, your assistant learns your setup during onboarding and writes it into a checklist.

Is my business and client information safe?

Every assistant signs an NDA, and logins are shared through an encrypted vault in your account, never by email.

How fast can an assistant start?

Most clients are matched within 1 to 3 business days of payment. Add rush onboarding for $49 and your assistant starts within 24 hours.

Other industries we support

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Hire your assistant for accounting firms and cpas this week.

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